Puff Wealth Management, LLC

13F filer · CIK 0002052736

Reported Jul 8, 2026

13F portfolio value$98.1MU.S. long equity reported on 13F

Positions33Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight23.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202633 positions
AAPLApple Inc.	$5.85M	5.96%	0.00%	-4.1%	Q4 2024
PPIPassport Potash Inc	$3.34M	3.40%	0.07%	+50.0%	Q4 2024
NVDANvidia Corp	$3.19M	3.25%	0.00%	-3.7%	Q4 2024
AMZNAmazon Com Inc	$2.66M	2.71%	0.00%	+2.5%	Q4 2024
METAMeta Platforms, Inc.	$2.28M	2.32%	Not reported	-1.0%	Q4 2024
GOOGLAlphabet Inc.	$1.36M	1.38%	0.00%	0.0%	Q4 2024
GOOGAlphabet Inc.	$1.35M	1.38%	Not reported	-1.3%	Q4 2024
JPMJPMorgan Chase & Co	$1.19M	1.22%	0.00%	+3.2%	Q4 2024
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$956K	0.97%	Not reported	New	Q2 2026
ABBVAbbVie Inc.	$953K	0.97%	0.00%	0.0%	Q4 2024
SPTSSports Media Inc	$895K	0.91%	Not reported	New	Q2 2026
MSFTMicrosoft Corp	$870K	0.89%	0.00%	+14.9%	Q4 2024
MUMicron Technology Inc	$728K	0.74%	0.00%	-38.6%	Q4 2025
VVisa Inc.	$635K	0.65%	0.00%	-19.6%	Q4 2024
XOMExxonMobil Holdings Corp	$631K	0.64%	0.00%	+7.1%	Q4 2024
FTGCSynergetics, Inc.	$554K	0.56%	Not reported	-10.8%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$465K	0.47%	Not reported	+8.2%	Q2 2025
ABTAbbott Laboratories	$464K	0.47%	0.00%	-0.5%	Q4 2024
LRCXLam Research Corp	$372K	0.38%	0.00%	-26.7%	Q4 2025
CVXChevron Corp	$367K	0.37%	0.00%	-0.9%	Q4 2024
KLACKla Corp	$367K	0.37%	0.00%	New	Q2 2026
GWWW.W. Grainger, Inc.	$362K	0.37%	0.00%	Not reported	Q4 2024
WDCWestern Digital Corp	$360K	0.37%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$341K	0.35%	0.00%	-9.6%	Q1 2025
TDToronto Dominion Bank	$325K	0.33%	0.00%	New	Q2 2026
IBITiShares Bitcoin Trust ETF	$319K	0.32%	0.00%	+6.7%	Q3 2025
TSLATesla, Inc.	$318K	0.32%	0.00%	+1.1%	Q4 2024
CATCaterpillar Inc	$308K	0.31%	0.00%	New	Q2 2026
TJXTJX Companies Inc	$251K	0.26%	0.00%	New	Q2 2026
FTNTFortinet, Inc.	$247K	0.25%	0.00%	New	Q2 2026
WMTWalmart Inc.	$245K	0.25%	0.00%	-1.1%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$219K	0.22%	Not reported	-16.1%	Q4 2024
INTCIntel Corp	$215K	0.22%	0.00%	New	Q2 2026
Q4 2025Reported Jan 7, 202631 positions
AAPLApple Inc.	$5.71M	7.38%	0.00%	+0.5%	Q4 2024
NVDANvidia Corp	$3.13M	4.04%	0.00%	+2.0%	Q4 2024
METAMeta Platforms, Inc.	$2.66M	3.44%	Not reported	-6.6%	Q4 2024
AMZNAmazon Com Inc	$2.46M	3.18%	0.00%	+0.8%	Q4 2024
PPIPassport Potash Inc	$1.99M	2.57%	0.05%	+55.7%	Q4 2024
GOOGAlphabet Inc.	$1.23M	1.58%	Not reported	+0.5%	Q4 2024
GOOGLAlphabet Inc.	$1.2M	1.55%	0.00%	+1.7%	Q4 2024
JPMJPMorgan Chase & Co	$1.15M	1.49%	0.00%	+0.8%	Q4 2024
BXMXNuveen S&P 500 BuyWrite Income Fund	$1.07M	1.38%	Not reported	-6.5%	Q4 2024
MSFTMicrosoft Corp	$960K	1.24%	0.00%	+5.7%	Q4 2024
ABBVAbbVie Inc.	$869K	1.12%	0.00%	+0.5%	Q4 2024
