FFG Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), FFG Partners, LLC reported 36 stock positions worth $368.9 million. Its top holding was Nvidia (NVDA) at 12.3% of the portfolio, followed by Palantir Technologies Class A (PLTR, 7.8%) and Robinhood Markets Class A (HOOD, 6.7%). Compared with Q2 2025, it opened 8 new positions, sold out of 5, added to 19 and reduced 9. The biggest buy was JPMorgan Chase (JPM, shares +3607%) and the biggest sale an exit from Eli Lilly (LLY).
- Most Recent 13F
- Q2 2026
- Location
- Fort Lauderdale, FL
- CIK
- 0002045972
- Portfolio Value
- $368.9M (Q3 2025)
- SEC Filing
- 0002045972-25-000003 ↗ filed Oct 17, 2025
Holdings Value
Holdings 36 stocks · $368.9M
| NVDA Nvidia Corp. | 12.30% | 243,186 | $45.4M | Reduce -1.7% |
| PLTR Palantir Technologies Inc. Class A | 7.78% | 157,300 | $28.7M | Reduce -1.3% |
| HOOD Robinhood Markets Inc. Class A | 6.68% | 172,096 | $24.6M | Add +0.9% |
| AMZN Amazon.com Inc. | 6.20% | 104,108 | $22.9M | Add +0.6% |
| ET Energy Transfer LP | 5.77% | 1,239,939 | $21.3M | Reduce -5.4% |
| GLD SPDR Gold Shares | 5.40% | 56,016 | $19.9M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 4.96% | 58,053 | $18.3M | Add +3607.1% |
| AVGO Broadcom Inc. | 4.73% | 52,895 | $17.5M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 4.41% | 17,589 | $16.3M | Add +2.7% |
| CBOE Cboe Global Markets Inc. | 4.10% | 61,643 | $15.1M | New |
| UBER Uber Technologies Inc. | 3.83% | 144,159 | $14.1M | Add +17.4% |
| NFLX Netflix Inc. | 3.59% | 11,046 | $13.2M | Add +59.7% |
| IBIT iShares Bitcoin Trust ETF | 3.22% | 182,557 | $11.9M | Add +161.9% |
| SPOT Spotify Technology SA | 3.11% | 16,445 | $11.5M | Add +7.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.93% | 22,048 | $10.8M | Add +1.2% |
| OKLO Oklo Inc. | 2.78% | 91,975 | $10.3M | New |
| GOOGL Alphabet Inc. Class A | 2.78% | 42,212 | $10.3M | Add +1.3% |
| AVAV Aerovironment Inc. | 2.49% | 29,176 | $9.2M | New |
| META Meta Platforms Inc. Class A | 2.44% | 12,266 | $9.0M | Add +28.0% |
| ULTA Ulta Beauty Inc. | 2.44% | 16,460 | $9.0M | New |
| ETHA iShares Ethereum Trust ETF | 2.38% | 278,637 | $8.8M | Add +294.7% |
| SHOP Shopify Inc. Class A | 2.03% | 50,286 | $7.5M | New |
| PANW Palo Alto Networks Inc. | 0.61% | 11,042 | $2.2M | Add +3.1% |
| CG The Carlyle Group Inc. | 0.46% | 27,315 | $1.7M | New |
| MSFT Microsoft Corp. | 0.38% | 2,734 | $1.4M | Add +2.3% |
| IAU iShares Gold Trust | 0.34% | 17,239 | $1.3M | Reduce -6.4% |
| XAR SS SPDR S&P Aerospace Def | 0.30% | 4,635 | $1.1M | Reduce -0.9% |
| AAPL Apple Inc. | 0.28% | 4,129 | $1.1M | Add +1.9% |
| TSLA Tesla Inc. | 0.28% | 2,281 | $1.0M | Add +7.8% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,912 | $953K | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,803 | $592K | Add +6.0% |
| PNQI Invesco Nasdaq Internet ETF | 0.16% | 10,303 | $575K | New |
| IBUY Amplify Online Retail ETF | 0.15% | 7,334 | $559K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.14% | 6,808 | $518K | Reduce -13.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 1,042 | $291K | Add +0.3% |
| BND Vanguard Total Bond Market | 0.07% | 3,275 | $244K | Add +1.0% |
Portfolio Sells Q2 2025 → Q3 2025
| LLY Eli Lilly & Co. | Sold out | 0.00% | −7.89 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −4.86 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −3.13 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −2.14 |
| ET Energy Transfer LP | Reduce -5.4% | 5.77% | −2.13 |
| NVDA Nvidia Corp. | Reduce -1.7% | 12.30% | −0.69 |
| GLD SPDR Gold Shares | Reduce -4.3% | 5.40% | −0.53 |
| AVGO Broadcom Inc. | Reduce -0.6% | 4.73% | −0.15 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.12 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -13.0% | 0.14% | −0.06 |
| IAU iShares Gold Trust | Reduce -6.4% | 0.34% | −0.04 |
| XAR SS SPDR S&P Aerospace Def | Reduce -0.9% | 0.30% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 0.26% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.3% | 7.78% | +0.55 |
Portfolio Buys Q2 2025 → Q3 2025
| JPM JPMorgan Chase & Co. | Add +3607.1% | 4.96% | +4.81 |
| CBOE Cboe Global Markets Inc. | New | 4.10% | +4.10 |
| OKLO Oklo Inc. | New | 2.78% | +2.78 |
| AVAV Aerovironment Inc. | New | 2.49% | +2.49 |
| ULTA Ulta Beauty Inc. | New | 2.44% | +2.44 |
| SHOP Shopify Inc. Class A | New | 2.03% | +2.03 |
| ETHA iShares Ethereum Trust ETF | Add +294.7% | 2.38% | +1.93 |
| IBIT iShares Bitcoin Trust ETF | Add +161.9% | 3.22% | +1.80 |
| HOOD Robinhood Markets Inc. Class A | Add +0.9% | 6.68% | +1.37 |
| NFLX Netflix Inc. | Add +59.7% | 3.59% | +0.51 |
| CG The Carlyle Group Inc. | New | 0.46% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 2.78% | +0.34 |
| PNQI Invesco Nasdaq Internet ETF | New | 0.16% | +0.16 |
| IBUY Amplify Online Retail ETF | New | 0.15% | +0.15 |
| META Meta Platforms Inc. Class A | Add +28.0% | 2.44% | +0.09 |
| TSLA Tesla Inc. | Add +7.8% | 0.28% | +0.05 |
| UBER Uber Technologies Inc. | Add +17.4% | 3.83% | +0.02 |
| AAPL Apple Inc. | Add +1.9% | 0.28% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 0.08% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.0% | 0.16% | −0.01 |
| BND Vanguard Total Bond Market | Add +1.0% | 0.07% | −0.01 |
| MSFT Microsoft Corp. | Add +2.3% | 0.38% | −0.06 |
| PANW Palo Alto Networks Inc. | Add +3.1% | 0.61% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.2% | 2.93% | −0.76 |
| SPOT Spotify Technology SA | Add +7.4% | 3.11% | −0.79 |
| COST Costco Wholesale Corp. | Add +2.7% | 4.41% | −1.23 |
| AMZN Amazon.com Inc. | Add +0.6% | 6.20% | −1.35 |
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 |