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Puff Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Puff Wealth Management’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.53M Buy
53,541
+5,485
+11% +$162K 1.44% 23
2026
Q2 		$1.41M Buy
+48,056
New +$1.43M 1.43% 20
2025
Q4 		$1.11M Buy
40,100
+7,126
+22% +$204K 1.43% 22
2025
Q3 		$919K Buy
+32,974
New +$879K 1.4% 25

Other funds holding ALLW

CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Puff Wealth Management's ALLW Position: Q3 2026 in Review

Puff Wealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 11% in Q3 2026, buying an estimated $162K and bringing the position to 53,541 shares worth $1.53M. The position accounts for 1.44% of the portfolio, ranked #23.

Puff Wealth Management first reported a position in ALLW in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

  • Puff Wealth Management held 53,541 shares of State Street Bridgewater All Weather ETF worth $1.53M as of Q3 2026.
  • Puff Wealth Management bought 5,485 State Street Bridgewater All Weather ETF shares in Q3 2026, an estimated $162K.
  • State Street Bridgewater All Weather ETF made up 1.44% of Puff Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Puff Wealth Management first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.