DDFG, Inc
Top Portfolio Positions
41 positions ·
$45,564,850 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
30,960 | $13,321,778 | 29.24% | |
| AAPL |
Apple Inc.
Technology
|
23,406 | $5,940,208 | 13.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
30,505 | $5,175,478 | 11.36% | |
| CW |
Curtiss Wright Corp
Industrials
|
2,860 | $1,948,003 | 4.28% | |
| NVDA |
Nvidia Corp
Technology
|
9,630 | $1,679,472 | 3.69% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
9,318 | $1,540,638 | 3.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,381 | $1,140,975 | 2.50% | |
| SLV |
iShares Silver Trust
|
16,644 | $1,134,122 | 2.49% | |
| AMGN |
Amgen Inc
Healthcare
|
2,735 | $962,309 | 2.11% | |
| MA |
Mastercard Inc
Financial Services
|
1,919 | $958,847 | 2.10% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SNBR
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,838 | 12,688 | Shares | Sole | 2026-04-22 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||