Foundry Financial Group, Inc.
All 13F Filings
- Location
- Laconia, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 231,292
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 80 | 231,292 | 13F-HR | Foundry Financial Group, Inc. |
| Q1 2026 | 4/23/2026 | 70 | 201,555 | 13F-HR | Foundry Financial Group, Inc. |
| Q4 2025 | 2/4/2026 | 66 | 199,817 | 13F-HR | Foundry Financial Group, Inc. |
| Q3 2025 | 10/23/2025 | 65 | 190,426 | 13F-HR | Foundry Financial Group, Inc. |
| Q2 2025 | 7/18/2025 | 63 | 175,682 | 13F-HR | Foundry Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.11 K | 5.7% | 2.553 K | 0 | 2.553 K |
| ETFs | 203.7 K | 88.1% | 26.98 K | 0 | 26.98 K |
| Debt | 14.47 K | 6.3% | 203 | 0 | 203 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
231,292
Holdings
80
QoQ value change ($000)
29,737
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.