FFG Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), FFG Partners, LLC reported 39 stock positions worth $344.9 million. Its top holding was Nvidia (NVDA) at 12.5% of the portfolio, followed by Palantir Technologies Class A (PLTR, 8.1%) and Amazon.com (AMZN, 6.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 19 and reduced 15. The biggest buy was a new position in iShares MSCI Acwi Ex US ETF (ACWX) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- Fort Lauderdale, FL
- CIK
- 0002045972
- Portfolio Value
- $344.9M (Q4 2025)
- SEC Filing
- 0002045972-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 39 stocks · $344.9M
| NVDA Nvidia Corp. | 12.53% | 231,745 | $43.2M | Reduce -4.7% |
| PLTR Palantir Technologies Inc. Class A | 8.08% | 156,727 | $27.9M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 6.93% | 103,602 | $23.9M | Reduce -0.5% |
| GLD SPDR Gold Shares | 6.41% | 55,781 | $22.1M | Reduce -0.4% |
| HOOD Robinhood Markets Inc. Class A | 5.65% | 172,151 | $19.5M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 5.48% | 58,634 | $18.9M | Add +1.0% |
| AVGO Broadcom Inc. | 5.34% | 53,192 | $18.4M | Add +0.6% |
| CBOE Cboe Global Markets Inc. | 4.51% | 62,015 | $15.6M | Add +0.6% |
| ET Energy Transfer LP | 4.09% | 854,593 | $14.1M | Reduce -31.1% |
| META Meta Platforms Inc. Class A | 3.88% | 20,260 | $13.4M | Add +65.2% |
| GOOGL Alphabet Inc. Class A | 3.84% | 42,276 | $13.2M | Add +0.1% |
| NFLX Netflix Inc. | 3.44% | 126,597 | $11.9M | Add +14.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.04% | 22,385 | $10.5M | Add +1.5% |
| ULTA Ulta Beauty Inc. | 2.89% | 16,450 | $10.0M | Reduce -0.1% |
| SPOT Spotify Technology SA | 2.77% | 16,456 | $9.6M | Add +0.1% |
| AVAV Aerovironment Inc. | 2.57% | 36,660 | $8.9M | Add +25.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.38% | 122,025 | $8.2M | New |
| SHOP Shopify Inc. Class A | 2.36% | 50,646 | $8.2M | Add +0.7% |
| COST Costco Wholesale Corp. | 2.13% | 8,532 | $7.4M | Reduce -51.5% |
| OKLO Oklo Inc. | 1.94% | 93,037 | $6.7M | Add +1.1% |
| IBIT iShares Bitcoin Trust ETF | 1.46% | 101,325 | $5.0M | Reduce -44.5% |
| VRT Vertiv Holdings Co. Class A | 1.44% | 30,750 | $5.0M | New |
| DG Dollar General Corp. | 1.31% | 34,067 | $4.5M | New |
| ETHA iShares Ethereum Trust ETF | 1.05% | 161,756 | $3.6M | Reduce -42.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.62% | 2,005 | $2.1M | New |
| PANW Palo Alto Networks Inc. | 0.56% | 10,488 | $1.9M | Reduce -5.0% |
| CG The Carlyle Group Inc. | 0.46% | 27,119 | $1.6M | Reduce -0.7% |
| IAU iShares Gold Trust | 0.41% | 17,309 | $1.4M | Add +0.4% |
| MSFT Microsoft Corp. | 0.38% | 2,740 | $1.3M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.36% | 3,915 | $1.2M | Add +0.1% |
| AAPL Apple Inc. | 0.33% | 4,133 | $1.1M | Add +0.1% |
| XAR SS SPDR S&P Aerospace Def | 0.31% | 4,369 | $1.1M | Reduce -5.7% |
| TSLA Tesla Inc. | 0.30% | 2,281 | $1.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,813 | $608K | Add +0.6% |
| PNQI Invesco Nasdaq Internet ETF | 0.15% | 9,388 | $506K | Reduce -8.9% |
| IBUY Amplify Online Retail ETF | 0.14% | 6,691 | $498K | Reduce -8.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.13% | 6,418 | $459K | Reduce -5.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,044 | $317K | Add +0.2% |
| BND Vanguard Total Bond Market | 0.07% | 3,318 | $246K | Add +1.3% |
Portfolio Sells Q3 2025 → Q4 2025
| UBER Uber Technologies Inc. | Sold out | 0.00% | −3.83 |
| COST Costco Wholesale Corp. | Reduce -51.5% | 2.13% | −2.28 |
| IBIT iShares Bitcoin Trust ETF | Reduce -44.5% | 1.46% | −1.76 |
| ET Energy Transfer LP | Reduce -31.1% | 4.09% | −1.68 |
| ETHA iShares Ethereum Trust ETF | Reduce -42.0% | 1.05% | −1.33 |
| PANW Palo Alto Networks Inc. | Reduce -5.0% | 0.56% | −0.05 |
| PNQI Invesco Nasdaq Internet ETF | Reduce -8.9% | 0.15% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -5.7% | 0.13% | −0.01 |
| IBUY Amplify Online Retail ETF | Reduce -8.8% | 0.14% | −0.01 |
| CG The Carlyle Group Inc. | Reduce -0.7% | 0.46% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Reduce -5.7% | 0.31% | +0.01 |
| NVDA Nvidia Corp. | Reduce -4.7% | 12.53% | +0.23 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.4% | 8.08% | +0.30 |
| ULTA Ulta Beauty Inc. | Reduce -0.1% | 2.89% | +0.45 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 6.93% | +0.74 |
| GLD SPDR Gold Shares | Reduce -0.4% | 6.41% | +1.01 |
Portfolio Buys Q3 2025 → Q4 2025
| ACWX iShares MSCI Acwi Ex US ETF | New | 2.38% | +2.38 |
| VRT Vertiv Holdings Co. Class A | New | 1.44% | +1.44 |
| META Meta Platforms Inc. Class A | Add +65.2% | 3.88% | +1.44 |
| DG Dollar General Corp. | New | 1.31% | +1.31 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 3.84% | +1.06 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.62% | +0.62 |
| AVGO Broadcom Inc. | Add +0.6% | 5.34% | +0.61 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 5.48% | +0.51 |
| CBOE Cboe Global Markets Inc. | Add +0.6% | 4.51% | +0.42 |
| SHOP Shopify Inc. Class A | Add +0.7% | 2.36% | +0.34 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.5% | 3.04% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.36% | +0.10 |
| AVAV Aerovironment Inc. | Add +25.6% | 2.57% | +0.08 |
| IAU iShares Gold Trust | Add +0.4% | 0.41% | +0.07 |
| AAPL Apple Inc. | Add +0.1% | 0.33% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.18% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.09% | +0.01 |
| BND Vanguard Total Bond Market | Add +1.3% | 0.07% | +0.01 |
| MSFT Microsoft Corp. | Add +0.2% | 0.38% | +0.00 |
| NFLX Netflix Inc. | Add +14.6% | 3.44% | −0.15 |
| SPOT Spotify Technology SA | Add +0.1% | 2.77% | −0.34 |
| OKLO Oklo Inc. | Add +1.1% | 1.94% | −0.85 |
| HOOD Robinhood Markets Inc. Class A | Add +0.0% | 5.65% | −1.03 |
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 |