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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEI ISHARES TR 371,059.0 $44.0M 9.48% +14K +3.9% $118.60 -1.6%
2 IUSG ISHARES TR 273,494.0 $42.4M 9.14% +6K +2.2% $155.11 +18.4%
3 IDEV ISHARES TR 424,183.0 $35.4M 7.64% +22K +5.5% $83.57 +5.3%
4 IUSV ISHARES TR 297,363.0 $30.4M 6.55% +17K +6.1% $102.25 +6.1%
5 GOVT ISHARES TR 1,256,244.0 $28.8M 6.20% +58K +4.8% $22.91 -1.8%
6 IVE ISHARES TR 122,712.0 $25.9M 5.58% +2K +1.7% $211.15 +6.3%
7 LQD ISHARES TR 183,933.0 $20.0M 4.32% +5K +3.0% $108.99 -1.7%
8 STIP ISHARES TR 192,015.0 $19.9M 4.28% +6K +3.0% $103.43 -0.0%
9 VUG VANGUARD INDEX FDS 34,067.0 $14.9M 3.21% -328.0 -0.9% $436.78 -80.2%
10 GLD SPDR GOLD TR Financial Services 30,960.0 $13.3M 2.87% -2K -6.6% $430.30 -2.8%
11 INTF ISHARES TR 322,928.0 $12.6M 2.71% +39K +13.6% $38.96 +4.5%
12 VIG VANGUARD SPECIALIZED FUNDS 57,993.0 $12.5M 2.69% -3K -4.2% $215.06 +6.7%
13 LRGF ISHARES TR 173,417.0 $11.4M 2.47% -192K -52.5% $66.00 +11.3%
14 CAM AB ACTIVE ETFS INC 446,341.0 $11.1M 2.40% +10K +2.3% $24.97 +164.4%
15 DFAE DIMENSIONAL ETF TRUST 328,561.0 $11.1M 2.40% -23K -6.6% $33.86 +12.4%
16 MLPX GLOBAL X FDS 136,569.0 $10.1M 2.18% NEW $73.94 +5.0%
17 IJK ISHARES TR 99,973.0 $10.1M 2.17% +24K +31.6% $100.62 +7.9%
18 IYR ISHARES TR 99,025.0 $9.4M 2.02% +7K +7.0% $94.56 +7.1%
19 ITOT ISHARES TR 60,311.0 $8.6M 1.85% -924.0 -1.5% $142.43 +12.3%
20 IJJ ISHARES TR 58,500.0 $7.8M 1.67% +1K +2.3% $132.50 +3.7%
Page 1 of 5  ·  86 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%