Puff Wealth Management, LLC Portfolio Holdings

Puff Wealth Management, LLC

  • $65.8 Billion
  • Q3 2025

Puff Wealth Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $65.8 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.34B, Ea Series Trust with a value of $3.87B, Spdr Ser Tr Spdr Portfolio Int with a value of $3.46B, Meta Platforms, Inc. with a value of $3.22B, and Nvidia Corp with a value of $3.03B.

Examining the 13F form we can see an decrease of $71.5B in the current position value, from $137B to 65.8B.

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 $65.8 Billion
ETFs: $31 Billion
Technology: $9.37 Billion
Communication Services: $5.37 Billion
Financial Services: $3.26 Billion
Consumer Cyclical: $2.69 Billion
Healthcare: $1.78 Billion
Energy: $907 Million
Industrials: $253 Million
Other: $221 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $65.8 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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