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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMLF ISHARES TR 86,319.0 $6.5M 1.40% +803.0 +0.9% $75.49 +7.3%
22 IMCG ISHARES TR 77,581.0 $6.1M 1.32% +27K +53.8% $78.77 +11.8%
23 VEA VANGUARD TAX-MANAGED FDS 94,076.0 $6.0M 1.30% -851.0 -0.9% $64.08 +7.7%
24 AAPL APPLE INC Technology 23,406.0 $5.9M 1.28% -302.0 -1.3% $253.79 +17.8%
25 DGRO ISHARES TR 74,900.0 $5.3M 1.13% +5K +6.6% $70.18 +4.8%
26 XOM EXXON MOBIL CORP Energy 30,505.0 $5.2M 1.11% $169.66 -5.4%
27 VWO VANGUARD INTL EQUITY INDEX F 92,341.0 $5.0M 1.08% -2K -2.3% $54.05 +7.1%
28 IMCV ISHARES TR 49,896.0 $4.2M 0.91% +3K +6.5% $84.79 +3.7%
29 SPSM SPDR SERIES TRUST 82,387.0 $4.0M 0.86% +4K +4.5% $48.32 +7.2%
30 IEMG ISHARES INC 44,446.0 $3.1M 0.67% $69.75 +12.6%
31 GOOG ALPHABET INC Communication Services 6,871.0 $2.0M 0.42% $286.86 +37.0%
32 CW CURTISS WRIGHT CORP Industrials 2,860.0 $1.9M 0.42% $681.02 +4.3%
33 NVDA NVIDIA CORPORATION Technology 9,630.0 $1.7M 0.36% -285.0 -2.9% $174.40 +27.5%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 9,318.0 $1.5M 0.33% -50.0 -0.5% $165.34 +15.8%
35 FALN ISHARES TR 52,524.0 $1.4M 0.30% +3K +5.9% $26.72 +0.0%
36 BERKSHIRE HATHAWAY INC DEL 2,381.0 $1.1M 0.25% +165.0 +7.5% $479.20
37 SLV ISHARES SILVER TR Financial Services 16,644.0 $1.1M 0.24% -2K -10.7% $68.14 -1.8%
38 VOE VANGUARD INDEX FDS 5,770.0 $1.1M 0.23% -54.0 -0.9% $184.29 +3.7%
39 IVV ISHARES TR 1,510.0 $986K 0.21% +11.0 +0.7% $653.17 +12.9%
40 AMGN AMGEN INC Healthcare 2,735.0 $962K 0.21% +51.0 +1.9% $351.81 -6.0%
Page 2 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%