DOSSIER · 13F-HR · Q2 2026

PUFF WEALTH MANAGEMENT, LLC

$98M in tracked AUM across 77 positions as of Q2 2026.

PW
CIK 0002052736 · last filed Jun 30, 2026
Total AUM
$98M
as of Q2 2026
Holdings
77
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PUFF WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
02072L185
EA SERIES TRUST
$7M194K7.2%
02
02072Q663
EA SERIES TRUST
$7M275K7.1%
03
AAPL
APPLE INC
$6M20K6.0%
04
SPDW
SPDR INDEX SHS FDS
$4M86K4.4%
05
AIRR
FIRST TR EXCHANGE TRADED FD
$4M27K3.6%
06
PPI
INVESTMENT MANAGERS SER TR I
$3M157K3.4%
07
NVDA
NVIDIA CORPORATION
$3M16K3.3%
08
DMBS
DOUBLELINE ETF TRUST
$3M63K3.1%
09
PYLD
PIMCO ETF TR
$3M108K2.9%
10
ROE
EA SERIES TRUST
$3M66K2.9%

Filing history

2026Q2Jun 30
$98M 26.7%
77 positionsView →
2025Q4Dec 31
$77M 61.5%
70 positionsView →
2025Q3Sep 30
$48M 65.1%
38 positionsView →
2025Q2Jun 30
$137M 112.1%
125 positionsLocked
2025Q1Mar 31
$65M 12.9%
58 positionsLocked
2024Q4Dec 31
$57M
61 positionsLocked