FFG Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), FFG Partners, LLC reported 26 stock positions worth $243.0 million. Its top holding was Energy Transfer (ET) at 11.4% of the portfolio, followed by Nvidia (NVDA, 10.5%) and SPDR Gold Shares (GLD, 9.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 11, added to 12 and reduced 7. The biggest buy was a new position in Walmart (WMT) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- Fort Lauderdale, FL
- CIK
- 0002045972
- Portfolio Value
- $243.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002272 ↗ filed Apr 23, 2025
Holdings Value
Holdings 26 stocks · $243.0M
| ET Energy Transfer LP | 11.40% | 1,490,113 | $27.7M | Reduce -9.7% |
| NVDA Nvidia Corp. | 10.48% | 234,996 | $25.5M | Reduce -30.5% |
| GLD SPDR Gold Shares | 9.50% | 80,135 | $23.1M | Add +0.3% |
| META Meta Platforms Inc. Class A | 7.74% | 32,618 | $18.8M | Add +17.6% |
| COST Costco Wholesale Corp. | 7.34% | 18,846 | $17.8M | Reduce -20.9% |
| LLY Eli Lilly & Co. | 7.09% | 20,856 | $17.2M | Add +3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.29% | 28,697 | $15.3M | Add +32.0% |
| PLTR Palantir Technologies Inc. Class A | 5.49% | 158,210 | $13.4M | Add +144.9% |
| AMZN Amazon.com Inc. | 5.46% | 69,759 | $13.3M | Add +12.9% |
| WMT Walmart Inc. | 5.14% | 142,256 | $12.5M | New |
| GOOGL Alphabet Inc. Class A | 5.00% | 78,594 | $12.2M | Add +0.4% |
| PANW Palo Alto Networks Inc. | 4.22% | 60,156 | $10.3M | Add +51.0% |
| AVGO Broadcom Inc. | 3.94% | 57,134 | $9.6M | Add +2784.1% |
| WELL Welltower Inc. | 2.79% | 44,225 | $6.8M | New |
| BABA Alibaba Group Holding-SP ADR | 2.71% | 49,888 | $6.6M | New |
| BLK BlackRock Inc. | 2.55% | 6,539 | $6.2M | New |
| IAU iShares Gold Trust | 0.70% | 28,856 | $1.7M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.56% | 8,739 | $1.4M | Reduce -0.2% |
| AAPL Apple Inc. | 0.37% | 4,051 | $900K | Add +0.1% |
| XAR SS SPDR S&P Aerospace Def | 0.31% | 4,734 | $761K | Reduce -13.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 806 | $535K | Add +8.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.20% | 7,697 | $485K | Reduce -16.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,591 | $437K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.12% | 980 | $283K | New |
| JPM JPMorgan Chase & Co. | 0.10% | 1,026 | $252K | New |
| BND Vanguard Total Bond Market | 0.10% | 3,211 | $236K | Add +0.6% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Sold out | 0.00% | −6.17 |
| NVDA Nvidia Corp. | Reduce -30.5% | 10.48% | −5.43 |
| SMIN iShares MSCI India Small-Cap | Sold out | 0.00% | −4.60 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −4.08 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −3.26 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −3.25 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −3.18 |
| GD General Dynamics Corp. | Sold out | 0.00% | −1.88 |
| COST Costco Wholesale Corp. | Reduce -20.9% | 7.34% | −0.32 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.24 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.17 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.56% | −0.02 |
| XAR SS SPDR S&P Aerospace Def | Reduce -13.9% | 0.31% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -16.7% | 0.20% | −0.01 |
| ET Energy Transfer LP | Reduce -9.7% | 11.40% | +0.07 |
| IAU iShares Gold Trust | Reduce -2.8% | 0.70% | +0.18 |
Portfolio Buys Q4 2024 → Q1 2025
| WMT Walmart Inc. | New | 5.14% | +5.14 |
| PLTR Palantir Technologies Inc. Class A | Add +144.9% | 5.49% | +3.78 |
| AVGO Broadcom Inc. | Add +2784.1% | 3.94% | +3.78 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +32.0% | 6.29% | +2.84 |
| WELL Welltower Inc. | New | 2.79% | +2.79 |
| GLD SPDR Gold Shares | Add +0.3% | 9.50% | +2.72 |
| BABA Alibaba Group Holding-SP ADR | New | 2.71% | +2.71 |
| BLK BlackRock Inc. | New | 2.55% | +2.55 |
| META Meta Platforms Inc. Class A | Add +17.6% | 7.74% | +2.04 |
| PANW Palo Alto Networks Inc. | Add +51.0% | 4.22% | +1.68 |
| LLY Eli Lilly & Co. | Add +3.9% | 7.09% | +1.66 |
| AMZN Amazon.com Inc. | Add +12.9% | 5.46% | +0.71 |
| MSTR Strategy Inc. | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | New | 0.10% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.8% | 0.22% | +0.04 |
| BND Vanguard Total Bond Market | Add +0.6% | 0.10% | +0.02 |
| AAPL Apple Inc. | Add +0.1% | 0.37% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 5.00% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 41 | $347.8M | MU, NVDA, AVGO, ET, GLD |
| Q1 2026 | 35 | $252.6M | NVDA, GLD, PLTR, ET, AVGO |
| Q4 2025 | 39 | $344.9M | NVDA, PLTR, AMZN, GLD, HOOD |
| Q3 2025 | 36 | $368.9M | NVDA, PLTR, HOOD, AMZN, ET |
| Q2 2025 | 33 | $300.8M | NVDA, ET, LLY, AMZN, PLTR |
| Q1 2025 | 26 | $243.0M | ET, NVDA, GLD, META, COST |
| Q4 2024 | 31 | $285.4M | NVDA, ET, COST, GLD, MSFT |
| Q3 2024 | 28 | $263.0M | NVDA, ET, COST, GLD, MSFT |
| Q2 2024 | 27 | $238.2M | NVDA, ET, COST, MSFT, GLD |
| Q1 2024 | 30 | $229.8M | NVDA, ET, COST, MSFT, GLD |