Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SPDW, AIRR, and represent 28.23% of Puff Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGGA, DMBS, PYLD, RDFI, QQQI, SPYI, AMLP, PPI, SPXX, GQQQ.
Started 17 new stock positions in GRID, TD, TJX, KLAC, CAT, WDC, INTC, FTNT, DVY, UTES. ENFR, SPXX, CGDG, SPTS, AMLP, VTI, DVYE.
Reduced shares in these 10 stocks: SPTI, , SPYM, RTRE, TUSI, MLPA, MU, , AAPL, UCON.
Sold out of its positions in RTRE, FBTC, MLPA, MA, NFLX, Nuveen Equity Premium Income Fund, QCOM, QQQH, CRM, GPRK.
Puff Wealth Management was a net buyer of stock by $14M.
Puff Wealth Management has $98M in assets under management (AUM), dropping by 26.75%.
Central Index Key (CIK): 0002052736

Tip: Access up to 7 years of quarterly data

Positions held by Puff Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Puff Wealth Management

Puff Wealth Management holds 77 positions in its portfolio as reported in the June 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)	7.2	$7.0M	+15%	194k	36.32	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	7.1	$6.9M	+100%	275k	25.13	View chart
Apple (AAPL)	6.0	$5.8M	-4%	20k	289.35	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.4	$4.4M	+10%	86k	50.39	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	3.6	$3.5M	-6%	27k	133.25	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	3.4	$3.3M	+49%	157k	21.29	View chart
NVIDIA Corporation (NVDA)	3.3	$3.2M	-3%	16k	200.09	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	3.1	$3.1M	+193%	63k	49.09	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.9	$2.9M	+228%	108k	26.52	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	2.9	$2.8M	+21%	66k	42.63	View chart
Amazon (AMZN)	2.7	$2.7M	+2%	11k	238.34	View chart
Collaborative Investmnt Ser Rare Dy Fixe Etf (RDFI)	2.6	$2.5M	+357%	106k	23.82	View chart
Meta Platforms Cl A (META)	2.3	$2.3M		4.0k	563.25	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	2.2	$2.1M	-8%	49k	43.50	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.1	$2.1M	+226%	37k	56.79	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$2.1M	-10%	25k	82.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$2.1M	-4%	17k	124.76	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.9	$1.9M	+199%	35k	53.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.7	$1.7M	-37%	19k	87.88	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	1.4	$1.4M	+19%	48k	29.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$1.4M		3.8k	357.38	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.4	$1.4M	-15%	55k	24.88	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$1.4M		3.8k	353.29	View chart
JPMorgan Chase & Co. (JPM)	1.2	$1.2M	+3%	3.7k	327.31	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.2	$1.2M	+294%	29k	41.43	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$1.1M	NEW	22k	51.85	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	1.2	$1.1M	+85%	12k	92.98	View chart
Touchstone Etf Trust Sands Cap Us Etf (TSEL)	1.1	$1.1M	-14%	37k	29.55	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	1.1	$1.1M	-41%	43k	25.26	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	1.0	$956k	NEW	51k	18.64	View chart
Abbvie (ABBV)	1.0	$953k		3.8k	251.66	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.9	$895k	NEW	31k	29.01	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.9	$893k	-59%	32k	28.39	View chart
Microsoft Corporation (MSFT)	0.9	$870k	+14%	2.3k	373.02	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.9	$855k	-14%	36k	23.85	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.8	$829k	-21%	19k	44.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.8	$824k	-14%	46k	17.88	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.8	$786k	-15%	19k	41.33	View chart
Micron Technology (MU)	0.7	$728k	-38%	631.00	1153.77	View chart
Visa Com Cl A (V)	0.6	$635k	-19%	1.9k	343.01	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$631k	-3%	7.8k	81.06	View chart
Exxon Mobil Corporation (XOM)	0.6	$631k	+7%	4.6k	136.71	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.6	$619k	-17%	12k	50.50	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.6	$554k	-10%	21k	27.05	View chart
Ishares Em Mkts Div Etf (DVYE)	0.6	$549k	NEW	17k	32.23	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$516k	-8%	2.0k	264.67	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$506k	-11%	5.4k	93.92	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.5	$505k	NEW	13k	38.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$500k	NEW	3.2k	156.32	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.5	$498k	NEW	13k	37.51	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.5	$481k	+2%	22k	21.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$465k	+8%	632.00	736.09	View chart
Abbott Laboratories (ABT)	0.5	$464k		5.1k	90.75	View chart
First Tr Exchng Traded Fd Vi Secur Plus Etf (DEED)	0.4	$415k	-9%	19k	21.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$394k		526.00	748.87	View chart
Lam Research Corp Com New (LRCX)	0.4	$372k	-26%	858.00	433.29	View chart
Chevron Corporation (CVX)	0.4	$367k		2.2k	165.78	View chart
Kla Corp Com New (KLAC)	0.4	$367k	NEW	1.2k	301.79	View chart
W.W. Grainger (GWW)	0.4	$362k		266.00	1360.40	View chart
Western Digital (WDC)	0.4	$360k	NEW	564.00	639.00	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$345k		2.8k	122.31	View chart
Eli Lilly & Co. (LLY)	0.3	$341k	-9%	284.00	1201.39	View chart
Toronto Dominion Bk Ont Com New (TD)	0.3	$325k	NEW	2.7k	121.43	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.3	$324k	NEW	4.0k	81.74	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$319k	+6%	9.6k	33.29	View chart
Tesla Motors (TSLA)	0.3	$318k		756.00	420.60	View chart
Caterpillar (CAT)	0.3	$308k	NEW	289.00	1065.91	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.3	$295k	-19%	1.4k	206.18	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$265k	-5%	1.1k	247.99	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$263k	-21%	5.4k	48.66	View chart
TJX Companies (TJX)	0.3	$251k	NEW	1.7k	151.49	View chart
Fortinet (FTNT)	0.3	$247k	NEW	1.6k	153.62	View chart
Wal-Mart Stores (WMT)	0.3	$245k		2.2k	113.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$219k	-16%	293.00	747.63	View chart
Intel Corporation (INTC)	0.2	$215k	NEW	1.5k	139.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$210k	NEW	568.00	370.04	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$204k	NEW	1.1k	191.82	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z