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Showing Q4 2023 data
DFPG INVESTMENTS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
DFPG INVESTMENTS, LLC
•CIK: 1504665•Filing: Q4 2023
**DFPG INVESTMENTS, LLC** manages $1.3B across a diversified portfolio of 621 positions. The fund exhibits significant concentration in mega-cap technology names, with AAPL ($51.0M), NVDA ($38.6M), and MSFT ($29.9M) anchoring the top holdings. Notable allocations also include AMZN ($29.9M) and a mix of fixed income and semiconductor exposure via BND ($21.4M) and AMD ($17.9M). This structure suggests a core mandate focused on established tech leaders balanced with strategic diversification.
Total AUM
$1.3B
+ $500 in options
QoQ Performance
N/A
Positions
453
+ 1 option
Top 10 Concentration
25.3%
Latest Filing
Q4 2023
Top Holdings Allocation
AAPL4.0%
NVDA3.0%
MSFT2.3%
AMZN2.3%
INDA1.8%
IVV1.7%
BND1.7%
AMD1.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other53.0%
Technology21.1%
Consumer6.8%
Financial5.0%
Healthcare4.5%
ETF4.0%
Industrial1.7%
Energy1.4%