Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PUFF WEALTH MANAGEMENT, LLC (CIK 2052736) reported $98.1M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GQQQ ($7.0M, 7.18%), AGGA ($6.9M, 7.05%), AAPL ($5.8M, 5.96%), SPDW ($4.4M, 4.44%), AIRR ($3.5M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GQQQ | EA SERIES TRUST | $7.0M | 7.18% | 193,875 | Added |
| 2 | AGGA | EA SERIES TRUST | $6.9M | 7.05% | 275,328 | Added |
| 3 | AAPL | APPLE INC | $5.8M | 5.96% | 20,213 | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $4.4M | 4.44% | 86,360 | Added |
| 5 | AIRR | FIRST TR EXCHANGE TRADED FD | $3.5M | 3.60% | 26,506 | Trimmed |
| 6 | PPI | INVESTMENT MANAGERS SER TR I | $3.3M | 3.40% | 156,787 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $3.2M | 3.25% | 15,952 | Trimmed |
| 8 | DMBS | DOUBLELINE ETF TRUST | $3.1M | 3.13% | 62,570 | Added |
| 9 | PYLD | PIMCO ETF TR | $2.9M | 2.93% | 108,323 | Added |
| 10 | ROE | EA SERIES TRUST | $2.8M | 2.86% | 65,724 | Added |
| 11 | AMZN | AMAZON COM INC | $2.7M | 2.71% | 11,144 | Added |
| 12 | RDFI | COLLABORATIVE INVESTMNT SER | $2.5M | 2.57% | 105,775 | Added |
| 13 | META | META PLATFORMS INC | $2.3M | 2.32% | 4,048 | Trimmed |
| 14 | EMLP | FIRST TR EXCHANGE-TRADED FD | $2.1M | 2.17% | 48,950 | Trimmed |
| 15 | QQQI | NEOS ETF TRUST | $2.1M | 2.13% | 36,710 | Added |
| 16 | IEMG | ISHARES INC | $2.1M | 2.11% | 24,958 | Trimmed |
| 17 | AVUV | AMERICAN CENTY ETF TR | $2.1M | 2.10% | 16,481 | Trimmed |
| 18 | SPYI | NEOS ETF TRUST | $1.9M | 1.89% | 34,863 | Added |
| 19 | SPLG | SPDR SERIES TRUST | $1.7M | 1.72% | 19,237 | Trimmed |
| 20 | ALLW | SSGA ACTIVE TR | $1.4M | 1.43% | 48,056 | Added |
| 21 | UCON | FIRST TR EXCHNG TRADED FD VI | $1.4M | 1.38% | 54,457 | Trimmed |
| 22 | GOOG | ALPHABET INC | $1.4M | 1.38% | 3,835 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $1.4M | 1.38% | 3,796 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.22% | 3,650 | Added |
| 25 | IDV | ISHARES TR | $1.2M | 1.22% | 28,774 | Added |
Source: SEC Form 13F filings · as of 2026-06-30