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Home > Institutional Investor > Puff Wealth Management, Llc > Profile

Instuitional Investor - Puff Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Puff Wealth Management, Llc
Portfolio Value $77,392,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 21,086 $5,714,394 7.38%
2.
Ea Series Trust
 167,608 $5,043,151 6.52%
3.
Spdr Index Shs Fds
 77,866 $3,498,528 4.52%
4.
Ea Series Trust
 137,583 $3,481,528 4.5%
5.
Nvidia Corp
 NVDA 16,564 $3,128,043 4.04%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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