PUFF WEALTH MANAGEMENT, LLC

Est. AUM

$77.4M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$5.7M	21086	7.38%	SOLE
2	EA SERIES TRUST	ASTORIA US QUALI	$5.0M	167608	6.52%	SOLE
3	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.5M	77866	4.52%	SOLE
4	EA SERIES TRUST	EA ASTORIA DYNMC	$3.5M	137583	4.50%	SOLE
5	NVIDIA CORPORATION	COM	$3.1M	16564	4.04%	SOLE
6	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.9M	28204	3.70%	SOLE
7	META PLATFORMS INC	CL A	$2.7M	4090	3.44%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	30881	3.21%	SOLE
9	AMAZON COM INC	COM	$2.5M	10875	3.18%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	77506	2.89%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.0M	53252	2.63%	SOLE
12	INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$2.0M	104549	2.57%	SOLE
13	EA SERIES TRUST	ASTORIA US EQUAL	$1.9M	54231	2.50%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$1.9M	27837	2.48%	SOLE
15	TOUCHSTONE ETF TRUST	ULTRA SHORT INCM	$1.8M	72439	2.37%	SOLE
16	AMERICAN CENTY ETF TR	US SML CP VALU	$1.8M	17299	2.31%	SOLE
17	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$1.6M	64513	2.10%	SOLE
18	ALPHABET INC	CAP STK CL C	$1.2M	3887	1.58%	SOLE
19	TOUCHSTONE ETF TRUST	TOUCHSTONE SANDS	$1.2M	43476	1.58%	SOLE
20	ALPHABET INC	CAP STK CL A	$1.2M	3795	1.55%	SOLE
21	JPMORGAN CHASE & CO.	COM	$1.2M	3537	1.49%	SOLE
22	SSGA ACTIVE TR	SPDR BRIDGEWATER	$1.1M	40100	1.43%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.1M	23611	1.40%	SOLE
24	NUVEEN S&P 500 BUY-WRITE INC	COM	$1.1M	72819	1.38%	SOLE
25	DOUBLELINE ETF TRUST	MORTGAGE ETF	$1.1M	21337	1.37%	SOLE
26	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$998K	42035	1.29%	SOLE
27	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$986K	53942	1.27%	SOLE
28	MICROSOFT CORP	COM	$960K	2030	1.24%	SOLE
29	PIMCO ETF TR	MULTISECTOR BD	$882K	33024	1.14%	SOLE
30	COLLABORATIVE INVESTMNT SER	RAREVIEW TOTL RT	$874K	34672	1.13%	SOLE
31	ABBVIE INC	COM	$869K	3788	1.12%	SOLE
32	FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$857K	22393	1.11%	SOLE
33	VISA INC	COM CL A	$798K	2302	1.03%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$729K	14774	0.94%	SOLE
35	ABBOTT LABS	COM	$638K	5133	0.82%	SOLE
36	NEOS ETF TRUST	NEOS S&P 500 HI	$612K	11642	0.79%	SOLE
37	GLOBAL X FDS	GLBL X MLP ETF	$608K	12464	0.79%	SOLE
38	NEOS ETF TRUST	NASDAQ 100 HIGH	$604K	11244	0.78%	SOLE
39	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$567K	8089	0.73%	SOLE
40	INVESCO EXCH TRADED FD TR II	KBW BK ETF	$566K	6603	0.73%	SOLE
41	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$564K	2125	0.73%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$563K	6084	0.73%	SOLE
43	COLLABORATIVE INVESTMNT SER	RAREVIEW DYNAMIC	$555K	23133	0.72%	SOLE
44	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$534K	22971	0.69%	SOLE
45	EXXON MOBIL CORP	COM	$528K	4308	0.68%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	SECURITIZED PLUS	$464K	21505	0.60%	SOLE
47	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$457K	8975	0.59%	SOLE
48	FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$430K	21411	0.56%	SOLE
49	ISHARES TR	CORE S&P500 ETF	$360K	525	0.47%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$358K	584	0.46%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.