account_balance

Investment manager · 13F filer · SEC CIK 1967640

DDFG, Inc

Reported value$508Mas of Sep 30, 2026
Positions87 1 new, 5 sold out
Top 10 weight56.4%IUSG alone is 10%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IUSG iShares Tr 9.9% Added +3%
IDEV iShares Tr 7.3% Held
IUSV iShares Tr 6.8% Added +4%
STIP iShares Tr 5.5% Added +4%
IEI iShares Tr 5.4% Added +2%
IVE iShares Tr 5.4% Held
GOVT iShares Tr 4.6% Added +2%
FLOT iShares Tr 4.3% Added +6%
GLD SPDR Gold Trust 3.7% Held
VUG Vanguard Index FDS 3.5% Held
IYR iShares Tr 3.4% Added +3%
LQD iShares Tr 3.2% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
  • AMGN +10%
  • DGRO +10%
  • FLOT +6%
  • IEMG +6%
arrow_downwardTrimmed
  • LRGF −5%
  • AAPL −3%
  • VOE −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist