DDFG, Inc

13F filer · CIK 0001967640

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$504MU.S. long equity reported on 13F

Positions506 new · 1 closed

Net flow last quarter+$6.42MBuys minus sells

Top 10 positions weight17.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202650 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$36M	7.15%	Not reported	-4.7%	Q4 2022
GLDSPDR Gold Trust	$18M	3.57%	0.01%	+57.5%	Q4 2022
CAMCameron International Corp	$11.1M	2.21%	0.23%	-1.1%	Q4 2025
AAPLApple Inc.	$6.71M	1.33%	0.00%	-0.9%	Q4 2022
XOMExxonMobil Holdings Corp	$4.04M	0.80%	0.00%	-3.1%	Q4 2022
GOOGAlphabet Inc.	$2.43M	0.48%	Not reported	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$2.32M	0.46%	0.00%	Not reported	Q4 2022
CWCurtiss Wright Corp	$2.17M	0.43%	0.01%	Not reported	Q4 2022
NVDANvidia Corp	$1.96M	0.39%	0.00%	+1.7%	Q4 2023
PMPhilip Morris International Inc.	$1.68M	0.33%	0.00%	-0.1%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.19M	0.24%	Not reported	-0.4%	Q4 2022
TDYTeledyne Technologies Inc	$1M	0.20%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$994K	0.20%	0.00%	+0.4%	Q4 2022
MAMastercard Inc	$986K	0.20%	0.00%	Not reported	Q4 2022
SLViShares Silver Trust	$890K	0.18%	0.00%	Not reported	Q4 2022
ARWRArrowhead Pharmaceuticals, Inc.	$874K	0.17%	0.01%	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$847K	0.17%	Not reported	Not reported	Q4 2022
AMZNAmazon Com Inc	$847K	0.17%	0.00%	Not reported	Q4 2022
TTRXTurn Therapeutics Inc.	$787K	0.16%	0.36%	+52.9%	Q4 2025
MSFTMicrosoft Corp	$780K	0.15%	0.00%	+0.6%	Q4 2022
INTCIntel Corp	$621K	0.12%	0.00%	Not reported	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$590K	0.12%	Not reported	-1.0%	Q4 2022
MOAltria Group, Inc.	$574K	0.11%	0.00%	0.0%	Q2 2024
UNHUnitedhealth Group Inc	$515K	0.10%	0.00%	Not reported	Q4 2022
ATIAti Inc	$492K	0.10%	0.00%	Not reported	Q2 2025
CVXChevron Corp	$491K	0.10%	0.00%	+106.5%	Q3 2024
BACBank of America Corp	$427K	0.08%	0.00%	-12.5%	Q4 2022
COSTCostco Wholesale Corp	$404K	0.08%	0.00%	Not reported	Q4 2022
PRAAPra Group Inc	$375K	0.07%	0.05%	Not reported	Q1 2026
WMTWalmart Inc.	$353K	0.07%	0.00%	0.0%	Q4 2022
METAMeta Platforms, Inc.	$333K	0.07%	Not reported	-1.3%	Q4 2024
LLYELI LILLY & Co	$324K	0.06%	0.00%	+2.3%	Q1 2024
ORCLOracle Corp	$323K	0.06%	0.00%	-0.2%	Q4 2022
HWKNHawkins Inc	$304K	0.06%	0.01%	+0.1%	Q2 2024
EWEdwards Lifesciences Corp	$299K	0.06%	0.00%	Not reported	Q4 2022
GILDGilead Sciences, Inc.	$290K	0.06%	0.00%	+0.3%	Q4 2022
DISWalt Disney Co	$277K	0.05%	0.00%	-0.4%	Q1 2024
TSLATesla, Inc.	$267K	0.05%	0.00%	-1.7%	Q1 2023
MDLZMondelez International, Inc.	$251K	0.05%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$251K	0.05%	0.00%	-0.1%	Q4 2025
PLTRPalantir Technologies Inc.	$241K	0.05%	0.00%	-2.0%	Q2 2025
VVisa Inc.	$235K	0.05%	0.00%	Not reported	Q1 2024
BMYBristol Myers Squibb Co	$224K	0.04%	0.00%	+0.1%	Q4 2025
