Puff Wealth Management, LLC Top Holdings and 13F Report (2025) About Puff Wealth Management, LLCInvestment ActivityPuff Wealth Management, LLC has $65.84 million in total holdings as of September 30, 2025.Puff Wealth Management, LLC owns shares of 59 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 15.44% of the portfolio was purchased this quarter.About 357.26% of the portfolio was sold this quarter.This quarter, Puff Wealth Management, LLC has purchased 102 new stocks and bought additional shares in 19 stocks.Puff Wealth Management, LLC sold shares of 34 stocks and completely divested from 48 stocks this quarter.Largest Holdings Apple $5,342,052EA SERIES TRUST $3,868,734SPDR Portfolio Intermediate Term Treasury ETF $3,461,157Meta Platforms $3,215,798NVIDIA $3,031,188 Largest New Holdings this Quarter 78470P630 - SSGA ACTIVE TR $919,315 Holding89157W301 - Touchstone Ultra Short Income ETF $821,905 Holding46438F101 - ISHARES BITCOIN TRUST ETF $583,375 Holding46138E628 - Invesco KBW Bank ETF $389,414 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $300,783 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Treasury ETF 75,924 shares (about $2.19M)EA SERIES TRUST 47,232 shares (about $1.39M)SPDR Portfolio S&P 500 ETF 16,038 shares (about $1.26M)SPDR Portfolio Developed World ex-US ETF 21,817 shares (about $933.55K)SSGA ACTIVE TR 32,974 shares (about $919.32K) Largest Sales this Quarter Mastercard 258,272 shares (about $146.84M)JPMorgan Chase & Co. 55,980 shares (about $17.66M)EA SERIES TRUST 42,899 shares (about $1.48M)First Trust US Equity Opportunities ETF 5,202 shares (about $864.19K)First Trust RBA American Industrial Renaissance ETF 2,497 shares (about $241.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPuff Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$5,342,052$123,239 ▲2.4%20,9808.1%Computer and TechnologyEA SERIES TRUST$3,868,734$1,394,455 ▲56.4%131,0395.9%ASTORIA US QUALISPTISPDR Portfolio Intermediate Term Treasury ETF$3,461,157$2,194,208 ▲173.2%119,7635.3%ETFMETAMeta Platforms$3,215,798$102,812 ▼-3.1%4,3794.9%Computer and TechnologyNVDANVIDIA$3,031,188$27,987 ▲0.9%16,2464.6%Computer and TechnologyAIRRFirst Trust RBA American Industrial Renaissance ETF$3,019,114$241,409 ▼-7.4%31,2284.6%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$2,736,687$933,553 ▲51.8%63,9564.2%ETFAMZNAmazon.com$2,368,308$41,280 ▲1.8%10,7863.6%Retail/WholesaleEA SERIES TRUST$2,342,692$492,435 ▲26.6%92,2503.6%EA ASTORIA DYNMCEMLPFirst Trust North American Energy Infrastructure Fund$2,292,535$127,046 ▼-5.3%59,8733.5%ETFAVUVAvantis U.S. Small Cap Value ETF$1,933,807$240,668 ▼-11.1%19,4292.9%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,861,562$117,177 ▼-5.9%73,9052.8%ETFSPLGSPDR Portfolio S&P 500 ETF$1,745,448$1,256,441 ▲256.9%22,2802.7%ETFEA SERIES TRUST$1,433,087$1,483,185 ▼-50.9%41,4502.2%ASTORIA US EQUALPPIAXS Astoria Inflation Sensitive ETF$1,230,625$266,580 ▲27.7%67,1541.