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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 2,965.0 $491K 0.10% +2K +106.5% $165.76 +22.7%
62 IEFA ISHARES TR 4,935.0 $477K 0.10% -760.0 -13.3% $96.58 +4.2%
63 BAC BANK OF AMER CORP Financial Services 7,496.0 $427K 0.09% -1K -12.5% $56.98 +9.5%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 432.0 $404K 0.08% $935.97 +3.7%
65 PRAA PRA GROUP INC Financial Services 19,765.0 $375K 0.07% $18.99 +5.7%
66 VTI VANGUARD INDEX FDS 1,002.0 $371K 0.07% $370.10 +1.9%
67 WMT WALMART INC Consumer Defensive 3,115.0 $353K 0.07% $113.27 -6.3%
68 DSI ISHARES TR 2,423.0 $345K 0.07% -46.0 -1.9% $142.39 +2.6%
69 META META PLATFORMS INC Communication Services 591.0 $333K 0.07% -8.0 -1.3% $563.30 -0.6%
70 IJR ISHARES TR 2,237.0 $332K 0.07% -19.0 -0.8% $148.31 -1.1%
71 LLY ELI LILLY & CO Healthcare 270.0 $324K 0.06% +6.0 +2.3% $1199.47 +3.9%
72 ORCL ORACLE CORP Technology 2,204.0 $323K 0.06% $146.52 -2.3%
73 EEM ISHARES TR 4,607.0 $315K 0.06% -1K -24.5% $68.40 -3.3%
74 IYW ISHARES TR 1,222.0 $308K 0.06% -104.0 -7.8% $252.25 -3.0%
75 HWKN HAWKINS INC Basic Materials 2,142.0 $304K 0.06% $142.13 -17.3%
76 EW EDWARDS LIFESCIENCES CORP Healthcare 3,300.0 $299K 0.06% $90.46 +0.1%
77 GILD GILEAD SCIENCES INC Healthcare 2,295.0 $290K 0.06% $126.35 +15.7%
78 DIS DISNEY WALT CO Communication Services 2,878.0 $277K 0.06% $96.24 +14.5%
79 TSLA TESLA INC Consumer Cyclical 634.0 $267K 0.05% -11.0 -1.7% $420.75 -16.5%
80 MDLZ MONDELEZ INTL INC Consumer Defensive 4,342.0 $251K 0.05% $57.84 +11.4%
Page 4 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%