DDFG, Inc
All 13F Filings
- Location
- Thousand Oaks, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 463,999
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.32 K | 9.6% | 0 | 256.8 K | -256.8 K |
| ETFs | 419.7 K | 90.4% | 265.3 K | 0 | 265.3 K |
| Other | 0 | 0.0% | 0 | 1.354 K | -1.354 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
463,999
Holdings
86
QoQ value change ($000)
7,200
(1.6%)
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.