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Rachel Allison

Puff Wealth Management, Llc

Assets Managed
$98.091M
Holdings
77
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
26.75%(2Q avg: 22.15%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Puff Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Puff Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 98.091M in assets, with a quarterly growth rate of 26.75% and a 2-quarter average growth rate of 22.15%. The portfolio is managed by Rachel Allison, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GQQQ
Astoria Us Qlity Grw Kng Etf
Recent Activity
Increased 15.68%
7.18%
$7.042M
193,875 shares@ $36.33 avg price
AGGA
Astoria Dynamic Co Us Fi Etf
Recent Activity
Increased 100.12%
7.06%
$6.919M
275,328 shares@ $25.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.14%
5.97%
$5.849M
20,213 shares@ $289.36 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 10.91%
4.44%
$4.352M
86,360 shares@ $50.39 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Decreased -6.02%
3.61%
$3.532M
26,506 shares@ $133.26 avg price
PPI
Axs Astoria Re As Etf-usdinc
Recent Activity
Increased 49.97%
3.41%
$3.338M
156,787 shares@ $21.29 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.69%
3.26%
$3.192M
15,952 shares@ $200.1 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 193.25%
3.14%
$3.072M
62,570 shares@ $49.09 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 228.02%
2.93%
$2.873M
108,323 shares@ $26.52 avg price
ROE
Ast Us Eq Wgt Qlty Kings Etf
Recent Activity
Increased 21.2%
2.86%
$2.802M
65,724 shares@ $42.63 avg price

1-10 of 77