DDFG, Inc - Portfolio overview

DDFG, Inc has 92 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IEI - ISHARES TR, 9.46%
2. IUSG - ISHARES TR, 9.12%
3. IDEV - ISHARES TR, 7.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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