PUFF WEALTH MANAGEMENT, LLC
CIK 2052736 · Holdings on Dec 31, 2025 · First reported Jan 7, 2026
Top ten holdings
Q4 2025- AAPL7.38%
- GQQQ6.52%
- SPDW4.52%
- AGGA4.50%
- NVDA4.04%
- AIRR3.70%
- META3.44%
- SPYM3.21%
- AMZN3.18%
- SPTI2.89%
Share classes counted separately43.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPTIWeight decreased · -2.37 pp5.26% → 2.89%Shares -42.26K (-35.28%)
- METAWeight decreased · -1.44 pp4.88% → 3.44%Shares -289 (-6.60%)
- TUSIWeight increased · +1.12 pp1.25% → 2.37%Shares +40.03K (+123.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
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 | $5.71M | 7.38% | 21.09K shares | 8.11% → 7.38%-0.73 pp +106 (+0.51%) | Added | ↗▾ |
| 02 | GQQQASTORIA US QLITY GRW KNG ETFASTORIA US QUALI View history and evidence | $5.04M | 6.52% | 167.61K shares | 5.88% → 6.52%+0.64 pp +36.57K (+27.91%) | Added | ↗▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $3.50M | 4.52% | 77.87K shares | 4.16% → 4.52%+0.36 pp +13.91K (+21.75%) | Added | ↗▾ |
| 04 | AGGAEA ASTORIA BEACON DYNAMIC COEA ASTORIA DYNMC View history and evidence | $3.48M | 4.50% | 137.58K shares | 3.56% → 4.50%+0.94 pp +45.33K (+49.14%) | Added | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $3.13M | 4.04% | 16.56K shares | 4.60% → 4.04%-0.56 pp +318 (+1.96%) | Added | ↗▾ |
| 06 | AIRRFIRST TRUST RBA AMERICAN INDRBA INDL ETF View history and evidence | $2.86M | 3.70% | 28.20K shares | 4.59% → 3.70%-0.89 pp -3.02K (-9.68%) | Reduced | ↗▾ |
| 07 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $2.66M | 3.44% | 4.09K shares | 4.88% → 3.44%-1.44 pp -289 (-6.60%) | Reduced | ↗▾ |
| 08 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $2.48M | 3.21% | 30.88K shares | 2.65% → 3.21%+0.56 pp +8.60K (+38.60%) | Added | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $2.46M | 3.18% | 10.88K shares | 3.60% → 3.18%-0.42 pp +89 (+0.83%) | Added | ↗▾ |
| 10 | SPTISS SPDR P INT TERM TSY ETFSTATE STREET SPD View history and evidence | $2.23M | 2.89% | 77.51K shares | 5.26% → 2.89%-2.37 pp -42.26K (-35.28%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IYW ISHARES USTECHNOLOGY ETF | Non-derivative | -2,630 | -$515.13K | SEC filing ↗ | SEC filing ↗ |
| IUSG ISHARES CORE S&P U.S. GROWTH | Non-derivative | -2,742 | -$451.09K | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 77392270
}Research all 70 reported holdings.
This page includes 30 of 70 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 70 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2052736","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"2052736","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
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.