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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 JHMB, SCHZ, IVE, XTEN, SPYM, and represent 24.01% of Ffg Retirement Advisors's stock portfolio.
Added to shares of these 10 stocks: SYSB, IVE, JHMB, SIO, AMLP, TUSI, FEOE, AVEM, SPMO, DON.
Started 2 new stock positions in AMLP, SYSB.
Reduced shares in these 10 stocks: , QUAL, IUSB, VDC, DTD, PHYL, ICVT, BGDV, GHM, SPYM.
Sold out of its positions in EFG, STIP, PHYL.
Ffg Retirement Advisors was a net buyer of stock by $10M.
Ffg Retirement Advisors has $172M in assets under management (AUM), dropping by 6.53%.
Central Index Key (CIK): 0001966438

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Portfolio Holdings for Ffg Retirement Advisors

Ffg Retirement Advisors holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
John Hancock Exchange Traded Mortgage Backed (JHMB)	5.9	$10M	+42%	463k	22.01	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.3	$9.2M	+8%	396k	23.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.5	$7.7M	+69%	36k	211.15	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	4.2	$7.2M	+10%	156k	45.86	View chart
Spdr Series Trust State Street Spd (SPYM)	4.1	$7.0M	-7%	92k	76.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.7	$6.4M	-7%	43k	148.10	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.6	$6.2M	-20%	134k	46.19	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.6	$6.2M	+2%	70k	87.84	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.6	$6.1M	+13%	118k	51.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$5.9M	+5%	101k	58.18	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	3.0	$5.2M	-20%	60k	86.36	View chart
Touchstone Etf Trust Strategic Income (SIO)	3.0	$5.1M	+92%	200k	25.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.0	$5.1M	+4%	45k	113.11	View chart
Wisdomtree Tr Us High Dividend (DHS)	2.8	$4.8M	+3%	44k	109.22	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.8	$4.8M	+4%	89k	54.55	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.6	$4.6M	+12%	91k	50.04	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	2.5	$4.4M		99k	44.11	View chart
Ishares Tr Eafe Value Etf (EFV)	2.4	$4.2M	-8%	56k	74.35	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	2.2	$3.8M		170k	22.58	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$3.6M		52k	69.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.1	$3.6M	+11%	159k	22.91	View chart
Vanguard World Utilities Etf (VPU)	1.9	$3.2M	+16%	16k	198.14	View chart
Ishares Tr Systematic Bd Et (SYSB)	1.9	$3.2M	NEW	36k	89.00	View chart
Graham Corporation (GHM)	1.7	$3.0M	-24%	38k	78.92	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.7	$3.0M	+52%	70k	42.37	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	1.7	$2.9M	+93%	115k	25.32	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.7	$2.9M	+56%	54k	52.54	View chart
Rbb Fund Trust First Eagle Over (FEOE)	1.6	$2.8M	+60%	56k	50.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$2.7M	-48%	14k	191.81	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.5	$2.6M	+4%	72k	36.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$2.6M	+67%	23k	112.11	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.4	$2.5M	+5%	75k	32.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.4	$2.5M	+11%	26k	93.93	View chart
Etf Ser Solutions Bahl & Gaynor Di (BGDV)	1.3	$2.2M	-30%	81k	27.42	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.3	$2.2M	NEW	41k	52.64	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.2	$2.1M	+3%	36k	60.10	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.2	$2.1M	+3%	42k	49.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$2.1M	+102%	26k	80.58	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.1	$1.9M	+4%	52k	35.94	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$1.6M	+4%	23k	70.84	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.8	$1.3M	-44%	13k	101.79	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$967k	-61%	4.3k	224.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$308k		4.0k	77.18	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 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

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