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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, IUSB, SPLG, JHMB, VYM, and represent 23.69% of Ffg Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: JHPI, BGDV, ICVT, THRO, XLG, BAI, IEMG, EFV, DHS, SHLD.
Started 5 new stock positions in ICVT, SHLD, BGDV, JHPI, AVEM.
Reduced shares in these 10 stocks: SPLG, AMLP, TUSI, JPIB, IVW, EMXC, IYW, SCHZ, IUSB, JHMD.
Sold out of its positions in AMLP, TLT, EMXC, HEFA, JPIB.
Ffg Retirement Advisors was a net seller of stock by $-5.2M.
Ffg Retirement Advisors has $161M in assets under management (AUM), dropping by 0.96%.
Central Index Key (CIK): 0001966438

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Portfolio Holdings for Ffg Retirement Advisors

Ffg Retirement Advisors holds 45 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.4	$8.7M	-10%	369k	23.47	View chart
Ishares Tr Core Total Usd (IUSB)	5.0	$8.0M	-10%	172k	46.71	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.8	$7.7M	-34%	98k	78.34	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	4.5	$7.2M	-5%	325k	22.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.1	$6.6M		47k	140.95	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	4.1	$6.5M	-6%	140k	46.63	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	4.0	$6.5M		77k	84.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$6.4M		33k	194.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.8	$6.1M	+5%	68k	88.96	View chart
Ishares Tr Eafe Value Etf (EFV)	3.5	$5.6M	+17%	83k	67.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$5.5M		92k	59.20	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.4	$5.5M		103k	53.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$5.1M	-20%	43k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.7	$4.4M		21k	206.51	View chart
Wisdomtree Tr Us High Dividend (DHS)	2.7	$4.3M	+17%	43k	100.75	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	2.6	$4.2M		100k	41.80	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.5	$4.1M	-8%	80k	51.23	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	2.5	$4.0M	NEW	171k	23.17	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$3.8M	+34%	58k	65.92	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.1	$3.4M	+64%	59k	57.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.0	$3.3M	-7%	142k	23.12	View chart
Etf Ser Solutions Bahl & Gaynor Di (BGDV)	2.0	$3.2M	NEW	118k	26.90	View chart
Graham Corporation (GHM)	1.7	$2.7M	-16%	50k	54.90	View chart
Touchstone Etf Trust Strategic Income (SIO)	1.7	$2.7M	-8%	104k	26.33	View chart
Vanguard World Utilities Etf (VPU)	1.7	$2.7M		14k	189.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.7	$2.7M	-7%	26k	103.36	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.6	$2.6M	+148%	68k	37.86	View chart
Vanguard World Consum Stp Etf (VDC)	1.5	$2.4M	-2%	11k	213.73	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.4	$2.3M	NEW	23k	100.05	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.4	$2.2M	-8%	23k	95.19	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.2	$2.0M		35k	57.10	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.2	$1.9M		41k	45.99	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.2	$1.9M	-33%	47k	39.98	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.1	$1.8M		35k	52.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$1.8M	-23%	16k	113.88	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.0	$1.7M		50k	33.68	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$1.7M		14k	121.06	View chart
Rbb Fund Trust First Eagle Over (FEOE)	1.0	$1.6M		35k	46.12	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.0	$1.6M	+242%	47k	34.16	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.9	$1.5M	-58%	60k	25.36	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.7	$1.1M	-10%	32k	35.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$1.1M	-51%	5.6k	195.86	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$526k	NEW	7.5k	70.24	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$330k	NEW	4.4k	75.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$309k		4.0k	78.09	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 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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