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Sean O'Reilly

Ffg Retirement Advisors Llc

Assets Managed
$188.907M
Holdings
43
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
9.99%(2Q avg: 8.26%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ffg Retirement Advisors Llc's 2026 - Q2 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 188.907M in assets, with a quarterly growth rate of 9.99% and a 2-quarter average growth rate of 8.26%. The portfolio is managed by Sean O'Reilly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 25.07%
5.36%
$10.109M
115,034 shares@ $87.88 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 167.27%
5.12%
$9.659M
423,991 shares@ $22.78 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Decreased -12.37%
4.25%
$8.02M
346,738 shares@ $23.14 avg price
XTEN
Bondbloxx Bbg 10y Us Tsy Etf
Recent Activity
Increased 0.01%
3.77%
$7.121M
156,236 shares@ $45.58 avg price
JHMB
John Hancock Mortgage-backed
Recent Activity
Decreased -30.7%
3.73%
$7.045M
321,016 shares@ $21.95 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.72%
3.58%
$6.753M
70,624 shares@ $95.62 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.74%
3.57%
$6.734M
42,609 shares@ $158.04 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -3.53%
3.51%
$6.626M
97,427 shares@ $68.01 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -21.8%
3.41%
$6.433M
28,331 shares@ $227.07 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 3.53%
3.39%
$6.402M
138,732 shares@ $46.15 avg price

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