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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.21 Billion 3.06% of portfolio
20,496
Q2 2025 Reduced 1.49%
$1.65T
$3.34 Billion 2.43% of portfolio
4,519
Q2 2025 Added 4.7%
$0
$2.75 Billion 2.0% of portfolio
33,725
Q2 2025 Reduced 12.04%
Ea Series Trust
-
$2.72 Billion 1.98% of portfolio
-
Q2 2025 Reduced 1.15%
$0
$2.62 Billion 1.91% of portfolio
52,148
Q2 2025 Added 0.8%
$426B
$2.54 Billion 1.85% of portfolio
16,096
Q2 2025 Added 12.76%
$0
$2.37 Billion 1.73% of portfolio
63,191
Q2 2025 Reduced 9.28%
$2.3T
$2.33 Billion 1.69% of portfolio
10,598
Q2 2025 Reduced 1.05%
Ea Series Trust
-
$2.27 Billion 1.65% of portfolio
-
Q2 2025 Added 2.47%
$0
$1.99 Billion 1.45% of portfolio
21,847
Q2 2025 Reduced 13.15%
$0
$1.96 Billion 1.42% of portfolio
78,557
Q2 2025 Reduced 5.13%
Ea Series Trust
-
$1.84 Billion 1.34% of portfolio
-
Q2 2025 New
$0
$1.71 Billion 1.24% of portfolio
42,139
Q2 2025 Added 53.09%
Doubleline ETF Trust
-
$1.27 Billion 0.92% of portfolio
-
Q2 2025 Added 77.5%
$0
$1.26 Billion 0.92% of portfolio
43,839
Q2 2025 Reduced 29.32%
$0
$1.22 Billion 0.89% of portfolio
26,484
Q2 2025 Added 3.18%
$0
$1.12 Billion 0.81% of portfolio
62,759
Q2 2025 Added 2.43%
$0
$1.12 Billion 0.81% of portfolio
48,831
Q2 2025 Added 3.61%
$3.77T
$966 Million 0.7% of portfolio
1,942
Q2 2025 Reduced 4.15%
$879B
$953 Million 0.69% of portfolio
3,288
Q2 2025 Added 34.59%
$0
$940 Million 0.68% of portfolio
28,465
Q2 2025 Reduced 11.46%
$0
$860 Million 0.63% of portfolio
52,607
Q2 2025 Added 6.94%
$572B
$831 Million 0.6% of portfolio
2,340
Q2 2025 Reduced 0.85%
$0
$804 Million 0.59% of portfolio
16,374
Q2 2025 Added 8.6%
$375B
$773 Million 0.56% of portfolio
4,163
Q2 2025 Added 0.36%
$0
$740 Million 0.54% of portfolio
8,143
Q2 2025 Reduced 20.84%
$0
$739 Million 0.54% of portfolio
12,315
Q2 2025 Reduced 16.25%
$1.29T
$737 Million 0.54% of portfolio
4,153
Q2 2025 Added 37.65%
$1.26T
$711 Million 0.52% of portfolio
4,033
Q2 2025 Reduced 6.41%
$230B
$694 Million 0.51% of portfolio
5,105
Q2 2025 Reduced 0.76%
$0
$573 Million 0.42% of portfolio
2,127
Q1 2025 Reduced 16.0%
$0
$583 Million 0.42% of portfolio
27,587
Q2 2025 Reduced 11.07%
$0
$562 Million 0.41% of portfolio
22,762
Q2 2025 Reduced 3.23%
$0
$557 Million 0.41% of portfolio
8,885
Q2 2025 Added 0.08%
$0
$563 Million 0.41% of portfolio
21,177
Q2 2025 New
$0
$473 Million 0.34% of portfolio
2,729
Q2 2025 Added 0.04%
$478B
$462 Million 0.34% of portfolio
4,283
Q2 2025 Added 1.3%
$0
$454 Million 0.33% of portfolio
6,242
Q2 2025 New
$0
$447 Million 0.33% of portfolio
2,975
Q2 2025 Added 0.1%
First Tr Exchng Traded Fd Vi
-
$419 Million 0.31% of portfolio
-
Q2 2025 Added 1.57%
Collaborative Investmnt Ser
-
$374 Million 0.27% of portfolio
-
Q2 2025 Added 30.03%
$540B
$339 Million 0.25% of portfolio
253
Q2 2025 Added 0.8%
$0
$325 Million 0.24% of portfolio
523
Q2 2025 New
$0
$334 Million 0.24% of portfolio
3,100
Q2 2025 Reduced 1.15%
$0
$315 Million 0.23% of portfolio
6,995
Q2 2025 Reduced 62.03%
$317B
$317 Million 0.23% of portfolio
2,214
Q2 2025 Reduced 7.17%
$0
$321 Million 0.23% of portfolio
582
Q2 2025 New
$0
$303 Million 0.22% of portfolio
3,225
Q2 2025 Reduced 49.09%
$416B
$301 Million 0.22% of portfolio
821
Q2 2025 Added 3.79%

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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