FFG Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), FFG Partners, LLC reported 33 stock positions worth $300.8 million. Its top holding was Nvidia (NVDA) at 13.0% of the portfolio, followed by Energy Transfer (ET, 7.9%) and Eli Lilly (LLY, 7.9%). Compared with Q1 2025, it opened 11 new positions, sold out of 4, added to 11 and reduced 11. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Meta Platforms Class A (META, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- Fort Lauderdale, FL
- CIK
- 0002045972
- Portfolio Value
- $300.8M (Q2 2025)
- SEC Filing
- 0001085146-25-004030 ↗ filed Jul 22, 2025
Holdings Value
Holdings 33 stocks · $300.8M
| NVDA Nvidia Corp. | 12.99% | 247,295 | $39.1M | Add +5.2% |
| ET Energy Transfer LP | 7.90% | 1,310,541 | $23.8M | Reduce -12.1% |
| LLY Eli Lilly & Co. | 7.89% | 30,446 | $23.7M | Add +46.0% |
| AMZN Amazon.com Inc. | 7.55% | 103,497 | $22.7M | Add +48.4% |
| PLTR Palantir Technologies Inc. Class A | 7.23% | 159,443 | $21.7M | Add +0.8% |
| GLD SPDR Gold Shares | 5.93% | 58,531 | $17.8M | Reduce -27.0% |
| COST Costco Wholesale Corp. | 5.64% | 17,131 | $17.0M | Reduce -9.1% |
| HOOD Robinhood Markets Inc. Class A | 5.31% | 170,625 | $16.0M | New |
| AVGO Broadcom Inc. | 4.88% | 53,196 | $14.7M | Reduce -6.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.86% | 30,100 | $14.6M | Add +4.9% |
| SPOT Spotify Technology SA | 3.91% | 15,310 | $11.7M | New |
| UBER Uber Technologies Inc. | 3.81% | 122,844 | $11.5M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 3.69% | 21,779 | $11.1M | New |
| EWG iShares MSCI Germany ETF | 3.13% | 222,247 | $9.4M | New |
| NFLX Netflix Inc. | 3.08% | 6,916 | $9.3M | New |
| GOOGL Alphabet Inc. Class A | 2.44% | 41,670 | $7.3M | Reduce -47.0% |
| META Meta Platforms Inc. Class A | 2.35% | 9,582 | $7.1M | Reduce -70.6% |
| BABA Alibaba Group Holding-SP ADR | 2.14% | 56,870 | $6.4M | Add +14.0% |
| IBIT iShares Bitcoin Trust ETF | 1.42% | 69,708 | $4.3M | New |
| PANW Palo Alto Networks Inc. | 0.73% | 10,706 | $2.2M | Reduce -82.2% |
| ETHA iShares Ethereum Trust ETF | 0.45% | 70,600 | $1.3M | New |
| MSFT Microsoft Corp. | 0.44% | 2,672 | $1.3M | New |
| IAU iShares Gold Trust | 0.38% | 18,413 | $1.1M | Reduce -36.2% |
| XAR SS SPDR S&P Aerospace Def | 0.33% | 4,679 | $987K | Reduce -1.2% |
| AAPL Apple Inc. | 0.28% | 4,054 | $832K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.24% | 4,082 | $724K | Reduce -53.3% |
| TSLA Tesla Inc. | 0.22% | 2,117 | $672K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.20% | 7,829 | $592K | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 1,701 | $517K | Add +6.9% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,566 | $454K | Add +52.6% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.12% | 880 | $356K | Reduce -10.2% |
| BND Vanguard Total Bond Market | 0.08% | 3,243 | $239K | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 1,039 | $235K | New |
Portfolio Sells Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Reduce -70.6% | 2.35% | −5.38 |
| WMT Walmart Inc. | Sold out | 0.00% | −5.14 |
| GLD SPDR Gold Shares | Reduce -27.0% | 5.93% | −3.57 |
| ET Energy Transfer LP | Reduce -12.1% | 7.90% | −3.50 |
| PANW Palo Alto Networks Inc. | Reduce -82.2% | 0.73% | −3.50 |
| WELL Welltower Inc. | Sold out | 0.00% | −2.79 |
| GOOGL Alphabet Inc. Class A | Reduce -47.0% | 2.44% | −2.56 |
| BLK BlackRock Inc. | Sold out | 0.00% | −2.55 |
| COST Costco Wholesale Corp. | Reduce -9.1% | 5.64% | −1.70 |
| GOOG Alphabet Inc. Class C | Reduce -53.3% | 0.24% | −0.32 |
| IAU iShares Gold Trust | Reduce -36.2% | 0.38% | −0.32 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.22 |
| MSTR Strategy Inc. | Reduce -10.2% | 0.12% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Reduce -1.2% | 0.33% | +0.02 |
| AVGO Broadcom Inc. | Reduce -6.9% | 4.88% | +0.94 |
Portfolio Buys Q1 2025 → Q2 2025
| HOOD Robinhood Markets Inc. Class A | New | 5.31% | +5.31 |
| SPOT Spotify Technology SA | New | 3.91% | +3.91 |
| UBER Uber Technologies Inc. | New | 3.81% | +3.81 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 3.69% | +3.69 |
| EWG iShares MSCI Germany ETF | New | 3.13% | +3.13 |
| NFLX Netflix Inc. | New | 3.08% | +3.08 |
| NVDA Nvidia Corp. | Add +5.2% | 12.99% | +2.51 |
| AMZN Amazon.com Inc. | Add +48.4% | 7.55% | +2.09 |
| PLTR Palantir Technologies Inc. Class A | Add +0.8% | 7.23% | +1.73 |
| IBIT iShares Bitcoin Trust ETF | New | 1.42% | +1.42 |
| LLY Eli Lilly & Co. | Add +46.0% | 7.89% | +0.80 |
| ETHA iShares Ethereum Trust ETF | New | 0.45% | +0.45 |
| MSFT Microsoft Corp. | New | 0.44% | +0.44 |
| TSLA Tesla Inc. | New | 0.22% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +52.6% | 0.15% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | Add +1.7% | 0.20% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.9% | 0.17% | −0.01 |
| BND Vanguard Total Bond Market | Add +1.0% | 0.08% | −0.02 |
| AAPL Apple Inc. | Add +0.1% | 0.28% | −0.09 |
| BABA Alibaba Group Holding-SP ADR | Add +14.0% | 2.14% | −0.57 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.9% | 4.86% | −1.43 |
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 |