Ffg Partners, LLC Top Holdings and 13F Report (2026)

About Ffg Partners, LLC

Investment Activity

Ffg Partners, LLC has $252.70 million in total holdings as of March 31, 2026.
Ffg Partners, LLC owns shares of 35 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 19.99% of the portfolio was purchased this quarter.
About 51.92% of the portfolio was sold this quarter.
This quarter, Ffg Partners, LLC has purchased 39 new stocks and bought additional shares in 12 stocks.
Ffg Partners, LLC sold shares of 12 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA: $24,260,717
SPDR Gold Shares: $22,516,645
PALANTIR TECHNOLOGIES INC: $20,892,441
Energy Transfer: $17,159,073
Broadcom: $16,505,485

Largest New Holdings this Quarter

38141G104 - The Goldman Sachs Group: $11,053,914 Holding
595112103 - Micron Technology: $9,732,232 Holding
025072802 - Avantis International Small Cap Value ETF: $9,251,504 Holding
532457108 - Eli Lilly and Company: $3,579,572 Holding
368736104 - Generac: $2,994,995 Holding

Largest Purchases this Quarter

The Goldman Sachs Group: 13,066 shares (about $11.05M)
Micron Technology: 28,807 shares (about $9.73M)
Avantis International Small Cap Value ETF: 92,644 shares (about $9.25M)
iShares MSCI ACWI ex U.S. ETF: 60,732 shares (about $4.16M)
Eli Lilly and Company: 3,891 shares (about $3.58M)

