Investor
DDFG, Inc
CIK 0001967640 · filed 2026-01-08 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 267.5K | $44.9M | 9.8% | — | Held |
| Ishares Tr | — | 357.3K | $42.6M | 9.3% | — | Held |
| Ishares Tr | — | 401.9K | $33.1M | 7.3% | — | Held |
| Ishares Tr | — | 280.3K | $28.7M | 6.3% | — | Held |
| Ishares Tr | — | 1.2M | $27.6M | 6.0% | — | Held |
| Ishares Tr | — | 120.6K | $25.6M | 5.6% | — | Held |
| Ishares Tr | — | 365K | $25.3M | 5.5% | — | Held |
| Ishares Tr | — | 178.7K | $19.7M | 4.3% | — | Held |
| Ishares Tr | — | 186.4K | $19.1M | 4.2% | — | Held |
| Vanguard Growth Etf | — | 34.4K | $16.8M | 3.7% | — | Held |
| Vanguard Specialized Funds | — | 60.6K | $13.3M | 2.9% | — | Held |
| Spdr Gold Tr | — | 33.2K | $13.1M | 2.9% | — | Held |
| Dimensional Etf Trust | — | 351.7K | $11.5M | 2.5% | — | Held |
| Ab Active Etfs Inc | — | 436.5K | $11M | 2.4% | — | Held |
| Ishares Tr | — | 284.2K | $10.7M | 2.3% | — | Held |
| Ishares Tr | — | 61.2K | $9.11M | 2.0% | — | Held |
| Ishares Tr | — | 92.5K | $8.69M | 1.9% | — | Held |
| Ishares Tr | — | 57.2K | $7.53M | 1.6% | — | Held |
| Ishares Tr | — | 75.9K | $7.36M | 1.6% | — | Held |
| Apple Inc. | AAPL | 23.7K | $6.45M | 1.4% | — | Held |
| Ishares Tr | — | 85.5K | $6.4M | 1.4% | — | Held |
| Vanguard Tax-Managed Fds | — | 94.9K | $5.93M | 1.3% | — | Held |
| Vanguard Intl Equity Index F | — | 94.5K | $5.08M | 1.1% | — | Held |
| Ishares Tr | — | 70.3K | $4.88M | 1.1% | — | Held |
| Ishares Tr | — | 50.5K | $4.03M | 0.9% | — | Held |
| Ishares Tr | — | 46.8K | $3.86M | 0.8% | — | Held |
| Spdr Series Trust | — | 78.8K | $3.69M | 0.8% | — | Held |
| Exxon Mobil Corp | — | 30.5K | $3.67M | 0.8% | — | Held |
| Ishares Inc | — | 44.4K | $2.98M | 0.7% | — | Held |
| Alphabet Inc | — | 6.87K | $2.16M | 0.5% | — | Held |
| Nvidia Corp | NVDA | 9.91K | $1.85M | 0.4% | — | Held |
| Curtiss Wright Corp | CW | 2.86K | $1.58M | 0.3% | — | Held |
| Philip Morris Intl Inc | — | 9.37K | $1.5M | 0.3% | — | Held |
| Ishares Tr | — | 49.6K | $1.35M | 0.3% | — | Held |
| Ishares Silver Tr | — | 18.6K | $1.2M | 0.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 2.22K | $1.11M | 0.2% | — | Held |
| Mastercard Inc | MA | 1.92K | $1.1M | 0.2% | — | Held |
| Vanguard Index Fds | — | 5.82K | $1.03M | 0.2% | — | Held |
| Ishares Tr | — | 1.5K | $1.03M | 0.2% | — | Held |
| Microsoft Corp | MSFT | 2.11K | $1.02M | 0.2% | — | Held |
| Arrowhead Pharmaceuticals In | — | 14.7K | $977.8K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 3.81K | $879.9K | 0.2% | — | Held |
| Amgen Inc | AMGN | 2.68K | $878.5K | 0.2% | — | Held |
| Advanced Micro Devices Inc | AMD | 4K | $856.6K | 0.2% | — | Held |
