FFG Partners
Latest statistics and disclosures from FFG Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GLD, PLTR, ET, AVGO, and represent 40.10% of FFG Partners's stock portfolio.
- Added to shares of these 10 stocks: GS (+$11M), MU (+$9.7M), AVDV (+$9.3M), ACWX, LLY, GNRC, NVO, TSLA, VOO, ULTA.
- Started 10 new stock positions in MU, RSP, HUM, AVDV, NVO, GS, LLY, GNRC, VOO, IHE.
- Reduced shares in these 10 stocks: HOOD (-$20M), NVDA (-$16M), , NFLX (-$12M), SPOT (-$9.6M), AVAV (-$8.9M), SHOP (-$8.2M), AMZN (-$7.2M), OKLO (-$6.7M), JPM (-$5.7M).
- Sold out of its positions in AVAV, OKLO, IBUY, AAPL, CBOE, CG, DG, PNQI, IBIT, ETHA. NFLX, HOOD, SHOP, SPOT.
- FFG Partners was a net seller of stock by $-81M.
- FFG Partners has $253M in assets under management (AUM), dropping by -26.73%.
- Central Index Key (CIK): 0002045972
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Portfolio Holdings for FFG Partners
FFG Partners holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.6 | $24M | -39% | 139k | 174.40 |
|
| Spdr Gold Tr Gold Shs (GLD) | 8.9 | $23M | -6% | 52k | 430.29 |
|
| Palantir Technologies Cl A (PLTR) | 8.3 | $21M | -8% | 143k | 146.28 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 6.8 | $17M | +4% | 889k | 19.30 |
|
| Broadcom (AVGO) | 6.5 | $17M | 53k | 309.51 |
|
|
| Amazon (AMZN) | 5.7 | $14M | -33% | 69k | 208.27 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 5.0 | $13M | +49% | 183k | 68.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $12M | 42k | 287.57 |
|
|
| Meta Platforms Cl A (META) | 4.7 | $12M | 21k | 572.14 |
|
|
| JPMorgan Chase & Co. (JPM) | 4.6 | $12M | -32% | 39k | 294.16 |
|
| Goldman Sachs (GS) | 4.4 | $11M | NEW | 13k | 846.01 |
|
| Micron Technology (MU) | 3.9 | $9.7M | NEW | 29k | 337.84 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.8 | $9.6M | +12% | 18k | 522.71 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.7 | $9.3M | NEW | 93k | 99.86 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 3.6 | $9.1M | +3% | 23k | 390.41 |
|
| Costco Wholesale Corporation (COST) | 3.4 | $8.5M | 8.5k | 996.44 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 3.1 | $7.8M | 31k | 250.58 |
|
|
| Eli Lilly & Co. (LLY) | 1.4 | $3.6M | NEW | 3.9k | 919.96 |
|
| Generac Holdings (GNRC) | 1.2 | $3.0M | NEW | 15k | 195.33 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.1 | $2.9M | +9% | 2.2k | 1321.29 |
|
| Tesla Motors (TSLA) | 1.1 | $2.7M | +219% | 7.3k | 371.75 |
|
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.5M | NEW | 68k | 36.75 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $1.4M | -6% | 16k | 88.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.2M | NEW | 2.0k | 597.55 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.5 | $1.2M | +5% | 4.6k | 254.03 |
|
| Palo Alto Networks (PANW) | 0.4 | $1.1M | -34% | 6.9k | 160.32 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $972k | -13% | 3.4k | 286.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $892k | NEW | 4.6k | 191.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $582k | 1.8k | 320.82 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $483k | -52% | 1.3k | 370.17 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $394k | -2% | 6.3k | 62.68 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $354k | 1.0k | 338.13 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $313k | NEW | 3.6k | 86.68 |
|
| Humana (HUM) | 0.1 | $301k | NEW | 1.7k | 173.39 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $246k | 3.3k | 73.64 |
|
Past Filings by FFG Partners
SEC 13F filings are viewable for FFG Partners going back to 2023
- FFG Partners 2026 Q1 filed April 17, 2026
- FFG Partners 2025 Q4 filed Jan. 23, 2026
- FFG Partners 2025 Q3 filed Oct. 17, 2025
- FFG Partners 2025 Q2 filed July 22, 2025
- FFG Partners 2025 Q1 filed April 23, 2025
- FFG Partners 2024 Q4 filed Jan. 28, 2025
- FFG Partners 2024 Q1 filed Dec. 9, 2024
- FFG Partners 2024 Q2 filed Dec. 9, 2024
- FFG Partners 2024 Q3 filed Dec. 9, 2024
- FFG Partners 2023 Q4 filed Dec. 3, 2024