BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 1,919.0 $959K 0.21% $499.57 +1.2%
42 TDY TELEDYNE TECHNOLOGIES INC Technology 1,500.0 $908K 0.20% $605.01 +2.1%
43 AMD ADVANCED MICRO DEVICES INC Technology 4,000.0 $814K 0.17% $203.43 +103.5%
44 MSFT MICROSOFT CORP Technology 2,077.0 $769K 0.17% -33.0 -1.6% $370.20 +14.4%
45 FGD FIRST TR EXCHANGE-TRADED FD 23,701.0 $757K 0.16% $31.93 +5.0%
46 AMLP ALPS ETF TR 14,351.0 $755K 0.16% +775.0 +5.7% $52.64 +4.2%
47 AMZN AMAZON COM INC Consumer Cyclical 3,552.0 $740K 0.16% -260.0 -6.8% $208.28 +24.5%
48 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 10,728.0 $673K 0.14% -4K -27.2% $62.70 +16.7%
49 QQQ INVESCO QQQ TR Financial Services 1,150.0 $664K 0.14% $577.22 +21.5%
50 NULV NUSHARES ETF TR 12,875.0 $586K 0.13% +221.0 +1.8% $45.50 +9.4%
51 EFA ISHARES TR 5,702.0 $554K 0.12% +125.0 +2.2% $97.13 +4.9%
52 NULG NUSHARES ETF TR 5,798.0 $527K 0.11% +38.0 +0.7% $90.94 +19.1%
53 MO ALTRIA GROUP INC Consumer Defensive 7,979.0 $527K 0.11% $65.99 +11.7%
54 IEFA ISHARES TR 5,695.0 $516K 0.11% +55.0 +1.0% $90.53 +5.3%
55 ESGD ISHARES TR 5,382.0 $515K 0.11% +234.0 +4.5% $95.62 +5.3%
56 VOT VANGUARD INDEX FDS 1,946.0 $501K 0.11% -17.0 -0.9% $257.40 +9.4%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 432.0 $431K 0.09% +74.0 +20.7% $996.92 +5.2%
58 BAC BANK AMERICA CORP Financial Services 8,571.0 $418K 0.09% $48.75 +4.0%
59 WMT WALMART INC Consumer Defensive 3,114.0 $387K 0.08% -438.0 -12.3% $124.30 +7.3%
60 ATI ATI INC Industrials 2,498.0 $363K 0.08% $145.46 +3.4%
Page 3 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%