Puff Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Puff Wealth Management, LLC reported 60 stock positions worth $57.4 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by First Trust Rba American Ind (AIRR, 4.8%) and Ast US Eq WGT QLTY Kings ETF (ROE, 4.7%).
- Most Recent 13F
- Q2 2026
- Location
- Haddonfield, NJ
- CIK
- 0002052736
- Portfolio Value
- $57.4M (Q4 2024)
- SEC Filing
- 0001667731-25-000188 ↗ filed Jan 30, 2025
Holdings Value
Holdings 60 stocks · $57.4M
| AAPL Apple Inc. | 9.13% | 20,908 | $5.2M | — |
| AIRR First Trust Rba American Ind | 4.75% | 35,379 | $2.7M | — |
| ROE Ast US Eq WGT QLTY Kings ETF | 4.73% | 89,325 | $2.7M | — |
| USFR Wisdomtree Floating Rate Tre | 4.53% | 51,624 | $2.6M | — |
| META Meta Platforms Inc. Class A | 4.44% | 4,353 | $2.5M | — |
| SPIB SS SPDR P Int C Corp. ETF | 4.44% | 77,786 | $2.5M | — |
| AVUV Avantis US Small Cap Value | 4.26% | 25,309 | $2.4M | — |
| EMLP First Trust North American E | 4.13% | 66,520 | $2.4M | — |
| AMZN Amazon.com Inc. | 4.03% | 10,537 | $2.3M | — |
| UCON First Trust Smith Unconstrai | 3.51% | 81,723 | $2.0M | — |
| NVDA Nvidia Corp. | 3.09% | 13,186 | $1.8M | — |
| SPTI SS SPDR P Int Term TSY ETF | 3.02% | 62,075 | $1.7M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.65% | 22,029 | $1.5M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.07% | 34,808 | $1.2M | — |
| FTSL First Trust Senior Loan ETF | 2.05% | 25,459 | $1.2M | — |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 1.92% | 78,765 | $1.1M | — |
| FTHI Fthi/First Trust Exchange-TR | 1.89% | 46,685 | $1.1M | — |
| FPE FT-Preferred Secur & Inc. ETF | 1.88% | 60,848 | $1.1M | — |
| FTXO First Trust Nasdaq Bank ETF | 1.67% | 30,118 | $958K | — |
| FBT First Trust Nyse Arca Biotec | 1.55% | 5,338 | $887K | — |
| FTCS First Trust Capital Strength | 1.45% | 9,480 | $833K | — |
| ABBV Abbvie Inc. | 1.41% | 4,562 | $811K | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.26% | 14,424 | $724K | — |
| IEMG iShares Core MSCI Emerging | 1.26% | 13,863 | $724K | — |
| MSFT Microsoft Corp. | 1.26% | 1,709 | $720K | — |
| V Visa Inc. Class A | 1.25% | 2,276 | $719K | — |
| PPI Astoria Real Assets ETF | 1.21% | 47,946 | $695K | — |
| DMBS Doubleline Mortgage ETF | 1.20% | 14,365 | $691K | — |
| IHDG Wisdomtree International Hed | 1.20% | 15,808 | $687K | — |
| DEED First Trust Securitized Plus | 1.10% | 30,578 | $632K | — |
| JPM JPMorgan Chase & Co. | 1.08% | 2,581 | $619K | — |
| FDN First Trust DJ Internet Ind | 1.07% | 2,532 | $616K | — |
| GOOGL Alphabet Inc. Class A | 1.06% | 3,204 | $607K | — |
| ABT Abbott Laboratories | 1.03% | 5,210 | $589K | — |
| GOOG Alphabet Inc. Class C | 0.99% | 2,973 | $566K | — |
| FTGC First Trust Global Tactical | 0.98% | 23,443 | $561K | — |
| RDVY First Trust Rising Dividend | 0.91% | 8,868 | $524K | — |
| XOM Exxon Mobil Corp. | 0.78% | 4,169 | $448K | — |
| IYW iShares Ustechnology ETF | 0.76% | 2,726 | $435K | — |
| IUSG iShares Core S&P U.S. Growth | 0.72% | 2,969 | $414K | — |
| EIPI FT Energy Income ETF | 0.70% | 20,608 | $401K | — |
| CVX Chevron Corp. | 0.60% | 2,385 | $345K | — |
| SPGP Invesco S&P 500 Garp ETF | 0.58% | 3,154 | $331K | — |
| TSLA Tesla Inc. | 0.50% | 716 | $289K | — |
| CRM Salesforce Inc. | 0.50% | 864 | $289K | — |
| HD Home Depot Inc. | 0.50% | 733 | $285K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.49% | 7,011 | $282K | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.49% | 266 | $280K | — |
| UNH Unitedhealth Group Inc. | 0.48% | 540 | $273K | — |
| SDVY First Trust Smid Cap Rising | 0.45% | 7,252 | $260K | — |
| NFLX Netflix Inc. | 0.40% | 257 | $229K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 387 | $227K | — |
| FPX First Trust US Equity Opport | 0.38% | 1,837 | $219K | — |
| EPD Enterprise Products Partners | 0.36% | 6,645 | $208K | — |
| PG The Procter & Gamble Co. | 0.36% | 1,242 | $208K | — |
| JHML John Hancock Multi Fact LRG | 0.36% | 2,963 | $206K | — |
| IVV iShares Core S&P 500 ETF | 0.35% | 345 | $203K | — |
| GPRK Geopark Ltd. | 0.21% | 13,000 | $121K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.12% | 15,483 | $67K | — |
| WGHTQ WW International Inc. filed as WW INTL INC | 0.02% | 10,000 | $13K | — |
Options reported separately and not counted above: JPM calls ($10K).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $98.1M | GQQQ, AGGA, AAPL, SPDW, AIRR |
| Q4 2025 | 70 | $77.4M | AAPL, GQQQ, SPDW, AGGA, NVDA |
| Q3 2025 | 59 | $65.8M | AAPL, GQQQ, SPTI, META, NVDA |
| Q2 2025 | 88 | $61.5M | AAPL, META, AIRR, ROE, USFR |
| Q1 2025 | 74 | $56.6M | AAPL, AIRR, EMLP, USFR, ROE |
| Q4 2024 | 60 | $57.4M | AAPL, AIRR, ROE, USFR, META |