Number of Shares
137,583
Previous 92,250 49.14%
Holding current value
$3.48 Billion
Previous $2.34 Billion 48.61%
% of portfolio
4.5%
Previous 3.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
N/A
45,333 Added 49.14%
137,583 $3.48 Billion
Q3 2025

Oct 06, 2025

BUY
N/A
19,391 Added 26.61%
92,250 $2.34 Billion
Q2 2025

Aug 15, 2025

BUY
N/A
72,859 New
72,859 $1.84 Billion
Track This Portfolio

Track Puff Wealth Management, LLC Portfolio

Follow Puff Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Puff Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Puff Wealth Management, LLC with notifications on news.