Ddfg, Inc Top Holdings and 13F Report (2026) About Ddfg, IncInvestment ActivityDdfg, Inc has $464.00 million in total holdings as of March 31, 2026.Ddfg, Inc owns shares of 86 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.05% of the portfolio was purchased this quarter.About 3.68% of the portfolio was sold this quarter.This quarter, Ddfg, Inc has purchased 87 new stocks and bought additional shares in 45 stocks.Ddfg, Inc sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares 3-7 Year Treasury Bond ETF $44,007,606iShares Core S&P U.S. Growth ETF $42,421,694iShares Core MSCI International Developed Markets ETF $35,448,956iShares Core S&P U.S. Value ETF $30,405,388iShares U.S. Treasury Bond ETF $28,780,543 Largest New Holdings this Quarter 37954Y293 - Global X MLP & Energy Infrastructure ETF $10,097,939 Holding69354N106 - PRA Group $345,888 Holding464287168 - iShares Select Dividend ETF $205,161 Holding Largest Purchases this Quarter Global X MLP & Energy Infrastructure ETF 136,569 shares (about $10.10M)iShares S&P Mid-Cap 400 Growth ETF 24,025 shares (about $2.42M)iShares Morningstar Mid-Cap Growth ETF 27,125 shares (about $2.14M)iShares Core MSCI International Developed Markets ETF 22,300 shares (about $1.86M)iShares Core S&P U.S. Value ETF 17,053 shares (about $1.74M) Largest Sales this Quarter iShares U.S. Equity Factor ETF 191,538 shares (about $12.64M)SPDR Gold Shares 2,193 shares (about $943.64K)Dimensional Emerging Core Equity Market ETF 23,158 shares (about $784.13K)Vanguard Dividend Appreciation ETF 2,566 shares (about $551.84K)Arrowhead Pharmaceuticals 4,000 shares (about $250.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDdfg, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEIiShares 3-7 Year Treasury Bond ETF$44,007,606$1,637,392 ▲3.9%371,0599.5%ETFIUSGiShares Core S&P U.S. Growth ETF$42,421,694$935,314 ▲2.3%273,4949.1%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$35,448,956$1,863,610 ▲5.5%424,1837.6%ETFIUSViShares Core S&P U.S. Value ETF$30,405,388$1,743,670 ▲6.1%297,3636.6%ManufacturingGOVTiShares U.S. Treasury Bond ETF$28,780,543$1,318,310 ▲4.8%1,256,2446.2%ETFIVEiShares S&P 500 Value ETF$25,910,714$440,249 ▲1.7%122,7125.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$20,046,808$575,357 ▲3.0%183,9334.3%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$19,860,067$585,516 ▲3.0%192,0154.3%ETFVUGVanguard Growth ETF$14,879,937$143,265 ▼-1.0%34,0673.2%ETFGLDSPDR Gold Shares$13,321,980$943,640 ▼-6.6%30,9602.9%FinanceINTFiShares International Equity Factor ETF$12,581,267$1,507,478 ▲13.6%322,9282.7%ETFVIGVanguard Dividend Appreciation ETF$12,471,962$551,843 ▼-4.2%57,9932.7%ETFLRGFiShares U.S. Equity Factor ETF$11,445,549$12,641,538 ▼-52.5%173,4172.5%ETFAB ACTIVE ETFS INC$11,144,295$246,760 ▲2.3%446,3412.4%CALIFORNIA INTERDFAEDimensional Emerging Core Equity Market ETF$11,125,076$784,130 ▼-6.6%328,5612.4%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$10,097,939$10,097,939 ▲New Holding136,5692.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$10,059,328$2,417,406 ▲31.6%99,9732.2%ETFIYRiShares U.S. Real Estate ETF$9,363,809$615,019 ▲7.0%99,0252.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$8,590,155$131,606 ▼-1.5%60,3111.9%ETFIJJiShares S&P Mid-Cap 400 Value ETF$7,751,310$171,854 ▲2.3%58,5001.7%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$6,516,243$60,619 ▲0.9%86,3191.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$6,111,059$2,136,638 ▲53.8%77,5811.3%ETFVEAVanguard FTSE Developed Markets ETF$6,028,360$54,532 ▼-0.9%94,0761.3%ETFAAPLApple$5,940,094$76,643 ▼-1.3%23,4061.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$5,256,465$324,862 ▲6.6%74,9001.1%ETFXOMExxonMobil$5,175,553$2,715 ▲0.1%30,5051.1%EnergyVWOVanguard FTSE Emerging Markets ETF$4,991,056$115,938 ▼-2.3%92,3411.1%ETFIMCViShares Morningstar Mid-Cap Value ETF$4,230,486$259,445 ▲6.5%49,8960.