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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, SPDW, AGGA, NVDA, and represent 26.96% of Puff Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TSEL, AGGA, GQQQ, DMBS, TUSI, PYLD, PPI, SPLG, IEMG, SPDW.
Started 13 new stock positions in LRCX, TSEL, SPYI, QCOM, DMBS, IDV, QQQI, PYLD, MU, QQQH. MLPA, RDFI, CRM.
Reduced shares in these 10 stocks: SPTI, IYW, IUSG, AIRR, EMLP, UCON, FTXO, AVUV, META, FTCS.
Sold out of its positions in IUSG, IYW.
Puff Wealth Management was a net buyer of stock by $11M.
Puff Wealth Management has $77M in assets under management (AUM), dropping by 17.55%.
Central Index Key (CIK): 0002052736

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Portfolio Holdings for Puff Wealth Management

Puff Wealth Management holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.4	$5.7M		21k	271.00	View chart
Ea Series Trust Astoria Us Quali (GQQQ)	6.5	$5.0M	+27%	168k	30.09	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.5	$3.5M	+21%	78k	44.93	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	4.5	$3.5M	+49%	138k	25.30	View chart
NVIDIA Corporation (NVDA)	4.0	$3.1M		17k	188.85	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	3.7	$2.9M	-9%	28k	101.52	View chart
Meta Platforms Cl A (META)	3.4	$2.7M	-6%	4.1k	650.37	View chart
Spdr Series Trust State Street Spd (SPLG)	3.2	$2.5M	+38%	31k	80.39	View chart
Amazon (AMZN)	3.2	$2.5M		11k	226.50	View chart
Spdr Series Trust State Street Spd (SPTI)	2.9	$2.2M	-35%	78k	28.82	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	2.6	$2.0M	-11%	53k	38.23	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	2.6	$2.0M	+55%	105k	19.00	View chart
Ea Series Trust Astoria Us Equal (ROE)	2.5	$1.9M	+30%	54k	35.74	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$1.9M	+53%	28k	69.00	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	2.4	$1.8M	+123%	72k	25.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$1.8M	-10%	17k	103.12	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.1	$1.6M	-12%	65k	25.18	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$1.2M		3.9k	315.29	View chart
Touchstone Etf Trust Touchstone Sands (TSEL)	1.6	$1.2M	NEW	44k	28.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$1.2M		3.8k	315.11	View chart
JPMorgan Chase & Co. (JPM)	1.5	$1.2M		3.5k	325.47	View chart
Ssga Active Tr Spdr Bridgewater (ALLW)	1.4	$1.1M	+21%	40k	27.63	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.4	$1.1M	-6%	24k	45.91	View chart
Nuveen Equity Premium Income Fund (BXMX)	1.4	$1.1M	-6%	73k	14.69	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.4	$1.1M	NEW	21k	49.56	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.3	$998k	-7%	42k	23.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.3	$986k	-7%	54k	18.27	View chart
Microsoft Corporation (MSFT)	1.2	$960k	+5%	2.0k	472.94	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$882k	NEW	33k	26.71	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	1.1	$874k	+204%	35k	25.22	View chart
Abbvie (ABBV)	1.1	$869k		3.8k	229.32	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	1.1	$857k	-20%	22k	38.29	View chart
Visa Com Cl A (V)	1.0	$798k		2.3k	346.51	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.9	$729k	-7%	15k	49.34	View chart
Abbott Laboratories (ABT)	0.8	$638k		5.1k	124.20	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.8	$612k	NEW	12k	52.59	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.8	$608k	NEW	13k	48.77	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.8	$605k	NEW	11k	53.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$567k	-6%	8.1k	70.15	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.7	$566k	+32%	6.6k	85.76	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.7	$564k		2.1k	265.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$563k	-20%	6.1k	92.51	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	0.7	$555k	NEW	23k	23.98	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.7	$534k	+7%	23k	23.23	View chart
Exxon Mobil Corporation (XOM)	0.7	$528k		4.3k	122.64	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.6	$465k	-15%	22k	21.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$457k		9.0k	50.94	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.6	$430k		21k	20.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$360k		525.00	685.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$358k		584.00	613.43	View chart
Chevron Corporation (CVX)	0.5	$349k		2.2k	155.89	View chart
Eli Lilly & Co. (LLY)	0.4	$339k	+5%	314.00	1080.31	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$329k		2.9k	114.51	View chart
Tesla Motors (TSLA)	0.4	$328k	+3%	748.00	438.07	View chart
Micron Technology (MU)	0.4	$324k	NEW	1.0k	315.53	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$307k	-2%	6.9k	44.75	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$294k	-3%	1.8k	165.05	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$292k	NEW	7.3k	39.99	View chart
W.W. Grainger (GWW)	0.3	$267k		266.00	1003.81	View chart
Mastercard Incorporated Cl A (MA)	0.3	$260k	+5%	462.00	563.34	View chart
Wal-Mart Stores (WMT)	0.3	$247k		2.2k	112.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$239k	+2%	349.00	683.72	View chart
Netflix (NFLX)	0.3	$239k	+927%	2.6k	90.99	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$236k		1.1k	207.80	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$236k		3.0k	78.18	View chart
salesforce (CRM)	0.3	$220k	NEW	868.00	253.62	View chart
Lam Research Corp Com New (LRCX)	0.3	$217k	NEW	1.2k	185.12	View chart
Qualcomm (QCOM)	0.3	$208k	NEW	1.2k	172.97	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.3	$203k	NEW	3.7k	54.17	View chart
Geopark Usd Shs (GPRK)	0.1	$95k		13k	7.29	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 Q4 filed Jan. 7, 2026
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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