Foundry Financial Group, Inc. Top Holdings and 13F Report (2025) About Foundry Financial Group, Inc.Investment ActivityFoundry Financial Group, Inc. has $175.68 million in total holdings as of June 30, 2025.Foundry Financial Group, Inc. owns shares of 63 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 5.87% of the portfolio was purchased this quarter.About 5.07% of the portfolio was sold this quarter.This quarter, Foundry Financial Group, Inc. has purchased 58 new stocks and bought additional shares in 27 stocks.Foundry Financial Group, Inc. sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $17,962,033Avantis International Large Cap Value ETF $14,594,108iShares MSCI USA Quality Factor ETF $12,376,366iShares Core MSCI EAFE ETF $11,085,727John Hancock Multifactor Large Cap ETF $10,431,428 Largest New Holdings this Quarter 464288877 - iShares MSCI EAFE Value ETF $373,135 Holding11135F101 - Broadcom $300,734 Holding459200101 - International Business Machines $227,865 Holding46138J478 - Invesco BulletShares 2029 Municipal Bond ETF $216,381 Holding88160R101 - Tesla $213,150 Holding Largest Purchases this Quarter Avantis International Large Cap Value ETF 51,763 shares (about $3.22M)iShares Core S&P 500 ETF 2,838 shares (about $1.76M)Invesco S&P SmallCap Quality ETF 15,535 shares (about $632.74K)iShares Core MSCI EAFE ETF 7,192 shares (about $600.39K)iShares MSCI USA Quality Factor ETF 2,861 shares (about $523.05K) Largest Sales this Quarter John Hancock Multifactor Mid Cap ETF 88,017 shares (about $5.38M)iShares Core S&P Mid-Cap ETF 35,572 shares (about $2.21M)iShares iBonds Dec 2026 Term Treasury ETF 7,591 shares (about $174.06K)iShares iBonds Dec 2026 Term Corporate ETF 6,536 shares (about $158.50K)iShares iBonds Dec 2028 Term Treasury ETF 6,690 shares (about $149.59K) 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$17,962,033$1,762,116 ▲10.9%28,92910.2%ETFAVIVAvantis International Large Cap Value ETF$14,594,108$3,221,470 ▲28.3%234,5008.3%ETFQUALiShares MSCI USA Quality Factor ETF$12,376,366$523,048 ▲4.4%67,6977.0%ETFIEFAiShares Core MSCI EAFE ETF$11,085,727$600,388 ▲5.7%132,7956.3%ETFJHMLJohn Hancock Multifactor Large Cap ETF$10,431,428$58,095 ▲0.6%142,2095.9%ETFAVLVAvantis U.S. Large Cap Value ETF$8,333,625$202,311 ▲2.5%122,1764.7%ETFJ P MORGAN EXCHANGE TRADED F$8,217,367$1,098 ▼0.0%97,2934.7%U S TECH LEADERSIUSViShares Core S&P U.S. Value ETF$7,170,494$103,809 ▲1.5%75,7744.1%ManufacturingPVALPutnam Focused Large Cap Value ETF$6,397,093$185,742 ▲3.0%159,0133.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$6,310,341$236,751 ▲3.9%52,9883.6%ETFIUSGiShares Core S&P U.S. Growth ETF$6,168,957$24,214 ▼-0.4%41,0173.5%ManufacturingJGROJPMorgan Active Growth ETF$5,466,478$8,091 ▼-0.1%63,5123.1%ETFHDViShares Core High Dividend ETF$5,355,138$60,577 ▲1.1%45,7043.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,448,792$38,452 ▲0.9%70,4592.5%ManufacturingBINCiShares Flexible Income Active ETF$4,437,873$151,387 ▲3.5%83,9872.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,343,270$39,199 ▼-0.9%72,3522.5%ETFXSHQInvesco S&P SmallCap Quality ETF$3,091,692$632,741 ▲25.7%75,9071.8%ETFAVUVAvantis U.S. Small Cap Value ETF$2,993,273$462,424 ▲18.3%32,8571.7%ETFCMECME Group$2,606,263$551 ▲0.0%9,4561.5%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,485,164$158,498 ▼-6.0%102,4811.4%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,342,904$122,661 ▼-5.0%96,5351.