Puff Wealth Management, LLC reported 29 positions worth $30.43M for the quarter ended Sep 30, 2026, up 14.6% on the prior quarter. It opened 5 new positions, added to 9, trimmed 12 and exited 3. Its largest holding is Apple Inc. at 22.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +10.7K | – | $1.61M | 5.3% |
| LMT Lockheed Martin Corp | +528 | – | $268.79K | 0.883% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +3,448 | – | $250.46K | 0.823% |
| JNJ Johnson & Johnson | +779 | – | $206.25K | 0.678% |
| NFLX Netflix Inc | +2,882 | – | $200.53K | 0.659% |
| AAPL Apple Inc. | +478 | +2.4% | $159.18K | 22.64% |
| MSFT Microsoft Corp | +173 | +7.4% | $88.75K | 4.22% |
| LRCX Lam Research Corp | +182 | +21.2% | $59.81K | 1.12% |
| TJX Tjx Companies Inc | +286 | +17.2% | $37.84K | 0.845% |
| META Meta Platforms, Inc. | +35 | +0.9% | $25.38K | 9.73% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KLAC Kla Corp | -1,217 | -100.0% | $367.28K | Exited |
| MU Micron Technology Inc | -343 | -54.4% | $365.05K | 1.01% |
| WDC Western Digital Corp | -564 | -100.0% | $360.40K | Exited |
| INTC Intel Corp | -1,541 | -100.0% | $215.15K | Exited |
| GOOGL Alphabet Inc. | -328 | -8.6% | $112.85K | 3.92% |
| NVDA Nvidia Corp | -212 | -1.3% | $48.42K | 11.81% |
| GOOG Alphabet Inc. | -44 | -1.1% | $14.99K | 4.24% |
| AMZN Amazon Com Inc | -48 | -0.4% | $11.96K | 9.09% |
| TD Toronto Dominion Bank | -100 | -3.7% | $11.75K | 0.996% |
| WMT Walmart Inc. | -98 | -4.5% | $10.18K | 0.706% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 20.7K | $6.89M | 22.64% | +478 | +2.4% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 15.7K | $3.59M | 11.81% | -212 | -1.3% | Reduced | 0% |
| 3 | META Meta Platforms, Inc. | Technology | 4,083 | $2.96M | 9.73% | +35 | +0.9% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 11.1K | $2.76M | 9.09% | -48 | -0.4% | Reduced | 0% |
| 5 | SPCX Space Exploration Technologies Corp | Industrials | 10.7K | $1.61M | 5.3% | +10.7K | – | New | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 3,791 | $1.29M | 4.24% | -44 | -1.1% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 2,506 | $1.29M | 4.22% | +173 | +7.4% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 3,691 | $1.22M | 4.01% | +41 | +1.1% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 3,468 | $1.19M | 3.92% | -328 | -8.6% | Reduced | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 3,757 | $982.87K | 3.23% | -30 | -0.8% | Reduced | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 4,571 | $743.93K | 2.44% | -42 | -0.9% | Reduced | 0% |
| 12 | V Visa Inc. | Financial Services | 1,839 | $660.93K | 2.17% | -13 | -0.7% | Reduced | 0% |
| 13 | ABT Abbott Laboratories | Healthcare | 5,090 | $503.00K | 1.65% | -19 | -0.4% | Reduced | 0% |
| 14 | IBIT iShares Bitcoin Trust ETF | Others | 9,575 | $453.28K | 1.49% | 0 | 0.0% | Unchanged | 0% |
| 15 | CVX Chevron Corp | Energy | 2,216 | $452.63K | 1.49% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Puff Wealth Management.
As of its Q3 2026 13F filing, Puff Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 22.6%, Nvidia Corp (NVDA) at 11.8%, Meta Platforms, Inc. (META) at 9.7%, Amazon Com Inc (AMZN) at 9.1%, Space Exploration Technologies Corp (SPCX) at 5.3% of the reported portfolio.
Puff Wealth Management, LLC reported a 13F portfolio worth $30.43M across 29 positions for Q3 2026. That is up 14.6% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.61M), Lockheed Martin Corp ($268.79K), Fidelity Wise Origin Bitcoin Fund ($250.46K). It opened 5 new positions.
Its largest sales by value were Kla Corp ($367.28K), Micron Technology Inc ($365.05K), Western Digital Corp ($360.40K). It exited 3 positions entirely.
From the Form 13F-HR reports Puff Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.