Arkolith/Funds/Foundry Financial LLC

Foundry Financial LLC

CIK 2085325
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Foundry Financial LLC holds a focused book of 85 stocks worth $296.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Lam Research Corp. Their largest long position is Dimensional US Eq MKT ETF at 21% of the equity book. They also disclosed $369K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be +4% (+7.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Foundry Financial LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2085325/holdings"
Ask your agent
Use Arkolith to show Foundry Financial LLC's latest
holdings, largest changes, and filing provenance.
Opened
20
new positions
Added to
49
existing
Trimmed
15
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+3.5%
+7.9%/yr · since Feb '26
Their reported book
+5.0%
held from quarter-end
S&P 500
+9.7%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Foundry Financial LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Foundry Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
64%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
4%
Industrials
1%
Consumer Discretionary
1%
Health Care
1%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Foundry Financial LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC78 / 80$79.7B
Farther Finance Advisors, LLC78 / 80$3.6B
OSAIC HOLDINGS, INC.77 / 80$16.3B
JPMORGAN CHASE & CO76 / 80$443.2B
ENVESTNET ASSET MANAGEMENT INC76 / 80$85.7B
COMMONWEALTH EQUITY SERVICES, LLC76 / 80$19.0B
Kestra Advisory Services, LLC76 / 80$7.8B
ROYAL BANK OF CANADA75 / 80$133.6B

Ranked by how many of Foundry Financial LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

