PUFF WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, PUFF WEALTH MANAGEMENT, LLC held in its portfolio 69 assets valued at $77,392,270 (i.e. $77.39M).
The most valuable assets in the portfolio included: APPLE INC ($5.71M), EA SERIES TRUST ($5.04M), and SPDR SERIES TRUST ($4.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PUFF WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 21086 | 5714394 | COM |
| EA SERIES TRUST | 167608 | 5043151 | ASTORIA US QUALI |
| SPDR SERIES TRUST | 108387 | 4716211 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 77866 | 3498528 | PORTFOLIO DEVLPD |
| EA SERIES TRUST | 137583 | 3481528 | EA ASTORIA DYNMC |
| NVIDIA CORPORATION | 16564 | 3128043 | COM |
| FIRST TR EXCHANGE TRADED FD | 28204 | 2863271 | RBA INDL ETF |
| META PLATFORMS INC | 4090 | 2660004 | CL A |
| AMAZON COM INC | 10875 | 2463215 | COM |
| FIRST TR EXCHANGE-TRADED FD | 53252 | 2035828 | NO AMER ENERGY |
| INVESTMENT MANAGERS SER TR I | 104549 | 1986697 | ASTORIA REAL |
| EA SERIES TRUST | 54231 | 1938198 | ASTORIA US EQUAL |
| ISHARES INC | 27837 | 1920740 | CORE MSCI EMKT |
| TOUCHSTONE ETF TRUST | 72439 | 1834879 | ULTRA SHORT INCM |
| AMERICAN CENTY ETF TR | 17299 | 1783873 | US SML CP VALU |
| FIRST TR EXCHNG TRADED FD VI | 64513 | 1624119 | SMITH UNCONSTRAI |
| ALPHABET INC | 3887 | 1225537 | CAP STK CL C |
| TOUCHSTONE ETF TRUST | 43476 | 1219072 | TOUCHSTONE SANDS |
| ALPHABET INC | 3795 | 1195846 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 3537 | 1151191 | COM |
| SSGA ACTIVE TR | 40100 | 1107955 | SPDR BRIDGEWATER |
| FIRST TR EXCHANGE-TRADED FD | 23611 | 1083991 | SENIOR LN FD |
| NUVEEN S&P 500 BUY-WRITE INC | 72819 | 1069712 | COM |
| DOUBLELINE ETF TRUST | 21337 | 1057456 | MORTGAGE ETF |
| FIRST TR EXCHANGE TRADED FD | 42035 | 998330 | BUYWRIT INCM ETF |
| FIRST TR EXCH TRADED FD III | 53942 | 985526 | PFD SECS INC ETF |
| MICROSOFT CORP | 2030 | 960077 | COM |
| PIMCO ETF TR | 33024 | 882066 | MULTISECTOR BD |
| COLLABORATIVE INVESTMNT SER | 34672 | 874418 | RAREVIEW TOTL RT |
| ABBVIE INC | 3788 | 868664 | COM |
| FIRST TR EXCHANGE TRADED FD | 22393 | 857423 | NASDAQ BK ETF |
| VISA INC | 2302 | 797670 | COM CL A |
| FIRST TR EXCHANGE-TRADED FD | 14774 | 728929 | FT VEST S&P 500 |
| ABBOTT LABS | 5133 | 637507 | COM |
| NEOS ETF TRUST | 11642 | 612264 | NEOS S&P 500 HI |
| GLOBAL X FDS | 12464 | 607884 | GLBL X MLP ETF |
| NEOS ETF TRUST | 11244 | 604492 | NASDAQ 100 HIGH |
| FIRST TR EXCHANGE TRADED FD | 8089 | 567450 | RISNG DIVD ACHIV |
| INVESCO EXCH TRADED FD TR II | 6603 | 566302 | KBW BK ETF |
| FIRST TR EXCHANGE-TRADED FD | 2125 | 564196 | DJ INTERNT IDX |
| FIRST TR EXCHANGE-TRADED FD | 6084 | 562802 | CAP STRENGTH ETF |
| COLLABORATIVE INVESTMNT SER | 23133 | 554734 | RAREVIEW DYNAMIC |
| FIRST TR EXCHANGE TRAD FD VI | 22971 | 533615 | FST TR GLB FD |
| EXXON MOBIL CORP | 4308 | 528338 | COM |
| FIRST TR EXCHNG TRADED FD VI | 21505 | 464495 | SECURITIZED PLUS |
| ISHARES BITCOIN TRUST ETF | 8975 | 457187 | SHS BEN INT |
| FIRST TR EXCHNG TRADED FD VI | 21411 | 429933 | FT ENERGY INCOME |
| ISHARES TR | 525 | 360015 | CORE S&P500 ETF |
| INVESCO QQQ TR | 584 | 358242 | UNIT SER 1 |
| CHEVRON CORP NEW | 2236 | 348560 | COM |
| ELI LILLY & CO | 314 | 339217 | COM |
| INVESCO EXCHANGE TRADED FD T | 2877 | 329432 | S&P 500 GARP ETF |
| TESLA INC | 748 | 327676 | COM |
| MICRON TECHNOLOGY INC | 1027 | 324052 | COM |
| FIRST TR EXCHANGE-TRADED FD | 6852 | 306644 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 1780 | 293782 | US EQTY OPPT ETF |
| ISHARES TR | 7297 | 291790 | INTL SEL DIV ETF |
| WW GRAINGER INC | 266 | 267013 | COM |
| MASTERCARD INCORPORATED | 462 | 260265 | CL A |
| WALMART INC | 2190 | 246915 | COM |
| SPDR S&P 500 ETF TR | 349 | 238619 | TR UNIT |
| NETFLIX INC | 2621 | 238485 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1134 | 235647 | NY ARCA BIOTECH |
| FIDELITY WISE ORIGIN BITCOIN | 3014 | 235630 | SHS |
| SALESFORCE INC | 868 | 220142 | COM |
| LAM RESEARCH CORP | 1170 | 216588 | COM NEW |
| QUALCOMM INC | 1205 | 208431 | COM |
| NEOS ETF TRUST | 3740 | 202614 | NASDAQ 100 HDGD |
| GEOPARK LTD | 13000 | 94770 | USD SHS |
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