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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TTRX TURN THERAPEUTICS INC Healthcare 70,534.0 $226K 0.05% +18K +34.9% $3.20 +42.2%
82 V VISA INC Financial Services 686.0 $207K 0.04% -93.0 -11.9% $302.14 +10.1%
83 DVY ISHARES TR 1,355.0 $205K 0.04% NEW $151.41 +0.9%
84 EGY VAALCO ENERGY INC Energy 30,250.0 $192K 0.04% $6.34 -4.3%
85 UWMC UWM HOLDINGS CORPORATION Financial Services 20,861.0 $76K 0.02% +438.0 +2.1% $3.62 -19.3%
86 SNBR SLEEP NUMBER CORP Consumer Cyclical 12,688.0 $23K 0.01% $1.80 -13.6%
Page 5 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%