Foundry Financial Group, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 65 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 $19.6B, American Centy ETF Tr Avantis with a value of $16.1B, Ishares Tr with a value of $11.8B, Ishares Core S&P U.S Growth Et with a value of $10.5B, and J P Morgan Exchange Traded Fd with a value of $10B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $176B to 190B.

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 $190 Billion
ETFs: $124 Billion
Technology: $3.24 Billion
Financial Services: $2.79 Billion
Communication Services: $984 Million
Consumer Cyclical: $638 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $190 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Foundry Financial Group, Inc. Portfolio

Follow Foundry Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundry Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Foundry Financial Group, Inc. with notifications on news.