13F Filings History of Foundry Financial Group, Inc.

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$199,817,044
Signature - Title
Michael Fogarty - Chief Compliance Officer
Location
Laconia, NH
Summary
This page shows a list of all the recent 13F filings made by Foundry Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Foundry Financial Group, Inc. reported 66 stock holdings with total value $199,817,044 as of Q4 2025. Top holdings included IVV, AVIV, IEFA, DYNF, and IUSG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $199,817,044 +$13,337,770 -$7,667,091 +$5,670,679 IVV, AVIV, IEFA, DYNF, IUSG 13F-HR 04 Feb 2026, 17:25
Q3 2025 65 $190,425,961 +$23,097,453 -$18,372,781 +$4,724,672 IVV, AVIV, IEFA, IUSG, JGRO 13F-HR 23 Oct 2025, 12:49
Q2 2025 63 $175,681,894 +$10,318,490 -$8,906,637 +$1,411,853 IVV, AVIV, QUAL, IEFA, JHML 13F-HR 18 Jul 2025, 15:11
Q1 2025 58 $162,367,870 +$9,349,552 -$6,652,120 +$2,697,432 IVV, QUAL, AVIV, JHML, IEFA 13F-HR 05 May 2025, 13:20
Q4 2024 60 $161,457,410 +$20,155,037 -$17,337,649 +$2,817,388 IVV, AVIV, JHML, IEFA, AVLV 13F-HR 06 Feb 2025, 18:06
Q3 2024 60 $160,181,388 +$9,772,761 -$2,434,823 +$7,337,938 IVV, AVIV, JHML, IEF, IEFA 13F-HR 22 Oct 2024, 16:58
Q2 2024 53 $145,142,511 +$30,562,398 -$24,705,582 +$5,856,816 IVV, AVIV, JHML, IEF, IEFA 13F-HR 09 Aug 2024, 13:46
Q1 2024 57 $140,106,731 +$21,758,917 -$2,578,150 +$19,180,767 IUSV, AVIV, JHML, HDV, IEFA 13F-HR 30 Apr 2024, 17:26
Q4 2023 51 $117,967,232 $0 $0 $0 IUSV, JHML, AVIV, HDV, IEMG 13F-HR 22 Jan 2024, 18:13