SEC Form 13F · Q1 2026

Foundry Financial LLC

Institutional Holdings Report

13F-HRCA
$236.1M
Portfolio Value
71
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Foundry Financial LLC
CIK
2085325
Accession No.
0001754960-26-000299
Location
PASADENA, CA
Form Type
13F-HR
Portfolio Value
$236.1M
Holdings Reported
71
Reporting Period
Q1 2026
Filed
April 22, 2026

About this Filing

Foundry Financial LLC is an institutional investment manager based in PASADENA, CA reporting approximately $236.1M in 13(f) securities across 71 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.