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 $77.4M across 70 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: AAPL ($5.7M, 7.38%), GQQQ ($5.0M, 6.52%), SPDW ($3.5M, 4.52%), AGGA ($3.5M, 4.50%), NVDA ($3.1M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $5.7M | 7.38% | 21,086 | Added |
| 2 | GQQQ | EA SERIES TRUST | $5.0M | 6.52% | 167,608 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $3.5M | 4.52% | 77,866 | Added |
| 4 | AGGA | EA SERIES TRUST | $3.5M | 4.50% | 137,583 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $3.1M | 4.04% | 16,564 | Added |
| 6 | AIRR | FIRST TR EXCHANGE TRADED FD | $2.9M | 3.70% | 28,204 | Trimmed |
| 7 | META | META PLATFORMS INC | $2.7M | 3.44% | 4,090 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $2.5M | 3.21% | 30,881 | Added |
| 9 | AMZN | AMAZON COM INC | $2.5M | 3.18% | 10,875 | Added |
| 10 | SPTI | SPDR SERIES TRUST | $2.2M | 2.89% | 77,506 | Trimmed |
| 11 | EMLP | FIRST TR EXCHANGE-TRADED FD | $2.0M | 2.63% | 53,252 | Trimmed |
| 12 | PPI | INVESTMENT MANAGERS SER TR I | $2.0M | 2.57% | 104,549 | Added |
| 13 | ROE | EA SERIES TRUST | $1.9M | 2.50% | 54,231 | Added |
| 14 | IEMG | ISHARES INC | $1.9M | 2.48% | 27,837 | Added |
| 15 | TUSI | TOUCHSTONE ETF TRUST | $1.8M | 2.37% | 72,439 | Added |
| 16 | AVUV | AMERICAN CENTY ETF TR | $1.8M | 2.30% | 17,299 | Trimmed |
| 17 | UCON | FIRST TR EXCHNG TRADED FD VI | $1.6M | 2.10% | 64,513 | Trimmed |
| 18 | GOOG | ALPHABET INC | $1.2M | 1.58% | 3,887 | Added |
| 19 | TSEL | TOUCHSTONE ETF TRUST | $1.2M | 1.58% | 43,476 | New |
| 20 | GOOGL | ALPHABET INC | $1.2M | 1.55% | 3,795 | Added |
| 21 | JPM | JPMORGAN CHASE & CO. | $1.2M | 1.49% | 3,537 | Added |
| 22 | ALLW | SSGA ACTIVE TR | $1.1M | 1.43% | 40,100 | Added |
| 23 | FTSL | FIRST TR EXCHANGE-TRADED FD | $1.1M | 1.40% | 23,611 | Trimmed |
| 24 | BXMX | NUVEEN S&P 500 BUY-WRITE INC | $1.1M | 1.38% | 72,819 | Trimmed |
| 25 | DMBS | DOUBLELINE ETF TRUST | $1.1M | 1.37% | 21,337 | New |
Source: SEC Form 13F filings · as of 2025-12-31