Puff Wealth Management, LLC Portfolio Holdings

Puff Wealth Management, LLC

  • $77.4 Billion
  • Q4 2025

Puff Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $77.4 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.71B, Ea Series Trust with a value of $5.04B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.5B, Ea Series Trust with a value of $3.48B, and Nvidia Corp with a value of $3.13B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $65.8B to 77.4B.

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 $77.4 Billion
ETFs: $31.4 Billion
Technology: $10.6 Billion
Communication Services: $5.32 Billion
Financial Services: $3.28 Billion
Consumer Cyclical: $2.79 Billion
Healthcare: $1.85 Billion
Energy: $972 Million
Industrials: $267 Million
Other: $247 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.07 Billion 1.38% of portfolio
72,819
Q4 2025 Reduced 6.5%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $77.4 Billion
  • Prior Value $65.8 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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