Foundry Financial LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 296,922
- 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 | 7/21/2026 | 86 | 296,922 | 13F-HR | Foundry Financial LLC |
| Q1 2026 | 4/21/2026 | 71 | 236,058 | 13F-HR | Foundry Financial LLC |
| Q4 2025 | 2/17/2026 | 67 | 190,336 | 13F-HR | Foundry Financial LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
369
(0.1% of total reported value)
· QoQ Δ:
+369
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.18 K | 9.2% | 10.53 K | 0 | 10.53 K |
| ETFs | 268.9 K | 90.8% | 52.06 K | 0 | 52.06 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
296,922
Holdings
86
QoQ value change ($000)
60,864
(25.8%)
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.