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	Status
1	DVY	ISHARES TR	—	1,355	$205K	0.04%	SOLD
2	SNBR	SLEEP NUMBER CORP	Consumer Cyclical	12,688	$23K	0.01%	SOLD

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%