PUFF WEALTH MANAGEMENT, LLC
CIK: 0002052736SEC EDGAR →
Portfolio Value
$77.4M
Holdings
70
As of
Q4 2025
New Positions
5
Closed Positions
48
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 21,086 | $5.7M | 7.38% |
| 2 | EA SERIES TRUST | 167,608 | $5.0M | 6.52% |
| 3 | SPDR INDEX SHS FDS | 77,866 | $3.5M | 4.52% |
| 4 | EA SERIES TRUST | 137,583 | $3.5M | 4.50% |
| 5 | NVIDIA CORPORATION | 16,564 | $3.1M | 4.04% |
| 6 | FIRST TR EXCHANGE TRADED FD | 28,204 | $2.9M | 3.70% |
| 7 | META PLATFORMS INC | 4,090 | $2.7M | 3.44% |
| 8 | SPDR SERIES TRUST | 30,881 | $2.5M | 3.21% |
| 9 | AMAZON COM INC | 10,875 | $2.5M | 3.18% |
| 10 | SPDR SERIES TRUST | 77,506 | $2.2M | 2.89% |
Quarterly Changes
Top Buys
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $46.5M | 60.2% |
| Technology | 7 | $10.8M | 13.9% |
| Unknown | 6 | $8.6M | 11.1% |
| Communication Services | 4 | $5.3M | 6.9% |
| Consumer Cyclical | 2 | $2.8M | 3.6% |
| Healthcare | 3 | $1.8M | 2.4% |
| Energy | 3 | $970K | 1.3% |
| Industrials | 1 | $267K | 0.3% |
| Consumer Defensive | 1 | $246K | 0.3% |