13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001967640
Total reported value
$503.6M
$503.6M
87 檔
35.2%
As reported in its official Q4 2025 Form 13F filing, DDFG, Inc's tracked investment portfolio stood at $503.6M with 87 total positions.
In Q4 2025, DDFG, Inc displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IUSG, IEI, IDEV) accounted for 35.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 9.83% | +0.30% | +1.40% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 9.33% | -3.96% | +2.67% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.26% | -0.49% | +2.72% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 6.29% | +0.02% | +3.39% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 6.04% | -1.44% | +2.29% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.60% | -0.16% | -0.79% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 5.55% | +0.07% | +2.01% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.31% | -0.94% | +1.98% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.18% | +1.16% | +3.13% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.67% | +0.24% | -7.05% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.91% | — | -2.66% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.88% | +0.70% | -2.32% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.51% | -0.66% | -0.61% | |
| 14 | CAM | AB California Inter Muni ETF | ETF-Other | 2.40% | -0.19% | — | |
| 15 | INTF | Ishares International Equity | ETF-Other | 2.35% | — | +1.82% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.99% | +0.10% | -3.90% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.90% | +1.59% | +2.30% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.65% | +0.04% | +2.00% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.61% | +0.23% | +1.41% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.05% | -1.30% | |
| 21 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.40% | +0.13% | +0.75% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.01% | -2.20% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.11% | -0.28% | -0.74% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.07% | +0.10% | +2.96% | |
| 25 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.88% | +0.24% | +4.33% | |
| 26 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.84% | +0.02% | +3.92% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.81% | +0.16% | +2.95% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.32% | +12.20% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | -0.12% | +6.53% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | +0.15% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.03% | +1.28% | |
| 32 | CW | Curtiss-wright CORP | Stock-Industrials | 0.35% | +0.01% | — | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | — | -0.66% | |
| 34 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.30% | -0.01% | -0.62% | |
| 35 | SLV | Ishares Silver Trust | ETF-Commodities | 0.26% | -0.06% | -9.03% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | +0.91% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.01% | +0.84% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.23% | -0.01% | -1.02% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +0.13% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.02% | +2.43% | |
| 41 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.21% | +0.03% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | +1.33% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | -0.01% | -10.95% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.19% | +0.28% | — | |
| 45 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.17% | — | — | |
| 46 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.16% | -0.02% | -0.40% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.03% | — | |
| 48 | AMLP | Alerian Mlp ETF | ETF-Other | 0.14% | -0.04% | -0.35% | |
| 49 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.12% | — | -0.86% | |
| 50 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.12% | +0.02% | -0.50% |
According to official SEC Form 13F filings, DDFG, Inc reported a total U.S. public equity portfolio value of $503.6M across 87 disclosed positions in Q4 2025.
During Q4 2025, DDFG, Inc's top holdings by market value included IUSG (9.8%)、IEI (9.3%)、IDEV (7.3%). The largest single position, IUSG, represented 9.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CAM
市值: $11.0M
Top Position Liquidated / Trimmed
OKLO
前期市值: $228.8K
In Q4 2025, DDFG, Inc made 42 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.