DDFG, Inc
All 13F Filings
- Location
- Thousand Oaks, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 503,632
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 92 | 503,632 | 13F-HR | DDFG, Inc |
| Q1 2026 | 4/22/2026 | 86 | 463,999 | 13F-HR | DDFG, Inc |
| Q4 2025 | 1/8/2026 | 87 | 456,799 | 13F-HR | DDFG, Inc |
| Q3 2025 | 11/5/2025 | 85 | 432,961 | 13F-HR | DDFG, Inc |
| Q2 2025 | 8/6/2025 | 80 | 397,524 | 13F-HR | DDFG, Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
36
(0.0% of total reported value)
· QoQ Δ:
+36
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.18 K | 7.6% | 0 | 6.141 K | -6.141 K |
| ETFs | 444.6 K | 88.3% | 24.96 K | 0 | 24.96 K |
| Debt | 20.78 K | 4.1% | 20.78 K | 0 | 20.78 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
503,632
Holdings
92
QoQ value change ($000)
39,633
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.