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,151,549$109,382 ▲5.4%21,4011.2%ETFSHViShares Short Treasury Bond ETF$2,120,285$269,314 ▲14.5%19,2021.2%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,789,341$13,194 ▼-0.7%71,0621.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,624,221$34,635 ▲2.2%61,1990.9%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,614,043$133,048 ▼-7.6%63,4950.9%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$1,387,192$149,588 ▼-9.7%62,0390.8%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,337,278$142,497 ▼-9.6%59,4610.8%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,242,233$174,062 ▼-12.3%54,1750.7%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$1,050,333$131,996 ▲14.4%12,6760.6%ManufacturingIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,024,331$999 ▲0.1%39,9770.6%ETFMSFTMicrosoft$942,095$46,757 ▲5.2%1,8940.5%Computer and TechnologyIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$934,367$29,975 ▼-3.1%34,9120.5%ETFNVDANVIDIA$823,128$52,137 ▲6.8%5,2100.5%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$813,395$10,348 ▼-1.3%34,8200.5%ManufacturingIBDUiShares iBonds Dec 2029 Term Corporate ETF$802,832$109,044 ▼-12.0%34,4120.5%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$729,497$8,036 ▼-1.1%28,7770.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$686,904$4,085 ▼-0.6%12,6130.4%ETFAAPLApple$680,959$21,543 ▼-3.1%3,3190.4%Computer and TechnologyIBTJiShares iBonds Dec 2029 Term Treasury ETF$658,038$141,998 ▼-17.7%30,0200.4%ManufacturingPFEBInnovator U.S. Equity Power Buffer ETF - February$519,1410.0%13,6580.3%ETFAMZNAmazon.com$405,433$22,817 ▲6.0%1,8480.2%Retail/WholesaleBLACKROCK ETF TRUST II$385,198$39,585 ▲11.5%7,9210.2%ISHARES HIGH YIEEFViShares MSCI EAFE Value ETF$373,135$373,135 ▲New Holding5,8780.2%ETFVLUEiShares MSCI USA Value Factor ETF$357,0640.0%3,1540.2%ETFMETAMeta Platforms$350,593$1,476 ▼-0.4%4750.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$343,717$27,322 ▼-7.4%3,1450.2%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$333,220$5,380,485 ▼-94.2%5,4510.2%ETFAVGOBroadcom$300,734$300,734 ▲New Holding1,0910.2%Computer and TechnologyGOOGAlphabet$296,951$22,351 ▲8.1%1,6740.2%Computer and TechnologyPNOVInnovator U.S. Equity Power Buffer ETF - November$286,0460.0%7,2380.2%ETFFSCOFS Credit Opportunities$285,3620.0%39,3060.2%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$279,090$2,206,175 ▼-88.8%4,5000.2%ETFBRK.BBerkshire Hathaway$238,513$4,858 ▲2.1%4910.1%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$228,224$12,532 ▲5.8%11,0360.1%ETFIBMInternational Business Machines$227,865$227,865 ▲New Holding7730.1%Computer and TechnologyBSMTInvesco BulletShares 2029 Municipal Bond ETF$216,381$216,381 ▲New Holding9,5280.1%ETFTSLATesla$213,150$213,150 ▲New Holding6710.1%Auto/Tires/TrucksBSCQInvesco BulletShares 2026 Corporate Bond ETF$205,7600.0%10,5410.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$204,7980.0%9,9950.1%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$201,2280.0%8,2000.1%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$200,2600.0%8,5000.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$199,6240.0%10,1590.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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