DDFG, Inc
Top Portfolio Positions
41 positions ·
$44,116,535 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
33,153 | $13,138,865 | 29.78% |
| AAPL |
Apple Inc.
Technology
|
23,708 | $6,445,256 | 14.61% |
| XOM |
Exxon Mobil Corp
Energy
|
30,489 | $3,669,046 | 8.32% |
| NVDA |
Nvidia Corp
Technology
|
9,915 | $1,849,147 | 4.19% |
| CW |
Curtiss Wright Corp
Industrials
|
2,860 | $1,576,632 | 3.57% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
9,368 | $1,502,627 | 3.41% |
| SLV |
iShares Silver Trust
|
18,635 | $1,200,466 | 2.72% |
| MA |
Mastercard Inc
Financial Services
|
1,918 | $1,094,947 | 2.48% |
| MSFT |
Microsoft Corp
Technology
|
2,110 | $1,020,438 | 2.31% |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
14,728 | $977,791 | 2.22% |
Portfolio Trend
Holdings in SNBR
Export CSVShares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $107,340 | 12,688 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $89,069 | 12,688 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $85,770 | 12,688 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $80,441 | 12,688 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $193,365 | 12,688 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $232,444 | 12,688 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $121,424 | 12,688 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $203,388 | 12,688 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $188,163 | 12,688 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $311,997 | 12,688 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $346,128 | 12,688 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $385,842 | 12,688 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $329,634 | 12,688 | Shares | Sole | 2023-03-01 | |
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