Foundry Financial LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Foundry Financial LLC maintained a portfolio of 78 distinct positions. The most significant new addition to the portfolio was PIMCO ETF TR, which now represents 0.87% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 44.2%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 78.0%.
PCA Score Concentration Risk
Risk ENB
Total Positions
78
Quarter
2026 Q1
Top Holding
DFUS (20.2%)
Top 10 Concentration
64.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 78
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFUS
DIMENSIONAL ETF...
ETF 20.22% 18.20% #1
Prev: #1
8.5 206,258 44.2%
P
S
673,205 $47,736,948 2025 Q4 13F Filing 2026-03-31 2026-04-22
DUHP
DIMENSIONAL ETF...
ETF 7.71% 7.54% #2
Prev: #2
7.1 117,811 31.2%
P
S
495,413 $18,211,369 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFIC
DIMENSIONAL ETF...
Bond/Debt 6.59% 6.78% #3 1
Prev: #4
5.6 63,153 16.9%
P
S
437,867 $15,557,420 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFLV
DIMENSIONAL ETF...
ETF 6.46% 5.12% #4 1
Prev: #5
5.6 142,326 50.0%
P
S
426,999 $15,248,142 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFSD
DIMENSIONAL ETF...
ETF 6.30% 4.73% #5 1
Prev: #6
6.0 123,055 65.5%
P
S
310,786 $14,880,420 2025 Q4 13F Filing 2026-03-31 2026-04-22
DUSB
DIMENSIONAL ETF...
ETF 5.17% 4.38% #6 1
Prev: #7
4.6 76,108 46.3%
P
S
240,613 $12,201,470 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFCF
DIMENSIONAL ETF...
ETF 3.95% 3.42% #7 1
Prev: #8
4.1 67,786 44.3%
P
S
220,753 $9,320,199 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFAC
DIMENSIONAL ETF...
ETF 3.09% 7.18% #8 5
Prev: #3
1.2 -157,582 -45.6%
P
S
187,835 $7,299,281 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFSV
DIMENSIONAL ETF...
ETF 2.84% 2.62% #9
Prev: #9
3.6 39,804 26.2%
P
S
191,475 $6,709,270 2025 Q4 13F Filing 2026-03-31 2026-04-22
VBIL
VANGUARD INSTL ...
ETF 2.60% 2.40% #10
Prev: #10
3.5 20,682 34.2%
P
S
81,129 $6,137,444 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFEM
DIMENSIONAL ETF...
ETF 2.30% 2.38% #11
Prev: #11
2.9 20,483 15.0%
P
S
157,345 $5,436,265 2025 Q4 13F Filing 2026-03-31 2026-04-22
DISV
DIMENSIONAL ETF...
Bond/Debt 2.30% 2.34% #12
Prev: #12
2.9 20,440 17.4%
P
S
137,721 $5,431,703 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFIP
DIMENSIONAL ETF...
ETF 2.11% 1.32% #13 6
Prev: #19
3.8 59,106 97.9%
P
S
119,478 $4,984,607 2025 Q4 13F Filing 2026-03-31 2026-04-22
DIHP
DIMENSIONAL ETF...
Bond/Debt 2.05% 1.94% #14
Prev: #14
3.3 33,880 29.1%
P
S
150,374 $4,845,046 2025 Q4 13F Filing 2026-03-31 2026-04-22
BINC
BLACKROCK ETF T...
ETF 2.05% 1.70% #15
Prev: #15
3.8 31,609 51.5%
P
S
92,995 $4,829,217 2025 Q4 13F Filing 2026-03-31 2026-04-22
PYLD
PIMCO ETF TR
ETF 2.00% 1.65% #16
Prev: #16
3.8 62,359 53.0%
P
S
179,910 $4,713,633 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFAX
DIMENSIONAL ETF...
