# EDGAR Filing Document

**Accession Number:** 0002007960
**File Stem:** 0002007960-26-000001
**Filing Date:** 2026-2
**Character Count:** 10483
**Document Hash:** ebe18b483cd75b54eedf4afebb5bb19b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002007960-26-000001.hdr.sgml**: 20260204

**ACCESSION NUMBER**: 0002007960-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260204

**DATE AS OF CHANGE**: 20260204

**EFFECTIVENESS DATE**: 20260204

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Foundry Financial Group, Inc.
- **CENTRAL INDEX KEY:** 0002007960

**ORGANIZATION NAME:**
- **EIN:** 020435166
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23521
- **FILM NUMBER:** 26599417

**BUSINESS ADDRESS:**
- **STREET 1:** 67 WATER STREET
- **STREET 2:** SUITE 101
- **CITY:** LACONIA
- **STATE:** NH
- **ZIP:** 03246
- **BUSINESS PHONE:** 603-528-5171

**MAIL ADDRESS:**
- **STREET 1:** 67 WATER STREET
- **STREET 2:** SUITE 101
- **CITY:** LACONIA
- **STATE:** NH
- **ZIP:** 03246

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Foundry Financial Group Inc.<br>**Address:** 67 WATER STREET<br>SUITE 101<br>LACONIA, NH 03246

**Form 13F File Number:** 028-23521

**CRD Number (if applicable):** 000116823

**SEC File Number (if applicable):** 801-129329

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Fogarty<br>**Title:** Chief Compliance Officer<br>**Phone:** (603) 528-5171

**Signature, Place, and Date of Signing:**

Michael Fogarty  Laconia, NH  02-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $199817044

