13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002052736
Total reported value
$98.1M
$98.1M
84 檔
31.2%
At the close of Q1 2025, Puff Wealth Management, LLC disclosed equity holdings valued at approximately $98.1M, spread across 84 reported holdings.
In Q1 2025, Puff Wealth Management, LLC displayed an active expansion posture, initiating 33 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 11.39% | -0.27% | +1523.83% | |
| 2 | RGA | Reinsurance Group Of America | Stock-Financials | 5.04% | — | — | |
| 3 | PSA | Public Storage | Stock-Real Estate | 4.59% | — | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.33% | -1.42% | -0.49% | |
| 5 | MS | Morgan Stanley | Stock-Financials | 3.31% | — | — | |
| 6 | AMG | Affiliated Managers Group | Stock-Financials | 2.98% | — | — | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.73% | — | — | |
| 8 | SO | Southern Co/the | Stock-Utilities | 2.58% | — | — | |
| 9 | MTB | M & T Bank CORP | Stock-Financials | 2.46% | — | — | |
| 10 | AIRR | First Trust Rba American Ind | ETF-Other | 2.45% | -0.10% | +8.37% | |
| 11 | EMLP | First Trust North American E | ETF-Other | 2.45% | -0.46% | +4.71% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.44% | — | +0.21% | |
| 13 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 2.34% | +0.36% | -4.48% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.33% | -1.12% | -0.85% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.26% | — | -6.63% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.08% | -0.21% | -0.60% | |
| 17 | AD | Array Digital Infrastructure | Stock-Other | 1.96% | — | — | |
| 18 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.92% | -0.72% | +1.32% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.47% | +1.65% | |
| 20 | GQQQ | Astoria US Qlity Grw Kng ETF | ETF-Other | 1.79% | +0.66% | — | |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.66% | -1.98% | -0.08% | |
| 22 | STT | State Street CORP | Stock-Financials | 1.60% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | -0.79% | +8.25% | |
| 24 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.13% | — | — | |
| 25 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.10% | -0.56% | +0.82% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.09% | — | — | |
| 27 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.01% | -0.43% | +0.69% | |
| 28 | SRE | Sempra | Stock-Utilities | 1.00% | — | — | |
| 29 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.98% | — | — | |
| 30 | PRU | Prudential Financial Inc | Stock-Financials | 0.97% | — | — | |
| 31 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 0.97% | -1.38% | EXIT | |
| 32 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.97% | -0.42% | +0.95% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.94% | -0.08% | -20.92% | |
| 34 | FTXO | First Trust Nasdaq Bank ETF | ETF-Tech | 0.92% | -0.31% | +6.74% | |
| 35 | FTCS | First Trust Capital Strength | ETF-Other | 0.86% | -0.21% | +8.51% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | -0.15% | -9.07% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.38% | +3.69% | |
| 38 | IHDG | Wisdomtree International Hed | ETF-Other | 0.75% | — | +16.53% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.74% | -0.37% | +6.07% | |
| 40 | KKR | Kkr & Co Inc | Stock-Financials | 0.74% | — | — | |
| 41 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.71% | -0.31% | +4.53% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.35% | +18.55% | |
| 43 | PPI | Astoria Real Assets ETF | ETF-Other | 0.67% | +0.83% | +2.60% | |
| 44 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.67% | +1.76% | +1.16% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.35% | -1.27% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | -0.17% | +34.49% | |
| 47 | DEED | First Trust Securitized Plus | ETF-Other | 0.61% | -0.18% | +1.45% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.58% | — | — | |
