Puff Wealth Management

Puff Wealth Management as of Dec. 31, 2025

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