VVisa Inc.	$798K	1.03%	0.00%	+0.7%	Q4 2024
ABTAbbott Laboratories	$638K	0.82%	0.00%	+0.2%	Q4 2024
FTGCSynergetics, Inc.	$534K	0.69%	Not reported	+7.1%	Q4 2024
XOMExxonMobil Holdings Corp	$528K	0.68%	0.00%	+1.1%	Q4 2024
IBITiShares Bitcoin Trust ETF	$457K	0.59%	0.00%	Not reported	Q3 2025
QQQInvesco QQQ Trust, Series 1	$358K	0.46%	Not reported	+1.0%	Q2 2025
CVXChevron Corp	$349K	0.45%	0.00%	+0.9%	Q4 2024
LLYELI LILLY & Co	$339K	0.44%	0.00%	+5.7%	Q1 2025
TSLATesla, Inc.	$328K	0.42%	0.00%	+3.7%	Q4 2024
MUMicron Technology Inc	$324K	0.42%	0.00%	New	Q4 2025
GWWW.W. Grainger, Inc.	$267K	0.35%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$260K	0.34%	0.00%	+5.2%	Q1 2025
WMTWalmart Inc.	$247K	0.32%	0.00%	+2.0%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$239K	0.31%	Not reported	+2.1%	Q4 2024
NFLXNetflix Inc	$238K	0.31%	0.00%	+2.8%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$236K	0.30%	0.00%	Not reported	Q3 2025
CRMSalesforce, Inc.	$220K	0.28%	0.00%	Not reported	Q4 2024
LRCXLam Research Corp	$217K	0.28%	0.00%	New	Q4 2025
QCOMQualcomm Inc	$208K	0.27%	0.00%	Not reported	Q1 2025
GPRKGeoPark Ltd	$94.8K	0.12%	0.03%	Not reported	Q4 2024
Q3 2025Reported Oct 6, 202527 positions
AAPLApple Inc.	$5.34M	8.11%	0.00%	+2.4%	Q4 2024
METAMeta Platforms, Inc.	$3.22M	4.88%	Not reported	-3.1%	Q4 2024
NVDANvidia Corp	$3.03M	4.60%	0.00%	+0.9%	Q4 2024
AMZNAmazon Com Inc	$2.37M	3.60%	0.00%	+1.8%	Q4 2024
PPIPassport Potash Inc	$1.23M	1.87%	0.03%	+27.7%	Q4 2024
BXMXNuveen S&P 500 BuyWrite Income Fund	$1.12M	1.71%	Not reported	-4.5%	Q4 2024
JPMJPMorgan Chase & Co	$1.11M	1.68%	0.00%	+6.7%	Q4 2024
MSFTMicrosoft Corp	$995K	1.51%	0.00%	-1.1%	Q4 2024
GOOGAlphabet Inc.	$942K	1.43%	Not reported	-6.9%	Q4 2024
GOOGLAlphabet Inc.	$907K	1.38%	0.00%	-7.5%	Q4 2024
ABBVAbbVie Inc.	$872K	1.33%	0.00%	-9.5%	Q4 2024
VVisa Inc.	$780K	1.19%	0.00%	-2.3%	Q4 2024
ABTAbbott Laboratories	$686K	1.04%	0.00%	+0.3%	Q4 2024
IBITiShares Bitcoin Trust ETF	$583K	0.89%	0.00%	New	Q3 2025
FTGCSynergetics, Inc.	$555K	0.84%	Not reported	-5.8%	Q4 2024
XOMExxonMobil Holdings Corp	$480K	0.73%	0.00%	-0.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$347K	0.53%	Not reported	-0.7%	Q2 2025
CVXChevron Corp	$344K	0.52%	0.00%	+0.1%	Q4 2024
TSLATesla, Inc.	$321K	0.49%	0.00%	+1.3%	Q4 2024
NFLXNetflix Inc	$306K	0.46%	0.00%	+0.8%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$301K	0.46%	0.00%	New	Q3 2025
GWWW.W. Grainger, Inc.	$253K	0.39%	0.00%	+0.4%	Q4 2024
MAMastercard Inc	$250K	0.38%	0.00%	-99.8%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$228K	0.35%	Not reported	-5.8%	Q4 2024
LLYELI LILLY & Co	$226K	0.34%	0.00%	+6.8%	Q1 2025
WMTWalmart Inc.	$221K	0.34%	0.00%	+0.4%	Q2 2025
GPRKGeoPark Ltd	$82.8K	0.13%	0.03%	Not reported	Q4 2024
Q2 2025Reported Aug 15, 202552 positions
