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Filers›Holding Co.›PUFF WEALTH MANAGEMENT, LLC
DOSSIER · 13F-HR · Q4 2025

PUFF WEALTH MANAGEMENT, LLC

PUFF WEALTH's holding co. based in Boston, MA — $77M in tracked AUM across 70 positions as of Q4 2025.

PW
PUFF WEALTH·Boston, MA·Holding Co.
CIK 0002052736 · last filed Dec 31, 2025
Total AUM
$77M
▲ 17.8%
vs prior
Holdings
70
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

PUFF WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$6M21K7.4%
02
02072L185
EA SERIES TRUST
$5M168K6.5%
03
SPDW
SPDR INDEX SHS FDS
$3M78K4.5%
04
02072Q663
EA SERIES TRUST
$3M138K4.5%
05
NVDA
NVIDIA CORPORATION
$3M17K4.0%
06
AIRR
FIRST TR EXCHANGE TRADED FD
$3M28K3.7%
07
META
META PLATFORMS INC
$3M4K3.4%
08
SPYM
SPDR SERIES TRUST
$2M31K3.2%
09
AMZN
AMAZON COM INC
$2M11K3.2%
10
SPTI
SPDR SERIES TRUST
$2M78K2.9%

Filing history

Filing history loading…
AI Agent · grounded in PUFF
haiku-4-5 · 70 positions indexed
Sector mix
  • Tech7%
  • Financials18%
  • Cons. Disc.51%
  • Communications5%
  • Energy17%
  • Other2%
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