Fund HoldingsPUFF WEALTH MANAGEMENT, LLC

Total Portfolio Value
$98.09M
Total Bought
$98.09M
Total Sold
$0
Net Transaction
+$98.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EA SERIES TRUST
ASTO US GROW ETF
0193,875+193,87507,0427.18%+7,042
EA SERIES TRUST
EA ASTORIA DYNMC
0275,328+275,32806,9197.05%+6,919
APPLE INC(AAPL)020,213+20,21305,8495.96%+5,849
SPDR INDEX SHS FDS
ST STR PO EX ETF
086,360+86,36004,3524.44%+4,352
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
026,506+26,50603,5323.60%+3,532
INVESTMENT MANAGERS SER TR I
ASTORIA REAL
0156,787+156,78703,3383.40%+3,338
NVIDIA CORPORATION(NVDA)015,952+15,95203,1923.25%+3,192
DOUBLELINE ETF TRUST
MORTGAGE ETF
062,570+62,57003,0723.13%+3,072
PIMCO ETF TR
MULTISECTOR BD
0108,323+108,32302,8732.93%+2,873
EA SERIES TRUST
AST EQU KIN ETF
065,724+65,72402,8022.86%+2,802
AMAZON COM INC(AMZN)011,144+11,14402,6562.71%+2,656
COLLABORATIVE INVESTMNT SER
RARE DY FIXE ETF
0105,775+105,77502,5202.57%+2,520
META PLATFORMS INC(META)04,048+4,04802,2802.32%+2,280
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
048,950+48,95002,1292.17%+2,129
NEOS ETF TRUST
NASDAQ 100 HIGH
036,710+36,71002,0852.13%+2,085
ISHARES INC
CORE MSCI EMKT
024,958+24,95802,0672.11%+2,067
AMERICAN CENTY ETF TR016,481+16,48102,0562.10%+2,056
NEOS ETF TRUST
NEOS S&P 500 HI
034,863+34,86301,8511.89%+1,851
SPDR SERIES TRUST
ST STR P500ETF
019,237+19,23701,6911.72%+1,691
SSGA ACTIVE TR
SST BRIDGEWATER
048,056+48,05601,4071.43%+1,407
ALPHABET INC(GOOG)03,796+3,79601,3571.38%+1,357
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
054,457+54,45701,3551.38%+1,355
ALPHABET INC(GOOG)03,835+3,83501,3551.38%+1,355
JPMORGAN CHASE & CO(JPM)03,650+3,65001,1951.22%+1,195
ISHARES TR028,774+28,77401,1921.22%+1,192
ALPS ETF TR
ALERIAN MLP
022,004+22,00401,1411.16%+1,141
INVESCO EXCH TRADED FD TR II012,236+12,23601,1381.16%+1,138
TOUCHSTONE ETF TRUST
SANDS CAP US ETF
037,119+37,11901,0971.12%+1,097
TOUCHSTONE ETF TRUST
ULTRA SHORT INCM
042,663+42,66301,0781.10%+1,078
NUVEEN S&P 500 DYNAMIC OVERW
COM
051,264+51,26409560.97%+956
ABBVIE INC(ABBV)03,787+3,78709530.97%+953
SPDR SERIES TRUST
ST SHO TREAS ETF
030,860+30,86008950.91%+895
SPDR SERIES TRUST
ST INTER ETF
031,470+31,47008930.91%+893
MICROSOFT CORP(MSFT)02,333+2,33308700.89%+870
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
035,852+35,85208550.87%+855
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
018,515+18,51508290.84%+829
FIRST TR EXCH TRADED FD III046,073+46,07308240.84%+824
FIRST TR EXCHANGE TRADED FD
NASDAQ BK ETF
019,015+19,01507860.80%+786
MICRON TECHNOLOGY INC(MU)0631+63107280.74%+728
VISA INC(V)01,852+1,85206350.65%+635
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
07,782+7,78206310.64%+631
EXXON MOBIL CORP04,613+4,61306310.64%+631
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
012,254+12,25406190.63%+619
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
020,484+20,48405540.56%+554
ISHARES INC017,041+17,04105490.56%+549
FIRST TR EXCHANGE-TRADED FD01,951+1,95105160.53%+516
FIRST TR EXCHANGE-TRADED FD05,385+5,38505060.52%+506
ALPS ETF TR
ALERIAN ENERGY
013,254+13,25405050.51%+505
ISHARES TR03,200+3,20005000.51%+500
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
013,285+13,28504980.51%+498
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
022,030+22,03004810.49%+481
INVESCO QQQ TR0632+63204650.47%+465
ABBOTT LABORATORIES05,109+5,10904640.47%+464
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
019,409+19,40904150.42%+415
ISHARES TR0526+52603940.40%+394
LAM RESEARCH CORP(LRCX)0858+85803720.38%+372
CHEVRON CORPORATION(CVX)02,216+2,21603670.37%+367
KLA CORP(KLAC)01,217+1,21703670.37%+367
WW GRAINGER INC(GWW)0266+26603620.37%+362
WESTERN DIGITAL CORP(WDC)0564+56403600.37%+360
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
02,820+2,82003450.35%+345
ELI LILLY & CO(LLY)0284+28403410.35%+341
TORONTO DOMINION BK ONT(TD)02,680+2,68003250.33%+325
ETFIS SER TR I
VIRTUS REAVES UT
03,960+3,96003240.33%+324
ISHARES BITCOIN TRUST ETF(IBIT)09,575+9,57503190.32%+319
TESLA INC(TSLA)0756+75603180.32%+318
CATERPILLAR INC(CAT)0289+28903080.31%+308
FIRST TR EXCHANGE-TRADED FD01,432+1,43202950.30%+295
FIRST TR EXCHANGE-TRADED FD01,067+1,06702650.27%+265
FIRST TR EXCHANGE-TRADED FD05,397+5,39702630.27%+263
TJX COS INC NEW(TJX)01,658+1,65802510.26%+251
FORTINET INC(FTNT)01,606+1,60602470.25%+247
WALMART INC(WMT)02,167+2,16702450.25%+245
STATE STR SPDR S&P 500 ETF T(SPY)0293+29302190.22%+219
INTEL CORP(INTC)01,541+1,54102150.22%+215
VANGUARD INDEX FDS0568+56802100.21%+210
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
01,062+1,06202040.21%+204
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