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Puff Wealth Management - Q4 2025 13F Filings

PU

Puff Wealth Management, LLC

CIK: 0002052736
Address: New Jersey Haddonfield 205 N Haddon Ave
$77.39 M
Portfolio Value
70
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/07/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. TSEL Touchstone Sands Capital Us Select Growth Etf
+$1.22 M
2. AGGA Ea Astoria Dynamic Core Us Fixed Income Etf
+$1.15 M
3. GQQQ Astoria Us Quality Growth Kings Etf
+$1.1 M
4. DMBS Doubleline Mortgage Etf
+$1.06 M
5. TUSI Touchstone Ultra Short Income Etf
+$1.01 M

Top Sells

Q4 2025
1. SPTI Spdr Portfolio Intermediate Term Treasury Etf
−$1.22 M
2. IYW Ishares Us Technology Etf
−$515,125
3. IUSG Ishares Core S&P Us Growth Etf
−$451,094
4. AIRR First Trust Rba American Ind
−$306,996.58
5. UCON First Trust Smith Unconstrained Bond Etf
−$236,444.22

Asset Allocation

Stocks/ETFs
+19.11%
$74.09 M 95.74%
Options
$0 0.00%
Debt
$0 0.00%
Other
-9.22%
$3.3 M 4.26%

Sector Allocation (Stocks)

Puff Wealth Management Q4 2025 Filing Summary

Puff Wealth Management, LLC filed its 13F report for Q4 2025 on January 07, 2026. The portfolio totaled 77.39 M reflecting a +17.55% change from the prior quarter, spanning 70 assets. The top 10 holdings comprised 45.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Puff Wealth Management’s Q4 2025 Filing

Puff Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/07/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Puff Wealth Management reported a managed portfolio value of 77.39 M, consisting of 70 individual positions.

This page displays the raw filing documents. To see which stocks Puff Wealth Management bought or sold during Q4 2025, please visit Puff Wealth Management's Portfolio Analysis page.