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 412534 | 1318 | SH |  | SOLE |  | 0 | 0 | 1318 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 506473 | 1614 | SH |  | SOLE |  | 0 | 0 | 1614 |
| AMAZON COM INC | COM | 023135106 |  | 496494 | 2151 | SH |  | SOLE |  | 0 | 0 | 2151 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 17244402 | 242095 | SH |  | SOLE |  | 0 | 0 | 242095 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 3391450 | 33256 | SH |  | SOLE |  | 0 | 0 | 33256 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 10133101 | 133735 | SH |  | SOLE |  | 0 | 0 | 133735 |
| APPLE INC | COM | 037833100 |  | 940364 | 3459 | SH |  | SOLE |  | 0 | 0 | 3459 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 269420 | 536 | SH |  | SOLE |  | 0 | 0 | 536 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 11621828 | 191117 | SH |  | SOLE |  | 0 | 0 | 191117 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 5448344 | 103247 | SH |  | SOLE |  | 0 | 0 | 103247 |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | 092528843 |  | 370942 | 7620 | SH |  | SOLE |  | 0 | 0 | 7620 |
| BROADCOM INC | COM | 11135F101 |  | 416358 | 1203 | SH |  | SOLE |  | 0 | 0 | 1203 |
| CME GROUP INC | COM | 12572Q105 |  | 2582791 | 9458 | SH |  | SOLE |  | 0 | 0 | 9458 |
| ELI LILLY  CO | COM | 532457108 |  | 209563 | 195 | SH |  | SOLE |  | 0 | 0 | 195 |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 |  | 239791 | 38062 | SH |  | SOLE |  | 0 | 0 | 38062 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 |  | 202899 | 5125 | SH |  | SOLE |  | 0 | 0 | 5125 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C417 |  | 554510 | 13618 | SH |  | SOLE |  | 0 | 0 | 13618 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C573 |  | 302404 | 7238 | SH |  | SOLE |  | 0 | 0 | 7238 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 207347 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| INVESCO EXCH TRADED FD TR II | S SMLCAP QTY | 46138G300 |  | 3266088 | 77589 | SH |  | SOLE |  | 0 | 0 | 77589 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 46138J510 |  | 200983 | 8500 | SH |  | SOLE |  | 0 | 0 | 8500 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2029 MUNI | 46138J478 |  | 220573 | 9528 | SH |  | SOLE |  | 0 | 0 | 9528 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 200539 | 10159 | SH |  | SOLE |  | 0 | 0 | 10159 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 205897 | 9995 | SH |  | SOLE |  | 0 | 0 | 9995 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 221876 | 11780 | SH |  | SOLE |  | 0 | 0 | 11780 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 4919779 | 73189 | SH |  | SOLE |  | 0 | 0 | 73189 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 5057663 | 69588 | SH |  | SOLE |  | 0 | 0 | 69588 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 2285833 | 20752 | SH |  | SOLE |  | 0 | 0 | 20752 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 1190372 | 14373 | SH |  | SOLE |  | 0 | 0 | 14373 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 5904895 | 48556 | SH |  | SOLE |  | 0 | 0 | 48556 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 12703320 | 142000 | SH |  | SOLE |  | 0 | 0 | 142000 |
| ISHARES TR | CORE S ETF | 464287200 |  | 20522234 | 29962 | SH |  | SOLE |  | 0 | 0 | 29962 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 8092252 | 78918 | SH |  | SOLE |  | 0 | 0 | 78918 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 11582654 | 68969 | SH |  | SOLE |  | 0 | 0 | 68969 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 1966386 | 81155 | SH |  | SOLE |  | 0 | 0 | 81155 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 |  | 1100379 | 48104 | SH |  | SOLE |  | 0 | 0 | 48104 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 3418259 | 17210 | SH |  | SOLE |  | 0 | 0 | 17210 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 7787110 | 65246 | SH |  | SOLE |  | 0 | 0 | 65246 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 2578585 | 106202 | SH |  | SOLE |  | 0 | 0 | 106202 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 |  | 1785623 | 79467 | SH |  | SOLE |  | 0 | 0 | 79467 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 2056153 | 80776 | SH |  | SOLE |  | 0 | 0 | 80776 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 |  | 1770056 | 79144 | SH |  | SOLE |  | 0 | 0 | 79144 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 1533402 | 65516 | SH |  | SOLE |  | 0 | 0 | 65516 |
| ISHARES TR | IBONDS 29 TRM TS | 46436E825 |  | 1381438 | 62950 | SH |  | SOLE |  | 0 | 0 | 62950 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 830781 | 37643 | SH |  | SOLE |  | 0 | 0 | 37643 |
| ISHARES TR | IBOND DEC 2030 | 46436E593 |  | 661116 | 33314 | SH |  | SOLE |  | 0 | 0 | 33314 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 |  | 283533 | 10880 | SH |  | SOLE |  | 0 | 0 | 10880 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 546494 | 21524 | SH |  | SOLE |  | 0 | 0 | 21524 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 224532 | 3402 | SH |  | SOLE |  | 0 | 0 | 3402 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 634336 | 24743 | SH |  | SOLE |  | 0 | 0 | 24743 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 361141 | 3005 | SH |  | SOLE |  | 0 | 0 | 3005 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 299103 | 1422 | SH |  | SOLE |  | 0 | 0 | 1422 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 419748 | 5878 | SH |  | SOLE |  | 0 | 0 | 5878 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 431246 | 3154 | SH |  | SOLE |  | 0 | 0 | 3154 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 10890080 | 117350 | SH |  | SOLE |  | 0 | 0 | 117350 |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | 46654Q732 |  | 8710841 | 96709 | SH |  | SOLE |  | 0 | 0 | 96709 |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 |  | 2380107 | 29807 | SH |  | SOLE |  | 0 | 0 | 29807 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 218465 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| META PLATFORMS INC | CL A | 30303M102 |  | 343247 | 520 | SH |  | SOLE |  | 0 | 0 | 520 |
| MICROSOFT CORP | COM | 594918104 |  | 971593 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1093636 | 5864 | SH |  | SOLE |  | 0 | 0 | 5864 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 2753631 | 27443 | SH |  | SOLE |  | 0 | 0 | 27443 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 2250191 | 84340 | SH |  | SOLE |  | 0 | 0 | 84340 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 |  | 7505060 | 164693 | SH |  | SOLE |  | 0 | 0 | 164693 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 228671 | 577 | SH |  | SOLE |  | 0 | 0 | 577 |
| TESLA INC | COM | 88160R101 |  | 276128 | 614 | SH |  | SOLE |  | 0 | 0 | 614 |

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