DDFG, Inc
•CIK: 1967640•Filing: Q4 2025
**DDFG, Inc.** manages $457M across a diversified portfolio of 87 positions. The fund exhibits significant concentration in select names, notably holding IUSG at $44.9M and IEI at $42.6M. Further top allocations include IDEV ($33.1M) and IUSV ($28.7M), suggesting a focused, tactical approach to market opportunities. This positioning indicates a conviction-driven strategy across key sectors.
Total AUM
$456.8M
QoQ Performance
+5.5%
Positions
55
Top 10 Concentration
62.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IUSG
IEI
IDEV
IUSV
GOVT
IVE
LRGF
IUSG9.8%
IEI9.3%
IDEV7.3%
IUSV6.3%
GOVT6.0%
IVE5.6%
LRGF5.5%
LQD4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.2%
Technology2.9%
Energy0.8%
Financial0.6%
Healthcare0.5%
Consumer0.4%
ETF0.2%
Consumer Staples0.2%
Changes from Q3 2025
NEW4 new positions
↑37 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023