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,198,594$386,809 ▲47.6%18,1831.8%ETFFTSLFirst Trust Senior Loan ETF$1,162,259$51,753 ▼-4.3%25,3551.8%ManufacturingBXMXNuveen S&P 500 Buy-Write Income Fund$1,124,655$52,951 ▼-4.5%77,8851.7%Financial ServicesJPMJPMorgan Chase & Co.$1,106,677$17,660,142 ▼-94.1%3,5081.7%FinanceFTHIFirst Trust BuyWrite Income ETF$1,077,523$80,258 ▼-6.9%45,4461.6%ETFFPEFirst Trust Preferred Securities and Income ETF$1,062,249$82,482 ▼-7.2%58,2371.6%ETFFTXOFirst Trust Nasdaq Bank ETF$1,009,194$4,380 ▼-0.4%28,3421.5%ManufacturingMSFTMicrosoft$994,890$10,876 ▼-1.1%1,9211.5%Computer and TechnologyGOOGAlphabet$941,959$69,405 ▼-6.9%3,8681.4%Computer and TechnologySSGA ACTIVE TR$919,315$919,315 ▲New Holding32,9741.4%SPDR BRIDGEWATERGOOGLAlphabet$906,685$73,653 ▼-7.5%3,7301.4%Computer and TechnologyABBVAbbVie$872,473$91,461 ▼-9.5%3,7681.3%MedicalTUSITouchstone Ultra Short Income ETF$821,905$821,905 ▲New Holding32,4101.2%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$785,229$22,190 ▼-2.7%15,9241.2%ETFVVisa$780,350$18,433 ▼-2.3%2,2861.2%Business ServicesFTCSFirst Trust Capital Strength ETF$717,942$44,573 ▼-5.8%7,6671.1%ETFABTAbbott Laboratories$685,931$2,143 ▲0.3%5,1211.0%MedicalFDNFirst Trust Dow Jones Internet Index Fund$606,133$10,914 ▲1.8%2,1660.9%ETFISHARES BITCOIN TRUST ETF$583,375$583,375 ▲New Holding8,9750.9%SHS BEN INTRDVYFirst Trust Rising Dividend Achievers ETF$582,009$15,605 ▼-2.6%8,6530.9%ManufacturingFTGCFirst Trust Global Tactical Commodity Strategy Fund$555,467$34,058 ▼-5.8%21,4470.8%ManufacturingDEEDFirst Trust TCW Securitized Plus ETF$546,356$43,443 ▼-7.4%25,5550.8%ETFIYWiShares U.S. Technology ETF$515,125$19,391 ▼-3.6%2,6300.8%ManufacturingXOMExxon Mobil$480,321$2,593 ▼-0.5%4,2600.7%EnergyIUSGiShares Core S&P U.S. Growth ETF$451,094$38,331 ▼-7.8%2,7420.7%ManufacturingFIRST TR EXCHNG TRADED FD VI$417,750$3,409 ▼-0.8%21,0770.6%FT ENERGY INCOMEKBWBInvesco KBW Bank ETF$389,414$389,414 ▲New Holding4,9790.6%ManufacturingIVViShares Core S&P 500 ETF$350,569$669 ▲0.2%5240.5%ETFQQQInvesco QQQ$347,252$2,403 ▼-0.7%5780.5%FinanceCVXChevron$344,045$311 ▲0.1%2,2160.5%EnergySPGPInvesco S&P 500 GARP ETF$326,717$25,447 ▼-7.2%2,8760.5%ETFTSLATesla$320,643$4,002 ▲1.3%7210.5%Auto/Tires/TrucksFPXFirst Trust US Equity Opportunities ETF$307,667$864,192 ▼-73.7%1,8520.5%ETFNFLXNetflix$305,725$2,398 ▲0.8%2550.5%Consumer DiscretionaryFDLFirst Trust Morningstar Dividend Leaders Index Fund$304,932$1,302 ▼-0.4%7,0240.5%ETFFIDELITY WISE ORIGIN BITCOIN$300,783$300,783 ▲New Holding3,0140.5%SHSCOLLABORATIVE INVESTMNT