PWM
Puff Wealth Management LLC Portfolio
Invests via Puff Wealth Management LLC | Managed by Adam V. Puff, Rachel Catherine Allison, John Davi, David Clark, Gregory Sanderson, Michael Stulic, Nick Cerbone, Frank Tedesco III
Invests via Puff Wealth Management LLC
Managed by Adam V. Puff, Rachel Catherine Allison, John Davi, David Clark, Gregory Sanderson, Michael Stulic, Nick Cerbone, Frank Tedesco III
Automatically Tracked
Company Profile
Puff Wealth Management LLC is a boutique wealth manager specializing in discretionary portfolio management and financial planning for high-net-worth individuals and small institutions. The firm offers multi-asset strategies, tax-aware portfolio construction, and retirement income solutions, with emphasis on personalized advisory and fee-based AUM growth. Positioning is regional-to-national private-client market, competing on service and customization versus larger RIAs; typical capital focus spans liquid equities, fixed income, ETFs and alternative allocations.
Puff Wealth Management LLC is a boutique wealth manager specializing in discretionary portfolio management and financial planning for high-net-worth individuals and small institutions. The firm offers multi-asset strategies, tax-aware portfolio construction, and retirement income solutions, with emphasis on personalized advisory and fee-based AUM growth. Positioning is regional-to-national private-client market, competing on service and customization versus larger RIAs; typical capital focus spans liquid equities, fixed income, ETFs and alternative allocations.
Investment Philosophy & Strategy
Boutique wealth manager with a client-first, outcomes-oriented investment philosophy centered on multi-asset diversification, tax-aware construction and liability-driven planning. Portfolios blend liquid equities, high-quality fixed income, ETFs and modest alternative sleeves to balance long-term growth and income for high-net-worth and small institutional clients. Capital deployment favors discretionary, fee-based AUM with customized risk budgets, tactical asset allocation to capture market dislocations, and active tax-optimization. Competitive edge derives from personalized service, regional private-client relationships and integrated retirement-income solutions.
Boutique wealth manager with a client-first, outcomes-oriented investment philosophy centered on multi-asset diversification, tax-aware construction and liability-driven planning. Portfolios blend liquid equities, high-quality fixed income, ETFs and modest alternative sleeves to balance long-term growth and income for high-net-worth and small institutional clients. Capital deployment favors discretionary, fee-based AUM with customized risk budgets, tactical asset allocation to capture market dislocations, and active tax-optimization. Competitive edge derives from personalized service, regional private-client relationships and integrated retirement-income solutions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.74%
Gain
Monthly
0.2%
Yearly
2.41%
Drawdown
17.29%
$98.18M
Equity
Holdings
$98.18M
Investment
$85.76M
$16.15M
Profit -$457,143.07
Realized
$3.72M
Unrealized
$12.43M
Dividends
$2.49M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$457,143.07
Win %
77%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$188,746.68
Win %
77%
This Month
Compared to last month
Gain
0.29%
Profit
$283,670.65
Win %
77%
This Year
Compared to last year
Gain
0.41%
Profit
$318,274.04
Win %
78%
CVX Chevron Corporation
+1.74%
+$7,080.12 
MU Micron Technology, Inc.
+1.72%
+$9,269.38 
XOM Exxon Mobil Corporation
+1.68%
+$11,301.85 
ABT Abbott Laboratories
+1.5%
+$7,561.32 
ABBV AbbVie Inc.
+1.36%
+$13,065.15 
LLY Eli Lilly and Company
+1.2%
+$3,969.77 
WMT Walmart Inc.
+1.07%
+$2,665.41 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.82%
+$4,813.74 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.82%
+$2,266.74 
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$17,132.5 
ENFR Alerian Energy Infrastructure ETF
+0.75%
+$3,976.2 
FTNT Fortinet Inc.
+0.75%
+$1,927.2 
UTES Virtus Reaves Utilities ETF
+0.73%
+$2,316.6 
DVY iShares Select Dividend ETF
+0.71%
+$3,680 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.65%
+$3,194.35 
AMLP Alerian MLP ETF
+0.5%
+$5,941.08 
TD The Toronto-Dominion Bank
+0.47%
+$1,567.8 
IDV iShares International Select Dividend ETF
+0.44%
+$5,467.06 
GWW W.W. Grainger, Inc.