85 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US EQUI MARK ETF
$62.6M763.9K
21.1%
+13%
Added · +91K sh
2Dimensional ETF Trust
US HIGH PROF ETF
$23.3M557.5K
7.8%
+13%
Added · +62K sh
3Dimensional ETF Trust
US LARG VALU ETF
$18.9M477.9K
6.4%
+12%
Added · +51K sh
4Dimensional ETF Trust
INTL CORE EQUITY
$18.5M496.7K
6.2%
+13%
Added · +59K sh
5Dimensional ETF Trust
SHOR DUR FIX ETF
$17.5M365.5K
5.9%
+18%
Added · +55K sh
6Dimensional ETF Trust
ULTR FIX INC ETF
$13.5M265.3K
4.5%
+10%
Added · +25K sh
7Dimensional ETF Trust
CORE FIXE IN ETF
$11.4M271.2K
3.9%
+23%
Added · +50K sh
8Dimensional ETF Trust
US COR EQU 2 ETF
$8.6M193.6K
2.9%
+3.1%
Added · +6K sh
9Dimensional ETF Trust
US SMALL CAP ETF
$8.5M218.0K
2.9%
+14%
Added · +26K sh
10Dimensional ETF Trust
EMERGING MKTS CO
$7.1M175.8K
2.4%
+12%
Added · +18K sh
11Vanguard Instl Index FD
0 3 MO TR BI ETF
$6.3M83.4K
2.1%
+2.8%
Added · +2K sh
12Dimensional ETF Trust
INTL SMALL CAP V
$6.2M153.9K
2.1%
+12%
Added · +16K sh
13BlackRock ETF Trust II
ISHA FLEX IN ETF
$6.1M116.1K
2.0%
+25%
Added · +23K sh
14Dimensional ETF Trust
INTL HIGH PROFIT
$5.8M170.6K
2.0%
+13%
Added · +20K sh
15Pimco ETF TR
MULTISECTOR BD
$5.7M216.6K
1.9%
+20%
Added · +37K sh
16Dimensional ETF Trust
INFLATION PROTE
$5.7M138.6K
1.9%
+16%
Added · +19K sh
17Dimensional ETF Trust
WORLD EX US CORE
$5.1M138.2K
1.7%
+20%
Added · +23K sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$4.9M6.6K
1.7%
13×
Added · +6K sh
19Dimensional ETF Trust
EMERGING MKTS HI
$3.9M90.7K
1.3%
+8.1%
Added · +7K sh
20Nvidia Corporation
COM
$3.6M17.8K
1.2%
+86%
Added · +8K sh
21Dimensional ETF Trust
EMERGING MKTS VA
$3.6M83.6K
1.2%
+7.9%
Added · +6K sh
22Lam Research Corp
COM NEW
$3.3M7.7K
1.1%
−2.5%
Reduced · −199 sh
23Dimensional ETF Trust
GLOBAL REAL EST
$3.0M103.3K
1.0%
+15%
Added · +13K sh
24Meta Platforms Inc
CL A
$2.3M4.2K
0.8%
+34%
Added · +1K sh
25Dimensional ETF Trust
GLOB CO PLUS ETF
$2.0M37.6K
0.7%
+6.7%
Added · +2K sh
26Idexx Labs Inc
COM
$2.0M3.9K
0.7%
~0%
Added · +1 sh
27Alphabet Inc
CAP STK CL A
$1.8M5.0K
0.6%
+84%
Added · +2K sh
28Ea Series Trust
ALPHA ARCHITECT
$1.7M29.9K
0.6%
Held
29Dimensional ETF Trust
CALIF MUN BD ETF
$1.5M29.5K
0.5%
−4.8%
Reduced · −1K sh
30American Centy ETF TR
US SML CP VALU
$1.4M11.1K
0.5%
+2.3%
Added · +249 sh
31Amazon Com Inc
COM
$1.4M5.8K
0.5%
+15%
Added · +754 sh
32Invesco Exchange Traded FD T
S&P500 QUALITY
$1.3M15.0K
0.5%
+24%
Added · +3K sh
33Apple Inc
COM
$1.2M4.3K
0.4%
+77%
Added · +2K sh
34Costco Wholesale Corporation
COM
$1.1M1.2K
0.4%
+2.6%
Added · +31 sh
35Ishares TR
CORE S&P TTL STK
$1.1M6.9K
0.4%
−2.4%
Reduced · −168 sh
36Ishares TR
0-3 MTH TREASURY
$1.1M10.6K
0.4%
−12%
Reduced · −1K sh
37Tesla Inc
COM
$945K2.2K
0.3%
+48%
Added · +731 sh
38Broadcom Inc
COM
$929K2.5K
0.3%
+12%
Added · +259 sh
39Dimensional ETF Trust
INTL CORE EQT MK
$923K22.4K
0.3%
−11%
Reduced · −3K sh
40Ishares TR
CORE MSCI EAFE
$824K8.5K
0.3%
+1.5%
Added · +127 sh
41Vanguard Index FDS
S&P 500 ETF SHS
$795K1.2K
0.3%
+1.0%
Added · +12 sh
42Dimensional ETF Trust
GLOBAL CR ETF
$769K14.1K
0.3%
+30%
Added · +3K sh
43Advanced Micro Devices Inc
COM
$767K1.3K
0.3%
New
New position
44Microsoft Corp
COM
$716K1.9K
0.2%
+6.5%
Added · +117 sh
45Alphabet Inc
CAP STK CL C
$705K2.0K
0.2%
−54%
Reduced · −2K sh
46American Centy ETF TR
AVANTIS EMGMKT
$688K7.1K
0.2%
−0.4%
Reduced · −27 sh
47American Centy ETF TR
US LARGE CAP VLU
$683K7.5K
0.2%
+43%
Added · +2K sh
48Dimensional ETF Trust
US COR EQU 1 ETF
$645K7.9K
0.2%
+6.2%
Added · +462 sh
49Ishares TR
CORE S&P500 ETF
$634K847
0.2%
−34%
Reduced · −428 sh
50Dimensional ETF Trust
INTL COR FIX ETF
$634K11.8K
0.2%
+4.0%
Added · +451 sh
Showing 50 of 85 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$369K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishIDEXX LABORATORIES INCIDXX$369K37

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202686$296.9M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202671$236.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202667$190.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.