DDFG, Inc

CIK 0001967640 · Q1 2026

13F Equity AUM

$464.0M

+1.6% QoQ

Positions

-1 QoQ

AUM Rank

#4,507

Top 36%

Skill Alpha (FF)

-3.8%/yr^ns

No Clear Edge

Rank #6,872 · Top 84%

vs S&P -9.8%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 39.0%Top 10: 59.3%Top 20: 81.8%

IEI9.5%

IVE5.6%

LQD4.3%

VUG3.2%

GQ92.9%

Others (76)40.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Position Sizing

Positions: 86Median: 0.17%Avg: 1.16%

0–0.5%

56(7.1%)

0.5–1%

3(2.4%)

1–3%

18(34.0%)

3–5%

3(11.8%)

5%+

6(44.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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