Fund HoldingsGFG Capital, LLC

Total Portfolio Value
$280.66M
Total Bought
$12.02M
Total Sold
$27.94M
Net Transaction
-$15.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR1,17712,511+11,3345515,9222.11%+5,371
ALPHABET INC(GOOG)55,61954,555-1,06413,52117,0766.08%+3,555
MICRON TECHNOLOGY INC(MU)017,388+17,38804,9631.77%+4,963
APPLE INC(AAPL)75,72275,261-46119,28120,4617.29%+1,180
GOLDMAN SACHS ETF TR712,414708,781-3,63329,28730,43510.84%+1,148
KRANESHARES TRUST019,628+19,62806680.24%+668
VISA INC(V)26,79926,971+1729,1489,4593.37%+310
AMERICAN EXPRESS CO(AXP)8,1767,894-2822,7162,9201.04%+205
WAYFAIR INC(W)02,000+2,00002010.07%+201
ALPHABET INC(GOOG)1,8742,051+1774566440.23%+187
AMAZON COM INC(AMZN)19,26618,997-2694,2304,3851.56%+155
WALMART INC(WMT)22,33821,633-7052,3022,4100.86%+108
ELI LILLY & CO(LLY)093+9301000.04%+100
KLA CORP(KLAC)206263+572223200.11%+97
GOLDMAN SACHS ETF TR151,006149,487-1,5196,1506,2222.22%+71
BROADCOM INC(AVGO)646801+1552132770.10%+64
SPDR S&P 500 ETF TR(SPY)363437+742422980.11%+56
GOLDMAN SACHS GROUP INC(GS)331360+292643160.11%+52
DBX ETF TR4,3764,37603724140.15%+42
GOLDMAN SACHS ETF TR172,846170,435-2,41122,51822,5618.04%+42
CATERPILLAR INC(CAT)463445-182212550.09%+34
TESLA INC(TSLA)587652+652612930.10%+32
AB ACTIVE ETFS INC
US LOW VOLATIL
39,33939,670+3313,0933,1091.11%+16
VANGUARD INDEX FDS84184105155280.19%+13
ISHARES TR
MSCI USA QLT FCT
1,4421,460+182802900.10%+10
VANGUARD INDEX FDS1,1141,11405345430.19%+9
ISHARES TR2,6172,61702442510.09%+7
ISHARES TR2,4052,425+202862910.10%+6
VANGUARD WORLD FD
INF TECH ETF
40140102993030.11%+3
JPMORGAN CHASE & CO.(JPM)823809-142592610.09%+1
ISHARES TR4,0604,06002482490.09%+1
BERKSHIRE HATHAWAY INC DEL1107547550.27%+1
MASTERCARD INCORPORATED(MA)27527501561570.06%+1
BERKSHIRE HATHAWAY INC DEL5,7255,727+22,8782,8791.03%0
INVESCO QQQ TR8,4798,278-2015,0915,0851.81%-5
ROCKET COS INC(RKT)581,813581,894+8111,27611,2654.01%-10
LEIDOS HOLDINGS INC(LDOS)2,7502,75005204960.18%-24
NVIDIA CORPORATION(NVDA)26,97226,848-1245,0335,0071.78%-25
GRAB HOLDINGS LIMITED
CLASS A ORD
39,15939,15902361950.07%-40
CME GROUP INC(CME)8,4588,196-2622,2852,2380.80%-47
ISHARES TR
MSCI USA MIN ETF
19,04818,563-4851,8121,7480.62%-64
EQT CORP(EQT)41,48740,273-1,2142,2582,1590.77%-99
FIDELITY COVINGTON TRUST118,446115,051-3,3957,8027,6802.74%-122
AUTODESK INC7,6847,501-1832,4412,2200.79%-221
LI AUTO INC(LI)9,8950-9,8952510-251
MICROSOFT CORP(MSFT)06,955+6,95503,3631.20%+3,363
CARLYLE GROUP INC(CG)50,87849,304-1,5743,1902,9141.04%-276
PALO ALTO NETWORKS INC(PANW)11,51811,235-2832,3452,0690.74%-276
CROWDSTRIKE HLDGS INC(CRWD)19,05619,129+739,3458,9673.19%-378
ACCENTURE PLC IRELAND
SHS CLASS A
9,5106,797-2,7132,3451,8240.65%-522
BLACKSTONE INC(BX)51,92453,520+1,5968,8718,2502.94%-622
META PLATFORMS INC(META)13,09113,616+5259,6138,9883.20%-626
MORGAN STANLEY(MS)4,1980-4,1986670-667
OKTA INC(OKTA)22,48015,578-6,9022,0611,3470.48%-714
BLOCK INC(XYZ)35,41125,739-9,6722,5591,6750.60%-884
PAYPAL HLDGS INC(PYPL)31,68420,710-10,9742,1251,2090.43%-916
ADOBE INC(ADBE)6,5373,781-2,7562,3061,3230.47%-983
CITIGROUP INC(C)10,6760-10,6761,0840-1,084
ORACLE CORP(ORCL)11,60811,177-4313,2652,1790.78%-1,086
SERVICENOW INC(NOW)9,03045,515+36,4858,3106,9722.48%-1,338
DELL TECHNOLOGIES INC(DELL)87,21086,338-87212,36410,8683.87%-1,496
ALIBABA GROUP HLDG LTD(BABA)33,38429,663-3,7215,9674,3481.55%-1,619
NETFLIX INC(NFLX)7,76879,287+71,5199,3137,4342.65%-1,879
INVESCO EXCH TRADED FD TR II192,838177,828-15,01011,3799,2473.29%-2,132
UBER TECHNOLOGIES INC(UBER)99,21589,988-9,2279,7207,3532.62%-2,367
ROBINHOOD MKTS INC(HOOD)108,051106,300-1,75115,47112,0234.28%-3,448
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