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,980,963$171,924 ▲4.5%82,3870.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,100,074$3,766 ▲0.1%44,4460.7%ETFGOOGAlphabet$1,971,0070.0%6,8710.4%Computer and TechnologyCWCurtiss-Wright$1,947,7100.0%2,8600.4%AerospaceNVDANVIDIA$1,679,447$49,703 ▼-2.9%9,6300.4%Computer and TechnologyPMPhilip Morris International$1,540,638$8,267 ▼-0.5%9,3180.3%Consumer StaplesFALNiShares Fallen Angels USD Bond ETF$1,403,439$78,503 ▲5.9%52,5240.3%ManufacturingBRK.BBerkshire Hathaway$1,140,975$79,068 ▲7.4%2,3810.2%FinanceSLViShares Silver Trust$1,134,122$135,667 ▼-10.7%16,6440.2%ETFVOEVanguard Mid-Cap Value ETF$1,063,339$9,952 ▼-0.9%5,7700.2%ETFIVViShares Core S&P 500 ETF$986,286$7,185 ▲0.7%1,5100.2%ETFAMGNAmgen$962,190$17,942 ▲1.9%2,7350.2%MedicalMAMastercard$958,676$500 ▲0.1%1,9190.2%Business ServicesTDYTeledyne Technologies$907,5150.0%1,5000.2%AerospaceAMDAdvanced Micro Devices$813,7200.0%4,0000.2%Computer and TechnologyMSFTMicrosoft$768,913$12,217 ▼-1.6%2,0770.2%Computer and TechnologyFGDFirst Trust Dow Jones Global Select Dividend Index Fund$756,759$383 ▼-0.1%23,7010.2%ETFAMLPAlerian MLP ETF$755,436$40,796 ▲5.7%14,3510.2%ETFAMZNAmazon.com$739,827$54,154 ▼-6.8%3,5520.2%Retail/WholesaleARWRArrowhead Pharmaceuticals$672,646$250,800 ▼-27.2%10,7280.1%MedicalQQQInvesco QQQ$663,8010.0%1,1500.1%FinanceNULVNuveen ESG Large-Cap Value ETF$585,813$10,056 ▲1.7%12,8750.1%ETFEFAiShares MSCI EAFE ETF$553,809$12,141 ▲2.2%5,7020.1%FinanceNULGNuveen ESG Large-Cap Growth ETF$527,270$3,456 ▲0.7%5,7980.1%ETFMOAltria Group$526,534$198 ▲0.0%7,9790.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$515,565$4,979 ▲1.0%5,6950.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$514,627$22,375 ▲4.5%5,3820.1%ManufacturingVOTVanguard Mid-Cap Growth ETF$500,906$4,376 ▼-0.9%1,9460.1%ETFCOSTCostco Wholesale$430,669$73,772 ▲20.7%4320.1%Retail/WholesaleBACBank of America$417,838$536 ▲0.1%8,5710.1%FinanceWALMART INC$387,062$54,442 ▼-12.3%3,1140.1%COMATIATI$363,3590.0%2,4980.1%Basic MaterialsEEMiShares MSCI Emerging Markets ETF$346,515$15,503 ▼-4.3%6,1020.1%FinancePRAAPRA Group$345,888$345,888 ▲New Holding19,7650.1%FinanceMETAMeta Platforms$342,718$1,716 ▲0.5%5990.1%Computer and TechnologyUNHUnitedHealth Group$335,0630.0%1,2380.1%MedicalHWKNHawkins$328,674$461 ▲0.1%2,1400.1%Basic MaterialsORCLOracle$324,947$294 ▲0.1%2,2090.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$320,587$963 ▲0.3%9990.1%ETFGILDGilead Sciences$318,857$1,672 ▲0.5%2,2880.1%MedicalPALANTIR TECHNOLOGIES INC$308,5050.0%2,1090.1%CL ADSIiShares ESG MSCI KLD 400 ETF$299,2180.0%2,4690.1%ETFCVXChevron$297,161$36,214 ▼-10.9%1,4360.1%EnergyIJRiShares Core S&P Small-Cap ETF$280,454$4,848 ▲1.8%2,2560.1%ETFDISWalt Disney$278,549$771 ▲0.3%2,8900.1%Consumer DiscretionaryEWEdwards Lifesciences$264,2640.0%3,3000.1%MedicalMDLZMondelez International$250,2730.0%4,3420.1%Consumer StaplesLLYEli Lilly and Company$242,8190.0%2640.1%MedicalIYWiShares U.S. Technology ETF$240,5800.0%1,3260.1%ManufacturingTSLATesla$239,936$1,860 ▲0.8%6450.1%Auto/Tires/TrucksBMYBristol Myers Squibb$236,171$28,445 ▼-10.7%3,8940.1%MedicalMRKMerck & Co., Inc.$234,808$1,804 ▲0.8%1,9520.1%MedicalTURN THERAPEUTICS INC$225,709$58,387 ▲34.9%70,5340.0%COMVVisa$207,266$28,099 ▼-11.9%6860.0%Business ServicesDVYiShares Select Dividend ETF$205,161$205,161 ▲New Holding1,3550.0%ETFEGYVaalco Energy$191,7850.0%30,2500.0%EnergyUWMCUWM$75,518$1,586 ▲2.1%20,8610.0%FinanceSNBRSleep Number$22,7750.0%12,6880.0%Consumer DiscretionaryGOOGLAlphabet$0$304,403 ▼-100.0%00.0%Computer and TechnologyCATCaterpillar$0$249,198 ▼-100.0%00.0%IndustrialsTTDTrade Desk$0$208,780 ▼-100.0%00.0%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$0$200,753 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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