StockDriftsStockDriftsTop 50 DDFG, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 9.44% | 252.7K | $47.5M | -7.60%(-20.79K) | $84.91(+128.78%) | 2026-06-30 | |
| IDEV | ISHARES TR | 7.15% | 404.4K | $36.0M | -4.67%(-19.83K) | $59.04(+58.19%) | 2026-06-30 | |
| IUSV | ISHARES TR | 6.57% | 300.4K | $33.1M | +1.02%(+3.04K) | $75.63(+52.53%) | 2026-06-30 | |
| IEI | ISHARES TR | 5.52% | 236.5K | $27.8M | -36.26%(-134.54K) | $116.55(+0.06%) | 2026-06-30 | |
| STIP | ISHARES TR | 5.44% | 268.2K | $27.4M | +39.66%(+76.15K) | $102.02(-1.26%) | 2026-06-30 | |
| IVE | ISHARES TR | 5.43% | 120.3K | $27.3M | -1.95%(-2.39K) | $140.85(+68.35%) | 2026-06-30 | |
| GOVT | ISHARES TR | 4.76% | 1.05M | $24.0M | -16.17%(-203.12K) | $23.00(-2.36%) | 2026-06-30 | |
| FLOT | ISHARES TR | 4.13% | 407.0K | $20.8M | new | $50.94(+0.05%) | 2026-06-30 | |
| IYR | ISHARES TR | 3.61% | 177.8K | $18.2M | +79.53%(+78.75K) | $96.62(+8.47%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.57% | 48.8K | $18.0M | +57.47%(+17.79K) | $249.20(+62.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.08% | +40.81% | — | — | +53.88% |
| Top 20 Holdings Unweighted | +13.22% | +45.12% | — | — | +56.43% |
DDFG, Inc reports $503.63M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are IUSG (9.4%), IDEV (7.2%) and IUSV (6.6%). The top 20 holdings account for 80.4% of reported assets. Its disclosed equity book has returned +40.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from DDFG, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1967640). View DDFG, Inc’s 13F filings on SEC