Puff Wealth Management, LLC Portfolio Holdings

Puff Wealth Management, LLC

  • $137 Billion
  • Q2 2025

Puff Wealth Management, LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.21B, Meta Platforms, Inc. with a value of $3.34B, First Tr Vi Rba Amern Indl Ren with a value of $2.75B, Ea Series Trust with a value of $2.72B, and Wisdomtree Floating Rate Treas with a value of $2.62B.

Examining the 13F form we can see an increase of $30.6B in the current position value, from $107B to 137B.

Puff Wealth Management, LLC is based out at Haddonfield, NJ

Below you can find more details about Puff Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
Financial Services: $66 Billion
ETFs: $29.5 Billion
Technology: $8.19 Billion
Utilities: $6.35 Billion
Real Estate: $5.84 Billion
Communication Services: $5.51 Billion
Consumer Cyclical: $2.98 Billion
Healthcare: $1.68 Billion
Other: $1.61 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.5B
$276 Million 0.2% of portfolio
265
Q1 2025 Reduced 0.38%
$173B
$239 Million 0.17% of portfolio
1,503
Q2 2025 Added 12.0%
$102B
$108 Million 0.08% of portfolio
1,179
Q2 2025 Reduced 9.38%
$95.6B
$52.3 Million 0.04% of portfolio
52,335
Q2 2025 New
$49.2B
$52.3 Million 0.04% of portfolio
178
Q2 2025 Added 2.3%
$55.9B
$26.9 Million 0.02% of portfolio
133
Q2 2025 New
$179B
$33.2 Million 0.02% of portfolio
364
Q2 2025 Added 0.83%
$141B
$25.7 Million 0.02% of portfolio
370
Q2 2025 New
$40.9B
$13.9 Million 0.01% of portfolio
131
Q2 2025 Added 1.55%
$25.8B
$13 Million 0.01% of portfolio
172
Q2 2025 Reduced 77.78%
$39.1B
$10.4 Million 0.01% of portfolio
97
Q2 2025 Added 8.99%
$21.1B
$13 Million 0.01% of portfolio
187
Q2 2025 New
$27.1B
$20.4 Million 0.01% of portfolio
154
Q2 2025 New
$83.2B
$1.93 Million 0.0% of portfolio
9
Q2 2025 New
$44.4B
$666,000 0.0% of portfolio
61
Q2 2025 New
$86.8B
$712,000 0.0% of portfolio
5
Q2 2025 New
$83.7B
$460,000 0.0% of portfolio
5
Q1 2025 New
$48.7B
$527,000 0.0% of portfolio
3
Q2 2025 New
$23.7B
$470,000 0.0% of portfolio
20
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $137 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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