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DDFG, Inc

All holdings · as of Dec 31, 2025

87 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$548.0K1,9630.1%
ISHARES TR$535.5K5,5770.1%
ISHARES TR$504.6K5,6400.1%
ISHARES TR$489.5K5,1480.1%
BANK OF AMERICA CORP /DE$470.8K8,5600.1%
ALTRIA GROUP, INC.$459.9K7,9760.1%
ORACLE CORP$430.2K2,2070.1%
UNITEDHEALTH GROUP INC$408.8K1,2380.1%
Walmart Inc.$395.7K3,5520.1%
Meta Platforms Inc$393.4K5960.1%
Palantir Technologies Inc$374.9K2,1090.1%
ISHARES TR$348.8K6,3750.1%
VANGUARD INDEX FDS$334.0K9960.1%
Walt Disney Co$327.9K2,8820.1%
ISHARES TR$318.1K2,4690.1%
COSTCO WHOLESALE CORP /NEW$308.9K3580.1%
Alphabet Inc.$304.4K9730.1%
Hawkins Inc$303.6K2,1370.1%
Tesla Inc$288.0K6400.1%
ATI Inc$286.7K2,4980.1%
ELI LILLY & Co$283.7K2640.1%
Edwards Lifesciences Corp$281.3K3,3000.1%
GILEAD SCIENCES, INC.$279.4K2,2760.1%
Visa Inc$273.1K7790.1%
ISHARES TR$266.4K2,2170.1%
ISHARES TR$264.8K1,3260.1%
CATERPILLAR INC$249.2K4350.1%
CHEVRON CORP$245.5K1,6110.1%
BRISTOL MYERS SQUIBB CO$235.3K4,3630.1%
Mondelez International, Inc.$233.7K4,3420.1%
Trade Desk, Inc.$208.8K5,5000.0%
Turn Therapeutics Inc.TTRXCommon Stock$206.0K52,2880.0%
Merck & Co., Inc.$203.9K1,9370.0%
ISHARES INC$200.8K4,5450.0%
VAALCO Energy Inc$110.1K30,2500.0%
Sleep Number Corp$107.3K12,6880.0%
UWM HOLDINGS CORP$89.5K20,4230.0%
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