Foundry Financial Group, Inc. Top Holdings and 13F Report (2025) About Foundry Financial Group, Inc.Investment ActivityFoundry Financial Group, Inc. has $162.37 million in total holdings as of March 31, 2025.Foundry Financial Group, Inc. owns shares of 58 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.76% of the portfolio was purchased this quarter.About 4.10% of the portfolio was sold this quarter.This quarter, Foundry Financial Group, Inc. has purchased 60 new stocks and bought additional shares in 27 stocks.Foundry Financial Group, Inc. sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $14,660,533iShares MSCI USA Quality Factor ETF $11,079,824Avantis International Large Cap Value ETF $10,357,533John Hancock Multifactor Large Cap ETF $9,534,334iShares Core MSCI EAFE ETF $9,501,867 Largest New Holdings this Quarter 092528843 - BLACKROCK ETF TRUST II $352,010 Holding084670702 - Berkshire Hathaway $256,171 Holding Largest Purchases this Quarter iShares MSCI USA Quality Factor ETF 27,141 shares (about $4.64M)iShares Core S&P 500 ETF 1,541 shares (about $865.89K)BLACKROCK ETF TRUST II 7,107 shares (about $352.01K)iShares iBonds Dec 2028 Term Corporate ETF 11,748 shares (about $296.75K)iShares iBonds Dec 2026 Term Corporate ETF 11,653 shares (about $282.12K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 28,641 shares (about $1.67M)Invesco S&P SmallCap Quality ETF 23,434 shares (about $926.11K)John Hancock Multifactor Mid Cap ETF 10,948 shares (about $627.32K)Avantis International Large Cap Value ETF 9,555 shares (about $541.58K)Avantis U.S. Small Cap Value ETF 4,741 shares (about $413.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFoundry Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$14,660,533$865,888 ▲6.3%26,0919.0%ETFQUALiShares MSCI USA Quality Factor ETF$11,079,824$4,638,125 ▲72.0%64,8366.8%ETFAVIVAvantis International Large Cap Value ETF$10,357,533$541,577 ▼-5.0%182,7376.4%ETFJHMLJohn Hancock Multifactor Large Cap ETF$9,534,334$55,891 ▲0.6%141,4175.9%ETFIEFAiShares Core MSCI EAFE ETF$9,501,867$216,813 ▼-2.2%125,6035.9%ETFAVLVAvantis U.S. Large Cap Value ETF$7,773,684$215,845 ▲2.9%119,2104.8%ETFIUSViShares Core S&P U.S. Value ETF$6,891,940$96,443 ▼-1.4%74,6774.2%ManufacturingJ P MORGAN EXCHANGE TRADED F$6,537,990$212,992 ▲3.4%97,3064.0%U S TECH LEADERSIEIiShares 3-7 Year Treasury Bond ETF$6,024,885$149,323 ▲2.5%51,0003.7%ETFPVALPutnam Focused Large Cap Value ETF$5,879,400$181,489 ▲3.2%154,3963.6%ETFHDViShares Core High Dividend ETF$5,473,049$78,001 ▼-1.4%45,1873.4%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$5,355,716$627,320 ▼-10.5%93,4683.3%ETFIUSGiShares Core S&P U.S. Growth ETF$5,232,900$96,581 ▲1.9%41,1783.2%ManufacturingJGROJPMorgan Active Growth ETF$4,693,487$115,555 ▲2.5%63,6062.9%ETFBINCiShares Flexible Income Active ETF$4,249,170$92,189 ▲2.2%81,1222.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,940,080$247,776 ▼-5.9%73,0052.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,848,037$51,674 ▼-1.3%69,8502.4%ManufacturingIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,639,302$282,119 ▲12.0%109,0171.6%ETFCMECME Group$2,508,052$3,449 ▲0.1%9,4541.5%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,456,422$207,972 ▲9.2%101,5891.5%ETFAVUVAvantis U.S. Small Cap Value ETF$2,421,670$413,273 ▼-14.6%27,7811.5%ETFXSHQInvesco S&P SmallCap Quality ETF$2,385,901$926,112 ▼-28.0%60,3721.5%ETFIJHiShares Core S&P Mid-Cap ETF$2,338,201$1,671,202 ▼-41.7%40,0721.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,043,894$46,788 ▲2.3%20,3131.3%ETFSHViShares Short Treasury Bond ETF$1,851,641$47,387 ▼-2.5%16,7631.1%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,800,388$106,410 ▼-5.6%71,5861.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,736,095$296,755 ▲20.6%68,7291.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,578,207$19,315 ▲1.2%59,8941.0%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$1,529,220$249,222 ▲19.5%68,7290.9%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,475,169$117,234 ▲8.6%65,7970.9%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,416,912$231,625 ▲19.5%61,7660.9%ManufacturingIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,020,815$108,630 ▼-9.6%39,9380.6%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$963,856$167,188 ▼-14.8%36,0320.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$916,897$43,102 ▼-4.5%11,0830.6%ManufacturingIBDUiShares iBonds Dec 2029 Term Corporate ETF$904,059$177,569 ▲24.4%39,0860.6%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$824,096$60,131 ▼-6.8%35,2630.5%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$794,561$178,971 ▲29.1%36,4980.5%ManufacturingAAPLApple$760,573$91,295 ▲13.6%3,4240.5%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$735,496$44,493 ▼-5.7%29,0940.5%ETFMSFTMicrosoft$675,702$64,942 ▲10.6%1,8000.4%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$618,667$80,844 ▼-11.6%12,6880.4%ETFNVDANVIDIA$528,894$53,431 ▲11.2%4,8800.3%Computer and TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$489,2300.0%13,6580.3%ETFIJRiShares Core S&P Small-Cap ETF$355,015$124,543 ▼-26.0%3,3950.2%ETFBLACKROCK ETF TRUST II$352,010$352,010 ▲New Holding7,1070.2%ISHARES HIGH YIEVLUEiShares MSCI USA Value Factor ETF$336,3740.0%3,1540.2%ETFAMZNAmazon.com$331,813$45,092 ▲15.7%1,7440.2%Retail/WholesaleFSCOFS Credit Opportunities$277,1070.0%39,3060.2%Financial ServicesMETAMeta Platforms$274,924$25,936 ▲10.4%4770.2%Computer and TechnologyPNOVInnovator U.S. Equity Power Buffer ETF - November$269,398$63,274 ▼-19.0%7,2380.2%ETFBRK.BBerkshire Hathaway$256,171$256,171 ▲New Holding4810.2%FinanceGOOGAlphabet$241,844$25,778 ▲11.9%1,5480.1%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$215,692$8,272 ▼-3.7%10,4300.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$205,3390.0%10,5410.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$203,3980.0%9,9950.1%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$200,7360.0%8,2000.1%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$200,6850.0%8,5000.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$199,0150.0%10,1590.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$274,349 ▼-100.0%00.0%ETFAVGOBroadcom$0$247,141 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$205,151 ▼-100.0%00.0%Auto/Tires/TrucksIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$0$201,014 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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