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Sean O'Reilly

Ffg Retirement Advisors Llc

Assets Managed
$171.764M
Holdings
43
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
6.54%(2Q avg: 3.3%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ffg Retirement Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Ffg Retirement Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 171.764M in assets, with a quarterly growth rate of 6.54% and a 2-quarter average growth rate of 3.3%. The portfolio is managed by Sean O'Reilly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JHMB
John Hancock Mortgage-backed
Recent Activity
Increased 42.13%
5.94%
$10.198M
463,251 shares@ $22.02 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 8.14%
5.35%
$9.188M
395,695 shares@ $23.23 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 69.71%
4.46%
$7.651M
36,233 shares@ $211.15 avg price
XTEN
Bondbloxx Bbg 10y Us Tsy Etf
Recent Activity
Increased 10.46%
4.18%
$7.165M
156,234 shares@ $45.87 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -7.37%
4.1%
$7.04M
91,982 shares@ $76.55 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -7.4%
3.71%
$6.357M
42,927 shares@ $148.1 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -20.92%
3.61%
$6.19M
134,011 shares@ $46.19 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 2.65%
3.59%
$6.16M
70,126 shares@ $87.84 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 13.22%
3.57%
$6.115M
117,752 shares@ $51.94 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 5.71%
3.43%
$5.876M
100,993 shares@ $58.18 avg price

1-10 of 43