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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FGD FIRST TR EXCHANGE-TRADED FD 22,557.0 $722K 0.14% -1K -4.8% $31.99 +11.6%
22 NULG NUSHARES ETF TR 5,446.0 $638K 0.13% -352.0 -6.1% $117.06 -3.0%
23 NULV NUSHARES ETF TR 12,699.0 $635K 0.13% -176.0 -1.4% $49.99 +7.0%
24 AMLP ALPS ETF TR 11,884.0 $616K 0.12% -2K -17.2% $51.85 +5.9%
25 VOT VANGUARD INDEX FDS 1,926.0 $590K 0.12% -20.0 -1.0% $306.29 -1.3%
26 EFA ISHARES TR 5,558.0 $577K 0.12% -144.0 -2.5% $103.88 +4.0%
27 IEFA ISHARES TR 4,935.0 $477K 0.10% -760.0 -13.3% $96.58 +4.2%
28 BAC BANK OF AMER CORP Financial Services 7,496.0 $427K 0.09% -1K -12.5% $56.98 +9.4%
29 DSI ISHARES TR 2,423.0 $345K 0.07% -46.0 -1.9% $142.39 +2.5%
30 META META PLATFORMS INC Communication Services 591.0 $333K 0.07% -8.0 -1.3% $563.30 -0.8%
31 IJR ISHARES TR 2,237.0 $332K 0.07% -19.0 -0.8% $148.31 -1.0%
32 EEM ISHARES TR 4,607.0 $315K 0.06% -1K -24.5% $68.40 -3.3%
33 IYW ISHARES TR 1,222.0 $308K 0.06% -104.0 -7.8% $252.25 -3.2%
34 TSLA TESLA INC Consumer Cyclical 634.0 $267K 0.05% -11.0 -1.7% $420.75 -17.1%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 2,066.0 $241K 0.05% -43.0 -2.0% $116.67 +50.8%
Page 2 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%