PUFF WEALTH MANAGEMENT, LLC
CIK 2052736 · Holdings on Dec 31, 2024 · First reported Jan 30, 2025
Top ten holdings
Q4 2024- AAPL9.13%
- AIRR4.75%
- ROE4.73%
- USFR4.53%
- META4.44%
- SPIB4.44%
- AVUV4.26%
- EMLP4.13%
- AMZN4.03%
- UCON3.51%
Share classes counted separately47.95%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $5.24M | 9.13% | 20.91K shares | Prior unavailable — | — | ↗▾ |
| 02 | AIRRFIRST TRUST RBA AMERICAN INDRBA INDL ETF View history and evidence | $2.73M | 4.75% | 35.38K shares | Prior unavailable — | — | ↗▾ |
| 03 | ROEAST US EQ WGT QLTY KINGS ETFASTORIA US EQUAL View history and evidence | $2.72M | 4.73% | 89.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $2.60M | 4.53% | 51.62K shares | Prior unavailable — | — | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $2.55M | 4.44% | 4.35K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $2.55M | 4.44% | 77.79K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $2.44M | 4.26% | 25.31K shares | Prior unavailable — | — | ↗▾ |
| 08 | EMLPFIRST TRUST NORTH AMERICAN ENO AMER ENERGY View history and evidence | $2.37M | 4.13% | 66.52K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $2.31M | 4.03% | 10.54K shares | Prior unavailable — | — | ↗▾ |
| 10 | UCONFIRST TRUST SMITH UNCONSTRAITCW UNCONSTRAI View history and evidence | $2.01M | 3.51% | 81.72K shares | Prior unavailable — | — | ↗▾ |
Options overlay 1
$9.73K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
JPMJPMORGAN CHASE & CO View history and evidence | Call | 470 | $9.73K | — | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052736 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 57371186
}Research all 61 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.