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Portfolio (Quarterly) Guide ↗

DDFG, Inc

· CIK 0001967640
13F Portfolio $504M AUM 92 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 19 Added 35 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSV ISHARES TR 300,399.0 $33.1M 6.57% +3K +1.0% $110.15 +4.5%
2 STIP ISHARES TR 268,165.0 $27.4M 5.44% +76K +39.7% $102.16 -1.2%
3 IYR ISHARES TR 177,778.0 $18.2M 3.61% +79K +79.5% $102.25 +2.8%
4 GLD SPDR GOLD TR Financial Services 48,753.0 $18.0M 3.57% +18K +57.5% $368.38 +15.4%
5 VUG VANGUARD INDEX FDS 201,735.0 $17.4M 3.45% +168K +492.2% $86.14 +1.1%
6 INTF ISHARES TR 333,144.0 $13.6M 2.71% +10K +3.2% $40.96 +5.2%
7 IJK ISHARES TR 102,672.0 $12.1M 2.40% +3K +2.7% $117.50 -2.7%
8 IMCG ISHARES TR 79,702.0 $7.8M 1.56% +2K +2.7% $98.30 -0.7%
9 DGRO ISHARES TR 81,918.0 $6.2M 1.23% +7K +9.4% $75.79 +5.4%
10 SPSM SPDR SERIES TRUST 89,254.0 $5.1M 1.02% +7K +8.3% $57.67 -1.0%
11 IMCV ISHARES TR 51,272.0 $4.7M 0.93% +1K +2.8% $91.38 +7.5%
12 NVDA NVIDIA CORPORATION Technology 9,793.0 $2.0M 0.39% +163.0 +1.7% $200.09 +4.7%
13 FALN ISHARES TR 52,890.0 $1.4M 0.29% +366.0 +0.7% $27.24 -0.8%
14 TTRX TURN THERAPEUTICS INC Healthcare 107,829.0 $787K 0.16% +37K +52.9% $7.30 +31.8%
15 MSFT MICROSOFT CORP Technology 2,090.0 $780K 0.15% +13.0 +0.6% $373.06 +31.0%
16 ESGD ISHARES TR 5,488.0 $564K 0.11% +106.0 +2.0% $102.82 +4.2%
17 CVX CHEVRON CORPORATION Energy 2,965.0 $491K 0.10% +2K +106.5% $165.76 +22.8%
18 LLY ELI LILLY & CO Healthcare 270.0 $324K 0.06% +6.0 +2.3% $1199.47 +4.2%
19 UWMC UWM HOLDINGS CORPORATION Financial Services 21,401.0 $49K 0.01% +540.0 +2.6% $2.29 -38.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.0%
Technology 26.4%
Energy 8.8%
Healthcare 8.5%
Consumer Defensive 6.1%
Industrials 5.3%
Consumer Cyclical 2.1%
Communication Services 1.1%
Basic Materials 0.6%