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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 GQQQ, AGGA, AAPL, PPI, NVDA, and represent 28.08% of Puff Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TUSI, SPCX, Ea Series Trust, AGGA, GQQQ, Exxon Mobil Corp, RDFI, PPI, QQQI, PYLD.
Started 7 new stock positions in LMT, JNJ, Ea Series Trust, FBTC, Exxon Mobil Corp, SPCX, NFLX.
Reduced shares in these 10 stocks: SPDW, , KLAC, MU, WDC, EMLP, AIRR, UCON, TSEL, INTC.
Sold out of its positions in XOM, INTC, KLAC, WDC.
Puff Wealth Management was a net buyer of stock by $7.9M.
Puff Wealth Management has $106M in assets under management (AUM), dropping by 8.00%.
Central Index Key (CIK): 0002052736

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Portfolio Holdings for Puff Wealth Management

Puff Wealth Management holds 80 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Asto Us Grow Etf (GQQQ)	7.4	$7.9M	+12%	218k	36.05	View chart
Ea Series Trust Astoria Beacon D (AGGA)	7.4	$7.8M	+16%	320k	24.37	View chart
Apple (AAPL)	6.5	$6.9M	+2%	21k	333.01	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	3.4	$3.6M	+14%	180k	19.99	View chart
NVIDIA Corporation (NVDA)	3.4	$3.6M		16k	228.38	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.1	$3.3M	-24%	65k	50.21	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	3.0	$3.2M	+11%	70k	46.31	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.0	$3.2M	+15%	125k	25.39	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	3.0	$3.1M	+11%	74k	42.58	View chart
Meta Platforms Cl A (META)	2.8	$3.0M		4.1k	725.26	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	2.7	$2.8M	+161%	112k	25.22	View chart
Collaborative Investmnt Ser Rare Dy Fixe Etf (RDFI)	2.6	$2.8M	+21%	129k	21.68	View chart
Amazon (AMZN)	2.6	$2.8M		11k	249.15	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.3	$2.5M	+21%	45k	55.55	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.3	$2.4M	-11%	24k	103.24	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$2.3M	+14%	29k	81.16	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	2.1	$2.2M	+20%	42k	53.17	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.8	$2.0M	+13%	22k	89.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$1.8M	-7%	15k	117.77	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.6	$1.7M	-17%	40k	40.99	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	1.5	$1.6M	NEW	11k	150.86	View chart
Ea Series Trust Astoria Internat	1.5	$1.6M	NEW	62k	25.11	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	1.4	$1.5M	+11%	54k	28.57	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.4	$1.5M	+20%	35k	42.19	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.3	$1.4M	+20%	27k	51.87	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$1.3M		3.8k	340.70	View chart
Microsoft Corporation (MSFT)	1.2	$1.3M	+7%	2.5k	512.98	View chart
JPMorgan Chase & Co. (JPM)	1.2	$1.2M		3.7k	330.83	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	1.1	$1.2M	+12%	14k	87.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$1.2M	-8%	3.5k	344.05	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.9	$987k	-23%	42k	23.75	View chart
Abbvie (ABBV)	0.9	$983k		3.8k	261.61	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.9	$982k	+10%	34k	28.67	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.9	$960k	+11%	35k	27.28	View chart
Touchstone Etf Trust Sands Cap Us Etf (TSEL)	0.8	$822k	-25%	28k	29.67	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.7	$789k	-16%	43k	18.49	View chart
Exxonmobil Holdings Corp Com Shs	0.7	$744k	NEW	4.6k	162.75	View chart
Ishares Em Mkts Div Etf (DVYE)	0.7	$707k	+21%	21k	34.00	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.6	$688k	-18%	29k	23.59	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.6	$685k	-16%	15k	44.57	View chart
Visa Com Cl A (V)	0.6	$661k		1.8k	359.40	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$644k	-18%	38k	17.05	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.6	$643k	-12%	17k	38.70	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.6	$629k		21k	30.59	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$608k		7.8k	78.29	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.6	$586k	+19%	16k	37.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$580k	+19%	3.8k	152.06	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.5	$576k	+18%	16k	36.65	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$557k		1.9k	288.40	View chart
Abbott Laboratories (ABT)	0.5	$503k		5.1k	98.82	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.4	$476k		22k	21.29	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$466k	-21%	9.7k	48.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$453k		9.6k	47.34	View chart
Chevron Corporation (CVX)	0.4	$453k		2.2k	204.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$403k		527.00	765.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$366k	-21%	495.00	739.08	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$365k	-27%	3.9k	93.85	View chart
Eli Lilly & Co. (LLY)	0.3	$343k	+4%	297.00	1155.91	View chart
Lam Research Corp Com New (LRCX)	0.3	$342k	+21%	1.0k	328.62	View chart
W.W. Grainger (GWW)	0.3	$331k		266.00	1245.76	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.3	$321k	+15%	4.6k	70.18	View chart
Micron Technology (MU)	0.3	$307k	-54%	288.00	1064.30	View chart
First Tr Exchng Traded Fd Vi Secur Plus Etf (DEED)	0.3	$303k	-22%	15k	20.27	View chart
Toronto Dominion Bk Ont Com New (TD)	0.3	$303k	-3%	2.6k	117.53	View chart
Fortinet (FTNT)	0.3	$297k	+3%	1.7k	178.76	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$293k	-12%	2.5k	118.80	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$291k		1.1k	272.37	View chart
Lockheed Martin Corporation (LMT)	0.3	$269k	NEW	528.00	509.08	View chart
Tesla Motors (TSLA)	0.2	$260k	-2%	734.00	354.81	View chart
TJX Companies (TJX)	0.2	$257k	+17%	1.9k	132.32	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$251k	NEW	3.4k	72.64	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$249k	+32%	1.4k	177.14	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.2	$236k	-7%	1.3k	178.18	View chart
Caterpillar (CAT)	0.2	$236k		292.00	809.49	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$232k	-12%	4.7k	49.11	View chart
Wal-Mart Stores (WMT)	0.2	$215k	-4%	2.1k	103.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$215k	-3%	282.00	761.31	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$213k		568.00	374.24	View chart
Johnson & Johnson (JNJ)	0.2	$206k	NEW	779.00	264.77	View chart
Netflix (NFLX)	0.2	$201k	NEW	2.9k	69.58	View chart

Past Filings by Puff Wealth Management

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

Puff Wealth Management 2026 Q3 filed Oct. 7, 2026
Puff Wealth Management 2026 Q2 filed July 8, 2026
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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