ETF 1.66% 1.27% #17 3
Prev: #20
3.7 41,200 55.6%
P
S
115,274 $3,915,848 2025 Q4 13F Filing 2026-03-31 2026-04-22
DEHP
DIMENSIONAL ETF...
ETF 1.20% 1.20% #18 3
Prev: #21
2.5 13,062 18.4%
P
S
83,864 $2,833,771 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFEV
DIMENSIONAL ETF...
ETF 1.17% 1.13% #19 3
Prev: #22
3.0 13,685 21.4%
P
S
77,506 $2,773,152 2025 Q4 13F Filing 2026-03-31 2026-04-22
TFLO
ISHARES TR
ETF 1.09% 0.36% #20 21
Prev: #41
3.4 37,368 278.6%
P
S
50,782 $2,571,102 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFGR
DIMENSIONAL ETF...
ETF 1.01% 1.03% #21 4
Prev: #25
2.9 15,766 21.3%
P
S
89,855 $2,388,352 2025 Q4 13F Filing 2026-03-31 2026-04-22
IDXX
IDEXX LABS INC
Healthcare 0.92% 1.37% #22 4
Prev: #18
0.9 1 0.0%
P
S
3,854 $2,165,547 2025 Q4 13F Filing 2026-03-31 2026-04-22
MINT
PIMCO ETF TR
ETF 0.87% #23
Prev: #—
3.8 20,385 no change
NEW
20,385 $2,050,116 2026 Q1 13F Filing 2026-03-31 2026-04-22
DFGP
DIMENSIONAL ETF...
ETF 0.81% 2.00% #24 11
Prev: #13
0.3 -35,106 -49.9%
P
S
35,219 $1,901,501 2025 Q4 13F Filing 2026-03-31 2026-04-22
META
META PLATFORMS ...
Communication Services 0.75% 0.41% #25 13
Prev: #38
3.3 1,934 164.7%
P
S
3,108 $1,778,068 2025 Q4 13F Filing 2026-03-31 2026-04-22
LRCX
LAM RESEARCH CO...
Technology 0.72% 0.74% #26 1
Prev: #27
0.8 -337 -4.1%
P
S
7,913 $1,690,700 2025 Q4 13F Filing 2026-03-31 2026-04-22
NVDA
NVIDIA CORPORAT...
Technology 0.71% 0.83% #27 1
Prev: #26
2.3 1,149 13.6%
P
S
9,587 $1,671,912 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFCA
DIMENSIONAL ETF...
ETF 0.65% 0.57% #28 4
Prev: #32
2.8 9,199 42.3%
P
S
30,953 $1,543,027 2025 Q4 13F Filing 2026-03-31 2026-04-22
N/A
EA SERIES TRUST
Unknown 0.62% #29
Prev: #—
3.7 29,860 no change
NEW
29,860 $1,461,390 13F Filing 2026-03-31 2026-04-22
GOOG
ALPHABET INC
Communication Services 0.53% 0.66% #30 1
Prev: #31
2.2 338 8.5%
P
S
4,333 $1,243,080 2025 Q4 13F Filing 2026-03-31 2026-04-22
SGOV
ISHARES TR
Bond/Debt 0.52% 0.70% #31 2
Prev: #29
0.7 -1,136 -8.6%
P
S
12,136 $1,221,595 2025 Q4 13F Filing 2026-03-31 2026-04-22
AVUV
AMERICAN CENTY ...
ETF 0.51% 1.09% #32 8
Prev: #24
0.2 -9,618 -47.1%
P
S
10,819 $1,195,145 2025 Q4 13F Filing 2026-03-31 2026-04-22
COST
COSTCO WHOLESAL...
Consumer Defensive 0.50% #33
Prev: #—
3.7 1,191 no change
NEW
1,191 $1,187,064 2026 Q1 13F Filing 2026-03-31 2026-04-22
AMZN
AMAZON COM INC
Consumer Cyclical 0.44% 0.33% #34 12
Prev: #46
3.2 2,343 87.3%
P
S
5,028 $1,047,257 2025 Q4 13F Filing 2026-03-31 2026-04-22
ITOT
ISHARES TR
ETF 0.43% 0.47% #35
Prev: #35
2.2 1,114 18.7%
P
S
7,075 $1,007,628 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFAI
DIMENSIONAL ETF...