AAPLApple Inc.	$4.21M	3.06%	0.00%	-1.5%	Q4 2024
METAMeta Platforms, Inc.	$3.34M	2.43%	Not reported	+4.7%	Q4 2024
NVDANvidia Corp	$2.54M	1.85%	0.00%	+12.8%	Q4 2024
AMZNAmazon Com Inc	$2.33M	1.69%	0.00%	-1.1%	Q4 2024
BXMXNuveen S&P 500 BuyWrite Income Fund	$1.13M	0.82%	Not reported	+3.2%	Q4 2024
MSFTMicrosoft Corp	$966K	0.70%	0.00%	-4.2%	Q4 2024
JPMJPMorgan Chase & Co	$953K	0.69%	0.00%	+34.6%	Q4 2024
PPIPassport Potash Inc	$860K	0.63%	0.02%	+6.9%	Q4 2024
VVisa Inc.	$831K	0.60%	0.00%	-0.9%	Q4 2024
ABBVAbbVie Inc.	$773K	0.56%	0.00%	+0.4%	Q4 2024
GOOGAlphabet Inc.	$737K	0.54%	Not reported	+37.7%	Q4 2024
GOOGLAlphabet Inc.	$711K	0.52%	0.00%	-6.4%	Q4 2024
ABTAbbott Laboratories	$694K	0.51%	0.00%	-0.8%	Q4 2024
FTGCSynergetics, Inc.	$562K	0.41%	Not reported	-3.2%	Q4 2024
XOMExxonMobil Holdings Corp	$462K	0.34%	0.00%	+1.3%	Q4 2024
NFLXNetflix Inc	$339K	0.25%	0.00%	+0.8%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$321K	0.23%	Not reported	New	Q2 2025
CVXChevron Corp	$317K	0.23%	0.00%	-7.2%	Q4 2024
HDHome Depot, Inc.	$301K	0.22%	0.00%	+3.8%	Q4 2024
GWWW.W. Grainger, Inc.	$276K	0.20%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$259K	0.19%	0.02%	+61205.9%	Q1 2025
QCOMQualcomm Inc	$239K	0.17%	0.00%	+12.0%	Q1 2025
CRMSalesforce, Inc.	$234K	0.17%	0.00%	+1.7%	Q4 2024
TSLATesla, Inc.	$226K	0.16%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$224K	0.16%	Not reported	Not reported	Q4 2024
LLYELI LILLY & Co	$217K	0.16%	0.00%	-2.8%	Q1 2025
PMPhilip Morris International Inc.	$210K	0.15%	0.00%	New	Q2 2025
WMTWalmart Inc.	$209K	0.15%	0.00%	New	Q2 2025
SOSouthern Co	$108K	0.08%	0.00%	-9.4%	Q1 2025
GPRKGeoPark Ltd	$84.8K	0.06%	0.03%	Not reported	Q4 2024
TAt&T Inc.	$82K	0.06%	0.00%	-0.7%	Q1 2025
WMWaste Management Inc	$52.3K	0.04%	0.01%	New	Q2 2025
PSAPublic Storage	$52.3K	0.04%	0.00%	+2.3%	Q1 2025
SCHWSchwab Charles Corp	$33.2K	0.02%	0.00%	+0.8%	Q1 2025
ALLAllstate Corp	$26.9K	0.02%	0.00%	New	Q2 2025
NEENextera Energy Inc	$25.7K	0.02%	0.00%	New	Q2 2025
DTEDte Energy Co	$20.4K	0.01%	0.00%	New	Q2 2025
BACBank of America Corp	$19.6K	0.01%	0.00%	New	Q2 2025
STTState Street Corp	$13.9K	0.01%	0.00%	+1.6%	Q1 2025
SRESempra	$13K	0.01%	0.00%	-77.8%	Q1 2025
CMSCMS Energy Corp	$13K	0.01%	0.00%	New	Q2 2025
PRUPrudential Financial Inc	$10.4K	0.01%	0.00%	+9.0%	Q1 2025
JXNJackson Financial Inc.	$7.73K	0.01%	0.00%	New	Q2 2025
WFCWells Fargo & Company	$2.5K	0.00%	0.00%	+8814.3%	Q1 2025
COFCapital One Financial Corp	$1.93K	0.00%	0.00%	New	Q2 2025
MSMorgan Stanley	$1.84K	0.00%	0.00%	+18.2%	Q1 2025
APOApollo Global Management, Inc.	$712	0.00%	0.00%	New	Q2 2025
FFord Motor Co	$666	0.00%	0.00%	New	Q2 2025
DLRDigital Realty Trust, Inc.	$527	0.00%	0.00%	New	Q2 2025
RFRegions Financial Corp	$470	0.00%	0.00%	New	Q2 2025

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