13F HOLDINGS REPORT
FFG Partners, LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0002045972-26-000001
Total Value
$344.9M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 231,745 | $43.2M | 12.53% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 156,727 | $27.9M | 8.08% |
| 3 | AMAZON COM INC | AMZN | 103,602 | $23.9M | 6.93% |
| 4 | SPDR GOLD TR | GLD | 55,781 | $22.1M | 6.41% |
| 5 | ROBINHOOD MKTS INC | 770700102 | 172,151 | $19.5M | 5.65% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 58,634 | $18.9M | 5.48% |
| 7 | BROADCOM INC | AVGO | 53,192 | $18.4M | 5.34% |
| 8 | CBOE GLOBAL MKTS INC | 12503M108 | 62,015 | $15.6M | 4.51% |
| 9 | ENERGY TRANSFER L P | ET-PI | 854,593 | $14.1M | 4.09% |
| 10 | META PLATFORMS INC | META | 20,260 | $13.4M | 3.88% |
| 11 | ALPHABET INC | GOOG | 42,276 | $13.2M | 3.84% |
| 12 | NETFLIX INC | NFLX | 126,597 | $11.9M | 3.44% |
| 13 | CROWDSTRIKE HLDGS INC | CRWD | 22,385 | $10.5M | 3.04% |
| 14 | ULTA BEAUTY INC | ULTA | 16,450 | $10.0M | 2.89% |
| 15 | SPOTIFY TECHNOLOGY S A | SPOT | 16,456 | $9.6M | 2.77% |
| 16 | AEROVIRONMENT INC | AVAV | 36,660 | $8.9M | 2.57% |
| 17 | ISHARES TR | 464288240 | 122,025 | $8.2M | 2.38% |
| 18 | SHOPIFY INC | SHOP | 50,646 | $8.2M | 2.36% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 8,532 | $7.4M | 2.13% |
| 20 | OKLO INC | OKLO | 93,037 | $6.7M | 1.94% |
| 21 | ISHARES BITCOIN TRUST ETF | IBIT | 101,325 | $5.0M | 1.46% |
| 22 | VERTIV HOLDINGS CO | VRT | 30,750 | $5.0M | 1.44% |
| 23 | DOLLAR GEN CORP NEW | 256677105 | 34,067 | $4.5M | 1.31% |
| 24 | ISHARES ETHEREUM TR | 46438R105 | 161,756 | $3.6M | 1.05% |
| 25 | ASML HOLDING N V | ASMLF | 2,005 | $2.1M | 0.62% |
| 26 | PALO ALTO NETWORKS INC | PANW | 10,488 | $1.9M | 0.56% |
| 27 | CARLYLE GROUP INC | CGABL | 27,119 | $1.6M | 0.46% |
| 28 | ISHARES GOLD TR | IAU | 17,309 | $1.4M | 0.41% |
| 29 | MICROSOFT CORP | MSFT | 2,740 | $1.3M | 0.38% |
| 30 | ALPHABET INC | GOOG | 3,915 | $1.2M | 0.36% |
| 31 | APPLE INC | AAPL | 4,133 | $1.1M | 0.33% |
| 32 | SPDR SERIES TRUST | 78464A631 | 4,369 | $1.1M | 0.31% |
| 33 | TESLA INC | TSLA | 2,281 | $1.0M | 0.30% |
| 34 | VANGUARD INDEX FDS | 922908769 | 1,813 | $607,873 | 0.18% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,388 | $506,457 | 0.15% |
| 36 | AMPLIFY ETF TR | 032108102 | 6,691 | $498,055 | 0.14% |
| 37 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 6,418 | $458,599 | 0.13% |
| 38 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,044 | $317,415 | 0.09% |
| 39 | VANGUARD BD INDEX FDS | 921937835 | 3,318 | $245,765 | 0.07% |