Data as of Q4 2025 (Dec 31, 2025)

FFG RETIREMENT ADVISORS LLC

•CIK: 1966438•Filing: Q4 2025

FFG RETIREMENT ADVISORS LLC manages $161M across a concentrated portfolio of 44 positions. The fund exhibits a clear focus on income and dividend-growth strategies, evidenced by top holdings such as SCHZ ($8.6M) and SPYM ($8.0M). Significant allocations are also directed toward specialized sectors, including IUSB ($7.9M) and JHMB ($7.2M). This structure suggests a mandate prioritizing consistent yield generation for retirement-focused capital.

Total AUM
$161.2M
QoQ Performance
+0.1%
Positions
21
Top 10 Concentration
42.6%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHZ
SCHZ5.3%
SPYM4.9%
IUSB4.9%
JHMB4.5%
VYM4.1%
XTEN4.1%
DTD4.0%
DGRW3.8%

📈 Biggest Buys

XLG
INVESCO EXCHANGE TRADED FD T
+42.6%
3.1% of portfolio
SHLD
GLOBAL X FDS
+194.9%
0.9% of portfolio
BAI
BLACKROCK ETF TRUST
+51.0%
1.5% of portfolio
AVEM
AMERICAN CENTY ETF TR
+188.1%
0.6% of portfolio
DYNF
BLACKROCK ETF TRUST
+3.5%
3.6% of portfolio

📉 Biggest Sells

EFV
ISHARES TR
-26.7%
2.7% of portfolio
EFG
ISHARES TR
-72.4%
0.3% of portfolio
QUAL
ISHARES TR
-15.6%
3.4% of portfolio
IEMG
ISHARES INC
-10.4%
2.2% of portfolio
IUSB
ISHARES TR
-1.5%
4.9% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

IYW
ISHARES TR
SOLD
$1.1M

Changes from Q3 2025

↑17 increased
↓25 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHZ5.3%
SCHWAB STRATEGIC TR
$8.6M
SPYM4.9%
SPDR SERIES TRUST
$8.0M
IUSB4.9%
ISHARES TR
$7.9M
JHMB4.5%
JOHN HANCOCK EXCHANGE TRADED
$7.2M
VYM4.1%
VANGUARD WHITEHALL FDS
$6.7M

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