Long-term investor

Puff Wealth Management, LLC @puffwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052736).

Record

  • Tracked since 2025-03-31 (564 days), 308 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.4% · 6 months +4.8% · 1 year +2.7% · all +7.2%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 02072L185 · 7.4% · long · since 2025-06-30
  • 02072Q663 · 7.4% · long · since 2025-06-30
  • AAPL · 6.5% · long · since 2025-06-30
  • 46141T117 · 3.4% · long · since 2025-06-30
  • NVDA · 3.4% · long · since 2025-06-30
  • 78463X889 · 3.1% · long · since 2025-06-30
  • 25861R402 · 3.0% · long · since 2025-06-30
  • 72201R585 · 3.0% · long · since 2025-12-31
  • 02072L433 · 3.0% · long · since 2025-06-30
  • META · 2.8% · long · since 2025-06-30
  • 89157W301 · 2.7% · long · since 2025-09-30
  • 19423L722 · 2.6% · long · since 2025-12-31

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