Puff Wealth Management, LLC Top Holdings and 13F Report (2026) About Puff Wealth Management, LLCInvestment ActivityPuff Wealth Management, LLC has $98.09 million in total holdings as of June 30, 2026.Puff Wealth Management, LLC owns shares of 77 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 25.43% of the portfolio was purchased this quarter.About 10.94% of the portfolio was sold this quarter.This quarter, Puff Wealth Management, LLC has purchased 70 new stocks and bought additional shares in 23 stocks.Puff Wealth Management, LLC sold shares of 36 stocks and completely divested from 10 stocks this quarter.Largest Holdings EA SERIES TRUST $7,041,730EA SERIES TRUST $6,918,716Apple $5,848,696SPDR Portfolio Developed World ex-US ETF $4,351,677First Trust RBA American Industrial Renaissance ETF $3,531,970 Largest New Holdings this Quarter 00162Q452 - Alerian MLP ETF $1,140,912 Holding6706EW100 - Nuveen S&P 500 Dynamic Overwrite Fund $955,559 Holding78468R101 - SPDR Portfolio Short Term Treasury ETF $895,249 Holding464286319 - iShares Emerging Markets Dividend ETF $549,241 Holding00162Q676 - Alerian Energy Infrastructure ETF $504,963 Holding Largest Purchases this Quarter EA SERIES TRUST 137,745 shares (about $3.46M)DoubleLine Mortgage ETF 41,233 shares (about $2.02M)PIMCO Multi Sector Bond Active ETF 75,299 shares (about $2.00M)Rareview Dynamic Fixed Income ETF 82,642 shares (about $1.97M)NEOS ETF TRUST 25,466 shares (about $1.45M) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 46,036 shares (about $1.31M)SPDR Portfolio S&P 500 ETF 11,644 shares (about $1.02M)Touchstone Ultra Short Income ETF 29,776 shares (about $752.14K)Micron Technology 396 shares (about $456.89K)Apple 873 shares (about $252.61K) 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 PortfolioSectorEA SERIES TRUST$7,041,730$954,043 â–²15.7%193,8757.2%ASTO US GROW ETFEA SERIES TRUST$6,918,716$3,461,393 â–²100.1%275,3287.1%EA ASTORIA DYNMCAAPLApple$5,848,696$252,605 â–¼-4.1%20,2136.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$4,351,677$428,012 â–²10.9%86,3604.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$3,531,970$226,261 â–¼-6.0%26,5063.6%ManufacturingINVESTMENT MANAGERS SER TR I$3,337,692$1,112,046 â–²50.0%156,7873.4%ASTORIA REALNVDANVIDIA$3,191,909$122,458 â–¼-3.7%15,9523.3%Computer and TechnologyDMBSDoubleLine Mortgage ETF$3,071,509$2,024,094 â–²193.2%62,5703.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,872,724$1,996,928 â–²228.0%108,3232.9%ETFEA SERIES TRUST$2,801,811$489,946 â–²21.2%65,7242.9%AST EQU KIN ETFAMZNAmazon.com$2,656,090$64,114 â–²2.5%11,1442.7%Retail/WholesaleRDFIRareview Dynamic Fixed Income ETF$2,519,692$1,968,635 â–²357.2%105,7752.6%ETFMETAMeta Platforms$2,280,021$23,656 â–¼-1.0%4,0482.3%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$2,129,321$187,137 â–¼-8.1%48,9502.2%ETFNEOS ETF TRUST$2,084,742$1,446,201 â–²226.5%36,7102.1%NASDAQ 100 HIGHIEMGiShares Core MSCI Emerging Markets ETF$2,067,488$238,493 â–¼-10.3%24,9582.1%ETFAVUVAvantis U.S. Small Cap Value ETF$2,056,179$102,054 â–¼-4.7%16,4812.1%ETFSPYINEOS S&P 500 High Income ETF$1,850,861$1,232,792 â–²199.5%34,8631.9%ETFSPLGSPDR Portfolio S&P 500 ETF$1,690,548$1,023,275 â–¼-37.7%19,2371.7%ETFSSGA ACTIVE TR$1,406,590$232,871 â–²19.8%48,0561.4%SST BRIDGEWATERGOOGLAlphabet$1,356,624$357 â–²0.0%3,7961.4%Computer and TechnologyUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,354,888$250,193 â–¼-15.6%54,4571.4%ETFGOOGAlphabet$1,354,869$18,371 â–¼-1.3%3,8351.