P
PUFF WEALTH MANAGEMENT, LLC
PUFF WEALTH MANAGEMENT, LLC is an institution, managing $58.7M across 56 long positions as of Q3 2025 with 59% ETF concentration.
- Portfolio Value
- $58.7M
- Positions
- 56
- Top Holding
- AAPL at 9.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PUFF WEALTH MANAGEMENT, LLC's portfolio (49.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $5.3M | 9.10% | +$123.2K Bought | 0.00% 21.0K shares | |
ETF ETF | $3.5M | 5.90% | +$2.2M Bought | — 119.8K shares | |
Internet Content & Information Communication Services | $3.2M | 5.48% | -$102.8K Sold | 0.00% 4.4K shares | |
Semiconductors Technology | $3.0M | 5.16% | +$28.0K Bought | 0.00% 16.2K shares | |
ETF ETF | $3.0M | 5.14% | -$241.4K Sold | — 31.2K shares | |
ETF ETF | $2.7M | 4.66% | +$933.6K Bought | — 64.0K shares | |
Specialty Retail Consumer Cyclical | $2.4M | 4.03% | +$41.3K Bought | 0.00% 10.8K shares | |
ETF ETF | $2.3M | 3.90% | -$127.0K Sold | — 59.9K shares | |
ETF ETF | $1.9M | 3.29% | -$240.7K Sold | — 19.4K shares | |
ETF ETF | $1.9M | 3.17% | -$117.2K Sold | — 73.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PUFF WEALTH MANAGEMENT, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+256.94% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for PUFF WEALTH MANAGEMENT, LLC
GthenA