SUSASouthern USA Resources Inc.	$217K	0.04%	Not reported	New	Q2 2026
CCitigroup Inc	$204K	0.04%	0.00%	New	Q2 2026
CATCaterpillar Inc	$203K	0.04%	0.00%	Not reported	Q3 2025
TTDTrade Desk, Inc.	$197K	0.04%	Not reported	Not reported	Q4 2022
EGYVaalco Energy Inc	$154K	0.03%	0.03%	Not reported	Q4 2022
UWMCUWM Holdings Corp	$49K	0.01%	0.02%	+2.6%	Q1 2023
HRTXHeron Therapeutics, Inc.	$14K	0.00%	0.02%	New	Q2 2026
Q1 2026Reported Apr 22, 202645 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$35.4M	7.64%	Not reported	+5.6%	Q4 2022
GLDSPDR Gold Trust	$13.3M	2.87%	0.01%	-6.6%	Q4 2022
CAMCameron International Corp	$11.1M	2.40%	0.23%	+2.3%	Q4 2025
AAPLApple Inc.	$5.94M	1.28%	0.00%	-1.3%	Q4 2022
XOMExxonMobil Holdings Corp	$5.18M	1.12%	0.00%	+0.1%	Q4 2022
GOOGAlphabet Inc.	$1.97M	0.42%	Not reported	Not reported	Q4 2022
CWCurtiss Wright Corp	$1.95M	0.42%	0.01%	Not reported	Q4 2022
NVDANvidia Corp	$1.68M	0.36%	0.00%	-2.9%	Q4 2023
PMPhilip Morris International Inc.	$1.54M	0.33%	0.00%	-0.5%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.14M	0.25%	Not reported	+7.5%	Q4 2022
SLViShares Silver Trust	$1.13M	0.24%	0.00%	-10.7%	Q4 2022
AMGNAmgen Inc	$962K	0.21%	0.00%	+1.9%	Q4 2022
MAMastercard Inc	$959K	0.21%	0.00%	+0.1%	Q4 2022
TDYTeledyne Technologies Inc	$908K	0.20%	0.00%	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$814K	0.18%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$769K	0.17%	0.00%	-1.6%	Q4 2022
AMZNAmazon Com Inc	$740K	0.16%	0.00%	-6.8%	Q4 2022
ARWRArrowhead Pharmaceuticals, Inc.	$673K	0.14%	0.01%	-27.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$664K	0.14%	Not reported	Not reported	Q4 2022
MOAltria Group, Inc.	$527K	0.11%	0.00%	0.0%	Q2 2024
VOTVan Kampen Municipal Opportunity Trust II	$501K	0.11%	Not reported	-0.9%	Q4 2022
COSTCostco Wholesale Corp	$431K	0.09%	0.00%	+20.7%	Q4 2022
BACBank of America Corp	$418K	0.09%	0.00%	+0.1%	Q4 2022
WMTWalmart Inc.	$387K	0.08%	0.00%	-12.3%	Q4 2022
ATIAti Inc	$363K	0.08%	0.00%	Not reported	Q2 2025
PRAAPra Group Inc	$346K	0.07%	0.05%	New	Q1 2026
METAMeta Platforms, Inc.	$343K	0.07%	Not reported	+0.5%	Q4 2024
UNHUnitedhealth Group Inc	$335K	0.07%	0.00%	Not reported	Q4 2022
HWKNHawkins Inc	$329K	0.07%	0.01%	+0.1%	Q2 2024
ORCLOracle Corp	$325K	0.07%	0.00%	+0.1%	Q4 2022
GILDGilead Sciences, Inc.	$319K	0.07%	0.00%	+0.5%	Q4 2022
PLTRPalantir Technologies Inc.	$309K	0.07%	0.00%	Not reported	Q2 2025
CVXChevron Corp	$297K	0.06%	0.00%	-10.9%	Q3 2024
DISWalt Disney Co	$279K	0.06%	0.00%	+0.3%	Q1 2024
EWEdwards Lifesciences Corp	$264K	0.06%	0.00%	Not reported	Q4 2022
MDLZMondelez International, Inc.	$250K	0.05%	0.00%	Not reported	Q2 2024
LLYELI LILLY & Co	$243K	0.05%	0.00%	Not reported	Q1 2024
TSLATesla, Inc.	$240K	0.05%	0.00%	+0.8%	Q1 2023
BMYBristol Myers Squibb Co	$236K	0.05%	0.00%	-10.8%	Q4 2025
MRKMerck & Co., Inc.	$235K	0.05%	0.00%	+0.8%	Q4 2025
TTRXTurn Therapeutics Inc.	$226K	0.05%	0.24%	+34.9%	Q4 2025