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,194,686$36,986 â–²3.2%3,6501.2%FinanceIDViShares International Select Dividend ETF$1,192,127$889,807 â–²294.3%28,7741.2%ETFAMLPAlerian MLP ETF$1,140,912$1,140,912 â–²New Holding22,0041.2%ETFKBWBInvesco KBW Bank ETF$1,137,690$523,750 â–²85.3%12,2361.2%ManufacturingTOUCHSTONE ETF TRUST$1,096,765$187,832 â–¼-14.6%37,1191.1%SANDS CAP US ETFTUSITouchstone Ultra Short Income ETF$1,077,658$752,135 â–¼-41.1%42,6631.1%ETFSPXXNuveen S&P 500 Dynamic Overwrite Fund$955,559$955,559 â–²New Holding51,2641.0%Financial ServicesABBVAbbVie$953,022$252 â–¼0.0%3,7871.0%MedicalSPTSSPDR Portfolio Short Term Treasury ETF$895,249$895,249 â–²New Holding30,8600.9%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$893,446$1,306,981 â–¼-59.4%31,4700.9%ETFMSFTMicrosoft$870,246$113,024 â–²14.9%2,3330.9%Computer and TechnologyFTHIFirst Trust BuyWrite Income ETF$855,071$147,465 â–¼-14.7%35,8520.9%ETFFTSLFirst Trust Senior Loan ETF$828,553$228,048 â–¼-21.6%18,5150.8%ManufacturingFPEFirst Trust Preferred Securities and Income ETF$823,781$140,697 â–¼-14.6%46,0730.8%ETFFTXOFirst Trust Nasdaq Bank ETF$785,874$139,610 â–¼-15.1%19,0150.8%ManufacturingMUMicron Technology$728,029$456,893 â–¼-38.6%6310.7%Computer and TechnologyVVisa$635,248$154,353 â–¼-19.5%1,8520.6%Business ServicesRDVYFirst Trust Rising Dividend Achievers ETF$630,818$24,886 â–¼-3.8%7,7820.6%ManufacturingXOMExxonMobil$630,625$41,695 â–²7.1%4,6130.6%EnergyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$618,843$127,263 â–¼-17.1%12,2540.6%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$554,090$67,273 â–¼-10.8%20,4840.6%ManufacturingDVYEiShares Emerging Markets Dividend ETF$549,241$549,241 â–²New Holding17,0410.6%ETFFDNFirst Trust Dow Jones Internet Index Fund$516,371$46,053 â–¼-8.2%1,9510.5%ETFFTCSFirst Trust Capital Strength ETF$505,777$65,652 â–¼-11.5%5,3850.5%ETFENFRAlerian Energy Infrastructure ETF$504,963$504,963 â–²New Holding13,2540.5%ETFDVYiShares Select Dividend ETF$500,227$500,227 â–²New Holding3,2000.5%ETFCAPITAL GROUP DIVIDEND GROWE$498,315$498,315 â–²New Holding13,2850.5%SHS ETFFIRST TR EXCHNG TRADED FD VI$481,128$13,519 â–²2.9%22,0300.5%FT ENER INCO ETFQQQInvesco QQQ$465,209$35,332 â–²8.2%6320.5%FinanceABTAbbott Laboratories$463,625$2,178 â–¼-0.5%5,1090.5%MedicalDEEDFirst Trust TCW Securitized Plus ETF$414,971$44,813 â–¼-9.7%19,4090.4%ETFIVViShares Core S&P 500 ETF$393,903$749 â–²0.2%5260.4%ETFLAM RESEARCH CORP$371,759$135,185 â–¼-26.7%8580.4%COM NEWCVXChevron$367,370$3,316 â–¼-0.9%2,2160.4%EnergyKLACKLA$367,281$367,281 â–²New Holding1,2170.4%Computer and TechnologyGWWW.W. Grainger$361,8660.0%2660.4%IndustrialsWDCWestern Digital$360,397$360,397 â–²New Holding5640.4%Computer and TechnologySPGPInvesco S&P 500 GARP ETF$344,910$6,972 â–¼-2.0%2,8200.4%ETFLLYEli Lilly and Company$341,196$36,042 â–¼-9.6%2840.3%MedicalTDToronto Dominion Bank$325,432$325,432 â–²New Holding2,6800.3%FinanceUTESVirtus Reaves Utilities ETF$323,684$323,684 â–²New Holding3,9600.3%ETFISHARES BITCOIN TRUST ETF$318,752$19,974 â–²6.7%9,5750.3%SHS BEN INTTSLATesla$317,974$3,365 â–²1.1%7560.3%Auto/Tires/TrucksCATCaterpillar$308,049$308,049 â–²New Holding2890.3%IndustrialsFPXFirst Trust US Equity Opportunities ETF$295,255$71,752 â–¼-19.6%1,4320.3%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$264,602$16,615 â–¼-5.9%1,0670.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$262,613$70,799 â–¼-21.2%5,3970.3%ETFTJXTJX Companies$251,172$251,172 â–²New Holding1,6580.3%Retail/WholesaleFTNTFortinet$246,714$246,714 â–²New Holding1,6060.3%Computer and TechnologyWALMART INC$245,412$2,605 â–¼-1.1%2,1670.3%COMSPYSPDR S&P 500 ETF Trust$219,056$41,867 â–¼-16.0%2930.2%FinanceINTCIntel$215,146$215,146 â–²New Holding1,5410.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$210,183$210,183 â–²New Holding5680.2%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$203,708$203,708 â–²New Holding1,0620.2%ETFBXMXNuveen S&P 500 Buy-Write Income Fund$0$1,069,712 â–¼-100.0%00.0%Financial ServicesCOLLABORATIVE INVESTMNT SER$0$874,418 â–¼-100.0%00.0%RAREVIEW TOTL RTMLPAGlobal X MLP ETF$0$607,884 â–¼-100.0%00.0%ETFMAMastercard$0$260,265 â–¼-100.0%00.0%Business ServicesNFLXNetflix$0$238,485 â–¼-100.0%00.0%Consumer DiscretionaryFIDELITY WISE ORIGIN BITCOIN$0$235,630 â–¼-100.0%00.0%SHSCRMSalesforce$0$220,142 â–¼-100.0%00.0%Computer and TechnologyQCOMQualcomm$0$208,431 â–¼-100.0%00.0%Computer and TechnologyNEOS ETF TRUST$0$202,614 â–¼-100.0%00.0%NASDAQ 100 HDGDGPRKGeopark$0$94,770 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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