SER$289,391$89,350 ▼-23.6%11,3910.4%RAREVIEW TOTL RTGWWW.W. Grainger$253,487$953 ▲0.4%2660.4%IndustrialsMAMastercard$249,589$146,837,928 ▼-99.8%4390.4%Business ServicesSPYSPDR S&P 500 ETF Trust$227,987$13,999 ▼-5.8%3420.3%FinanceLLYEli Lilly and Company$226,429$14,485 ▲6.8%2970.3%MedicalWMTWalmart$221,346$927 ▲0.4%2,1480.3%Retail/WholesaleFBTFirst Trust NYSE Arca Biotechnology Index Fund$203,390$31,208 ▼-13.3%1,1340.3%ETFGPRKGeopark$82,8100.0%13,0000.1%EnergyMSMorgan Stanley$0$10,566,343 ▼-100.0%00.0%FinanceCOFCapital One Financial$0$5,576,237 ▼-100.0%00.0%FinanceRGAReinsurance Group of America$0$5,415,228 ▼-100.0%00.0%FinancePSAPublic Storage$0$3,866,754 ▼-100.0%00.0%FinanceAMGAffiliated Managers Group$0$3,817,338 ▼-100.0%00.0%FinanceWFCWells Fargo & Company$0$3,255,368 ▼-100.0%00.0%FinanceSOSouthern$0$2,734,582 ▼-100.0%00.0%UtilitiesUSFRWisdomTree Floating Rate Treasury Fund$0$2,623,552 ▼-100.0%00.0%FinanceAIZAssurant$0$2,508,123 ▼-100.0%00.0%FinanceALLAllstate$0$2,100,343 ▼-100.0%00.0%FinanceSTTState Street$0$2,023,762 ▼-100.0%00.0%FinanceDLRDigital Realty Trust$0$1,970,456 ▼-100.0%00.0%FinanceAPOApollo Global Management$0$1,334,290 ▼-100.0%00.0%FinanceBKBank of New York Mellon$0$1,312,444 ▼-100.0%00.0%FinanceDMBSDoubleLine Mortgage ETF$0$1,265,635 ▼-100.0%00.0%ETFWTFCWintrust Financial$0$1,190,208 ▼-100.0%00.0%FinanceCMSCMS Energy$0$1,142,222 ▼-100.0%00.0%UtilitiesSRESempra Energy$0$1,096,543 ▼-100.0%00.0%UtilitiesBACBank of America$0$1,084,259 ▼-100.0%00.0%FinancePRUPrudential Financial$0$998,870 ▼-100.0%00.0%FinanceDTEDTE Energy$0$841,653 ▼-100.0%00.0%UtilitiesFGF&G Annuities & Life$0$783,510 ▼-100.0%00.0%FinanceKMPRKemper$0$782,757 ▼-100.0%00.0%FinanceTFCTruist Financial$0$649,579 ▼-100.0%00.0%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$0$562,884 ▼-100.0%00.0%ETFPNFPPinnacle Financial Partners$0$552,050 ▼-100.0%00.0%FinanceNEENextEra Energy$0$539,400 ▼-100.0%00.0%UtilitiesFITBFifth Third Bancorp$0$497,673 ▼-100.0%00.0%FinanceJXNJackson Financial$0$425,038 ▼-100.0%00.0%FinanceTAT&T$0$391,704 ▼-100.0%00.0%Computer and TechnologyTPGTPG$0$382,885 ▼-100.0%00.0%FinanceAFGAmerican Financial Group$0$366,009 ▼-100.0%00.0%FinanceSCHWCharles Schwab$0$325,183 ▼-100.0%00.0%FinanceACGLArch Capital Group$0$318,675 ▼-100.0%00.0%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$0$315,128 ▼-100.0%00.0%FinanceUSMViShares MSCI USA Min Vol Factor ETF$0$302,738 ▼-100.0%00.0%ETFHDHome Depot$0$300,946 ▼-100.0%00.0%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$0$284,439 ▼-100.0%00.0%ETFKEYKeyCorp$0$276,978 ▼-100.0%00.0%FinanceRFRegions Financial$0$256,838 ▼-100.0%00.0%FinanceLNCLincoln National$0$249,120 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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