Fund HoldingsDDFG, Inc

Total Portfolio Value
$464.00M
Total Bought
$32.84M
Total Sold
$20.53M
Net Transaction
+$12.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GLOBAL X FDS
GLB X MLP ENRG I
0136,569+136,569010,0982.18%+10,098
ISHARES TR75,94899,973+24,0257,35810,0592.17%+2,701
ISHARES TR
CORE MSCI INTL
401,883424,183+22,30033,14735,4497.64%+2,302
ISHARES TR50,45677,581+27,1254,0286,1111.32%+2,083
ISHARES TR
INTL EQTY FACTOR
284,235322,928+38,69310,73012,5812.71%+1,851
ISHARES TR280,310297,363+17,05328,74330,4056.55%+1,662
EXXON MOBIL CORP30,48930,505+163,6695,1761.12%+1,507
ISHARES TR357,253371,059+13,80642,63844,0089.48%+1,369
ISHARES TR
US TREAS BD ETF
1,198,7011,256,244+57,54327,60028,7816.20%+1,180
ISHARES TR
0-5 YR TIPS ETF
186,354192,015+5,66119,08119,8604.28%+779
ISHARES TR92,52199,025+6,5048,6879,3642.02%+677
ISHARES TR
CORE DIV GRWTH
70,27174,900+4,6294,8785,2561.13%+378
ISHARES TR46,83649,896+3,0603,8564,2300.91%+374
CURTISS WRIGHT CORP(CW)2,8602,86001,5761,9480.42%+371
ISHARES TR178,654183,933+5,27919,68620,0474.32%+361
PRA GROUP INC019,765+19,76503460.07%+346
ISHARES TR120,627122,712+2,08525,58125,9115.58%+329
SPDR SERIES TRUST
ST STR SP600 SML
78,82982,387+3,5583,6943,9810.86%+287
ISHARES TR57,20358,500+1,2977,5277,7511.67%+224
ISHARES TR01,355+1,35502050.04%+205
AB ACTIVE ETFS INC
CALIF INTER ETF
436,458446,341+9,88310,95311,1442.40%+191
SPDR GOLD TR(GLD)33,15330,960-2,19313,13913,3222.87%+183
TELEDYNE TECHNOLOGIES INC(TDY)1,5001,50007669080.20%+141
COSTCO WHOLESALE CORPORATION(COST)358432+743094310.09%+122
ALPS ETF TR
ALERIAN MLP
13,57614,351+7756387550.16%+117
ISHARES INC
CORE MSCI EMKT
44,39244,446+542,9843,1000.67%+116
ISHARES TR
US SML CAP EQT
85,51686,319+8036,4036,5161.40%+113
VANGUARD TAX-MANAGED FDS94,92794,076-8515,9306,0281.30%+98
AMGEN INC(AMGN)2,6842,735+518799620.21%+84
VAALCO ENERGY INC30,25030,25001101920.04%+82
ATI INC(ATI)2,4982,49802873630.08%+77
ALTRIA GROUP INC(MO)7,9767,979+34605270.11%+67
CHEVRON CORPORATION(CVX)1,6111,436-1752462970.06%+52
ISHARES TR
FALN ANGLS USD
49,58652,524+2,9381,3541,4030.30%+50
GILEAD SCIENCES INC(GILD)2,2762,288+122793190.07%+39
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
23,71323,701-127187570.16%+39
PHILIP MORRIS INTL INC(PM)9,3689,318-501,5031,5410.33%+38
MERCK & CO INC(MRK)1,9371,952+152042350.05%+31
VANGUARD INDEX FDS5,8245,770-541,0331,0630.23%+30
BERKSHIRE HATHAWAY INC DEL2,2162,381+1651,1141,1410.25%+27
ISHARES TR
ESG AW MSCI EAFE
5,1485,382+2344905150.11%+25
