CIK 1967640
DDFG, Inc
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–87 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| EFA | ISHARES TR | 6K | $500K+ | SH |
| IEFA | ISHARES TR | 6K | $500K+ | SH |
| ESGD | ISHARES TR | 5K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 9K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC | 596 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| EEM | ISHARES TR | 6K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 996 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 358 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 973 | $100K–$500K | SH |
| HWKN | HAWKINS INC | 2K | $100K–$500K | SH |
| TSLA | TESLA INC | 640 | $100K–$500K | SH |
| ATI | ATI INC | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 264 | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 3K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| V | VISA INC | 779 | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 435 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 6K | $100K–$500K | SH |
| TTRX | TURN THERAPEUTICS INC | 52K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| ESGE | ISHARES INC | 5K | $100K–$500K | SH |
| EGY | VAALCO ENERGY INC | 30K | $100K–$500K | SH |
| SNBR | SLEEP NUMBER CORP | 13K | $100K–$500K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 20K | $50K–$100K | SH |