13F Filings History of DDFG, Inc

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$456,798,628
Signature - Title
Johnathan Kasting - Chief Compliance Officer
Location
Thousand Oaks, CA
Summary
This page shows a list of all the recent 13F filings made by DDFG, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DDFG, Inc reported 87 stock holdings with total value $456,798,628 as of Q4 2025. Top holdings included IUSG, IEI, IDEV, IUSV, and GOVT.

Notify me when DDFG, Inc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $456,798,628 +$19,300,701 -$3,672,963 +$15,627,738 IUSG, IEI, IDEV, IUSV, GOVT 13F-HR 08 Jan 2026, 10:42
Q3 2025 85 $432,960,551 +$44,269,886 -$32,452,096 +$11,817,790 IUSG, IEI, IDEV, IUSV, GOVT 13F-HR 05 Nov 2025, 11:43
Q2 2025 80 $397,524,161 +$24,325,108 -$11,842,173 +$12,482,935 IEI, IUSG, IDEV, IUSV, IVE 13F-HR 06 Aug 2025, 09:51
Q1 2025 76 $360,817,402 +$42,730,404 -$26,665,319 +$16,065,085 IEI, IUSG, LQD, IDEV, IUSV 13F-HR 13 May 2025, 15:25
Q4 2024 78 $346,474,771 +$6,324,772 -$3,316,809 +$3,007,963 IEI, IUSG, IDEV, IUSV, IVE 13F-HR 06 Feb 2025, 10:26
Q3 2024 80 $349,995,691 +$30,279,010 -$24,244,305 +$6,034,705 IEI, IUSG, IDEV, IVE, IUSV 13F-HR 08 Nov 2024, 14:38
Q2 2024 78 $323,684,413 +$6,801,780 -$1,981,329 +$4,820,451 IUSG, IEI, IDEV, IGSB, IVE 13F-HR 06 Aug 2024, 12:53
Q1 2024 74 $314,741,270 +$23,864,784 -$20,889,663 +$2,975,121 IUSG, IEI, IDEV, IGSB, IVE 13F-HR 02 May 2024, 09:56
Q4 2023 73 $295,599,911 +$2,712,429 -$2,085,404 +$627,025 IUSG, IDEV, IEI, IGSB, IVE Restatement 13 Feb 2024, 09:43
Q3 2023 73 $271,272,886 +$22,120,320 -$12,809,051 +$9,311,269 IUSG, IEI, IDEV, IGSB, IVE 13F-HR 02 Nov 2023, 14:10
Q2 2023 72 $271,681,638 +$4,586,217 -$423,125 +$4,163,092 IUSG, IVE, IDEV, IUSV, IEI 13F-HR 09 Aug 2023, 11:09
Q1 2023 71 $257,257,814 +$22,973,303 -$15,523,262 +$7,450,041 IUSG, IVE, IDEV, IEI, IUSV 13F-HR 05 May 2023, 11:59
Q4 2022 71 $241,690,617 $0 IUSG, IVE, IDEV, VIG, IUSV 13F-HR 01 Mar 2023, 15:19