HAWKINS INC(HWKN)2,1372,140+33043290.07%+25
TURN THERAPEUTICS INC52,28870,534+18,2462062260.05%+20
ISHARES TR5,5775,702+1255365540.12%+18
MONDELEZ INTL INC(MDLZ)4,3424,34202342500.05%+17
NUSHARES ETF TR
NUVEEN ESG LRGVL
12,65412,875+2215705860.13%+16
ISHARES TR2,2172,256+392662800.06%+14
ISHARES TR
CORE MSCI EAFE
5,6405,695+555055160.11%+11
BRISTOL-MYERS SQUIBB CO(BMY)4,3633,894-4692352360.05%+1
ISHARES TR6,3756,102-2733493470.07%-2
WALMART INC(WMT)3,5523,114-4383963870.08%-9
VANGUARD INDEX FDS996999+33343210.07%-13
UWM HOLDINGS CORPORATION(UWMC)20,42320,861+43889760.02%-14
EDWARDS LIFESCIENCES CORP3,3003,30002812640.06%-17
ISHARES TR2,4692,46903182990.06%-19
ISHARES TR1,3261,32602652410.05%-24
NUSHARES ETF TR
NUVEEN ESG LRGCP
5,7605,798+385635270.11%-36
ISHARES TR1,4991,510+111,0279860.21%-40
ELI LILLY & CO(LLY)26426402842430.05%-41
INVESCO QQQ TR1,1501,15007066640.14%-43
ADVANCED MICRO DEVICES INC(AMD)4,0004,00008578140.18%-43
VANGUARD INDEX FDS1,9631,946-175485010.11%-47
TESLA INC(TSLA)640645+52882400.05%-48
DISNEY WALT CO(DIS)2,8822,890+83282790.06%-49
META PLATFORMS INC(META)596599+33933430.07%-51
BANK AMERICA CORP8,5608,571+114714180.09%-53
VISA INC(V)779686-932732070.04%-66
ISHARES SILVER TR(SLV)18,63516,644-1,9911,2001,1340.24%-66
PALANTIR TECHNOLOGIES INC(PLTR)2,1092,10903753090.07%-66
UNITEDHEALTH GROUP INC(UNH)1,2381,23804093350.07%-74
SLEEP NUMBER CORP12,68812,6880107230.00%-85
VANGUARD INTL EQUITY INDEX F94,48692,341-2,1455,0804,9911.08%-88
ORACLE CORP(ORCL)2,2072,209+24303250.07%-105
MASTERCARD INCORPORATED(MA)1,9181,919+11,0959590.21%-137
AMAZON COM INC(AMZN)3,8123,552-2608807400.16%-140
NVIDIA CORPORATION(NVDA)9,9159,630-2851,8491,6790.36%-170
ALPHABET INC(GOOG)6,8716,87102,1561,9710.42%-185
ISHARES INC
ESG AWR MSCI EM
4,5450-4,5452010-201
THE TRADE DESK INC(TTD)5,5000-5,5002090-209
CATERPILLAR INC(CAT)4350-4352490-249
MICROSOFT CORP(MSFT)2,1102,077-331,0207690.17%-252
ALPHABET INC(GOOG)9730-9733040-304
ARROWHEAD PHARMACEUTICALS IN(ARWR)14,72810,728-4,0009786730.14%-305
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
351,719328,561-23,15811,45511,1252.40%-330
APPLE INC(AAPL)23,70823,406-3026,4455,9401.28%-505
ISHARES TR61,23560,311-9249,1058,5901.85%-515
VANGUARD SPECIALIZED FUNDS60,55957,993-2,56613,31012,4722.69%-838
VANGUARD INDEX FDS34,39534,067-32816,78014,8803.21%-1,900
ISHARES TR267,464273,494+6,03044,91842,4229.14%-2,496
ISHARES TR
U S EQUITY FACTR
364,955173,417-191,53825,33911,4462.47%-13,893
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