PUFF WEALTH MANAGEMENT, LLC
CIK 2052736 · Holdings on Jun 30, 2026 · First reported Jul 8, 2026
Top ten holdings
Q2 2026- GQQQ7.18%
- AGGA7.05%
- AAPL5.96%
- SPDW4.44%
- AIRR3.60%
- PPI3.40%
- NVDA3.25%
- DMBS3.13%
- PYLD2.93%
- ROE2.86%
Share classes counted separately43.80%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GQQQASTORIA US QLITY GRW KNG ETFASTO US GROW ETF View history and evidence | $7.04M | 7.18% | 193.88K shares | Prior unavailable +26.27K (+15.70%) | Added | ↗▾ |
| 02 | AGGAEA ASTORIA BEACON DYNAMIC COEA ASTORIA DYNMC View history and evidence | $6.92M | 7.05% | 275.33K shares | Prior unavailable +137.75K (+100.10%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $5.85M | 5.96% | 20.21K shares | Prior unavailable -873 (-4.10%) | Reduced | ↗▾ |
| 04 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $4.35M | 4.44% | 86.36K shares | Prior unavailable +8.49K (+10.90%) | Added | ↗▾ |
| 05 | AIRRFIRST TRUST RBA AMERICAN INDRBA INDL ETF View history and evidence | $3.53M | 3.60% | 26.51K shares | Prior unavailable -1.70K (-6.00%) | Reduced | ↗▾ |
| 06 | PPIASTORIA REAL ASSETS ETFASTORIA REAL View history and evidence | $3.34M | 3.40% | 156.79K shares | Prior unavailable +52.24K (+50.00%) | Added | ↗▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $3.19M | 3.25% | 15.95K shares | Prior unavailable -612 (-3.70%) | Reduced | ↗▾ |
| 08 | DMBSDOUBLELINE MORTGAGE ETFMORTGAGE ETF View history and evidence | $3.07M | 3.13% | 62.57K shares | Prior unavailable +41.23K (+193.20%) | Added | ↗▾ |
| 09 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $2.87M | 2.93% | 108.32K shares | Prior unavailable +75.30K (+228.00%) | Added | ↗▾ |
| 10 | ROEAST US EQ WGT QLTY KINGS ETFAST EQU KIN ETF View history and evidence | $2.80M | 2.86% | 65.72K shares | Prior unavailable +11.49K (+21.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 6706ER101 NUVEEN S&P 500 BUY-WRITE INC | Non-derivative | -72,819 | -$1.07M | SEC filing ↗ | SEC filing ↗ |
| RTRE RAREVIEW TOTAL RETURN BD ETF | Non-derivative | -34,672 | -$874.42K | SEC filing ↗ | SEC filing ↗ |
| MLPA GLOBAL X MLP ETF | Non-derivative | -12,464 | -$607.88K | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2052736 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98090900
}Research all 77 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.