+0.42%
+$1,561.41 
PPI ASTORIA REAL ASSETS ETF
+0.38%
+$12,542.96 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.31%
+$1,960.64 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.29%
+$4,012.68 
JPM JPMorgan Chase & Co.
+0.26%
+$3,285.04 
DEED First Trust TCW Securitized Plus ETF
+0.24%
+$1,007.33 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.23%
+$2,045.55 
DMBS DoubleLine Mortgage ETF
+0.23%
+$6,888.96 
FPX First Trust US Equity Opportunities ETF
+0.18%
+$486.88 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.15%
+$286.74 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.14%
+$1,905.99 
CGDG Capital Group Dividend Growers ETF
+0.1%
+$531.4 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$771.5 
FTSL First Trust Senior Loan ETF
+0.08%
+$648.02 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.07%
+$192.06 
TUSI Touchstone Ultra Short Income Fund
+0.04%
+$426.63 
PYLD PIMCO Multisector Bond Active ETF
+0.02%
+$541.62 
AGGA Astoria Dynamic Core US Fixed Income ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
META Meta Platforms Inc Class A
-4.08%
-$109,781.8 
KLAC KLA Corporation
-3.05%
-$8,147.81 
LRCX Lam Research Corporation
-2.87%
-$7,910.75 
INTC Intel Corporation
-2.33%
-$3,482.66 
MSFT Microsoft Corp.
-2.33%
-$21,778.58 
TSLA Tesla, Inc.
-2.29%
-$6,758.64 
GOOG Alphabet Inc
-2.1%
-$28,513.22 
GOOGL Alphabet Inc
-2.05%
-$27,634.84 
IEMG iShares Core MSCI Emerging Markets ETF
-1.63%
-$31,696.66 
V Visa Inc. Class A
-1.57%
-$10,611.98 
IBIT iShares Bitcoin Trust
-1.42%
-$4,931.12 
NVDA NVIDIA Corporation
-1.39%
-$46,101.12 
FDN First Trust Dow Jones Internet Index Fund
-1.38%
-$7,335.76 
WDC Western Digital Corporation
-1.36%
-$3,581.4 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$5,959.76 
QQQI Neos NASDAQ-100 High Income ETF
-1.31%
-$26,431.2 
AMZN Amazon.com Inc
-0.94%
-$26,076.96 
AAPL Apple Inc.
-0.92%
-$62,054.11 
TSEL Touchstone Sands Select Growth ETF
-0.87%
-$9,027.34 
GQQQ Astoria US Quality Growth Kings ETF
-0.87%
-$58,841.43 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.82%
-$26,506 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.67%
-$28,498.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$10,291.8 
IVV iShares Core S&P 500 ETF
-0.6%
-$2,398.55 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$1,277.47 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$1,209.83 
SPYI NEOS S&P 500 High Income ETF
-0.5%
-$9,413.01 
KBWB Invesco KBW Bank ETF
-0.44%
-$5,261.48 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.29%
-$2,819.52 
DVYE iShares Emerging Markets Dividend ETF
-0.21%
-$1,192.87 
RDVY First Trust Rising Dividend Achievers ETF
-0.21%
-$1,322.94 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.18%
-$5,054.18 
RDFI Rareview Dynamic Fixed Income Fund
-0.12%
-$3,088.63 
SPGP Invesco S&P 500 GARP ETF
-0.09%
-$310.2 
FTXO First Trust Nasdaq Bank ETF
-0.09%
-$713.06 
CAT Caterpillar Inc.
-0.07%
-$179.18 
TJX The TJX Companies, Inc.
-0.07%
-$165.78 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.05%
-$401.54 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$239.58 
AVUV Avantis U.S. Small Cap Value ETF
-0.02%
-$494.43 Events
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Dividends
Dividend Analysis
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| Trades 414 | Longs Won 285/414 68% | Profit Factor 12.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $155,596.53 |
| Average Win $61,436.84 | Best Trade (Sep 30) $1.7M | Sharpe Ratio -10.44 |
| Average Loss -$10,568.89 | Worst Trade (Jul 10) -$267,185.75 | Z-Score 2.97 (99.7%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $39,000.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
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