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Portfolio (Quarterly) Guide ↗

DDFG, Inc

· CIK 0001967640
13F Portfolio $464M AUM 86 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 36 Added 22 Reduced 4 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,510.0 $986K 0.21% +11.0 +0.7% $653.17 +14.0%
22 AMGN AMGEN INC Healthcare 2,735.0 $962K 0.21% +51.0 +1.9% $351.81 -5.8%
23 AMLP ALPS ETF TR 14,351.0 $755K 0.16% +775.0 +5.7% $52.64 +3.3%
24 NULV NUSHARES ETF TR 12,875.0 $586K 0.13% +221.0 +1.8% $45.50 +10.3%
25 EFA ISHARES TR 5,702.0 $554K 0.12% +125.0 +2.2% $97.13 +6.7%
26 NULG NUSHARES ETF TR 5,798.0 $527K 0.11% +38.0 +0.7% $90.94 +21.1%
27 IEFA ISHARES TR 5,695.0 $516K 0.11% +55.0 +1.0% $90.53 +7.0%
28 ESGD ISHARES TR 5,382.0 $515K 0.11% +234.0 +4.5% $95.62 +7.1%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 432.0 $431K 0.09% +74.0 +20.7% $996.92 +9.8%
30 META META PLATFORMS INC Communication Services 599.0 $343K 0.07% +3.0 +0.5% $572.15 +5.3%
31 GILD GILEAD SCIENCES INC Healthcare 2,288.0 $319K 0.07% +12.0 +0.5% $139.36 -6.4%
32 IJR ISHARES TR 2,256.0 $280K 0.06% +39.0 +1.8% $124.31 +9.3%
33 TSLA TESLA INC Consumer Cyclical 645.0 $240K 0.05% +5.0 +0.8% $371.99 +8.6%
34 MRK MERCK & CO INC Healthcare 1,952.0 $235K 0.05% +15.0 +0.8% $120.29 -5.0%
35 TTRX TURN THERAPEUTICS INC Healthcare 70,534.0 $226K 0.05% +18K +34.9% $3.20 +48.7%
36 UWMC UWM HOLDINGS CORPORATION Financial Services 20,861.0 $76K 0.02% +438.0 +2.1% $3.62 -19.3%
Page 2 of 2  ·  36 positions

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 36.9%
Technology 23.2%
Energy 12.2%
Healthcare 7.5%
Consumer Defensive 6.8%
Communication Services 5.6%
Industrials 5.0%
Consumer Cyclical 2.2%
Basic Materials 0.7%