Michael Fogarty

Foundry Financial Group, Inc.

Assets Managed

$231.292M

Holdings

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

14.76%(2Q avg: 7.82%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundry Financial Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Foundry Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 231.292M in assets, with a quarterly growth rate of 14.76% and a 2-quarter average growth rate of 7.82%. The portfolio is managed by Michael Fogarty, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 3.36%	10.3%	$23.82M 31,807 shares@ $748.9 avg price	Increased 3.36%
AVIV Avantis Int Lrg Cap Val Etf Recent Activity Increased 1.72%	7.44%	$17.202M 222,193 shares@ $77.43 avg price	Increased 1.72%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 4.28%	6.45%	$14.901M 219,096 shares@ $68.02 avg price	Increased 4.28%
IUSG Ishares Core S&p U.s. Growth Recent Activity Increased 2.16%	6.3%	$14.562M 77,418 shares@ $188.1 avg price	Increased 2.16%
JGRO Jpmorgan Active Growth Etf Recent Activity Increased 4.07%	6.04%	$13.97M 141,695 shares@ $98.59 avg price	Increased 4.07%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 1.33%	5.67%	$13.113M 135,770 shares@ $96.59 avg price	Increased 1.33%
AVLV Avantis Us Large Cap Value Recent Activity Increased 0.43%	4.97%	$11.478M 125,841 shares@ $91.22 avg price	Increased 0.43%
JTEK Jpmorgan Us Tech Leaders Recent Activity Decreased -7.87%	4.15%	$9.58M 85,879 shares@ $111.56 avg price	Decreased -7.87%
EMXC Ishares Msci Emr Mrk Ex Chna Recent Activity Decreased -4%	3.97%	$9.182M 89,756 shares@ $102.31 avg price	Decreased -4%
IEI Ishares 3-7 Year Treasury Bo Recent Activity Increased 9.12%	3.96%	$9.143M 77,844 shares@ $117.46 avg price	Increased 9.12%

1-10 of 80