Fund HoldingsDDFG, Inc

Total Portfolio Value
$456.80M
Total Bought
$26.80M
Total Sold
$8.43M
Net Transaction
+$18.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
AB ACTIVE ETFS INC
CALIF INTER ETF
0436,458+436,458010,9532.40%+10,953
SPDR SERIES TRUST
ST STR SP600 SML
078,829+78,82903,6940.81%+3,694
ISHARES TR
CORE MSCI INTL
391,258401,883+10,62531,36733,1477.26%+1,780
ISHARES TR271,114280,310+9,19627,09828,7436.29%+1,645
ISHARES TR263,764267,464+3,70043,40044,9189.83%+1,518
SPDR GOLD TR(GLD)33,94233,153-78912,06513,1392.88%+1,073
ISHARES TR347,955357,253+9,29841,58442,6389.33%+1,054
ISHARES TR
INTL EQTY FACTOR
279,158284,235+5,07710,02510,7302.35%+705
ISHARES TR
U S EQUITY FACTR
357,774364,955+7,18124,71525,3395.55%+624
EXXON MOBIL CORP27,17530,489+3,3143,0643,6690.80%+605
ISHARES TR
US TREAS BD ETF
1,171,8301,198,701+26,87127,09327,6006.04%+507
ALPHABET INC(GOOG)6,8616,871+101,6712,1560.47%+485
ISHARES TR121,590120,627-96325,11025,5815.60%+472
ARROWHEAD PHARMACEUTICALS IN(ARWR)14,72814,72805089780.21%+470
ISHARES TR
0-5 YR TIPS ETF
180,698186,354+5,65618,67719,0814.18%+404
ISHARES SILVER TR(SLV)20,48518,635-1,8508681,2000.26%+333
APPLE INC(AAPL)24,02023,708-3126,1166,4451.41%+329
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
353,877351,719-2,15811,15811,4552.51%+298
ISHARES TR56,08457,203+1,1197,2757,5271.65%+252
ISHARES INC
CORE MSCI EMKT
41,67144,392+2,7212,7472,9840.65%+237
BRISTOL-MYERS SQUIBB CO(BMY)04,363+4,36302350.05%+235
ISHARES TR45,06946,836+1,7673,6213,8560.84%+235
ISHARES TR
CORE DIV GRWTH
68,24870,271+2,0234,6464,8781.07%+232
ADVANCED MICRO DEVICES INC(AMD)4,0004,00006478570.19%+209
TURN THERAPEUTICS INC052,288+52,28802060.05%+206
MERCK & CO INC(MRK)01,937+1,93702040.04%+204
ISHARES TR74,89575,948+1,0537,1827,3581.61%+176
ISHARES TR175,190178,654+3,46419,52819,6864.31%+157
VANGUARD TAX-MANAGED FDS97,06294,927-2,1355,8165,9301.30%+114
META PLATFORMS INC(META)396596+2002913930.09%+103
ISHARES TR
US SML CAP EQT
84,87685,516+6406,3116,4031.40%+93
ATI INC(ATI)2,4982,49802032870.06%+83
ELI LILLY & CO(LLY)26426402012840.06%+82
ALPHABET INC(GOOG)972973+12363040.07%+68
AMAZON COM INC(AMZN)3,7623,812+508268800.19%+54
CATERPILLAR INC(CAT)43543502082490.05%+42
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
23,80823,713-956847180.16%+33
GILEAD SCIENCES INC(GILD)2,2402,276+362492790.06%+31
WALMART INC(WMT)3,5523,55203663960.09%+30
BANK AMERICA CORP8,5578,560+34414710.10%+29
AMGEN INC(AMGN)3,0142,684-3308508790.19%+28
ISHARES TR48,36250,456+2,0944,0014,0280.88%+27
ISHARES TR1,4971,499+21,0021,0270.22%+25
EDWARDS LIFESCIENCES CORP3,3003,30002572810.06%+25
CURTISS WRIGHT CORP(CW)2,8602,86001,5531,5760.35%+24
NVIDIA CORPORATION(NVDA)9,7909,915+1251,8271,8490.40%+23
ISHARES TR
CORE MSCI EAFE
5,5605,640+804855050.11%+19
SLEEP NUMBER CORP12,68812,6880891070.02%+18
INVESCO QQQ TR1,1501,15006907060.15%+16
ISHARES TR5,5945,577-175225360.12%+13
MASTERCARD INCORPORATED(MA)1,9021,918+161,0821,0950.24%+13
CHEVRON CORP NEW(CVX)1,5071,611+1042342460.05%+11
NUSHARES ETF TR
NUVEEN ESG LRGVL
12,76412,654-1105595700.12%+11
BERKSHIRE HATHAWAY INC DEL2,1962,216+201,1041,1140.24%+10
VANGUARD INDEX FDS991996+53253340.07%+9
VISA INC(V)778779+12662730.06%+7
ISHARES TR
ESG AW MSCI EAFE
5,1915,148-434834900.11%+7
VANGUARD INDEX FDS5,8845,824-601,0271,0330.23%+6
TESLA INC(TSLA)634640+62822880.06%+6
ISHARES TR1,3261,32602602650.06%+5
ISHARES TR2,4882,469-193133180.07%+5
ISHARES INC
ESG AWR MSCI EM
4,6164,545-712002010.04%0
ALPS ETF TR
ALERIAN MLP
13,62413,576-486396380.14%-1
DISNEY WALT CO(DIS)2,8822,88203303280.07%-2
ISHARES TR6,6316,375-2563543490.08%-5
PALANTIR TECHNOLOGIES INC(PLTR)2,1092,10903853750.08%-10
VAALCO ENERGY INC30,25030,25001221100.02%-11
NUSHARES ETF TR
NUVEEN ESG LRGCP
5,7895,760-295765630.12%-12
ISHARES TR2,4272,217-2102882660.06%-22
UNITEDHEALTH GROUP INC(UNH)1,2471,238-94314090.09%-22
COSTCO WHSL CORP NEW(COST)35835803323090.07%-23
PHILIP MORRIS INTL INC(PM)9,4309,368-621,5301,5030.33%-27
VANGUARD INDEX FDS1,9721,963-95795480.12%-31
ISHARES TR
FALN ANGLS USD
49,89749,586-3111,3861,3540.30%-32
UWM HOLDINGS CORPORATION(UWMC)20,05220,423+371122890.02%-33
MONDELEZ INTL INC(MDLZ)4,3424,34202712340.05%-38
MICROSOFT CORP(MSFT)2,0602,110+501,0671,0200.22%-46
THE TRADE DESK INC(TTD)5,5005,50002702090.05%-61
ALTRIA GROUP INC(MO)7,9947,976-185284600.10%-68
VANGUARD INTL EQUITY INDEX F95,19394,486-7075,1585,0801.11%-78
ISHARES TR90,44192,521+2,0808,7808,6871.90%-93
TELEDYNE TECHNOLOGIES INC(TDY)1,5001,50008797660.17%-113
VANGUARD SPECIALIZED FUNDS62,21160,559-1,65213,42513,3102.91%-115
HAWKINS INC(HWKN)2,5512,137-4144663040.07%-163
ISHARES TR63,72361,235-2,4889,2819,1051.99%-176
ORACLE CORP(ORCL)2,2062,207+16204300.09%-190
PUBLIC STORAGE OPER CO(PSA)7280-7282100-210
OKLO INC(OKLO)2,0500-2,0502290-229
VANGUARD INDEX FDS37,00334,395-2,60817,74716,7803.67%-967
SPDR SERIES TRUST
ST STR SP600 SML
76,5700-76,5703,5470-3,547
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