Investor
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736 · filed 2026-01-07 · SEC filing
13F book
$77.4M
Positions
70
Largest name
7.4%
Apple Inc. · AAPL
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 21.1K | $5.71M | 7.4% | — | Held |
| Ea Series Trust | — | 167.6K | $5.04M | 6.5% | — | Held |
| Spdr Index Shs Fds | — | 77.9K | $3.5M | 4.5% | — | Held |
| Ea Series Trust | — | 137.6K | $3.48M | 4.5% | — | Held |
| Nvidia Corp | NVDA | 16.6K | $3.13M | 4.0% | — | Held |
| First Tr Exchange Traded Fd | — | 28.2K | $2.86M | 3.7% | — | Held |
| Meta Platforms, Inc. | META | 4.09K | $2.66M | 3.4% | — | Held |
| Spdr Series Trust | — | 30.9K | $2.48M | 3.2% | — | Held |
| Amazon Com Inc | AMZN | 10.9K | $2.46M | 3.2% | — | Held |
| Spdr Series Trust | — | 77.5K | $2.23M | 2.9% | — | Held |
| First Tr Exchange-Traded Fd | — | 53.3K | $2.04M | 2.6% | — | Held |
| Investment Managers Ser Tr I | — | 104.5K | $1.99M | 2.6% | — | Held |
| Ea Series Trust | — | 54.2K | $1.94M | 2.5% | — | Held |
| Ishares Inc | — | 27.8K | $1.92M | 2.5% | — | Held |
| Touchstone Etf Trust | — | 72.4K | $1.83M | 2.4% | — | Held |
| American Centy Etf Tr | — | 17.3K | $1.78M | 2.3% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 64.5K | $1.62M | 2.1% | — | Held |
| Alphabet Inc | — | 3.89K | $1.23M | 1.6% | — | Held |
| Touchstone Etf Trust | — | 43.5K | $1.22M | 1.6% | — | Held |
| Alphabet Inc | — | 3.79K | $1.2M | 1.5% | — | Held |
| Jpmorgan Chase & Co. | — | 3.54K | $1.15M | 1.5% | — | Held |
| Ssga Active Tr | — | 40.1K | $1.11M | 1.4% | — | Held |
| First Tr Exchange-Traded Fd | — | 23.6K | $1.08M | 1.4% | — | Held |
| Nuveen S&P 500 Buy-Write Inc | — | 72.8K | $1.07M | 1.4% | — | Held |
| Doubleline Etf Trust | — | 21.3K | $1.06M | 1.4% | — | Held |
| First Tr Exchange Traded Fd | — | 42K | $998.3K | 1.3% | — | Held |
| First Tr Exch Traded Fd Iii | — | 53.9K | $985.5K | 1.3% | — | Held |
| Microsoft Corp | MSFT | 2.03K | $960.1K | 1.2% | — | Held |
| Pimco Etf Tr | — | 33K | $882.1K | 1.1% | — | Held |
| Collaborative Investmnt Ser | — | 34.7K | $874.4K | 1.1% | — | Held |
| AbbVie Inc. | ABBV | 3.79K | $868.7K | 1.1% | — | Held |
| First Tr Exchange Traded Fd | — | 22.4K | $857.4K | 1.1% | — | Held |
| Visa Inc. | V | 2.3K | $797.7K | 1.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 14.8K | $728.9K | 0.9% | — | Held |
| Abbott Labs | ABT | 5.13K | $637.5K | 0.8% | — | Held |
| Neos Etf Trust | — | 11.6K | $612.3K | 0.8% | — | Held |
| Global X Fds | — | 12.5K | $607.9K | 0.8% | — | Held |
| Neos Etf Trust | — | 11.2K | $604.5K | 0.8% | — | Held |
| First Tr Exchange Traded Fd | — | 8.09K | $567.5K | 0.7% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 6.6K | $566.3K | 0.7% | — | Held |
| First Tr Exchange-Traded Fd | — | 2.13K | $564.2K | 0.7% | — | Held |
| First Tr Exchange-Traded Fd | — | 6.08K | $562.8K | 0.7% | — | Held |
| Collaborative Investmnt Ser | — | 23.1K | $554.7K | 0.7% | — | Held |
| First Tr Exchange Trad Fd Vi | — | 23K | $533.6K | 0.7% | — | Held |
| Exxon Mobil Corp | — | 4.31K | $528.3K | 0.7% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 21.5K | $464.5K | 0.6% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 8.97K | $457.2K | 0.6% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 21.4K | $429.9K | 0.6% | — | Held |
| Ishares Tr | — | 525 | $360K | 0.5% | — | Held |
| Invesco Qqq Tr | — | 584 | $358.2K | 0.5% | — | Held |
| Chevron Corp New | CVX | 2.24K | $348.6K | 0.4% | — | Held |
| Eli Lilly & Co | LLY | 314 | $339.2K | 0.4% | — | Held |
| Invesco Exchange Traded Fd T | — | 2.88K | $329.4K | 0.4% | — | Held |
| Tesla, Inc. | TSLA | 748 | $327.7K | 0.4% | — | Held |
| Micron Technology Inc | MU | 1.03K | $324.1K | 0.4% | — | Held |
| First Tr Exchange-Traded Fd | — | 6.85K | $306.6K | 0.4% | — | Held |
| First Tr Exchange-Traded Fd | — | 1.78K | $293.8K | 0.4% | — | Held |
| Ishares Tr | — | 7.3K | $291.8K | 0.4% | — | Held |
| Ww Grainger Inc | — | 266 | $267K | 0.3% | — | Held |
| Mastercard Inc | MA | 462 | $260.3K | 0.3% | — | Held |
| Walmart Inc. | WMT | 2.19K | $246.9K | 0.3% | — | Held |
| Spdr S&P 500 Etf Tr | — | 349 | $238.6K | 0.3% | — | Held |
| Netflix Inc | NFLX | 2.62K | $238.5K | 0.3% | — | Held |
| First Tr Exchange-Traded Fd | — | 1.13K | $235.6K | 0.3% | — | Held |
| Fidelity Wise Origin Bitcoin | — | 3.01K | $235.6K | 0.3% | — | Held |
| Salesforce, Inc. | CRM | 868 | $220.1K | 0.3% | — | Held |
| Lam Research Corp | LRCX | 1.17K | $216.6K | 0.3% | — | Held |
| Qualcomm Inc | — | 1.21K | $208.4K | 0.3% | — | Held |
| Neos Etf Trust | — | 3.74K | $202.6K | 0.3% | — | Held |
| Geopark Ltd | GPRK | 13K | $94.8K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.