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CIK: 0002052736
Total reported value
$98.1M
$98.1M
70 檔
21.3%
According to the latest 13F quarterly dataset, Puff Wealth Management, LLC managed an equity portfolio of $98.1M at the end of Q4 2025, spanning 70 distinct U.S. exchange-listed positions.
In Q4 2025, Puff Wealth Management, LLC displayed an active expansion posture, initiating 13 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.38% | -1.42% | +0.51% | |
| 2 | GQQQ | Astoria US Qlity Grw Kng ETF | ETF-Other | 6.52% | +0.66% | +27.91% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.52% | -0.08% | +21.75% | |
| 4 | AGGA | Ea As Dy Cr US Fi In Etf-usd | ETF-Other | 4.50% | +2.55% | +49.14% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | -0.79% | +1.96% | |
| 6 | AIRR | First Trust Rba American Ind | ETF-Other | 3.70% | -0.10% | -9.68% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.44% | -1.12% | -6.60% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.21% | -1.49% | +38.60% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | -0.47% | +0.83% | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.89% | -1.98% | -35.28% | |
| 11 | EMLP | First Trust North American E | ETF-Other | 2.63% | -0.46% | -11.06% | |
| 12 | PPI | Astoria Real Assets ETF | ETF-Other | 2.57% | +0.83% | +55.69% | |
| 13 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 2.50% | +0.36% | +30.83% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.48% | -0.37% | +53.09% | |
| 15 | TUSI | Touchstone Ultra Short Incom | ETF-Other | 2.37% | -1.27% | +123.51% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.30% | -0.21% | -10.96% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.10% | -0.72% | -12.71% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | -0.20% | +0.49% | |
| 19 | TSEL | Touchstone Sands Sel Gr ETF | ETF-Other | 1.58% | -0.46% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | -0.17% | +1.74% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | -0.27% | +0.83% | |
| 22 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 1.43% | — | +21.61% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.40% | -0.56% | -6.88% | |
| 24 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 1.38% | -1.38% | EXIT | |
| 25 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.37% | +1.76% | — | |
| 26 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.29% | -0.42% | -7.51% | |
| 27 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.27% | -0.43% | -7.38% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.35% | +5.67% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.14% | +1.79% | — | |
| 30 | RTRE | Rareview Total Return Bd ETF | ETF-Other | 1.13% | -1.13% | EXIT | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.12% | -0.15% | +0.53% | |
| 32 | FTXO | First Trust Nasdaq Bank ETF | ETF-Tech | 1.11% | -0.31% | -20.99% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.38% | +0.70% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.94% | -0.31% | -7.22% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | -0.35% | +0.23% | |
| 36 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.79% | +1.10% | — | |
| 37 | MLPA | Global X Mlp ETF | ETF-Other | 0.79% | -0.79% | EXIT | |
| 38 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.78% | +1.35% | — | |
| 39 | RDVY | First Trust Rising Dividend | ETF-Other | 0.73% | -0.09% | -6.52% | |
| 40 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.73% | +0.43% | +32.62% | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.73% | -0.20% | -1.89% | |
| 42 | FTCS | First Trust Capital Strength | ETF-Other | 0.73% | -0.21% | -20.65% | |
| 43 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 0.72% | +1.85% | — | |
| 44 | FTGC | First Trust Global Tactical | ETF-Other | 0.69% | -0.13% | +7.11% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.04% | +1.13% | |
| 46 | DEED | First Trust Securitized Plus | ETF-Other | 0.60% | -0.18% | -15.85% | |
| 47 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.59% | -0.27% | — | |
| 48 | EIPI | Ft Energy Income ETF | ETF-Other | 0.56% | -0.07% | +1.58% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.07% | +0.19% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.01% | +1.04% |
According to official SEC Form 13F filings, Puff Wealth Management, LLC reported a total U.S. public equity portfolio value of $98.1M across 70 disclosed positions in Q4 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 AAPL, GQQQ, SPDW) accounted for 21.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSEL
市值: $1.2M
Top Position Liquidated / Trimmed
IYW
前期市值: $515.1K
During Q4 2025, Puff Wealth Management, LLC's top holdings by market value included AAPL (7.4%)、GQQQ (6.5%)、SPDW (4.5%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q4 2025, Puff Wealth Management, LLC made 48 total portfolio adjustments, initiating 13 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 2 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.
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