DDFG, Inc
All 13F Filings
- Location
- Thousand Oaks, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 456,799
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/8/2026 | 87 | 456,799 | 13F-HR | DDFG, Inc |
| Q3 2025 | 11/5/2025 | 85 | 432,961 | 13F-HR | DDFG, Inc |
| Q2 2025 | 8/6/2025 | 80 | 397,524 | 13F-HR | DDFG, Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 301.1 K | 65.9% | 22.81 K | 0 | 22.81 K |
| ETFs | 154.3 K | 33.8% | 1.064 K | 0 | 1.064 K |
| Other | 1.354 K | 0.3% | 0 | 32 | -32 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
456,799
Holdings
87
QoQ value change ($000)
23,838
(5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.