Puff Wealth Management, LLC
- SEC CIK
- 0002052736
- Latest filing
- Jul 8, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 30, 2025. Long positions only.
- Positions
- 60
- No filing for Q3 2024
- Portfolio value
- $57.4M
- No filing for Q3 2024
Puff Wealth Management, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 20,908 | $5.24M | 9.1% | – | – | History |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 35,379 | $2.73M | 4.8% | – | – | – |
| Ea Series Trust02072L433 | AST EQU KIN ETF | 89,325 | $2.72M | 4.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 51,624 | $2.60M | 4.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,353 | $2.55M | 4.4% | – | – | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 77,786 | $2.55M | 4.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 25,309 | $2.44M | 4.3% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 66,520 | $2.37M | 4.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 10,537 | $2.31M | 4.0% | – | – | History |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 81,723 | $2.01M | 3.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,186 | $1.77M | 3.1% | – | – | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 62,075 | $1.73M | 3.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 22,029 | $1.52M | 2.6% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 34,808 | $1.19M | 2.1% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 25,459 | $1.18M | 2.1% | – | – | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 78,765 | $1.10M | 1.9% | – | – | History |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 46,685 | $1.09M | 1.9% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 60,848 | $1.08M | 1.9% | – | – | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 30,118 | $958.0K | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 5,338 | $887.2K | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 9,480 | $832.5K | 1.5% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,562 | $810.6K | 1.4% | – | – | History |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 14,424 | $724.3K | 1.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,863 | $723.9K | 1.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,709 | $720.2K | 1.3% | – | – | History |
| VVisa Inc. | Stock | 2,276 | $719.3K | 1.3% | – | – | History |
| Investment Managers Ser Tr I46141T117 | AXS ASTORIA INFL | 47,946 | $694.7K | 1.2% | – | – | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 14,365 | $690.9K | 1.2% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 15,808 | $687.2K | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 30,578 | $632.4K | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,581 | $618.8K | 1.1% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,532 | $615.7K | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,204 | $606.6K | 1.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 5,210 | $589.3K | 1.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,973 | $566.1K | 1.0% | – | – | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 23,443 | $561.0K | 1.0% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 8,868 | $524.4K | 0.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,169 | $448.4K | 0.8% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 2,726 | $434.9K | 0.8% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,969 | $413.7K | 0.7% | – | – | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 20,608 | $401.5K | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 2,385 | $345.4K | 0.6% | – | – | History |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 3,154 | $330.7K | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 716 | $289.1K | 0.5% | – | – | History |
| CRMSalesforce, Inc. | Stock | 864 | $288.9K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 733 | $284.9K | 0.5% | – | – | History |
| First Tr Exchange-Traded FD336917109 | SHS | 7,011 | $282.3K | 0.5% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 266 | $280.4K | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 540 | $273.2K | 0.5% | – | – | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,252 | $260.0K | 0.5% | – | – | – |
| NFLXNetflix Inc | Stock | 257 | $229.1K | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 387 | $226.8K | 0.4% | – | – | History |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 1,837 | $219.5K | 0.4% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,645 | $208.4K | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,242 | $208.3K | 0.4% | – | – | History |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 2,963 | $206.4K | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 345 | $203.3K | 0.4% | – | – | – |
| GPRKGeoPark Ltd | USD SHS | 13,000 | $120.5K | 0.2% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 15,483 | $66.9K | 0.1% | – | – | History |
| WWWW International, Inc. | COM | 10,000 | $12.7K | <0.1% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | – | $9.73K |