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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 34,067.0 $14.9M 3.21% -328.0 -0.9% $436.78 -80.2%
2 GLD SPDR GOLD TR Financial Services 30,960.0 $13.3M 2.87% -2K -6.6% $430.30 -2.8%
3 VIG VANGUARD SPECIALIZED FUNDS 57,993.0 $12.5M 2.69% -3K -4.2% $215.06 +6.7%
4 LRGF ISHARES TR 173,417.0 $11.4M 2.47% -192K -52.5% $66.00 +11.3%
5 DFAE DIMENSIONAL ETF TRUST 328,561.0 $11.1M 2.40% -23K -6.6% $33.86 +12.4%
6 ITOT ISHARES TR 60,311.0 $8.6M 1.85% -924.0 -1.5% $142.43 +12.3%
7 VEA VANGUARD TAX-MANAGED FDS 94,076.0 $6.0M 1.30% -851.0 -0.9% $64.08 +7.7%
8 AAPL APPLE INC Technology 23,406.0 $5.9M 1.28% -302.0 -1.3% $253.79 +17.8%
9 VWO VANGUARD INTL EQUITY INDEX F 92,341.0 $5.0M 1.08% -2K -2.3% $54.05 +7.1%
10 NVDA NVIDIA CORPORATION Technology 9,630.0 $1.7M 0.36% -285.0 -2.9% $174.40 +27.5%
11 PM PHILIP MORRIS INTL INC Consumer Defensive 9,318.0 $1.5M 0.33% -50.0 -0.5% $165.34 +15.8%
12 SLV ISHARES SILVER TR Financial Services 16,644.0 $1.1M 0.24% -2K -10.7% $68.14 -1.8%
13 VOE VANGUARD INDEX FDS 5,770.0 $1.1M 0.23% -54.0 -0.9% $184.29 +3.7%
14 MSFT MICROSOFT CORP Technology 2,077.0 $769K 0.17% -33.0 -1.6% $370.20 +14.4%
15 AMZN AMAZON COM INC Consumer Cyclical 3,552.0 $740K 0.16% -260.0 -6.8% $208.28 +24.5%
16 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 10,728.0 $673K 0.14% -4K -27.2% $62.70 +16.7%
17 VOT VANGUARD INDEX FDS 1,946.0 $501K 0.11% -17.0 -0.9% $257.40 +9.4%
18 WMT WALMART INC Consumer Defensive 3,114.0 $387K 0.08% -438.0 -12.3% $124.30 +7.3%
19 EEM ISHARES TR 6,102.0 $347K 0.07% -273.0 -4.3% $56.79 +13.2%
20 CVX CHEVRON CORPORATION Energy 1,436.0 $297K 0.06% -175.0 -10.9% $206.94 -5.2%
Page 1 of 2  ·  22 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%