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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 14,728.0 $978K 0.21% NEW $66.39 +10.2%
42 AMZN AMAZON COM INC Consumer Cyclical 3,812.0 $880K 0.19% NEW $230.84 +12.3%
43 AMGN AMGEN INC Healthcare 2,684.0 $879K 0.19% NEW $327.32 +1.0%
44 AMD ADVANCED MICRO DEVICES INC Technology 4,000.0 $857K 0.19% NEW $214.16 +93.3%
45 TDY TELEDYNE TECHNOLOGIES INC Technology 1,500.0 $766K 0.17% NEW $510.73 +20.9%
46 FGD FIRST TR EXCHANGE TRADED FD 23,713.0 $718K 0.16% NEW $30.27 +10.8%
47 QQQ INVESCO QQQ TR Financial Services 1,150.0 $706K 0.15% NEW $614.35 +14.2%
48 AMLP ALPS ETF TR 13,576.0 $638K 0.14% NEW $47.02 +16.6%
49 NULV NUSHARES ETF TR 12,654.0 $570K 0.12% NEW $45.05 +10.5%
50 NULG NUSHARES ETF TR 5,760.0 $563K 0.12% NEW $97.80 +10.7%
51 VOT VANGUARD INDEX FDS 1,963.0 $548K 0.12% NEW $279.18 +0.9%
52 EFA ISHARES TR 5,577.0 $536K 0.12% NEW $96.03 +6.1%
53 IEFA ISHARES TR 5,640.0 $505K 0.11% NEW $89.46 +6.6%
54 ESGD ISHARES TR 5,148.0 $490K 0.11% NEW $95.09 +5.9%
55 BAC BANK AMERICA CORP Financial Services 8,560.0 $471K 0.10% NEW $55.00 -7.8%
56 MO ALTRIA GROUP INC Consumer Defensive 7,976.0 $460K 0.10% NEW $57.66 +27.9%
57 ORCL ORACLE CORP Technology 2,207.0 $430K 0.09% NEW $194.92 -4.3%
58 UNH UNITEDHEALTH GROUP INC Healthcare 1,238.0 $409K 0.09% NEW $330.18 +18.5%
59 WMT WALMART INC Consumer Defensive 3,552.0 $396K 0.09% NEW $111.41 +19.7%
60 META META PLATFORMS INC Communication Services 596.0 $393K 0.09% NEW $660.10 -7.4%
Page 3 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%