DDFG, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission reporting its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Jonathan Kasting, lists a total of 88 securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with DDFG holding positions in over 60 different funds. Major holdings include the iShares Core S&P 500 ETF, which comprises 1,471 shares, and the iShares Core S&P 500 Value ETF, which holds 119,483 shares. The firm also holds significant positions in the iShares Core S&P 500 Growth ETF (88,394 shares) and the iShares Core S&P 500 Value ETF (310,953 shares).
Among individual equities, the firm holds 22,574 shares of Apple Inc. and 9,793 shares of NVIDIA Corporation. Other notable individual stock positions include 4,450 shares of Intel Corp., 2,090 shares of Microsoft Corp., and 2,066 shares of Palantir Technologies Inc. The filing also lists positions in Mastercard Incorporated, Visa Inc., and Walmart Inc.
The report indicates that all positions listed are held in a Sole capacity, with no shared voting or investment power.