| 49 | FTGC | First Trust Global Tactical | ETF-Other | 0.56% | -0.13% | +0.33% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.56% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +10.3% | +1523.83% | Add |
| 2 | RGA | Reinsurance Group Of America | +5% | NEW | New buy |
| 3 | PSA | Public Storage | +4.6% | NEW | New buy |
| 4 | MS | Morgan Stanley | +3.3% | NEW | New buy |
| 5 | AMG | Affiliated Managers Group | +3% | NEW | New buy |
| 6 | WFC | Wells Fargo & Co | +2.7% | NEW | New buy |
| 7 | SO | Southern Co/the | +2.6% | NEW | New buy |
| 8 | MTB | M & T Bank CORP | +2.5% | NEW | New buy |
| 9 | AD | Array Digital Infrastructure | +2% | NEW | New buy |
| 10 | GQQQ | Astoria US Qlity Grw Kng ETF | +1.8% | NEW | New buy |
| 11 | STT | State Street CORP | +1.6% | NEW | New buy |
| 12 | BNY | Bank Of New York Mellon CORP | +1.1% | NEW | New buy |
| 13 | T | At&t Inc | +1.1% | NEW | New buy |
| 14 | SRE | Sempra | +1% | NEW | New buy |
| 15 | WTFC | Wintrust Financial CORP | +1% | NEW | New buy |
| 16 | PRU | Prudential Financial Inc | +1% | NEW | New buy |
| 17 | KKR | Kkr & Co Inc | +0.7% | NEW | New buy |
| 18 | TFC | Truist Financial CORP | +0.6% | NEW | New buy |
| 19 | USMV | Ishares Msci USA Min Vol Fac | +0.6% | NEW | New buy |
| 20 | PNW | Pinnacle West Capital Corporation | +0.5% | NEW | New buy |
| 21 | FG | F&g Annuities & Life Inc | +0.4% | NEW | New buy |
| 22 | JXN | Jackson Financial Inc-a | +0.4% | NEW | New buy |
| 23 | LNC | Lincoln National CORP | +0.3% | NEW | New buy |
| 24 | RTRE | Rareview Total Return Bd ETF | +0.3% | NEW | New buy |
| 25 | EQT | Eqt CORP | +0.3% | NEW | New buy |
| 26 | SCHW | Schwab (charles) CORP | +0.3% | NEW | New buy |
| 27 | SCHD | Schwab US Dvd Equity ETF | +0.3% | NEW | New buy |
| 28 | MET | Metlife Inc | +0.3% | NEW | New buy |
| 29 | RF | Regions Financial CORP | +0.2% | NEW | New buy |
| 30 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 31 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 32 | WRB | Wr Berkley CORP | +0.2% | NEW | New buy |
| 33 | KEY | Keycorp | +0.2% | NEW | New buy |
| 34 | QCOM | Qualcomm Inc | +0.2% | NEW | New buy |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.4% | EXIT | Sold out |
| 36 | EPD | Enterprise Products Partners | -0.4% | EXIT | Sold out |
| 37 | PG | Procter & Gamble Co/the | -0.4% | EXIT | Sold out |
| 38 | JHML | John Hancock Multi Fact Lrg | -0.4% | EXIT | Sold out |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | EXIT | Sold out |
| 40 | UNH | Unitedhealth Group Inc | -0.5% | EXIT | Sold out |
| 41 | TSLA | Tesla Inc | -0.5% | EXIT | Sold out |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | -1.1% | -20.92% | Trim |
| 43 | FBT | First Trust Nyse Arca Biotec | -1.3% | -67.63% | Trim |
| 44 | NVDA | Nvidia CORP | -1.6% | +8.25% | Add |
| 45 | EMLP | First Trust North American E | -1.7% | +4.71% | Add |
| 46 | AMZN | Amazon.com Inc | -2.1% | +1.65% | Add |
| 47 | AVUV | Avantis US Small Cap Value | -2.2% | -0.60% | Trim |
| 48 | ROE | Ast US Eq Wgt Qlty Kings ETF | -2.4% | -4.48% | Trim |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -2.7% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -4.8% | -0.49% | Trim |
According to official SEC Form 13F filings, Puff Wealth Management, LLC reported a total U.S. public equity portfolio value of $98.1M across 84 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPM, RGA, PSA) accounted for 31.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
RGA
市值: $5.4M
Top Position Liquidated / Trimmed
SPYM
前期市值: $1.5M
During Q1 2025, Puff Wealth Management, LLC's top holdings by market value included JPM (11.4%)、RGA (5.0%)、PSA (4.6%). The largest single position, JPM, represented 11.4% of total portfolio value.
In Q1 2025, Puff Wealth Management, LLC made 50 total portfolio adjustments, initiating 33 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.