VVisa Inc.	$207K	0.04%	0.00%	-11.9%	Q1 2024
EGYVaalco Energy Inc	$192K	0.04%	0.03%	Not reported	Q4 2022
UWMCUWM Holdings Corp	$75.5K	0.02%	0.02%	+2.1%	Q1 2023
SNBRQSleep Number Corp	$22.8K	0.00%	0.06%	Not reported	Q4 2022
Q4 2025Reported Jan 8, 202647 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$33.1M	7.26%	Not reported	+2.7%	Q4 2022
GLDSPDR Gold Trust	$13.1M	2.88%	0.01%	-2.3%	Q4 2022
CAMCameron International Corp	$11M	2.40%	0.23%	New	Q4 2025
AAPLApple Inc.	$6.45M	1.41%	0.00%	-1.3%	Q4 2022
XOMExxonMobil Holdings Corp	$3.67M	0.80%	0.00%	+12.2%	Q4 2022
GOOGAlphabet Inc.	$2.16M	0.47%	Not reported	+0.2%	Q4 2022
NVDANvidia Corp	$1.85M	0.40%	0.00%	+1.3%	Q4 2023
CWCurtiss Wright Corp	$1.58M	0.35%	0.01%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$1.5M	0.33%	0.00%	-0.7%	Q2 2024
SLViShares Silver Trust	$1.2M	0.26%	0.00%	-9.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.11M	0.24%	Not reported	+0.9%	Q4 2022
MAMastercard Inc	$1.1M	0.24%	0.00%	+0.8%	Q4 2022
MSFTMicrosoft Corp	$1.02M	0.22%	0.00%	+2.4%	Q4 2022
ARWRArrowhead Pharmaceuticals, Inc.	$978K	0.21%	0.01%	Not reported	Q4 2022
AMZNAmazon Com Inc	$880K	0.19%	0.00%	+1.3%	Q4 2022
AMGNAmgen Inc	$879K	0.19%	0.00%	-11.0%	Q4 2022
AMDAdvanced Micro Devices Inc	$857K	0.19%	0.00%	Not reported	Q4 2022
TDYTeledyne Technologies Inc	$766K	0.17%	0.00%	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$706K	0.15%	Not reported	Not reported	Q4 2022
VOTVan Kampen Municipal Opportunity Trust II	$548K	0.12%	Not reported	-0.5%	Q4 2022
BACBank of America Corp	$471K	0.10%	0.00%	0.0%	Q4 2022
MOAltria Group, Inc.	$460K	0.10%	0.00%	-0.2%	Q2 2024
ORCLOracle Corp	$430K	0.09%	0.00%	+0.1%	Q4 2022
UNHUnitedhealth Group Inc	$409K	0.09%	0.00%	-0.7%	Q4 2022
WMTWalmart Inc.	$396K	0.09%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$393K	0.09%	Not reported	+50.5%	Q4 2024
PLTRPalantir Technologies Inc.	$375K	0.08%	0.00%	Not reported	Q2 2025
DISWalt Disney Co	$328K	0.07%	0.00%	Not reported	Q1 2024
COSTCostco Wholesale Corp	$309K	0.07%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$304K	0.07%	0.00%	+0.1%	Q3 2025
HWKNHawkins Inc	$304K	0.07%	0.01%	-16.2%	Q2 2024
TSLATesla, Inc.	$288K	0.06%	0.00%	+1.0%	Q1 2023
ATIAti Inc	$287K	0.06%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$284K	0.06%	0.00%	Not reported	Q1 2024
EWEdwards Lifesciences Corp	$281K	0.06%	0.00%	Not reported	Q4 2022
GILDGilead Sciences, Inc.	$279K	0.06%	0.00%	+1.6%	Q4 2022
VVisa Inc.	$273K	0.06%	0.00%	+0.1%	Q1 2024
CATCaterpillar Inc	$249K	0.05%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$246K	0.05%	0.00%	+6.9%	Q3 2024
BMYBristol Myers Squibb Co	$235K	0.05%	0.00%	New	Q4 2025
MDLZMondelez International, Inc.	$234K	0.05%	0.00%	Not reported	Q2 2024
TTDTrade Desk, Inc.	$209K	0.05%	Not reported	Not reported	Q4 2022
TTRXTurn Therapeutics Inc.	$206K	0.05%	0.18%	New	Q4 2025
MRKMerck & Co., Inc.	$204K	0.04%	0.00%	New	Q4 2025
