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.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $456,798,628 +$19,300,706 -$3,672,963 +$15,627,743 IUSG, IEI, IDEV, IUSV, GOVT 13F-HR 08 Jan 2026, 10:42
Q3 2025 85 $432,960,551 +$44,269,875 -$32,452,106 +$11,817,769 IUSG, IEI, IDEV, IUSV, GOVT 13F-HR 05 Nov 2025, 11:43
Q2 2025 80 $397,524,161 +$24,325,100 -$11,842,174 +$12,482,926 IEI, IUSG, IDEV, IUSV, IVE 13F-HR 06 Aug 2025, 09:51
Q1 2025 76 $360,817,402 +$42,730,403 -$26,665,331 +$16,065,072 IEI, IUSG, LQD, IDEV, IUSV 13F-HR 13 May 2025, 15:25
Q4 2024 78 $346,474,771 +$6,324,772 -$3,316,808 +$3,007,964 IEI, IUSG, IDEV, IUSV, IVE 13F-HR 06 Feb 2025, 10:26
Q3 2024 80 $349,995,691 +$30,279,005 -$24,244,308 +$6,034,697 IEI, IUSG, IDEV, IVE, IUSV 13F-HR 08 Nov 2024, 14:38
Q2 2024 78 $323,684,413 +$6,801,779 -$1,981,329 +$4,820,450 IUSG, IEI, IDEV, IGSB, IVE 13F-HR 06 Aug 2024, 12:53
Q1 2024 74 $314,741,270 +$23,864,782 -$20,889,666 +$2,975,116 IUSG, IEI, IDEV, IGSB, IVE 13F-HR 02 May 2024, 09:56
Q4 2023 73 $295,599,911 +$2,712,429 -$2,085,403 +$627,026 IUSG, IDEV, IEI, IGSB, IVE Restatement 13 Feb 2024, 09:43
Q3 2023 70 $271,272,886 +$22,120,322 -$12,809,049 +$9,311,273 IUSG, IEI, IDEV, IGSB, IVE 13F-HR 02 Nov 2023, 14:10
Q2 2023 72 $271,681,638 +$4,586,216 -$678,898 +$3,907,318 IUSG, IVE, IDEV, IUSV, IEI 13F-HR 09 Aug 2023, 11:09
Q1 2023 71 $257,257,814 +$22,973,304 -$20,385,755 +$2,587,549 IUSG, IVE, IDEV, IEI, IUSV 13F-HR 05 May 2023, 11:59
Q4 2022 71 $241,690,617 $0 $0 $0 IUSG, IVE, IDEV, VIG, IUSV 13F-HR 01 Mar 2023, 16:19