BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IMCG ISHARES TR 79,702.0 $7.8M 1.56% +2K +2.7% $98.30 -0.7%
22 SMLF ISHARES TR 86,310.0 $7.7M 1.53% $89.14 -0.6%
23 AAPL APPLE INC Technology 23,189.0 $6.7M 1.33% -217.0 -0.9% $289.37 +7.2%
24 VEA VANGUARD TAX-MANAGED FDS 91,376.0 $6.5M 1.29% -3K -2.9% $71.25 +2.5%
25 DGRO ISHARES TR 81,918.0 $6.2M 1.23% +7K +9.4% $75.79 +5.5%
26 SPSM SPDR SERIES TRUST 89,254.0 $5.1M 1.02% +7K +8.3% $57.67 -1.1%
27 IMCV ISHARES TR 51,272.0 $4.7M 0.93% +1K +2.8% $91.38 +7.8%
28 MLPX GLOBAL X FDS 58,507.0 $4.3M 0.86% -78K -57.2% $73.66 +1.0%
29 XOM EXXON MOBIL CORP Energy 29,555.0 $4.0M 0.80% -950.0 -3.1% $136.72 +20.0%
30 VWO VANGUARD INTL EQUITY INDEX F 67,658.0 $4.0M 0.80% -25K -26.7% $59.69 +0.5%
31 IEMG ISHARES INC 33,447.0 $2.8M 0.55% -11K -24.8% $82.84 -2.8%
32 GOOG ALPHABET INC 6,871.0 $2.4M 0.48% $353.33
33 AMD ADVANCED MICRO DEVICES INC Technology 4,000.0 $2.3M 0.46% $580.91 -21.4%
34 CW CURTISS WRIGHT CORP Industrials 2,860.0 $2.2M 0.43% $757.65 -18.8%
35 NVDA NVIDIA CORPORATION Technology 9,793.0 $2.0M 0.39% +163.0 +1.7% $200.09 +4.2%
36 PM PHILIP MORRIS INTL INC Consumer Defensive 9,306.0 $1.7M 0.33% $180.91 +5.8%
37 FALN ISHARES TR 52,890.0 $1.4M 0.29% +366.0 +0.7% $27.24 -0.8%
38 BERKSHIRE HATHAWAY INC DEL 2,371.0 $1.2M 0.24% $500.39
39 VOE VANGUARD INDEX FDS 5,615.0 $1.1M 0.22% -155.0 -2.7% $197.58 +6.1%
40 IVV ISHARES TR 1,468.0 $1.1M 0.22% -42.0 -2.8% $748.80 +2.4%
Page 2 of 5  ·  92 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%