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Portfolio (Quarterly) Guide ↗

PUFF WEALTH MANAGEMENT, LLC

· CIK 0002052736
13F Portfolio $98M AUM 77 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 21 Added 34 Reduced 10 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EA SERIES TRUST 193,875.0 $7.0M 7.18% +26K +15.7% $36.32
2 AGGA EA SERIES TRUST 275,328.0 $6.9M 7.05% +138K +100.1% $25.13 -0.6%
3 SPDW SPDR INDEX SHS FDS 86,360.0 $4.4M 4.44% +8K +10.9% $50.39 +3.6%
4 PPI INVESTMENT MANAGERS SER TR I 156,787.0 $3.3M 3.40% +52K +50.0% $21.29 +1.2%
5 DMBS DOUBLELINE ETF TRUST 62,570.0 $3.1M 3.13% +41K +193.2% $49.09 -1.2%
6 PYLD PIMCO ETF TR 108,323.0 $2.9M 2.93% +75K +228.0% $26.52 -0.9%
7 ROE EA SERIES TRUST 65,724.0 $2.8M 2.86% +11K +21.2% $42.63 +2.3%
8 AMZN AMAZON COM INC Consumer Cyclical 11,144.0 $2.7M 2.71% +269.0 +2.5% $238.34 +9.2%
9 RDFI COLLABORATIVE INVESTMNT SER 105,775.0 $2.5M 2.57% +83K +357.2% $23.82 -1.4%
10 QQQI NEOS ETF TRUST 36,710.0 $2.1M 2.12% +25K +226.5% $56.79 -4.8%
11 SPYI NEOS ETF TRUST 34,863.0 $1.9M 1.89% +23K +199.5% $53.09 +0.7%
12 ALLW SSGA ACTIVE TR 48,056.0 $1.4M 1.43% +8K +19.8% $29.27 +3.8%
13 JPM JPMORGAN CHASE & CO Financial Services 3,650.0 $1.2M 1.22% +113.0 +3.2% $327.31 +8.7%
14 IDV ISHARES TR 28,774.0 $1.2M 1.22% +21K +294.3% $41.43 +9.0%
15 KBWB INVESCO EXCH TRADED FD TR II 12,236.0 $1.1M 1.16% +6K +85.3% $92.98 +3.5%
16 MSFT MICROSOFT CORP Technology 2,333.0 $870K 0.89% +303.0 +14.9% $373.02 +31.4%
17 XOM EXXON MOBIL CORP Energy 4,613.0 $631K 0.64% +305.0 +7.1% $136.71 +18.5%
18 EIPI FIRST TR EXCHNG TRADED FD VI 22,030.0 $481K 0.49% +619.0 +2.9% $21.84 +3.2%
19 QQQ INVESCO QQQ TR Financial Services 632.0 $465K 0.47% +48.0 +8.2% $736.09 -3.6%
20 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,575.0 $319K 0.33% +600.0 +6.7% $33.29 +34.7%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.9%
Financial Services 15.5%
Communication Services 13.7%
Consumer Cyclical 12.1%
Healthcare 6.6%
Energy 3.8%
Industrials 2.5%
Consumer Defensive 0.9%