Puff Wealth Management, LLC Portfolio Holdings

Puff Wealth Management, LLC

  • $77.4 Billion
  • Q4 2025

Puff Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $77.4 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.71B, Ea Series Trust with a value of $5.04B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.5B, Ea Series Trust with a value of $3.48B, and Nvidia Corp with a value of $3.13B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $65.8B to 77.4B.

Puff Wealth Management, LLC is based out at Haddonfield, NJ

Below you can find more details about Puff Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $77.4 Billion
ETFs: $31.4 Billion
Technology: $10.6 Billion
Communication Services: $5.32 Billion
Financial Services: $3.28 Billion
Consumer Cyclical: $2.79 Billion
Healthcare: $1.85 Billion
Energy: $972 Million
Industrials: $267 Million
Other: $247 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$5.71 Billion 7.38% of portfolio
21,086
Q4 2025 Added 0.51%
Ea Series Trust
-
$5.04 Billion 6.52% of portfolio
-
Q4 2025 Added 27.91%
$0
$3.5 Billion 4.52% of portfolio
77,866
Q4 2025 Added 21.75%
Ea Series Trust
-
$3.48 Billion 4.5% of portfolio
-
Q4 2025 Added 49.14%
$465B
$3.13 Billion 4.04% of portfolio
16,564
Q4 2025 Added 1.96%
$0
$2.86 Billion 3.7% of portfolio
28,204
Q4 2025 Reduced 9.68%
$1.37T
$2.66 Billion 3.44% of portfolio
4,090
Q4 2025 Reduced 6.6%
$0
$2.48 Billion 3.21% of portfolio
30,881
Q4 2025 Added 38.6%
$2.39T
$2.46 Billion 3.18% of portfolio
10,875
Q4 2025 Added 0.83%
$0
$2.23 Billion 2.89% of portfolio
77,506
Q4 2025 Reduced 35.28%
$0
$2.04 Billion 2.63% of portfolio
53,252
Q4 2025 Reduced 11.06%
$0
$1.99 Billion 2.57% of portfolio
104,549
Q4 2025 Added 55.69%
Ea Series Trust
-
$1.94 Billion 2.5% of portfolio
-
Q4 2025 Added 30.83%
$0
$1.92 Billion 2.48% of portfolio
27,837
Q4 2025 Added 53.09%
-
$1.83 Billion 2.37% of portfolio
-
Q4 2025 Added 123.51%
$0
$1.78 Billion 2.3% of portfolio
17,299
Q4 2025 Reduced 10.96%
Touchstone ETF Trust
-
$1.22 Billion 1.58% of portfolio
-
Q4 2025 New
$1.74T
$1.23 Billion 1.58% of portfolio
3,887
Q4 2025 Added 0.49%
$1.65T
$1.2 Billion 1.55% of portfolio
3,795
Q4 2025 Added 1.74%
$881B
$1.15 Billion 1.49% of portfolio
3,537
Q4 2025 Added 0.83%
Ssga Active Tr
-
$1.11 Billion 1.43% of portfolio
-
Q4 2025 Added 21.61%
$0
$1.08 Billion 1.4% of portfolio
23,611
Q4 2025 Reduced 6.88%
$0
$1.07 Billion 1.38% of portfolio
72,819
Q4 2025 Reduced 6.5%
Doubleline ETF Trust
-
$1.06 Billion 1.37% of portfolio
-
Q4 2025 New
$0
$998 Million 1.29% of portfolio
42,035
Q4 2025 Reduced 7.51%
$0
$986 Million 1.27% of portfolio
53,942
Q4 2025 Reduced 7.38%
$3.78T
$960 Million 1.24% of portfolio
2,030
Q4 2025 Added 5.67%
Pimco ETF Tr
-
$882 Million 1.14% of portfolio
-
Q4 2025 New
Collaborative Investmnt Ser
-
$874 Million 1.13% of portfolio
-
Q4 2025 Added 204.38%
$414B
$869 Million 1.12% of portfolio
3,788
Q4 2025 Added 0.53%
$0
$857 Million 1.11% of portfolio
22,393
Q4 2025 Reduced 20.99%
$533B
$798 Million 1.03% of portfolio
2,302
Q4 2025 Added 0.7%
$0
$729 Million 0.94% of portfolio
14,774
Q4 2025 Reduced 7.22%
$228B
$638 Million 0.82% of portfolio
5,133
Q4 2025 Added 0.23%
-
$612 Million 0.79% of portfolio
-
Q4 2025 New
$0
$608 Million 0.79% of portfolio
12,464
Q4 2025 New
Neos ETF Trust
-
$604 Million 0.78% of portfolio
-
Q4 2025 New
$0
$563 Million 0.73% of portfolio
6,084
Q4 2025 Reduced 20.65%
$0
$564 Million 0.73% of portfolio
2,125
Q4 2025 Reduced 1.89%
$0
$567 Million 0.73% of portfolio
8,089
Q4 2025 Reduced 6.52%
$0
$566 Million 0.73% of portfolio
6,603
Q4 2025 Added 32.62%
-
$555 Million 0.72% of portfolio
-
Q4 2025 New
$0
$534 Million 0.69% of portfolio
22,971
Q4 2025 Added 7.11%
$490B
$528 Million 0.68% of portfolio
4,308
Q4 2025 Added 1.13%
$0
$464 Million 0.6% of portfolio
21,505
Q4 2025 Reduced 15.85%
Ishares Bitcoin Trust ETF
-
$457 Million 0.59% of portfolio
-
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$430 Million 0.56% of portfolio
-
Q4 2025 Added 1.58%
$0
$360 Million 0.47% of portfolio
525
Q4 2025 Added 0.19%
$0
$358 Million 0.46% of portfolio
584
Q4 2025 Added 1.04%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $77.4 Billion
  • Prior Value $65.8 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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