Bond/Debt 0.41% 0.73% #36 8
Prev: #28
0.2 -11,529 -31.5%
P
S
25,129 $979,007 2025 Q4 13F Filing 2026-03-31 2026-04-22
SPHQ
INVESCO EXCHANG...
ETF 0.38% 0.57% #37 4
Prev: #33
0.7 -2,439 -16.8%
P
S
12,041 $905,375 2025 Q4 13F Filing 2026-03-31 2026-04-22
IVV
ISHARES TR
ETF 0.35% #38
Prev: #—
3.6 1,275 no change
NEW
1,275 $832,745 2026 Q1 13F Filing 2026-03-31 2026-04-22
GOOGL
ALPHABET INC
Communication Services 0.33% 0.35% #39 4
Prev: #43
2.6 623 29.4%
P
S
2,739 $787,635 2025 Q4 13F Filing 2026-03-31 2026-04-22
IEFA
ISHARES TR
ETF 0.32% 0.33% #40 4
Prev: #44
2.1 1,300 18.3%
P
S
8,407 $761,075 2025 Q4 13F Filing 2026-03-31 2026-04-22
VOO
VANGUARD INDEX ...
ETF 0.29% 0.35% #41 1
Prev: #42
2.1 82 7.7%
P
S
1,146 $685,068 2025 Q4 13F Filing 2026-03-31 2026-04-22
AVGO
BROADCOM INC
Technology 0.29% 0.37% #42 2
Prev: #40
2.1 154 7.5%
P
S
2,200 $680,962 2025 Q4 13F Filing 2026-03-31 2026-04-22
MSFT
MICROSOFT CORP
Technology 0.28% 0.57% #43 9
Prev: #34
0.6 -434 -19.4%
P
S
1,801 $666,773 2025 Q4 13F Filing 2026-03-31 2026-04-22
AAPL
APPLE INC
Technology 0.26% 0.30% #44 5
Prev: #49
2.1 268 12.6%
P
S
2,402 $609,487 2025 Q4 13F Filing 2026-03-31 2026-04-22
DFGX
DIMENSIONAL ETF...
Bond/Debt 0.25% 0.68% #45 15
Prev: #30
0.1 -13,070 -53.5%
P
S
11,379 $596,845 2025 Q4 13F Filing 2026-03-31 2026-04-22
DGCB
DIMENSIONAL ETF...
ETF 0.25% 1.40% #46 29
Prev: #17
0.1 -38,342 -78.0%
P
S
10,793 $584,290 2025 Q4 13F Filing 2026-03-31 2026-04-22
AVUS
AMERICAN CENTY ...
ETF 0.25% 0.29% #47 3
Prev: #50
0.6 247 4.9%
P
S
5,249 $583,549 2025 Q4 13F Filing 2026-03-31 2026-04-22
AVEM
AMERICAN CENTY ...
Bond/Debt 0.24% 0.43% #48 12
Prev: #36
0.1 -3,463 -32.6%
P
S
7,160 $576,946 2025 Q4 13F Filing 2026-03-31 2026-04-22
TSLA
TESLA INC
Consumer Cyclical 0.24% 0.33% #49 4
Prev: #45
2.1 111 7.9%
P
S
1,517 $563,837 2025 Q4 13F Filing 2026-03-31 2026-04-22
DCOR
DIMENSIONAL ETF...
ETF 0.23% 1.10% #50 27
Prev: #23
0.1 -21,131 -74.0%
P
S
7,407 $533,872 2025 Q4 13F Filing 2026-03-31 2026-04-22
Showing 1-50 of 78 holdings

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