DDFG, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, DDFG, Inc held in its portfolio 87 assets valued at $456,798,628 (i.e. $456.80M).
The most valuable assets in the portfolio included: ISHARES TR ($44.92M), ISHARES TR ($42.64M), and ISHARES TR ($33.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DDFG, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 267464 | 44917866 | CORE S&P US GWT |
| ISHARES TR | 357253 | 42638198 | 3 7 YR TREAS BD |
| ISHARES TR | 401883 | 33147293 | CORE MSCI INTL |
| ISHARES TR | 280310 | 28742961 | CORE S&P US VLU |
| ISHARES TR | 1198701 | 27600081 | US TREAS BD ETF |
| ISHARES TR | 120627 | 25581285 | S&P 500 VAL ETF |
| ISHARES TR | 364955 | 25338845 | U S EQUITY FACTR |
| ISHARES TR | 178654 | 19685937 | IBOXX INV CP ETF |
| ISHARES TR | 186354 | 19080774 | 0-5 YR TIPS ETF |
| VANGUARD INDEX FDS | 34395 | 16779995 | GROWTH ETF |
| VANGUARD SPECIALIZED FUNDS | 60559 | 13309631 | DIV APP ETF |
| SPDR GOLD TR | 33153 | 13138754 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 351719 | 11455474 | EMGR CRE EQT MNG |
| AB ACTIVE ETFS INC | 436458 | 10952920 | CALIFORNIA INTER |
| ISHARES TR | 284235 | 10729877 | INTL EQTY FACTOR |
| ISHARES TR | 61235 | 9105056 | CORE S&P TTL STK |
| ISHARES TR | 92521 | 8686822 | U.S. REAL ES ETF |
| ISHARES TR | 57203 | 7527296 | S&P MC 400VL ETF |
| ISHARES TR | 75948 | 7357830 | S&P MC 400GR ETF |
| APPLE INC | 23708 | 6445279 | COM |
| ISHARES TR | 85516 | 6403401 | US SML CAP EQT |
| VANGUARD TAX-MANAGED FDS | 94927 | 5930065 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 94486 | 5079556 | FTSE EMR MKT ETF |
| ISHARES TR | 70271 | 4878205 | CORE DIV GRWTH |
| ISHARES TR | 50456 | 4028442 | MRGSTR MD CP GRW |
| ISHARES TR | 46836 | 3856423 | MRGSTR MD CP VAL |
| SPDR SERIES TRUST | 78829 | 3693936 | STATE STREET SPD |
| EXXON MOBIL CORP | 30489 | 3669037 | COM |
| ISHARES INC | 44392 | 2984019 | CORE MSCI EMKT |
| ALPHABET INC | 6871 | 2156084 | CAP STK CL C |
| NVIDIA CORPORATION | 9915 | 1849221 | COM |
| CURTISS WRIGHT CORP | 2860 | 1576395 | COM |
| PHILIP MORRIS INTL INC | 9368 | 1502627 | COM |
| ISHARES TR | 49586 | 1353711 | FALN ANGLS USD |
| ISHARES SILVER TR | 18635 | 1200467 | ISHARES |
| BERKSHIRE HATHAWAY INC DEL | 2216 | 1113872 | CL B NEW |
| MASTERCARD INCORPORATED | 1918 | 1095220 | CL A |
| VANGUARD INDEX FDS | 5824 | 1033074 | MCAP VL IDXVIP |
| ISHARES TR | 1499 | 1026785 | CORE S&P500 ETF |
| MICROSOFT CORP | 2110 | 1020480 | COM |
| ARROWHEAD PHARMACEUTICALS IN | 14728 | 977792 | COM |
| AMAZON COM INC | 3812 | 879944 | COM |
| AMGEN INC | 2684 | 878534 | COM |
| ADVANCED MICRO DEVICES INC | 4000 | 856640 | COM |
| TELEDYNE TECHNOLOGIES INC | 1500 | 766095 | COM |
| FIRST TR EXCHANGE TRADED FD | 23713 | 717788 | DJ GLBL DIVID |
| INVESCO QQQ TR | 1150 | 706498 | UNIT SER 1 |
| ALPS ETF TR | 13576 | 638340 | ALERIAN MLP |
| NUSHARES ETF TR | 12654 | 570063 | NUVEEN ESG LRGVL |
| NUSHARES ETF TR | 5760 | 563328 | NUVEEN ESG LRGCP |
| VANGUARD INDEX FDS | 1963 | 548029 | MCAP GR IDXVIP |
| ISHARES TR | 5577 | 535533 | MSCI EAFE ETF |
| ISHARES TR | 5640 | 504551 | CORE MSCI EAFE |
| ISHARES TR | 5148 | 489523 | ESG AW MSCI EAFE |
| BANK AMERICA CORP | 8560 | 470799 | COM |
| ALTRIA GROUP INC | 7976 | 459896 | COM |
| ORACLE CORP | 2207 | 430189 | COM |
| UNITEDHEALTH GROUP INC | 1238 | 408764 | COM |
| WALMART INC | 3552 | 395724 | COM |
| META PLATFORMS INC | 596 | 393421 | CL A |
| PALANTIR TECHNOLOGIES INC | 2109 | 374875 | CL A |
| ISHARES TR | 6375 | 348759 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 996 | 333973 | TOTAL STK MKT |
| DISNEY WALT CO | 2882 | 327853 | COM |
| ISHARES TR | 2469 | 318081 | ESG MSCI KLD 400 |
| COSTCO WHSL CORP NEW | 358 | 308887 | COM |
| ALPHABET INC | 973 | 304403 | CAP STK CL A |
| HAWKINS INC | 2137 | 303587 | COM |
| TESLA INC | 640 | 288011 | COM |
| ATI INC | 2498 | 286670 | COM |
| ELI LILLY & CO | 264 | 283716 | COM |
| EDWARDS LIFESCIENCES CORP | 3300 | 281325 | COM |
| GILEAD SCIENCES INC | 2276 | 279417 | COM |
| VISA INC | 779 | 273071 | COM CL A |
| ISHARES TR | 2217 | 266430 | CORE S&P SCP ETF |
| ISHARES TR | 1326 | 264790 | U.S. TECH ETF |
| CATERPILLAR INC | 435 | 249198 | COM |
| CHEVRON CORP NEW | 1611 | 245509 | COM |
| BRISTOL-MYERS SQUIBB CO | 4363 | 235340 | COM |
| MONDELEZ INTL INC | 4342 | 233730 | CL A |
| THE TRADE DESK INC | 5500 | 208780 | COM CL A |
| TURN THERAPEUTICS INC | 52288 | 206015 | COM |
| MERCK & CO INC | 1937 | 203908 | COM |
| ISHARES INC | 4545 | 200753 | ESG AWR MSCI EM |
| VAALCO ENERGY INC | 30250 | 110110 | COM NEW |
| SLEEP NUMBER CORP | 12688 | 107340 | COM |
| UWM HOLDINGS CORPORATION | 20423 | 89452 | COM CL A |
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