EGYVaalco Energy Inc	$110K	0.02%	0.03%	Not reported	Q4 2022
SNBRQSleep Number Corp	$107K	0.02%	0.06%	Not reported	Q4 2022
UWMCUWM Holdings Corp	$89.5K	0.02%	0.02%	+1.9%	Q1 2023
Q3 2025Reported Nov 5, 202545 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$31.4M	7.24%	Not reported	+12.7%	Q4 2022
GLDSPDR Gold Trust	$12.1M	2.79%	0.01%	-8.5%	Q4 2022
AAPLApple Inc.	$6.12M	1.41%	0.00%	-0.6%	Q4 2022
XOMExxonMobil Holdings Corp	$3.06M	0.71%	0.00%	+1.8%	Q4 2022
NVDANvidia Corp	$1.83M	0.42%	0.00%	+0.3%	Q4 2023
GOOGAlphabet Inc.	$1.67M	0.39%	Not reported	Not reported	Q4 2022
CWCurtiss Wright Corp	$1.55M	0.36%	0.01%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$1.53M	0.35%	0.00%	+0.3%	Q2 2024
BRK.BBerkshire Hathaway Inc	$1.1M	0.25%	Not reported	+4.6%	Q4 2022
MAMastercard Inc	$1.08M	0.25%	0.00%	-0.3%	Q4 2022
MSFTMicrosoft Corp	$1.07M	0.25%	0.00%	+4.7%	Q4 2022
TDYTeledyne Technologies Inc	$879K	0.20%	0.00%	Not reported	Q4 2022
SLViShares Silver Trust	$868K	0.20%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$850K	0.20%	0.00%	+1.1%	Q4 2022
AMZNAmazon Com Inc	$826K	0.19%	0.00%	+0.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$690K	0.16%	Not reported	-0.4%	Q4 2022
AMDAdvanced Micro Devices Inc	$647K	0.15%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$620K	0.14%	0.00%	+0.7%	Q4 2022
VOTVan Kampen Municipal Opportunity Trust II	$579K	0.13%	Not reported	-0.5%	Q4 2022
MOAltria Group, Inc.	$528K	0.12%	0.00%	+0.2%	Q2 2024
ARWRArrowhead Pharmaceuticals, Inc.	$508K	0.12%	0.01%	Not reported	Q4 2022
HWKNHawkins Inc	$466K	0.11%	0.01%	+0.1%	Q2 2024
BACBank of America Corp	$441K	0.10%	0.00%	+9.7%	Q4 2022
UNHUnitedhealth Group Inc	$431K	0.10%	0.00%	-2.4%	Q4 2022
PLTRPalantir Technologies Inc.	$385K	0.09%	0.00%	+2.4%	Q2 2025
WMTWalmart Inc.	$366K	0.08%	0.00%	+0.8%	Q4 2022
COSTCostco Wholesale Corp	$332K	0.08%	0.00%	-1.4%	Q4 2022
DISWalt Disney Co	$330K	0.08%	0.00%	+0.2%	Q1 2024
METAMeta Platforms, Inc.	$291K	0.07%	Not reported	+0.5%	Q4 2024
TSLATesla, Inc.	$282K	0.07%	0.00%	Not reported	Q1 2023
MDLZMondelez International, Inc.	$271K	0.06%	0.00%	Not reported	Q2 2024
TTDTrade Desk, Inc.	$270K	0.06%	Not reported	+25.0%	Q4 2022
VVisa Inc.	$266K	0.06%	0.00%	+1.2%	Q1 2024
EWEdwards Lifesciences Corp	$257K	0.06%	0.00%	Not reported	Q4 2022
GILDGilead Sciences, Inc.	$249K	0.06%	0.00%	+0.6%	Q4 2022
GOOGLAlphabet Inc.	$236K	0.05%	0.00%	New	Q3 2025
CVXChevron Corp	$234K	0.05%	0.00%	Not reported	Q3 2024
OKLOOklo Inc.	$229K	0.05%	0.00%	New	Q3 2025
PSAPublic Storage	$210K	0.05%	0.00%	Not reported	Q2 2024
CATCaterpillar Inc	$208K	0.05%	0.00%	New	Q3 2025
ATIAti Inc	$203K	0.05%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$201K	0.05%	0.00%	Not reported	Q1 2024
UWMCUWM Holdings Corp	$122K	0.03%	0.02%	+2.4%	Q1 2023
EGYVaalco Energy Inc	$122K	0.03%	0.03%	Not reported	Q4 2022
SNBRQSleep Number Corp	$89.1K	0.02%	0.06%	Not reported	Q4 2022

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