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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MLPX GLOBAL X FDS 136,569.0 $10.1M 2.18% NEW $73.94 +5.0%
2 PRAA PRA GROUP INC Financial Services 19,765.0 $346K 0.07% NEW $17.50 -15.1%
3 DVY ISHARES TR 1,355.0 $205K 0.04% NEW $151.41 +0.9%

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%