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Home > Institutional Investor > Puff Wealth Management, Llc > Profile

Instuitional Investor - Puff Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Puff Wealth Management, Llc
Portfolio Value $137,311,804
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & CoCALL
 JPM 56,200 $16,292,942 11.87%
2.
Morgan StanleyCALL
 MS 75,000 $10,564,500 7.69%
3.
Capital One Financial CorpCALL
 COF 26,200 $5,574,312 4.06%
4.
Reinsurance Group Of America IncCALL
 RGA 27,300 $5,415,228 3.94%
5.
Apple Inc.
 AAPL 20,496 $4,205,162 3.06%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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