StockDriftsStockDriftsTop 43 Ffg Retirement Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.35% | 115.0K | $10.1M | +25.06%(+23.05K) | $53.31(+70.78%) | 2026-06-30 | |
| GOVT | ISHARES TR | 5.11% | 424.0K | $9.7M | +167.27%(+265.35K) | $22.82(-1.62%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.25% | 346.7K | $8.0M | -12.37%(-48.96K) | $23.10(-1.42%) | 2026-06-30 | |
| XTEN | BONDBLOXX ETF TRUST | 3.77% | 156.2K | $7.1M | +0.00%(+2) | $45.83(-3.39%) | 2026-06-30 | |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | 3.73% | 321.0K | $7.0M | -30.70%(-142.24K) | $21.92(-0.92%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 3.57% | 70.6K | $6.8M | +0.71%(+498) | $62.39(+60.77%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.56% | 42.6K | $6.7M | -0.74%(-318) | $106.10(+56.99%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.51% | 97.4K | $6.6M | -3.53%(-3.57K) | $45.61(+53.53%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.41% | 28.3K | $6.4M | -21.81%(-7.90K) | $195.96(+20.80%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.39% | 138.7K | $6.4M | +3.52%(+4.72K) | $45.22(+0.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.14% | — | — | +34.68% |
| Top 20 Holdings Unweighted | +8.97% | +29.38% | — | — | +35.14% |
Ffg Retirement Advisors LLC reports $188.91M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (5.3%), GOVT (5.1%) and SCHZ (4.3%). The top 20 holdings account for 67.99% of reported assets. Its disclosed equity book has returned +28.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ffg Retirement Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966438). View Ffg Retirement Advisors LLC’s 13F filings on SEC