# EDGAR Filing Document

**Accession Number:** 0001730887
**File Stem:** 0001172661-23-000730
**Filing Date:** 2023-2
**Character Count:** 15983
**Document Hash:** e03ac4df2087717619d409d5bc5e1dae
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000730.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001172661-23-000730

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ford Financial Group, LLC
- **CENTRAL INDEX KEY:** 0001730887
- **IRS NUMBER:** 844145393
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18370
- **FILM NUMBER:** 23617157

**BUSINESS ADDRESS:**
- **STREET 1:** 5260 N. PALM AVENUE
- **STREET 2:** SUITE 221
- **CITY:** FRESNO
- **STATE:** CA
- **ZIP:** 93704
- **BUSINESS PHONE:** 559-449-8690

**MAIL ADDRESS:**
- **STREET 1:** 5260 N. PALM AVENUE
- **STREET 2:** SUITE 221
- **CITY:** FRESNO
- **STATE:** CA
- **ZIP:** 93704

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ford Financial Group, Inc.
- **DATE OF NAME CHANGE:** 20180208

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Ford Financial Group LLC<br>**Address:** 5260 N. Palm Avenue<br>Suite 221<br>Fresno, CA 93704

**Form 13F File Number:** 028-18370

**CRD Number (if applicable):** 000284977

**SEC File Number (if applicable):** 801-108765

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kelle Butler<br>**Title:** Chief Compliance Officer<br>**Phone:** 559-449-8690

**Signature, Place, and Date of Signing:**

/s/ Kelle Butler  Fresno, CA  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $253208170

