FFG Retirement Advisors LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of September 30, 2026. The report lists the firm's Chief Compliance Officer, Sean O'Reilly, as the authorized signatory.
The filing details a portfolio consisting of 40 distinct equity securities. The top holdings include several exchange-traded funds (ETFs) focused on fixed income and dividend strategies. The largest position is the Schwab Strategic Trust U.S. Aggregate Bond ETF, which holds 336,921 shares. Other significant bond-focused ETFs include the iShares U.S. Treasury Bond ETF (414,060 shares) and the Touchstone Trust Ultra Short Income ETF (182,662 shares).
The portfolio also features a mix of equity and sector-specific ETFs. The SPDR Series Trust S&P 500 ETF holds 208,062 shares, while the iShares Core U.S. Aggregate Bond ETF holds 135,811 shares. In terms of individual stocks, the only non-ETF holding listed is Apple Inc., with 718 shares.
The filing indicates that all positions are held in a 'sole' capacity, meaning FFG Retirement Advisors is the sole beneficial owner of the securities listed.
