1y return+15.4%S&P 500 +20.9%
3y return+43.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $157 against $195 in the S&P 500.2
DDFG, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IUSGIshares Tr | $47.5M | 9.4% | −7.6% |
| IDEVIshares Tr | $36.0M | 7.1% | −4.7% |
| IUSVIshares Tr | $33.1M | 6.6% | +1.0% |
| IEIIshares Tr | $27.8M | 5.5% | −36.3% |
| STIPIshares Tr | $27.4M | 5.4% | +39.7% |
| IVEIshares Tr | $27.3M | 5.4% | −1.9% |
| GOVTIshares Tr | $24.0M | 4.8% | −16.2% |
| FLOTIshares Tr | $20.8M | 4.1% | New |
| IYRIshares Tr | $18.2M | 3.6% | +79.5% |
| GLDSpdr Gold Tr | $18.0M | 3.6% | +57.5% |
| VUGVanguard Index Fds | $17.4M | 3.5% | −1.3% |
| LQDIshares Tr | $17.0M | 3.4% | −15.0% |
| INTFIshares Tr | $13.6M | 2.7% | +3.2% |
| VIGVanguard Specialized Funds | $13.6M | 2.7% | −1.1% |
| LRGFIshares Tr | $12.8M | 2.5% | −2.3% |
| IJKIshares Tr | $12.1M | 2.4% | +2.7% |
| CAMAb Active Etfs Inc | $11.1M | 2.2% | −1.1% |
| ITOTIshares Tr | $9.8M | 2.0% | |
| DFAEDimensional Etf Trust | $8.8M | 1.7% | −33.6% |
| IJJIshares Tr | $8.6M | 1.7% | |
| IMCGIshares Tr | $7.8M | 1.6% | +2.7% |
| SMLFIshares Tr | $7.7M | 1.5% | |
| AAPLApple Inc | $6.7M | 1.3% | |
| VEAVanguard Tax-managed Fds | $6.5M | 1.3% | −2.9% |
| DGROIshares Tr | $6.2M | 1.2% | +9.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $2.3M |
| CWCurtiss Wright Corp | December 31, 2022 | +353.8% | $2.2M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $2.0M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $2.4M |
| VUGVanguard Index Fds | December 31, 2022 | +142.5% | $17.4M |
| IUSGIshares Tr | December 31, 2022 | +130.7% | $47.5M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $6.7M |
| GLDSpdr Gold Tr | December 31, 2022 | +117.2% | $18.0M |
| IVVIshares Tr | December 31, 2022 | +94.9% | $1.1M |
| ITOTIshares Tr | December 31, 2022 | +93.7% | $9.8M |
Sold off last quarter
- DVYIshares Tr was $205K
- SNBRQSleep Number Corp was $23K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: DDFG, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1967640&type=13F-HR&dateb=&owner=include&count=40CIK 1967640
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1967640/000196764026000005/Filed July 28, 2026 · accession 0001967640-26-000005