| Teledyne Technologies Inc | TDY | 1.5K | $766.1K | 0.2% | — | Held |
| First Tr Exchange Traded Fd | — | 23.7K | $717.8K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 1.15K | $706.5K | 0.2% | — | Held |
| Alps Etf Tr | — | 13.6K | $638.3K | 0.1% | — | Held |
| Nushares Etf Tr | — | 12.7K | $570.1K | 0.1% | — | Held |
| Nushares Etf Tr | — | 5.76K | $563.3K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.96K | $548K | 0.1% | — | Held |
| Ishares Tr | — | 5.58K | $535.5K | 0.1% | — | Held |
| Ishares Tr | — | 5.64K | $504.6K | 0.1% | — | Held |
| Ishares Tr | — | 5.15K | $489.5K | 0.1% | — | Held |
| Bank America Corp | — | 8.56K | $470.8K | 0.1% | — | Held |
| Altria Group, Inc. | MO | 7.98K | $459.9K | 0.1% | — | Held |
| Oracle Corp | — | 2.21K | $430.2K | 0.1% | — | Held |
| Unitedhealth Group Inc | UNH | 1.24K | $408.8K | 0.1% | — | Held |
| Walmart Inc. | WMT | 3.55K | $395.7K | 0.1% | — | Held |
| Meta Platforms, Inc. | META | 596 | $393.4K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 2.11K | $374.9K | 0.1% | — | Held |
| Ishares Tr | — | 6.38K | $348.8K | 0.1% | — | Held |
| Vanguard Index Fds | — | 996 | $334K | 0.1% | — | Held |
| Disney Walt Co | — | 2.88K | $327.9K | 0.1% | — | Held |
| Ishares Tr | — | 2.47K | $318.1K | 0.1% | — | Held |
| Costco Whsl Corp New | — | 358 | $308.9K | 0.1% | — | Held |
| Alphabet Inc | — | 973 | $304.4K | 0.1% | — | Held |
| Hawkins Inc | HWKN | 2.14K | $303.6K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 640 | $288K | 0.1% | — | Held |
| Ati Inc | ATI | 2.5K | $286.7K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 264 | $283.7K | 0.1% | — | Held |
| Edwards Lifesciences Corp | EW | 3.3K | $281.3K | 0.1% | — | Held |
| Gilead Sciences, Inc. | GILD | 2.28K | $279.4K | 0.1% | — | Held |
| Visa Inc. | V | 779 | $273.1K | 0.1% | — | Held |
| Ishares Tr | — | 2.22K | $266.4K | 0.1% | — | Held |
| Ishares Tr | — | 1.33K | $264.8K | 0.1% | — | Held |
| Caterpillar Inc | CAT | 435 | $249.2K | 0.1% | — | Held |
| Chevron Corp New | CVX | 1.61K | $245.5K | 0.1% | — | Held |
| Bristol-Myers Squibb Co | — | 4.36K | $235.3K | 0.1% | — | Held |
| Mondelez Intl Inc | — | 4.34K | $233.7K | 0.1% | — | Held |
| Trade Desk, Inc. | TTD | 5.5K | $208.8K | 0.0% | — | Held |
| Turn Therapeutics Inc. | TTRX | 52.3K | $206K | 0.0% | — | Held |
| Merck & Co., Inc. | MRK | 1.94K | $203.9K | 0.0% | — | Held |
| Ishares Inc | — | 4.54K | $200.8K | 0.0% | — | Held |
| Vaalco Energy Inc | — | 30.3K | $110.1K | 0.0% | — | Held |
| Sleep Number Corp | SNBRQ | 12.7K | $107.3K | 0.0% | — | Held |
| UWM Holdings Corp | UWMC | 20.4K | $89.5K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.