# EDGAR Filing Document

**Accession Number:** 0001967640
**File Stem:** 0001765380-25-000289
**Filing Date:** 2025-8
**Character Count:** 11716
**Document Hash:** 7038fe4a22a0a5501d303a7697861a3e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000289.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0001765380-25-000289

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DDFG, Inc
- **CENTRAL INDEX KEY:** 0001967640

**ORGANIZATION NAME:**
- **EIN:** 823863005
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23155
- **FILM NUMBER:** 251187885

**BUSINESS ADDRESS:**
- **STREET 1:** 515 MARIN ST
- **STREET 2:** SUITE 406
- **CITY:** THOUSAND OAKS
- **STATE:** CA
- **ZIP:** 91360
- **BUSINESS PHONE:** 8053738686

**MAIL ADDRESS:**
- **STREET 1:** 515 MARIN ST
- **STREET 2:** SUITE 406
- **CITY:** THOUSAND OAKS
- **STATE:** CA
- **ZIP:** 91360

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** DDFG Inc<br>**Address:** 515 MARIN ST<br>SUITE 406<br>THOUSAND OAKS, CA 91360

**Form 13F File Number:** 028-23155

**CRD Number (if applicable):** 000317862

**SEC File Number (if applicable):** 801-122983

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Johnathan Kasting<br>**Title:** Compliance Officer<br>**Phone:** 513-977-8459

**Signature, Place, and Date of Signing:**

Johnathan Kasting  Cincinnati, OH  08-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $397524161

