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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
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSG ISHARES TR 252,703.0 $47.5M 9.44% -21K -7.6% $188.09 +0.4%
2 IDEV ISHARES TR 404,354.0 $36.0M 7.15% -20K -4.7% $89.01 +4.7%
3 IEI ISHARES TR 236,514.0 $27.8M 5.52% -135K -36.3% $117.45 -0.8%
4 IVE ISHARES TR 120,323.0 $27.3M 5.42% -2K -1.9% $227.06 +4.7%
5 GOVT ISHARES TR 1,053,127.0 $24.0M 4.76% -203K -16.2% $22.78 -1.3%
6 LQD ISHARES TR 156,263.0 $17.0M 3.38% -28K -15.0% $109.07 -2.6%
7 VIG VANGUARD SPECIALIZED FUNDS 57,336.0 $13.6M 2.69% -657.0 -1.1% $236.62 +3.3%
8 LRGF ISHARES TR 169,454.0 $12.8M 2.54% -4K -2.3% $75.63 +3.0%
9 CAM AB ACTIVE ETFS INC 441,625.0 $11.1M 2.21% -5K -1.1% $25.16 -1.2%
10 ITOT ISHARES TR 59,911.0 $9.8M 1.95% -400.0 -0.7% $164.27 +2.0%
11 DFAE DIMENSIONAL ETF TRUST 218,271.0 $8.8M 1.74% -110K -33.6% $40.21 -2.8%
12 IJJ ISHARES TR 58,149.0 $8.6M 1.71% -351.0 -0.6% $147.73 +0.3%
13 AAPL APPLE INC Technology 23,189.0 $6.7M 1.33% -217.0 -0.9% $289.37 +7.5%
14 VEA VANGUARD TAX-MANAGED FDS 91,376.0 $6.5M 1.29% -3K -2.9% $71.25 +2.6%
15 MLPX GLOBAL X FDS 58,507.0 $4.3M 0.86% -78K -57.2% $73.66 +1.0%
16 XOM EXXON MOBIL CORP Energy 29,555.0 $4.0M 0.80% -950.0 -3.1% $136.72 +19.7%
17 VWO VANGUARD INTL EQUITY INDEX F 67,658.0 $4.0M 0.80% -25K -26.7% $59.69 +0.5%
18 IEMG ISHARES INC 33,447.0 $2.8M 0.55% -11K -24.8% $82.84 -2.7%
19 VOE VANGUARD INDEX FDS 5,615.0 $1.1M 0.22% -155.0 -2.7% $197.58 +5.9%
20 IVV ISHARES TR 1,468.0 $1.1M 0.22% -42.0 -2.8% $748.80 +2.5%
Page 1 of 2  ·  35 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 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%