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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 4  ·  77 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 AAPL APPLE INC Technology 20,213.0 $5.8M 5.96% -873.0 -4.1% $289.35 +7.1%
4 SPDW SPDR INDEX SHS FDS 86,360.0 $4.4M 4.44% +8K +10.9% $50.39 +3.6%
5 AIRR FIRST TR EXCHANGE TRADED FD 26,506.0 $3.5M 3.60% -2K -6.0% $133.25 -15.9%
6 PPI INVESTMENT MANAGERS SER TR I 156,787.0 $3.3M 3.40% +52K +50.0% $21.29 +1.3%
7 NVDA NVIDIA CORPORATION Technology 15,952.0 $3.2M 3.25% -612.0 -3.7% $200.09 +6.1%
8 DMBS DOUBLELINE ETF TRUST 62,570.0 $3.1M 3.13% +41K +193.2% $49.09 -1.2%
9 PYLD PIMCO ETF TR 108,323.0 $2.9M 2.93% +75K +228.0% $26.52 -0.9%
10 ROE EA SERIES TRUST 65,724.0 $2.8M 2.86% +11K +21.2% $42.63 +2.5%
11 AMZN AMAZON COM INC Consumer Cyclical 11,144.0 $2.7M 2.71% +269.0 +2.5% $238.34 +9.5%
12 RDFI COLLABORATIVE INVESTMNT SER 105,775.0 $2.5M 2.57% +83K +357.2% $23.82 -1.4%
13 META META PLATFORMS INC Communication Services 4,048.0 $2.3M 2.32% -42.0 -1.0% $563.25 +0.4%
14 EMLP FIRST TR EXCHANGE-TRADED FD 48,950.0 $2.1M 2.17% -4K -8.1% $43.50 +1.0%
15 QQQI NEOS ETF TRUST 36,710.0 $2.1M 2.12% +25K +226.5% $56.79 -4.7%
16 IEMG ISHARES INC 24,958.0 $2.1M 2.11% -3K -10.3% $82.84 -1.4%
17 AVUV AMERICAN CENTY ETF TR 16,481.0 $2.1M 2.10% -818.0 -4.7% $124.76 +0.5%
18 SPYI NEOS ETF TRUST 34,863.0 $1.9M 1.89% +23K +199.5% $53.09 +0.8%
19 SPYM SPDR SERIES TRUST 19,237.0 $1.7M 1.72% -12K -37.7% $87.88 +2.6%
20 ALLW SSGA ACTIVE TR 48,056.0 $1.4M 1.43% +8K +19.8% $29.27 +3.8%
Page 1 of 4  ·  77 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%