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 567600 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1217020 | 6861 | SH |  | SOLE | 0 | 0 | 0 | 6861 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 865904 | 17722 | SH |  | SOLE | 0 | 0 | 0 | 17722 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 467633 | 7976 | SH |  | SOLE | 0 | 0 | 0 | 7976 |
| AMAZON COM INC | COM | 023135106 |  | 818088 | 3729 | SH |  | SOLE | 0 | 0 | 0 | 3729 |
| AMGEN INC | COM | 031162100 |  | 831999 | 2980 | SH |  | SOLE | 0 | 0 | 0 | 2980 |
| APPLE INC | COM | 037833100 |  | 4959043 | 24170 | SH |  | SOLE | 0 | 0 | 0 | 24170 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 |  | 232702 | 14728 | SH |  | SOLE | 0 | 0 | 0 | 14728 |
| ATI INC | COM | 01741R102 |  | 215677 | 2498 | SH |  | SOLE | 0 | 0 | 0 | 2498 |
| BANK AMERICA CORP | COM | 060505104 |  | 369074 | 7800 | SH |  | SOLE | 0 | 0 | 0 | 7800 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1019631 | 2099 | SH |  | SOLE | 0 | 0 | 0 | 2099 |
| CHEVRON CORP NEW | COM | 166764100 |  | 215770 | 1507 | SH |  | SOLE | 0 | 0 | 0 | 1507 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 359510 | 363 | SH |  | SOLE | 0 | 0 | 0 | 363 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 1397042 | 2860 | SH |  | SOLE | 0 | 0 | 0 | 2860 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 10669825 | 368560 | SH |  | SOLE | 0 | 0 | 0 | 368560 |
| DISNEY WALT CO | COM | 254687106 |  | 356718 | 2877 | SH |  | SOLE | 0 | 0 | 0 | 2877 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 258093 | 3300 | SH |  | SOLE | 0 | 0 | 0 | 3300 |
| ELI LILLY  CO | COM | 532457108 |  | 205796 | 264 | SH |  | SOLE | 0 | 0 | 0 | 264 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2878419 | 26701 | SH |  | SOLE | 0 | 0 | 0 | 26701 |
| FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 33734X200 |  | 654720 | 23773 | SH |  | SOLE | 0 | 0 | 0 | 23773 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 246834 | 2226 | SH |  | SOLE | 0 | 0 | 0 | 2226 |
| HAWKINS INC | COM | 420261109 |  | 362086 | 2548 | SH |  | SOLE | 0 | 0 | 0 | 2548 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 637213 | 1155 | SH |  | SOLE | 0 | 0 | 0 | 1155 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2404176 | 40050 | SH |  | SOLE | 0 | 2113 | 0 | 37936 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 672113 | 20485 | SH |  | SOLE | 0 | 0 | 0 | 20485 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 16998531 | 165179 | SH |  | SOLE | 0 | 1073 | 0 | 164106 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 415230 | 4654 | SH |  | SOLE | 0 | 0 | 0 | 4654 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 24474711 | 258636 | SH |  | SOLE | 0 | 3969 | 0 | 254667 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 19179149 | 834602 | SH |  | SOLE | 0 | 5414 | 0 | 829188 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 262190 | 2399 | SH |  | SOLE | 0 | 0 | 0 | 2399 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 39679522 | 263827 | SH |  | SOLE | 0 | 2613 | 0 | 261214 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 229762 | 1326 | SH |  | SOLE | 0 | 0 | 0 | 1326 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 5709685 | 84028 | SH |  | SOLE | 0 | 0 | 0 | 84028 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 2424918 | 31915 | SH |  | SOLE | 0 | 965 | 0 | 30950 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 26401887 | 347211 | SH |  | SOLE | 0 | 3092 | 0 | 344118 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 3023414 | 37684 | SH |  | SOLE | 0 | 962 | 0 | 36722 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 18142665 | 165520 | SH |  | SOLE | 0 | 1790 | 0 | 163730 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 15505749 | 114823 | SH |  | SOLE | 0 | 140 | 0 | 114683 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 40119207 | 336881 | SH |  | SOLE | 0 | 2541 | 0 | 334340 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 12358324 | 193280 | SH |  | SOLE | 0 | 4678 | 0 | 188602 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 488454 | 5464 | SH |  | SOLE | 0 | 0 | 0 | 5464 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 5333144 | 43155 | SH |  | SOLE | 0 | 0 | 0 | 43155 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 1333182 | 49122 | SH |  | SOLE | 0 | 0 | 0 | 49122 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 5511263 | 60577 | SH |  | SOLE | 0 | 0 | 0 | 60577 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 14034775 | 218849 | SH |  | SOLE | 0 | 1861 | 0 | 216988 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 332429 | 6891 | SH |  | SOLE | 0 | 0 | 0 | 6891 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 455236 | 5453 | SH |  | SOLE | 0 | 0 | 0 | 5453 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 23512663 | 120319 | SH |  | SOLE | 0 | 0 | 0 | 120319 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 7082296 | 134236 | SH |  | SOLE | 0 | 1665 | 0 | 132571 |
| ISHARES TR | CORE S ETF | 464287200 |  | 981932 | 1581 | SH |  | SOLE | 0 | 0 | 0 | 1581 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 7769421 | 226977 | SH |  | SOLE | 0 | 1829 | 0 | 225148 |
| KEMPER CORP | COM | 488401100 |  | 225825 | 3499 | SH |  | SOLE | 0 | 0 | 0 | 3499 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1071715 | 1907 | SH |  | SOLE | 0 | 0 | 0 | 1907 |
| META PLATFORMS INC | CL A | 30303M102 |  | 290819 | 394 | SH |  | SOLE | 0 | 0 | 0 | 394 |
| MICROSOFT CORP | COM | 594918104 |  | 978319 | 1967 | SH |  | SOLE | 0 | 0 | 0 | 1967 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 292824 | 4342 | SH |  | SOLE | 0 | 0 | 0 | 4342 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 550805 | 13141 | SH |  | SOLE | 0 | 0 | 0 | 13141 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 567082 | 6036 | SH |  | SOLE | 0 | 0 | 0 | 6036 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1542218 | 9761 | SH |  | SOLE | 0 | 0 | 0 | 9761 |
| ORACLE CORP | COM | 68389X105 |  | 478951 | 2191 | SH |  | SOLE | 0 | 0 | 0 | 2191 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 280683 | 2059 | SH |  | SOLE | 0 | 0 | 0 | 2059 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1712204 | 9401 | SH |  | SOLE | 0 | 0 | 0 | 9401 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 213610 | 728 | SH |  | SOLE | 0 | 0 | 0 | 728 |
| SLEEP NUMBER CORP | COM | 83125X103 |  | 85707 | 12688 | SH |  | SOLE | 0 | 0 | 0 | 12688 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 11308846 | 37099 | SH |  | SOLE | 0 | 225 | 0 | 36874 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 3122271 | 73293 | SH |  | SOLE | 0 | 1707 | 0 | 71586 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 768465 | 1500 | SH |  | SOLE | 0 | 0 | 0 | 1500 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 316756 | 4400 | SH |  | SOLE | 0 | 0 | 0 | 4400 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 398555 | 1278 | SH |  | SOLE | 0 | 0 | 0 | 1278 |
| UWM HOLDINGS CORPORATION | COM CL A | 91823B109 |  | 81108 | 19591 | SH |  | SOLE | 0 | 0 | 0 | 19591 |
| VAALCO ENERGY INC | COM NEW | 91851C201 |  | 109203 | 30250 | SH |  | SOLE | 0 | 0 | 0 | 30250 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 16515497 | 37672 | SH |  | SOLE | 0 | 0 | 0 | 37672 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 300773 | 990 | SH |  | SOLE | 0 | 0 | 0 | 990 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 987687 | 6006 | SH |  | SOLE | 0 | 16 | 0 | 5990 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 563365 | 1981 | SH |  | SOLE | 0 | 10 | 0 | 1971 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4841316 | 97883 | SH |  | SOLE | 0 | 213 | 0 | 97670 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 19008468 | 92874 | SH |  | SOLE | 0 | 0 | 0 | 92874 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5650784 | 99119 | SH |  | SOLE | 0 | 0 | 0 | 99119 |
| VISA INC | COM CL A | 92826C839 |  | 273165 | 769 | SH |  | SOLE | 0 | 0 | 0 | 769 |
| WALMART INC | COM | 931142103 |  | 344715 | 3525 | SH |  | SOLE | 0 | 0 | 0 | 3525 |

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