FFG Partners, LLC
- SEC CIK
- 0002045972
- Latest filing
- Jul 9, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 39
- +3 vs. Q3 2025
- Portfolio value
- $344.9M
- −$24.0M (−6.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 231,745 | $43.2M | 12.5% | −11,441−4.7% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 156,727 | $27.9M | 8.1% | −573−0.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 103,602 | $23.9M | 6.9% | −506−0.5% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 55,781 | $22.1M | 6.4% | −235−0.4% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 172,151 | $19.5M | 5.6% | +550.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 58,634 | $18.9M | 5.5% | +581+1.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 53,192 | $18.4M | 5.3% | +297+0.6% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 62,015 | $15.6M | 4.5% | +372+0.6% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 854,593 | $14.1M | 4.1% | −385,346−31.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 20,260 | $13.4M | 3.9% | +7,994+65.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 42,276 | $13.2M | 3.8% | +64+0.2% | Added | History |
| NFLXNetflix Inc | Stock | 126,597 | $11.9M | 3.4% | +16,137+14.6% | AddedConverted for a 10-for-1 split | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 22,385 | $10.5M | 3.0% | +337+1.5% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 16,450 | $9.95M | 2.9% | −10−0.1% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 16,456 | $9.56M | 2.8% | +11+0.1% | Added | History |
| AVAVAeroVironment Inc | COM | 36,660 | $8.87M | 2.6% | +7,484+25.7% | Added | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 122,025 | $8.19M | 2.4% | +122,025 | New | – |
| SHOPShopify Inc. | Stock | 50,646 | $8.15M | 2.4% | +360+0.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 8,532 | $7.36M | 2.1% | −9,057−51.5% | Reduced | History |
| OKLOOklo Inc. | COM CL A | 93,037 | $6.68M | 1.9% | +1,062+1.2% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 101,325 | $5.03M | 1.5% | −81,232−44.5% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 30,750 | $4.98M | 1.4% | +30,750 | New | History |
| DGDollar General Corp | COM | 34,067 | $4.52M | 1.3% | +34,067 | New | History |
| ETHAiShares Ethereum Trust ETF | SHS | 161,756 | $3.63M | 1.1% | −116,881−41.9% | Reduced | History |
| ASMLASML Holding NV | ADR | 2,005 | $2.15M | 0.6% | +2,005 | New | History |
| PANWPalo Alto Networks Inc | Stock | 10,488 | $1.93M | 0.6% | −554−5.0% | Reduced | History |
| CGCarlyle Group Inc. | COM | 27,119 | $1.60M | 0.5% | −196−0.7% | Reduced | History |
| IAUiShares Gold Trust | ETF | 17,309 | $1.40M | 0.4% | +70+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,740 | $1.33M | 0.4% | +6+0.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,915 | $1.23M | 0.4% | +3+0.1% | Added | History |
| AAPLApple Inc. | Stock | 4,133 | $1.12M | 0.3% | +4+0.1% | Added | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 4,369 | $1.05M | 0.3% | −266−5.7% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,281 | $1.03M | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,813 | $607.9K | 0.2% | +10+0.6% | Added | – |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 9,388 | $506.5K | 0.1% | −915−8.9% | Reduced | – |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 6,691 | $498.1K | 0.1% | −643−8.8% | Reduced | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 6,418 | $458.6K | 0.1% | −390−5.7% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,044 | $317.4K | 0.1% | +2+0.2% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,318 | $245.8K | 0.1% | +43+1.3% | Added | – |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.