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Puff Wealth Management

Latest statistics and disclosures from Puff Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, GQQQ, SPTI, META, NVDA, and represent 28.73% of Puff Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPTI, GQQQ, SPLG, SPDW, ALLW, TUSI, IBIT, AGGA, KBWB, IEMG.
Started 5 new stock positions in IBIT, FBTC, KBWB, TUSI, ALLW.
Reduced shares in these 10 stocks: MA (-$147M), JPM (-$18M), MS (-$11M), , RGA (-$5.4M), PSA, AMG, WFC, SO, USFR.
Sold out of its positions in T, AMG, ALL, AFG, APO, AIZ, BAC, BK, WRB, CMS.
Puff Wealth Management was a net seller of stock by $-225M.
Puff Wealth Management has $66M in assets under management (AUM), dropping by -52.15%.
Central Index Key (CIK): 0002052736

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Portfolio Holdings for Puff Wealth Management

Puff Wealth Management holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.1	$5.3M	+2%	21k	254.63	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	5.9	$3.9M	+56%	131k	29.52	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	5.3	$3.5M	+173%	120k	28.90	View chart
Meta Platforms Cl A (META)	4.9	$3.2M	-3%	4.4k	734.37	View chart
NVIDIA Corporation (NVDA)	4.6	$3.0M		16k	186.58	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	4.6	$3.0M	-7%	31k	96.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$2.7M	+51%	64k	42.79	View chart
Amazon (AMZN)	3.6	$2.4M		11k	219.57	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	3.6	$2.3M	+26%	92k	25.39	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	3.5	$2.3M	-5%	60k	38.29	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.9	$1.9M	-11%	19k	99.53	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.8	$1.9M	-5%	74k	25.19	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.7	$1.7M	+256%	22k	78.34	View chart
Ea Series Trust Astoria Us Equal (ROE)	2.2	$1.4M	-50%	42k	34.57	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	1.9	$1.2M	+27%	67k	18.33	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$1.2M	+47%	18k	65.92	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.8	$1.2M	-4%	25k	45.84	View chart
Nuveen Equity Premium Income Fund (BXMX)	1.7	$1.1M	-4%	78k	14.44	View chart
JPMorgan Chase & Co. (JPM)	1.7	$1.1M	-94%	3.5k	315.47	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.6	$1.1M	-6%	45k	23.71	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.6	$1.1M	-7%	58k	18.24	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	1.5	$1.0M		28k	35.61	View chart
Microsoft Corporation (MSFT)	1.5	$995k		1.9k	517.90	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$942k	-6%	3.9k	243.53	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	1.4	$919k	NEW	33k	27.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$907k	-7%	3.7k	243.08	View chart
Abbvie (ABBV)	1.3	$873k	-9%	3.8k	231.55	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	1.2	$822k	NEW	32k	25.36	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.2	$785k	-2%	16k	49.31	View chart
Visa Com Cl A (V)	1.2	$780k	-2%	2.3k	341.36	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$718k	-5%	7.7k	93.64	View chart
Abbott Laboratories (ABT)	1.0	$686k		5.1k	133.94	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.9	$606k		2.2k	279.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.9	$583k	NEW	9.0k	65.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$582k	-2%	8.7k	67.26	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.8	$556k	-5%	21k	25.90	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.8	$546k	-7%	26k	21.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$515k	-3%	2.6k	195.87	View chart
Exxon Mobil Corporation (XOM)	0.7	$480k		4.3k	112.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$451k	-7%	2.7k	164.51	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.6	$418k		21k	19.82	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.6	$389k	NEW	5.0k	78.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$351k		524.00	669.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$347k		578.00	600.78	View chart
Chevron Corporation (CVX)	0.5	$344k		2.2k	155.25	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$327k	-7%	2.9k	113.60	View chart
Tesla Motors (TSLA)	0.5	$321k		721.00	444.72	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.5	$308k	-73%	1.9k	166.13	View chart
Netflix (NFLX)	0.5	$306k		255.00	1198.92	View chart
First Tr Exchange-traded SHS (FDL)	0.5	$305k		7.0k	43.41	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$301k	NEW	3.0k	99.80	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.4	$289k	-23%	11k	25.41	View chart
W.W. Grainger (GWW)	0.4	$254k		266.00	952.96	View chart
Mastercard Incorporated Cl A (MA)	0.4	$250k	-99%	439.00	568.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$228k	-5%	342.00	666.63	View chart
Eli Lilly & Co. (LLY)	0.3	$226k	+6%	297.00	762.39	View chart
Wal-Mart Stores (WMT)	0.3	$221k		2.1k	103.05	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$203k	-13%	1.1k	179.36	View chart
Geopark Usd Shs (GPRK)	0.1	$83k		13k	6.37	View chart

Past Filings by Puff Wealth Management

SEC 13F filings are viewable for Puff Wealth Management going back to 2024

Puff Wealth Management 2025 Q3 filed Oct. 6, 2025
Puff Wealth Management 2025 Q2 filed Aug. 15, 2025
Puff Wealth Management 2025 Q1 filed April 16, 2025
Puff Wealth Management 2024 Q4 filed Jan. 30, 2025

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