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Ffg Retirement Advisors

Latest statistics and disclosures from Ffg Retirement Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHZ, SPLG, IUSB, JHMB, VYM, and represent 23.74% of Ffg Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: XLG, SHLD, BAI, AVEM, DYNF, SPLG, IVW, BINC, XTEN, THRO.
Reduced shares in these 10 stocks: EFV, EFG, IYW, QUAL, IEMG, IUSB, DTD, VPU, DDWM, VYM.
Sold out of its position in IYW.
Ffg Retirement Advisors was a net seller of stock by $-1.7M.
Ffg Retirement Advisors has $161M in assets under management (AUM), dropping by 0.05%.
Central Index Key (CIK): 0001966438

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Portfolio Holdings for Ffg Retirement Advisors

Ffg Retirement Advisors holds 44 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.3	$8.6M		366k	23.37	View chart
Spdr Series Trust State Street Spd (SPLG)	4.9	$8.0M		99k	80.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	4.9	$7.9M		170k	46.54	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	4.5	$7.2M		326k	22.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.1	$6.7M		46k	143.52	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	4.1	$6.5M		142k	46.22	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	4.0	$6.4M		76k	84.88	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.8	$6.1M		68k	89.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.6	$5.8M	+3%	96k	60.81	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.4	$5.5M		104k	52.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$5.5M	-15%	28k	198.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$5.3M		43k	123.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	3.1	$5.0M	+42%	85k	59.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.8	$4.5M		21k	212.07	View chart
Wisdomtree Tr Us High Dividend (DHS)	2.7	$4.3M		43k	101.82	View chart
Ishares Tr Eafe Value Etf (EFV)	2.7	$4.3M	-26%	61k	71.41	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	2.7	$4.3M		98k	43.54	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.5	$4.0M		81k	50.01	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	2.4	$3.9M		170k	22.84	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$3.5M	-10%	52k	67.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.0	$3.3M		142k	23.02	View chart
Graham Corporation (GHM)	2.0	$3.2M		50k	64.23	View chart
Etf Ser Solutions Bahl & Gaynor Di (BGDV)	2.0	$3.2M		116k	27.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.7	$2.7M		26k	102.39	View chart
Touchstone Etf Trust Strategic Income (SIO)	1.7	$2.7M		104k	25.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.6	$2.6M		69k	38.56	View chart
Vanguard World Utilities Etf (VPU)	1.6	$2.6M	-3%	14k	185.04	View chart
Vanguard World Consum Stp Etf (VDC)	1.5	$2.4M		11k	211.24	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.5	$2.3M	+50%	70k	33.30	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.4	$2.3M		23k	96.28	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.4	$2.2M		23k	98.50	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.2	$2.0M		34k	57.24	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.2	$1.9M		46k	41.53	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.2	$1.9M		41k	46.71	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.1	$1.8M		35k	51.60	View chart
Rbb Fund Trust First Eagle Over (FEOE)	1.0	$1.7M		35k	48.36	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.0	$1.7M		50k	33.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$1.6M		14k	119.32	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.9	$1.5M		60k	25.34	View chart
Global X Fds Defense Tech Etf (SHLD)	0.9	$1.4M	+194%	22k	64.79	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.7	$1.1M		32k	35.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$976k	+188%	13k	77.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$488k	-72%	4.3k	113.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$309k		4.0k	77.88	View chart

Past Filings by Ffg Retirement Advisors

SEC 13F filings are viewable for Ffg Retirement Advisors going back to 2023

Ffg Retirement Advisors 2025 Q4 filed Jan. 12, 2026
Ffg Retirement Advisors 2025 Q3 filed Oct. 17, 2025
Ffg Retirement Advisors 2025 Q2 filed July 22, 2025
Ffg Retirement Advisors 2025 Q1 filed April 14, 2025
Ffg Retirement Advisors 2024 Q4 filed Jan. 22, 2025
Ffg Retirement Advisors 2024 Q3 filed Oct. 23, 2024
Ffg Retirement Advisors 2024 Q2 filed Aug. 2, 2024
Ffg Retirement Advisors 2024 Q1 filed April 29, 2024
Ffg Retirement Advisors 2023 Q4 filed Jan. 12, 2024
Ffg Retirement Advisors 2023 Q3 filed Oct. 12, 2023
Ffg Retirement Advisors 2023 Q2 filed July 20, 2023
Ffg Retirement Advisors 2022 Q4 filed May 11, 2023
Ffg Retirement Advisors 2023 Q1 filed May 11, 2023

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