In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), FFG Partners, LLC reported 35 stock positions worth $252.6 million . Its top holding was Nvidia (NVDA) at 9.6% of the portfolio, followed by SPDR Gold Shares (GLD, 8.9% ) and Palantir Technologies Class A (PLTR, 8.3% ). Compared with Q4 2025, it opened 10 new positions, sold out of 14, added to 12 and reduced 12. The biggest buy was a new position in Goldman Sachs (GS) and the biggest sale an exit from Robinhood Markets Class A (HOOD).
Location Fort Lauderdale, FL
CIK 0002045972
Portfolio Value $252.6M (Q1 2026) Holdings 35 stocks · $252.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 NVDA Nvidia Corp. 139,109 $24.3M Reduce -40.0% GLD SPDR Gold Shares 52,029 $22.4M Reduce -6.7% PLTR Palantir Technologies Inc. Class A 142,825 $20.9M Reduce -8.9% ET Energy Transfer LP 889,071 $17.2M Add +4.0% AVGO Broadcom Inc. 53,327 $16.5M Add +0.3% AMZN Amazon.com Inc. 68,816 $14.3M Reduce -33.6% ACWX iShares MSCI Acwi Ex US ETF 182,757 $12.5M Add +49.8% GOOGL Alphabet Inc. Class A 41,770 $12.0M Reduce -1.2% META Meta Platforms Inc. Class A 20,613 $11.8M Add +1.7% JPM JPMorgan Chase & Co. 39,329 $11.6M Reduce -32.9% GS Goldman Sachs Group Inc. 13,066 $11.1M New MU Micron Technology Inc. 28,807 $9.7M New ULTA Ulta Beauty Inc. 18,446 $9.6M Add +12.1% AVDV Avantis Intl S/C Value ETF 92,644 $9.3M New CRWD CrowdStrike Holdings Inc. Class A 23,227 $9.1M Add +3.8% COST Costco Wholesale Corp. 8,521 $8.5M Reduce -0.1% VRT Vertiv Holdings Co. Class A 31,220 $7.8M Add +1.5% LLY Eli Lilly & Co. 3,891 $3.6M New GNRC Generac Holdings Inc. 15,333 $3.0M New ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2,197 $2.9M Add +9.6% TSLA Tesla Inc. 7,298 $2.7M Add +219.9% NVO Novo-Nordisk A/S-Spons ADR 67,501 $2.5M New IAU iShares Gold Trust 16,158 $1.4M Reduce -6.7% VOO Vanguard S&P 500 ETF 1,995 $1.2M New XAR SS SPDR S&P Aerospace Def 4,593 $1.2M Add +5.1% PANW Palo Alto Networks Inc. 6,850 $1.1M Reduce -34.7% GOOG Alphabet Inc. Class C 3,387 $972K Reduce -13.5% RSP Invesco S&P 500 Equal Weight 4,646 $892K New VTI VG Morningstar TS MKT ETF-US 1,813 $582K No change MSFT Microsoft Corp. 1,305 $483K Reduce -52.4% CIBR First Trust Nasdaq Cybersecu 6,284 $394K Reduce -2.1% TSM Taiwan Semiconductor-SP ADR 1,046 $354K Add +0.2% IHE iShares US Pharmaceuticals E 3,605 $312K New HUM Humana Inc. 1,733 $300K New BND Vanguard Total Bond Market 3,339 $246K Add +0.6%
Options reported separately and not counted above: GLD calls ($129K).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ HOOD Robinhood Markets Inc. Class A Sold out 0.00% −5.65 CBOE Cboe Global Markets Inc. Sold out 0.00% −4.51 NFLX Netflix Inc. Sold out 0.00% −3.44 NVDA Nvidia Corp. Reduce -40.0% 9.61% −2.93 SPOT Spotify Technology SA Sold out 0.00% −2.77 AVAV Aerovironment Inc. Sold out 0.00% −2.57 SHOP Shopify Inc. Class A Sold out 0.00% −2.36 OKLO Oklo Inc. Sold out 0.00% −1.94 IBIT iShares Bitcoin Trust ETF Sold out 0.00% −1.46 DG Dollar General Corp. Sold out 0.00% −1.31 AMZN Amazon.com Inc. Reduce -33.6% 5.67% −1.26 ETHA iShares Ethereum Trust ETF Sold out 0.00% −1.05 JPM JPMorgan Chase & Co. Reduce -32.9% 4.58% −0.90 CG The Carlyle Group Inc. Sold out 0.00% −0.46 AAPL Apple Inc. Sold out 0.00% −0.33 MSFT Microsoft Corp. Reduce -52.4% 0.19% −0.19 PNQI Invesco Nasdaq Internet ETF Sold out 0.00% −0.15 IBUY Amplify Online Retail ETF Sold out 0.00% −0.14 PANW Palo Alto Networks Inc. Reduce -34.7% 0.43% −0.13 CIBR First Trust Nasdaq Cybersecu Reduce -2.1% 0.16% +0.02 GOOG Alphabet Inc. Class C Reduce -13.5% 0.38% +0.03 IAU iShares Gold Trust Reduce -6.7% 0.56% +0.16 PLTR Palantir Technologies Inc. Class A Reduce -8.9% 8.27% +0.19 GOOGL Alphabet Inc. Class A Reduce -1.2% 4.76% +0.92 COST Costco Wholesale Corp. Reduce -0.1% 3.36% +1.23 GLD SPDR Gold Shares Reduce -6.7% 8.86% +2.45
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ GS Goldman Sachs Group Inc. New 4.38% +4.38 MU Micron Technology Inc. New 3.85% +3.85 AVDV Avantis Intl S/C Value ETF New 3.66% +3.66 ET Energy Transfer LP Add +4.0% 6.79% +2.71 ACWX iShares MSCI Acwi Ex US ETF Add +49.8% 4.95% +2.58 VRT Vertiv Holdings Co. Class A Add +1.5% 3.10% +1.65 LLY Eli Lilly & Co. New 1.42% +1.42 AVGO Broadcom Inc. Add +0.3% 6.53% +1.20 GNRC Generac Holdings Inc. New 1.19% +1.19 NVO Novo-Nordisk A/S-Spons ADR New 0.98% +0.98 ULTA Ulta Beauty Inc. Add +12.1% 3.82% +0.93 META Meta Platforms Inc. Class A Add +1.7% 4.67% +0.79 TSLA Tesla Inc. Add +219.9% 1.07% +0.78 CRWD CrowdStrike Holdings Inc. Class A Add +3.8% 3.59% +0.55 ASML ASML Holding NV-NY Reg SHS Add +9.6% 1.15% +0.53 VOO Vanguard S&P 500 ETF New 0.47% +0.47 RSP Invesco S&P 500 Equal Weight New 0.35% +0.35 XAR SS SPDR S&P Aerospace Def Add +5.1% 0.46% +0.16 IHE iShares US Pharmaceuticals E New 0.12% +0.12 HUM Humana Inc. New 0.12% +0.12 TSM Taiwan Semiconductor-SP ADR Add +0.2% 0.14% +0.05 BND Vanguard Total Bond Market Add +0.6% 0.10% +0.03
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ GLD SPDR Gold Shares call New 300 $129K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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