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Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. is a fee-only, SEC-registered investment advisory firm based in Laconia, New Hampshire. Founded to provide personalized financial planning and investment management services, the firm serves individuals, families, and businesses primarily in the Lakes Region and throughout the United States. With a team of 9 employees, The Foundry delivers retirement planning, investment guidance, and long-term wealth management, emphasizing fiduciary responsibility, clarity, and transparency for all clients.
Investment Strategy
The Foundry Financial Group, Inc. focuses on providing tailored, fee-only financial advice to a range of clients, including individuals, high net worth individuals, and pension and profit-sharing plans. Their approach integrates comprehensive financial planning with disciplined investment management strategies, designed to achieve long-term financial security. Portfolios are constructed with an emphasis on diversification, fiduciary responsibility, and clarity, guided by clients’ individual goals and risk tolerance. The firm commits to transparency and ongoing education to empower clients throughout their financial lives.
Latest 13F Filing Activity
Foundry Financial Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 64 equity positions with a total 13F market value of $190M. The fund increased holdings in Blackrock Etf Trust, J P Morgan Exchange Traded F, Ishares TR among other positions. Foundry Financial Group, Inc. reduced exposure to Ishares TR, John Hancock Exchange Traded, John Hancock Exchange Traded among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.31% | $19.6M | 29,333 | $525.32 | $669.30 | +$1.7M |
A AVIV | AMERICAN CENTY ETF TR | 8.43% | $16.1M | 238,029 | $54.36 | $67.44 | +$1.5M |
I IEFA | ISHARES TR | 6.22% | $11.8M | 135,604 | $71.93 | $87.31 | +$753.9K |
I IUSG | ISHARES TR | 5.51% | $10.5M | 63,729 | $126.73 | $164.54 | +$4.3M |
J JGRO | J P MORGAN EXCHANGE TRADED F | 5.26% | $10.0M | 106,934 | $82.95 | $93.75 | +$4.6M |
Industry Allocation
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