DDFG, Inc

DDFG, Inc reported 92 holdings worth US$504M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

DDFG, Inc reported 92 holdings worth US$504M as of Jun 30, 2026. Largest: Apple Inc, Exxon Mobil Corporation and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).

Holdings
92
Value as reported
US$504M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc23,189US$6.71M1.3%
Exxon Mobil Corporation29,555US$4.04M0.80%
Alphabet Inc (google) Class C6,793US$2.43M0.48%
Advanced Micro Devices Inc4,000US$2.32M0.46%
Curtiss-wright Corporation2,860US$2.17M0.43%
Nvidia Corporation9,793US$1.96M0.39%
Philip Morris International Inc9,306US$1.68M0.33%
Berkshire Hathaway Inc.2,371US$1.19M0.24%
Teledyne Technologies Incorporated1,500US$1M0.20%
Amgen Inc.2,746US$994K0.20%
Mastercard Incorporated1,919US$986K0.20%
Arrowhead Pharmaceuticals, Inc.10,728US$874K0.17%
Amazon.com, Inc.3,552US$847K0.17%
Turn Therapeutics Inc.108KUS$787K0.16%
Microsoft Corp.2,090US$780K0.15%
Intel Corporation4,450US$621K0.12%
Altria Group, Inc.7,976US$574K0.11%
Unitedhealth Group Incorporated1,238US$515K0.10%
Ati Inc.2,498US$492K0.10%
Chevron Corporation2,965US$491K0.10%
Bank Of America Corporation7,496US$427K0.08%
Costco Wholesale Corporation432US$404K0.08%
Pra Group, Inc.19,765US$375K0.07%
Walmart Inc.3,115US$353K0.07%
Meta Platforms, Inc.591US$333K0.07%
Eli Lilly And Company270US$324K0.06%
Oracle Corporation2,204US$323K0.06%
Hawkins, Inc.2,142US$304K0.06%
Edwards Lifesciences Corporation3,300US$299K0.06%
Gilead Sciences, Inc.2,295US$290K0.06%
Walt Disney Company (the)2,878US$277K0.05%
Tesla, Inc.634US$267K0.05%
Mondelez International, Inc.4,342US$251K0.05%
Merck & Company, Inc.1,950US$251K0.05%
Palantir Technologies Inc.2,066US$241K0.05%
Visa Inc.686US$235K0.05%
Bristol-myers Squibb Company3,896US$224K0.04%
Citigroup, Inc.1,460US$204K0.04%
Caterpillar, Inc.191US$203K0.04%
The Trade Desk, Inc.10,915US$197K0.04%
Vaalco Energy, Inc.30,250US$154K0.03%
Uwm Holdings Corporation21,401US$49,009<0.01%
Heron Therapeutics, Inc.32,903US$14,043<0.01%
Sleep Number Corporation0US$00.00%

Source

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