DDFG, Inc

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
89
Quarter
2025 Q4
Top Holding
IUSG (9.8%)
Top 10 Concentration
62.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 89
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IUSG
ISHARES TR
Warrant 9.83% 10.02% #1
Prev: #1
5.9 3,700 1.4%
P
S
267,464 $44,917,866 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES TR
ETF 9.33% 9.60% #2
Prev: #2
5.7 9,298 2.7%
P
S
357,253 $42,638,198 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IDEV
ISHARES TR
Bond/Debt 7.26% 7.24% #3
Prev: #3
4.9 10,625 2.7%
P
S
401,883 $33,147,293 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSV
ISHARES TR
ETF 6.29% 6.26% #4
Prev: #4
4.5 9,196 3.4%
P
S
280,310 $28,742,961 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVT
ISHARES TR
ETF 6.04% 6.26% #5
Prev: #5
4.4 26,871 2.3%
P
S
1,198,701 $27,600,081 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 5.60% 5.80% #6
Prev: #6
2.2 -963 -0.8%
P
S
120,627 $25,581,285 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRGF
ISHARES TR
ETF 5.55% 5.71% #7
Prev: #7
4.2 7,181 2.0%
P
S
364,955 $25,338,845 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LQD
ISHARES TR
ETF 4.31% 4.51% #8
Prev: #8
3.7 3,464 2.0%
P
S
178,654 $19,685,937 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 4.18% 4.31% #9
Prev: #9
3.7 5,656 3.1%
P
S
186,354 $19,080,774 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 3.67% 4.10% #10
Prev: #10
1.5 -2,608 -7.0%
P
S
34,395 $16,779,995 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 2.91% 3.10% #11
Prev: #11
1.2 -1,652 -2.7%
P
S
60,559 $13,309,631 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 2.88% 2.79% #12
Prev: #12
1.2 -789 -2.3%
P
S
33,153 $13,138,754 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAE
DIMENSIONAL ETF...
ETF 2.51% 2.58% #13
Prev: #13
1.0 -2,158 -0.6%
P
S
351,719 $11,455,474 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAM
AB ACTIVE ETFS ...
Bond/Debt 2.40% #14
Prev: #—
3.0 436,458 no change
NEW
436,458 $10,952,920 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INTF
ISHARES TR
Bond/Debt 2.35% 2.32% #15 1
Prev: #14
2.9 5,077 1.8%
P
S
284,235 $10,729,877 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITOT
ISHARES TR
ETF 1.99% 2.14% #16 1
Prev: #15
0.8 -2,488 -3.9%
P
S
61,235 $9,105,056 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IYR
ISHARES TR
ETF 1.90% 2.03% #17 1
Prev: #16
2.8 2,080 2.3%
P
S
92,521 $8,686,822 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IJJ
ISHARES TR
ETF 1.65% 1.68% #18 1
Prev: #17
2.7 1,119 2.0%
P
S
57,203 $7,527,296 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJK
ISHARES TR
ETF 1.61% 1.66% #19 1
Prev: #18
2.6 1,053 1.4%
P
S
75,948 $7,357,830 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.41% 1.41% #20
Prev: #20
0.6 -312 -1.3%
P
S
23,708 $6,445,279 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMLF
ISHARES TR
ETF 1.40% 1.46% #21 2
Prev: #19
2.6 640 0.8%
P
S
85,516 $6,403,401 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 1.30% 1.34% #22 1
Prev: #21
0.5 -2,135 -2.2%
P
S
94,927 $5,930,065 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 1.11% 1.19% #23 1
Prev: #22
0.4 -707 -0.7%
P
S
94,486 $5,079,556 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR
Warrant 1.07% 1.07% #24 1
Prev: #23
2.4 2,023 3.0%
P
S
70,271 $4,878,205 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IMCG
ISHARES TR
ETF 0.88% 0.92% #25 1
Prev: #24
2.4 2,094 4.3%
P
S
50,456 $4,028,442 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC
Utilities 0.00% 0.05%
Sold All 😨
(Was: #77)
0.3 -2,050 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSA
PUBLIC STORAGE ...
Real Estate 0.00% 0.05%
Sold All 😨
(Was: #78)
0.3 -728 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 89 holdings

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