Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DDFG, Inc (CIK 1967640) reported $464.0M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEI ($44.0M, 9.48%), IUSG ($42.4M, 9.14%), IDEV ($35.4M, 7.64%), IUSV ($30.4M, 6.55%), GOVT ($28.8M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEI | ISHARES TR | $44.0M | 9.48% | 371,059 | Added |
| 2 | IUSG | ISHARES TR | $42.4M | 9.14% | 273,494 | Added |
| 3 | IDEV | ISHARES TR | $35.4M | 7.64% | 424,183 | Added |
| 4 | IUSV | ISHARES TR | $30.4M | 6.55% | 297,363 | Added |
| 5 | GOVT | ISHARES TR | $28.8M | 6.20% | 1.3M | Added |
| 6 | IVE | ISHARES TR | $25.9M | 5.58% | 122,712 | Added |
| 7 | LQD | ISHARES TR | $20.0M | 4.32% | 183,933 | Added |
| 8 | STIP | ISHARES TR | $19.9M | 4.28% | 192,015 | Added |
| 9 | VUG | VANGUARD INDEX FDS | $14.9M | 3.21% | 34,067 | Trimmed |
| 10 | GLD | SPDR GOLD TR | $13.3M | 2.87% | 30,960 | Trimmed |
| 11 | INTF | ISHARES TR | $12.6M | 2.71% | 322,928 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $12.5M | 2.69% | 57,993 | Trimmed |
| 13 | LRGF | ISHARES TR | $11.4M | 2.47% | 173,417 | Trimmed |
| 14 | YEAR | AB ACTIVE ETFS INC | $11.1M | 2.40% | 446,341 | Added |
| 15 | DFAE | DIMENSIONAL ETF TRUST | $11.1M | 2.40% | 328,561 | Trimmed |
| 16 | MLPX | GLOBAL X FDS | $10.1M | 2.18% | 136,569 | New |
| 17 | IJK | ISHARES TR | $10.1M | 2.17% | 99,973 | Added |
| 18 | IYR | ISHARES TR | $9.4M | 2.02% | 99,025 | Added |
| 19 | ITOT | ISHARES TR | $8.6M | 1.85% | 60,311 | Trimmed |
| 20 | IJJ | ISHARES TR | $7.8M | 1.67% | 58,500 | Added |
| 21 | SMLF | ISHARES TR | $6.5M | 1.40% | 86,319 | Added |
| 22 | IMCG | ISHARES TR | $6.1M | 1.32% | 77,581 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $6.0M | 1.30% | 94,076 | Trimmed |
| 24 | AAPL | APPLE INC | $5.9M | 1.28% | 23,406 | Trimmed |
| 25 | DGRO | ISHARES TR | $5.3M | 1.13% | 74,900 | Added |
Source: SEC Form 13F filings · as of 2026-03-31