Foundry Financial Group, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $18B, American Centy ETF Tr Avantis with a value of $14.6B, Ishares Msci Usa Quality Facto with a value of $12.4B, Ishares Tr with a value of $11.1B, and John Hancock Multifactor Large with a value of $10.4B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $162B to 176B.

Foundry Financial Group, Inc. is based out at Laconia, NH

Below you can find more details about Foundry Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $176 Billion
ETFs: $119 Billion
Technology: $2.97 Billion
Financial Services: $2.84 Billion
Communication Services: $648 Million
Consumer Cyclical: $619 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $176 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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