Largest Sales this Quarter

NVIDIA: 92,636 shares (about $16.16M)
Amazon.com: 34,786 shares (about $7.24M)
JPMorgan Chase & Co.: 19,305 shares (about $5.68M)
PALANTIR TECHNOLOGIES INC: 13,902 shares (about $2.03M)
SPDR Gold Shares: 3,452 shares (about $1.49M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$24,260,717	$16,155,790 â–¼	-40.0%	139,109	9.6%	Computer and Technology
GLD SPDR Gold Shares	$22,516,645	$1,485,361 â–¼	-6.2%	52,329	8.9%	Finance
PALANTIR TECHNOLOGIES INC	$20,892,441	$2,033,585 â–¼	-8.9%	142,825	8.3%	CL A
ET Energy Transfer	$17,159,073	$665,426 â–²	4.0%	889,071	6.8%	Energy
AVGO Broadcom	$16,505,485	$41,784 â–²	0.3%	53,327	6.5%	Computer and Technology
AMZN Amazon.com	$14,332,370	$7,244,911 â–¼	-33.6%	68,816	5.7%	Retail/Wholesale
ACWX iShares MSCI ACWI ex U.S. ETF	$12,513,372	$4,158,320 â–²	49.8%	182,757	5.0%	Manufacturing
GOOGL Alphabet	$12,011,646	$145,509 â–¼	-1.2%	41,770	4.8%	Computer and Technology
META Meta Platforms	$11,793,577	$201,966 â–²	1.7%	20,613	4.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,569,141	$5,678,819 â–¼	-32.9%	39,329	4.6%	Finance
GS The Goldman Sachs Group	$11,053,914	$11,053,914 â–²	New Holding	13,066	4.4%	Finance
MU Micron Technology	$9,732,232	$9,732,232 â–²	New Holding	28,807	3.9%	Computer and Technology
ULTA Ulta Beauty	$9,641,909	$1,043,329 â–²	12.1%	18,446	3.8%	Retail/Wholesale
AVDV Avantis International Small Cap Value ETF	$9,251,504	$9,251,504 â–²	New Holding	92,644	3.7%	ETF
CRWD CrowdStrike	$9,068,053	$328,725 â–²	3.8%	23,227	3.6%	Computer and Technology
COST Costco Wholesale	$8,490,644	$10,961 â–¼	-0.1%	8,521	3.4%	Retail/Wholesale
VRT Vertiv	$7,823,221	$117,774 â–²	1.5%	31,220	3.1%	Computer and Technology
LLY Eli Lilly and Company	$3,579,572	$3,579,572 â–²	New Holding	3,891	1.4%	Medical
GNRC Generac	$2,994,995	$2,994,995 â–²	New Holding	15,333	1.2%	Industrials
ASML ASML	$2,902,883	$253,688 â–²	9.6%	2,197	1.1%	Computer and Technology
TSLA Tesla	$2,713,032	$1,865,070 â–²	219.9%	7,298	1.1%	Auto/Tires/Trucks
NVO Novo Nordisk A/S	$2,480,662	$2,480,662 â–²	New Holding	67,501	1.0%	Medical
IAU iShares Gold Trust	$1,424,489	$101,472 â–¼	-6.6%	16,158	0.6%	Finance
VOO Vanguard S&P 500 ETF	$1,192,112	$1,192,112 â–²	New Holding	1,995	0.5%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$1,166,752	$56,902 â–²	5.1%	4,593	0.5%	ETF
PANW Palo Alto Networks	$1,098,192	$583,244 â–¼	-34.7%	6,850	0.4%	Computer and Technology
GOOG Alphabet	$971,792	$151,493 â–¼	-13.5%	3,387	0.4%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$891,693	$891,693 â–²	New Holding	4,646	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$581,655		0.0%	1,813	0.2%	ETF
MSFT Microsoft	$483,075	$531,197 â–¼	-52.4%	1,305	0.2%	Computer and Technology
CIBR First Trust Nasdaq Cybersecurity ETF	$393,889	$8,399 â–¼	-2.1%	6,284	0.2%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$353,685	$676 â–²	0.2%	1,046	0.1%	Computer and Technology
IHE iShares U.S. Pharmaceuticals ETF	$312,491	$312,491 â–²	New Holding	3,605	0.1%	ETF
HUM Humana	$300,485	$300,485 â–²	New Holding	1,733	0.1%	Medical
BND Vanguard Total Bond Market ETF	$245,899	$1,547 â–²	0.6%	3,339	0.1%	ETF
HOOD Robinhood Markets	$0	$19,470,278 â–¼	-100.0%	0	0.0%	Finance
CBOE Cboe Global Markets	$0	$15,565,959 â–¼	-100.0%	0	0.0%	Financial Services
NFLX Netflix	$0	$11,869,735 â–¼	-100.0%	0	0.0%	Consumer Discretionary
SPOT Spotify Technology	$0	$9,556,164 â–¼	-100.0%	0	0.0%	Computer and Technology
AVAV AeroVironment	$0	$8,867,687 â–¼	-100.0%	0	0.0%	Aerospace
SHOPIFY INC	$0	$8,152,487 â–¼	-100.0%	0	0.0%	CL A SUB VTG SHS
ALCC AltC Acquisition	$0	$6,676,335 â–¼	-100.0%	0	0.0%	Energy
ISHARES BITCOIN TRUST ETF	$0	$5,030,786 â–¼	-100.0%	0	0.0%	SHS BEN INT
DG Dollar General	$0	$4,523,076 â–¼	-100.0%	0	0.0%	Retail/Wholesale
ISHARES ETHEREUM TR	$0	$3,628,187 â–¼	-100.0%	0	0.0%	SHS
CG Carlyle Group	$0	$1,603,016 â–¼	-100.0%	0	0.0%	Finance
AAPL Apple	$0	$1,123,812 â–¼	-100.0%	0	0.0%	Computer and Technology
PNQI Invesco NASDAQ Internet ETF	$0	$506,457 â–¼	-100.0%	0	0.0%	Manufacturing
IBUY Amplify Online Retail ETF	$0	$498,055 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Ffg Partners, LLC Top Holdings and 13F Report (2026)

About Ffg Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Ffg Partners, LLC Top Holdings and 13F Report (2026)

About Ffg Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFfg Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools