Puplava Financial Services, Inc.
RIA/Wealth
Puplava Financial Services, Inc. is a RIA/Wealth based in San Diego, CA led by Lisa Helm, reporting $681.4M in AUM as of Q3 2025 with 40% ETF concentration, 50% concentrated in top 10 holdings, and minimal technology exposure.
CEOLisa Helm
- Portfolio Value
- $471.5M
- Positions
- 144
- Top Holding
- VOO at 7.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Puplava Financial Services, Inc.'s portfolio (50.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $36.4M | 7.72% | -$1.8M Sold | — 59.4K shares | |
ETF ETF | $36.1M | 7.66% | +$32.0M Bought | — 707.5K shares | |
ETF ETF | $34.5M | 7.32% | -$6.8M Sold | — 531.1K shares | |
Silver Basic Materials | $27.0M | 5.73% | -$6.5M Sold | 0.17% 697.6K shares | |
Auto - Manufacturers Consumer Cyclical | $26.0M | 5.52% | -$241.5K Sold | 0.00% 58.6K shares | |
Unknown Unknown | $19.8M | 4.20% | +$14.7M Bought | — 574.7K shares | |
Gold Basic Materials | $16.8M | 3.56% | -$4.3M Sold | 0.02% 199.1K shares | |
Unknown Unknown | $16.2M | 3.44% | +$2.6M Bought | — 803.1K shares | |
ETF ETF | $12.6M | 2.67% | +$9.9M Bought | — 536.7K shares | |
ETF ETF | $11.8M | 2.51% | +$5.2M Bought | — 273.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Puplava Financial Services, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Puplava Financial Services, Inc.
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