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 244994 | 728 | SH |  | SOLE |  | 0 | 0 | 728 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 300423 | 3405 | SH |  | SOLE |  | 0 | 0 | 3405 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 305231 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| AMAZON COM INC | COM | 023135106 |  | 913920 | 10880 | SH |  | SOLE |  | 0 | 0 | 10880 |
| APPLE INC | COM | 037833100 |  | 2906043 | 22366 | SH |  | SOLE |  | 0 | 0 | 22366 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 226439 | 948 | SH |  | SOLE |  | 0 | 0 | 948 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1409202 | 4562 | SH |  | SOLE |  | 0 | 0 | 4562 |
| CALAMOS CONV OPPORTUNITIES | SH BEN INT | 128117108 |  | 157650 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| CALAMOS DYNAMIC CONV  INCOM | COM | 12811V105 |  | 230261 | 11238 | SH |  | SOLE |  | 0 | 0 | 11238 |
| CENTRAL VY CMNTY BANCORP | COM | 155685100 |  | 384649 | 18161 | SH |  | SOLE |  | 0 | 0 | 18161 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1692619 | 9430 | SH |  | SOLE |  | 0 | 0 | 9430 |
| CISCO SYS INC | COM | 17275R102 |  | 284391 | 5970 | SH |  | SOLE |  | 0 | 0 | 5970 |
| CORNERSTONE STRATEGIC VALUE | COM | 21924B302 |  | 2637559 | 357878 | SH |  | SOLE |  | 0 | 0 | 357878 |
| CORNERSTONE TOTAL RETURN FD | COM | 21924U300 |  | 2418217 | 340594 | SH |  | SOLE |  | 0 | 0 | 340594 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 372545 | 816 | SH |  | SOLE |  | 0 | 0 | 816 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 |  | 90529 | 11991 | SH |  | SOLE |  | 0 | 0 | 11991 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 |  | 806781 | 34375 | SH |  | SOLE |  | 0 | 0 | 34375 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 221505 | 2642 | SH |  | SOLE |  | 0 | 0 | 2642 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 385719 | 3497 | SH |  | SOLE |  | 0 | 0 | 3497 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 1990060 | 41976 | SH |  | SOLE |  | 0 | 0 | 41976 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 407011 | 3305 | SH |  | SOLE |  | 0 | 0 | 3305 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 |  | 438004 | 11980 | SH |  | SOLE |  | 0 | 0 | 11980 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 941127 | 23581 | SH |  | SOLE |  | 0 | 0 | 23581 |
| GLOBAL X FDS | RATE PREFERRED | 37954Y376 |  | 337675 | 15008 | SH |  | SOLE |  | 0 | 0 | 15008 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 1103338 | 69349 | SH |  | SOLE |  | 0 | 0 | 69349 |
| GLOBAL X FDS | S 500 COVERED | 37954Y475 |  | 276574 | 7025 | SH |  | SOLE |  | 0 | 0 | 7025 |
| HARLEY DAVIDSON INC | COM | 412822108 |  | 332800 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| HOME DEPOT INC | COM | 437076102 |  | 280800 | 889 | SH |  | SOLE |  | 0 | 0 | 889 |
| INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 46090A887 |  | 2561865 | 51797 | SH |  | SOLE |  | 0 | 0 | 51797 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 |  | 3385088 | 45782 | SH |  | SOLE |  | 0 | 0 | 45782 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 11275996 | 176463 | SH |  | SOLE |  | 0 | 0 | 176463 |
| INVESCO EXCH TRADED FD TR II | PURBTA 0 5 YR | 46138E495 |  | 294266 | 12065 | SH |  | SOLE |  | 0 | 0 | 12065 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 523691 | 12196 | SH |  | SOLE |  | 0 | 0 | 12196 |
| INVESCO EXCHANGE TRADED FD T | S PUR VAL | 46137V258 |  | 4649934 | 59630 | SH |  | SOLE |  | 0 | 0 | 59630 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 4367553 | 30921 | SH |  | SOLE |  | 0 | 0 | 30921 |
| INVESCO LTD | SHS | G491BT108 |  | 187170 | 10404 | SH |  | SOLE |  | 0 | 0 | 10404 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 577821 | 2170 | SH |  | SOLE |  | 0 | 0 | 2170 |
| INVESCO SR INCOME TR | COM | 46131H107 |  | 161070 | 42055 | SH |  | SOLE |  | 0 | 0 | 42055 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 246696 | 7132 | SH |  | SOLE |  | 0 | 0 | 7132 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 694891 | 11273 | SH |  | SOLE |  | 0 | 0 | 11273 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 633250 | 7768 | SH |  | SOLE |  | 0 | 0 | 7768 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 458493 | 2630 | SH |  | SOLE |  | 0 | 0 | 2630 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 432115 | 6118 | SH |  | SOLE |  | 0 | 0 | 6118 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2009756 | 8309 | SH |  | SOLE |  | 0 | 0 | 8309 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1085888 | 9529 | SH |  | SOLE |  | 0 | 0 | 9529 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1328367 | 15890 | SH |  | SOLE |  | 0 | 0 | 15890 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 240179 | 1121 | SH |  | SOLE |  | 0 | 0 | 1121 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 291203 | 1996 | SH |  | SOLE |  | 0 | 0 | 1996 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 741981 | 7044 | SH |  | SOLE |  | 0 | 0 | 7044 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1572410 | 4093 | SH |  | SOLE |  | 0 | 0 | 4093 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 278565 | 5571 | SH |  | SOLE |  | 0 | 0 | 5571 |
| J P MORGAN EXCHANGE TRADED F | US AGGREGATE ETF | 46641Q241 |  | 739685 | 16154 | SH |  | SOLE |  | 0 | 0 | 16154 |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 |  | 1482953 | 30111 | SH |  | SOLE |  | 0 | 0 | 30111 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 322386 | 1825 | SH |  | SOLE |  | 0 | 0 | 1825 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 695640 | 27227 | SH |  | SOLE |  | 0 | 0 | 27227 |
| LOWES COS INC | COM | 548661107 |  | 202229 | 1015 | SH |  | SOLE |  | 0 | 0 | 1015 |
| MICROSOFT CORP | COM | 594918104 |  | 1000559 | 4172 | SH |  | SOLE |  | 0 | 0 | 4172 |
| NUVEEN CA QUALTY MUN INCOME | COM | 67066Y105 |  | 185876 | 16791 | SH |  | SOLE |  | 0 | 0 | 16791 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 67070X101 |  | 201144 | 16651 | SH |  | SOLE |  | 0 | 0 | 16651 |
