Institutions / Puff Wealth Management, LLC

Puff Wealth Management, LLC

CIK 2052736 · Institution · as of Dec 31, 2025

Portfolio value

$77.39M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 70 →

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$5.71M	21,086	7.4%
Ea Series Trust	—	$5.04M	167,608	6.5%
SPDR Index Shs Fds	—	$3.50M	77,866	4.5%
Ea Series Trust	—	$3.48M	137,583	4.5%
NVIDIA Corp	—	$3.13M	16,564	4.0%
First Tr Exchange Traded Fd	—	$2.86M	28,204	3.7%
Meta Platforms Inc	—	$2.66M	4,090	3.4%
SPDR Series Trust	—	$2.48M	30,881	3.2%
Amazon.com Inc	—	$2.46M	10,875	3.2%
SPDR Series Trust	—	$2.23M	77,506	2.9%
First Tr Exchange-Traded Fd	—	$2.04M	53,252	2.6%
Investment Managers Ser Tr I	—	$1.99M	104,549	2.6%
Ea Series Trust	—	$1.94M	54,231	2.5%
iShares Inc	—	$1.92M	27,837	2.5%
Touchstone ETF Trust	—	$1.83M	72,439	2.4%
American Centy ETF Tr	—	$1.78M	17,299	2.3%
First Tr Exchng Traded Fd VI	—	$1.62M	64,513	2.1%
Alphabet Inc.	—	$1.23M	3,887	1.6%
Touchstone ETF Trust	—	$1.22M	43,476	1.6%
Alphabet Inc.	—	$1.20M	3,795	1.5%
JPMorgan Chase & Co	—	$1.15M	3,537	1.5%
Ssga Active Tr	—	$1.11M	40,100	1.4%
First Tr Exchange-Traded Fd	—	$1.08M	23,611	1.4%
Nuveen S&P 500 BuyWrite Income Fund	—	$1.07M	72,819	1.4%
Doubleline ETF Trust	—	$1.06M	21,337	1.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.