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DDFG, Inc

Q1 2026 13F Holdings

  • Location
    thousand oaks, CA
  • Num holdings

    86

  • Value ($000)

    $463,999

  • Date Filed
    04/22/2026
  • Form type
    13F-HR
  • CIK
    0001967640
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$44.01M
10 %

371,059

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$42.42M
9 %

273,494

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$35.45M
8 %

424,183

I
IUSV

ISHARES TR

CORE S&P US VLU
464287663
$30.41M
7 %

297,363

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$28.78M
6 %

1,256,244

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$25.91M
6 %

122,712

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$20.05M
4 %

183,933

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$19.86M
4 %

192,015

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$14.88M
3 %

34,067

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$13.32M
3 %

30,960

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