| ORACLE CORP | COM | 68389X105 |  | 213668 | 2614 | SH |  | SOLE |  | 0 | 0 | 2614 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 249128 | 3498 | SH |  | SOLE |  | 0 | 0 | 3498 |
| PEPSICO INC | COM | 713448108 |  | 350331 | 1939 | SH |  | SOLE |  | 0 | 0 | 1939 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 581789 | 6430 | SH |  | SOLE |  | 0 | 0 | 6430 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 309056 | 3434 | SH |  | SOLE |  | 0 | 0 | 3434 |
| REALTY INCOME CORP | COM | 756109104 |  | 1035758 | 16329 | SH |  | SOLE |  | 0 | 0 | 16329 |
| RIVERNORTH DOUBLELINE STRATE | COM | 76882G107 |  | 487979 | 56219 | SH |  | SOLE |  | 0 | 0 | 56219 |
| RIVERNORTH OPPORTUNITIES FD | COM | 76881Y109 |  | 200508 | 16328 | SH |  | SOLE |  | 0 | 0 | 16328 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 237682 | 4828 | SH |  | SOLE |  | 0 | 0 | 4828 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1174058 | 9435 | SH |  | SOLE |  | 0 | 0 | 9435 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1411742 | 10392 | SH |  | SOLE |  | 0 | 0 | 10392 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 734399 | 8396 | SH |  | SOLE |  | 0 | 0 | 8396 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 538946 | 3177 | SH |  | SOLE |  | 0 | 0 | 3177 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 1416903 | 47723 | SH |  | SOLE |  | 0 | 0 | 47723 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 2718320 | 82473 | SH |  | SOLE |  | 0 | 0 | 82473 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1568830 | 4102 | SH |  | SOLE |  | 0 | 0 | 4102 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 652378 | 16483 | SH |  | SOLE |  | 0 | 0 | 16483 |
| SPDR SER TR | PORTFOLIO INTRMD | 78464A375 |  | 792317 | 24892 | SH |  | SOLE |  | 0 | 0 | 24892 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 293373 | 2345 | SH |  | SOLE |  | 0 | 0 | 2345 |
| SPDR SER TR | S 400 MDCP GRW | 78464A821 |  | 5360118 | 82035 | SH |  | SOLE |  | 0 | 0 | 82035 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 |  | 2493438 | 99222 | SH |  | SOLE |  | 0 | 0 | 99222 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 32574829 | 837615 | SH |  | SOLE |  | 0 | 0 | 837615 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 |  | 355008 | 12083 | SH |  | SOLE |  | 0 | 0 | 12083 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 7286297 | 100863 | SH |  | SOLE |  | 0 | 0 | 100863 |
| SPDR SER TR | PORTFLI HIGH YLD | 78468R606 |  | 1053119 | 47141 | SH |  | SOLE |  | 0 | 0 | 47141 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 14754725 | 198797 | SH |  | SOLE |  | 0 | 0 | 198797 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 5321757 | 82228 | SH |  | SOLE |  | 0 | 0 | 82228 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 3693357 | 82111 | SH |  | SOLE |  | 0 | 0 | 82111 |
| SPDR SER TR | PORTFOLIO CRPORT | 78464A144 |  | 3360196 | 118400 | SH |  | SOLE |  | 0 | 0 | 118400 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 12746360 | 269536 | SH |  | SOLE |  | 0 | 0 | 269536 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 24204249 | 477685 | SH |  | SOLE |  | 0 | 0 | 477685 |
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 |  | 1185327 | 41973 | SH |  | SOLE |  | 0 | 0 | 41973 |
| SPDR SER TR | PORT MTG BK ETF | 78464A383 |  | 988682 | 45561 | SH |  | SOLE |  | 0 | 0 | 45561 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 2758972 | 74627 | SH |  | SOLE |  | 0 | 0 | 74627 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 831783 | 19571 | SH |  | SOLE |  | 0 | 0 | 19571 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 1164921 | 40128 | SH |  | SOLE |  | 0 | 0 | 40128 |
| SPDR SER TR | MSCI USA STRTGIC | 78468R812 |  | 1309352 | 11870 | SH |  | SOLE |  | 0 | 0 | 11870 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 1208057 | 29537 | SH |  | SOLE |  | 0 | 0 | 29537 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 |  | 7788893 | 194528 | SH |  | SOLE |  | 0 | 0 | 194528 |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 |  | 2572399 | 64334 | SH |  | SOLE |  | 0 | 0 | 64334 |
| TESLA INC | COM | 88160R101 |  | 255475 | 2074 | SH |  | SOLE |  | 0 | 0 | 2074 |
| TWO RDS SHARED TR | LEADERSHARES DY | 90214Q675 |  | 4072828 | 184485 | SH |  | SOLE |  | 0 | 0 | 184485 |
| TWO RDS SHARED TR | LEADERSHS ACTIVI | 90214Q717 |  | 2273912 | 77555 | SH |  | SOLE |  | 0 | 0 | 77555 |
| TWO RDS SHARED TR | LDRSHS ALPFACT | 90214Q774 |  | 4734620 | 157344 | SH |  | SOLE |  | 0 | 0 | 157344 |
| TWO RDS SHARED TR | LEASERSHS ALPHAF | 90214Q691 |  | 5566217 | 180195 | SH |  | SOLE |  | 0 | 0 | 180195 |
| TWO RDS SHARED TR | LEADERSHARES EQT | 90214Q683 |  | 3505864 | 126520 | SH |  | SOLE |  | 0 | 0 | 126520 |
| UNION PAC CORP | COM | 907818108 |  | 352847 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1407705 | 19595 | SH |  | SOLE |  | 0 | 0 | 19595 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 9336753 | 48835 | SH |  | SOLE |  | 0 | 0 | 48835 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 730924 | 3645 | SH |  | SOLE |  | 0 | 0 | 3645 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1003042 | 6316 | SH |  | SOLE |  | 0 | 0 | 6316 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 627549 | 8096 | SH |  | SOLE |  | 0 | 0 | 8096 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 959958 | 6322 | SH |  | SOLE |  | 0 | 0 | 6322 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 |  | 261446 | 1365 | SH |  | SOLE |  | 0 | 0 | 1365 |
| VISA INC | COM CL A | 92826C839 |  | 331169 | 1594 | SH |  | SOLE |  | 0 | 0 | 1594 |
| VOYA GLBL EQTY DIV  PREM OP | COM | 92912T100 |  | 93952 | 17366 | SH |  | SOLE |  | 0 | 0 | 17366 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 1219888 | 28602 | SH |  | SOLE |  | 0 | 0 | 28602 |
| WISDOMTREE TR | US EFFICIENT COR | 97717Y790 |  | 995332 | 30673 | SH |  | SOLE |  | 0 | 0 | 30673 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 695427 | 11521 | SH |  | SOLE |  | 0 | 0 | 11521 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 |  | 1418267 | 30150 | SH |  | SOLE |  | 0 | 0 | 30150 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 461205 | 12744 | SH |  | SOLE |  | 0 | 0 | 12744 |

---