Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ffg Retirement Advisors

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

Top 5 stock holdings are SPYM, FEOE, GOVT, SCHZ, DGRW, and represent 30.31% of Ffg Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: FEOE (+$9.5M), SPYM (+$8.4M), CPLB, ELFY, IALT, GGOV, BGDV, STIP, JHPI, CORO.
Started 5 new stock positions in ELFY, CPLB, STIP, IALT, GGOV.
Reduced shares in these 10 stocks: JHMD (-$5.3M), IAGG, ACWX, , QUAL, EFV, , JHMB, XTEN, BINC.
Sold out of its positions in XLG, ACWX, EFV, QUAL, IAGG, JHMD, VPU, DGS.
Ffg Retirement Advisors was a net buyer of stock by $3.6M.
Ffg Retirement Advisors has $188M in assets under management (AUM), dropping by -0.57%.
Central Index Key (CIK): 0001966438

Tip: Access up to 7 years of quarterly data

Positions held by Ffg Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Ffg Retirement Advisors

Ffg Retirement Advisors holds 40 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	9.9	$19M	+80%	208k	89.76	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	7.9	$15M	+180%	274k	53.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.8	$9.1M	-2%	414k	21.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.0	$7.4M	-2%	337k	22.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.7	$7.0M		72k	97.24	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.7	$6.9M		99k	69.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.6	$6.7M	+2%	47k	142.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.5	$6.6M		43k	155.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.3	$6.1M	-5%	27k	228.28	View chart
John Hancock Exchange Traded Pfd Income Etf (JHPI)	3.2	$6.1M	+19%	279k	21.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.2	$6.0M	-2%	136k	44.09	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	3.0	$5.6M		60k	93.42	View chart
Wisdomtree Tr Us High Dividend (DHS)	2.7	$5.0M		45k	111.97	View chart
Touchstone Etf Trust Strat Incom Etf (SIO)	2.6	$4.9M	-4%	199k	24.59	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	2.5	$4.7M	-28%	112k	42.38	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	2.5	$4.7M	-29%	225k	20.79	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	2.5	$4.7M	+7%	129k	36.35	View chart
Nylim Active Etf Tr Mack Core Bd Etf (CPLB)	2.5	$4.6M	NEW	231k	20.01	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	2.5	$4.6M	-5%	183k	25.22	View chart
Etf Ser Solutions Bahl Divid Etf (BGDV)	2.3	$4.4M	+82%	145k	30.23	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.0	$3.8M	-29%	74k	50.79	View chart
Alps Etf Tr Electrification (ELFY)	1.9	$3.6M	NEW	94k	38.49	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.9	$3.5M		74k	47.19	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.8	$3.5M	NEW	116k	29.86	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	1.8	$3.4M	NEW	67k	50.10	View chart
Graham Corporation (GHM)	1.7	$3.3M		38k	86.31	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.7	$3.2M		61k	51.87	View chart
Ishares Tr Systematic Bd Et (SYSB)	1.6	$3.1M	-3%	36k	84.28	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.6	$3.0M		43k	71.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.4	$2.7M	-23%	18k	151.58	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.2	$2.3M		42k	55.31	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.2	$2.2M	+8%	45k	48.96	View chart
Global X Fds Defense Tech Etf (SHLD)	1.1	$2.1M	+5%	35k	60.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$2.0M	-19%	22k	94.02	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.1	$2.0M		53k	37.90	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	1.1	$2.0M	-38%	45k	43.98	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.0	$1.9M	NEW	19k	99.70	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.7	$1.4M		12k	112.93	View chart
Apple (AAPL)	0.1	$239k		718.00	332.81	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$214k		2.9k	72.86	View chart

Past Filings by Ffg Retirement Advisors

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

Ffg Retirement Advisors 2026 Q3 filed Oct. 20, 2026
Ffg Retirement Advisors 2026 Q2 filed July 9, 2026
Ffg Retirement Advisors 2026 Q1 filed April 15, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z