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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GOOGL	ALPHABET INC	Communication Services	973	$304K	0.07%	SOLD
2	CAT	CATERPILLAR INC	Industrials	435	$249K	0.06%	SOLD
3	TTD	THE TRADE DESK INC	Technology	5,500	$209K	0.05%	SOLD
4	ESGE	ISHARES INC	—	4,545	$201K	0.04%	SOLD

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%