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Portfolio (Quarterly) Guide ↗

DDFG, Inc

· CIK 0001967640
13F Portfolio $457M AUM 87 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMLF ISHARES TR 85,516.0 $6.4M 1.40% NEW $74.88 +8.2%
22 VEA VANGUARD TAX-MANAGED FDS 94,927.0 $5.9M 1.30% NEW $62.47 +10.4%
23 VWO VANGUARD INTL EQUITY INDEX F 94,486.0 $5.1M 1.11% NEW $53.76 +7.6%
24 DGRO ISHARES TR 70,271.0 $4.9M 1.07% NEW $69.42 +5.9%
25 IMCG ISHARES TR 50,456.0 $4.0M 0.88% NEW $79.84 +10.3%
26 IMCV ISHARES TR 46,836.0 $3.9M 0.84% NEW $82.34 +6.7%
27 SPSM SPDR SERIES TRUST 78,829.0 $3.7M 0.81% NEW $46.86 +10.6%
28 XOM EXXON MOBIL CORP Energy 30,489.0 $3.7M 0.80% NEW $120.34 +33.4%
29 IEMG ISHARES INC 44,392.0 $3.0M 0.65% NEW $67.22 +16.8%
30 GOOG ALPHABET INC Communication Services 6,871.0 $2.2M 0.47% NEW $313.79 +25.3%
31 NVDA NVIDIA CORPORATION Technology 9,915.0 $1.8M 0.41% NEW $186.51 +19.2%
32 CW CURTISS WRIGHT CORP Industrials 2,860.0 $1.6M 0.34% NEW $551.19 +28.9%
33 PM PHILIP MORRIS INTL INC Consumer Defensive 9,368.0 $1.5M 0.33% NEW $160.40 +19.4%
34 FALN ISHARES TR 49,586.0 $1.4M 0.30% NEW $27.30 -2.1%
35 SLV ISHARES SILVER TR Financial Services 18,635.0 $1.2M 0.26% NEW $64.42 +3.8%
36 BERKSHIRE HATHAWAY INC DEL 2,216.0 $1.1M 0.24% NEW $502.65
37 MA MASTERCARD INCORPORATED Financial Services 1,918.0 $1.1M 0.24% NEW $571.02 -11.4%
38 VOE VANGUARD INDEX FDS 5,824.0 $1.0M 0.23% NEW $177.38 +7.8%
39 IVV ISHARES TR 1,499.0 $1.0M 0.23% NEW $684.98 +7.6%
40 MSFT MICROSOFT CORP Technology 2,110.0 $1.0M 0.22% NEW $483.64 -12.4%
Page 2 of 5  ·  87 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 36.5%
Technology 25.7%
Energy 8.7%
Healthcare 8.1%
Communication Services 6.8%
Consumer Defensive 6.2%
Industrials 4.5%
Consumer Cyclical 2.7%
Basic Materials 0.7%