PUFF WEALTH MANAGEMENT, LLC

CIK

2052736

Location

Haddonfield, NJ

Portfolio Value

Micro $25,580,070

Diversification

Diversified

Filing Date

Global Rank

#7,419 / 8,420 ▼ 225

Top Industry

Consumer Electronics 23.6%

3Y Alpha vs SPY

-15.2%

Period ended 5 months ago

Filed Jan 7, 2026 · 5mo

5 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.7%

SPY

+23.4%

Annualised alpha

-15.2%

Max drawdown

−24.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

22.4%

+0.2 pts

Top 5

59.5%

−3.1 pts

Top 10

78.5%

−3.4 pts

HHI

981

Diversified−72

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	42.0%	$10,732,825	7
Communication Services	16.2%	$4,133,347	3
Financial Services	12.8%	$3,281,211	4
Consumer Cyclical	11.1%	$2,846,557	2
Healthcare	7.2%	$1,846,082	3
Unclassified	5.0%	$1,272,112	4
Energy	3.7%	$955,542	3
Industrials	1.0%	$268,407	1
Consumer Defensive	1.0%	$243,987	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+2,366	2,621	$245,744
NVDA	Nvidia Corp	+318	16,564	$3,089,186
MSFT	Microsoft Corp	+109	2,030	$981,748
AAPL	Apple Inc.	+106	21,086	$5,732,439
AMZN	Amazon Com Inc	+89	10,875	$2,510,167
GOOGL	Alphabet Inc.	+65	3,795	$1,187,835
XOM	Exxon Mobil Corp	+48	4,308	$518,424
WMT	Walmart Inc.	+42	2,190	$243,987
JPM	Jpmorgan Chase & Co	+29	3,537	$1,139,692
TSLA	Tesla, Inc.	+27	748	$336,390
MA	Mastercard Inc	+23	462	$263,746
CVX	Chevron Corp	+20	2,236	$340,788
ABBV	AbbVie Inc.	+20	3,788	$865,520
LLY	ELI LILLY & Co	+17	314	$337,449
V	Visa Inc.	+16	2,302	$807,334
ABT	Abbott Laboratories	+12	5,133	$643,113
SPY	Spdr S&P 500 ETF Trust	+7	349	$237,990
QQQ	Invesco Qqq Trust, Series 1	+6	584	$358,757
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
BXMX	Nuveen S&P 500 BuyWrite Income Fund	−5,066	72,819	$1,070,439
META	Meta Platforms, Inc.	−289	4,090	$2,699,768
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	1,027	$293,116
CRM	Salesforce, Inc.	868	$229,941
QCOM	Qualcomm Inc/De	1,205	$206,115
LRCX	Lam Research Corp	1,170	$200,280
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $25,580,070 total · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	21,086	+106	$5,732,439	+7.3%	22.41%
NVDA	Nvidia Corp Technology	Added	16,564	+318	$3,089,186	+1.9%	12.08%
META	Meta Platforms, Inc. Communication Services	Reduced	4,090	-289	$2,699,768	−16.0%	10.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,875	+89	$2,510,167	+6.0%	9.81%
GOOGL	Alphabet Inc. Communication Services	Added	3,795	+65	$1,187,835	+31.0%	4.64%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,537	+29	$1,139,692	+3.0%	4.46%
BXMX	Nuveen S&P 500 BuyWrite Income Fund Financial Services	Reduced	72,819	-5,066	$1,070,439	−4.8%	4.18%
MSFT	Microsoft Corp Technology	Added	2,030	+109	$981,748	−1.3%	3.84%
ABBV	AbbVie Inc. Healthcare	Added	3,788	+20	$865,520	−0.8%	3.38%
V	Visa Inc. Financial Services	Added	2,302	+16	$807,334	+3.5%	3.16%
ABT	Abbott Laboratories Healthcare	Added	5,133	+12	$643,113	−6.2%	2.51%
XOM	Exxon Mobil Corp Energy	Added	4,308	+48	$518,424	+7.9%	2.03%
IBIT	iShares Bitcoin Trust ETF	Held	8,975	0	$445,608	−23.6%	1.74%
QQQ	Invesco Qqq Trust, Series 1	Added	584	+6	$358,757	+3.4%	1.40%
CVX	Chevron Corp Energy	Added	2,236	+20	$340,788	−1.0%	1.33%
LLY	ELI LILLY & Co Healthcare	Added	314	+17	$337,449	+48.9%	1.32%
TSLA	Tesla, Inc. Consumer Cyclical	Added	748	+27	$336,390	+4.9%	1.32%
MU	Micron Technology Inc Technology	NEW	1,027	NEW	$293,116	NEW	1.15%
GWW	W.W. Grainger, Inc. Industrials	Held	266	0	$268,407	+5.9%	1.05%
MA	Mastercard Inc Financial Services	Added	462	+23	$263,746	+5.6%	1.03%
NFLX	Netflix Inc Communication Services	Added	2,621	+2,366	$245,744	+703.8%	0.96%
WMT	Walmart Inc. Consumer Defensive	Added	2,190	+42	$243,987	+10.2%	0.95%
SPY	Spdr S&P 500 ETF Trust	Added	349	+7	$237,990	+4.5%	0.93%
CRM	Salesforce, Inc. Technology	NEW	868	NEW	$229,941	NEW	0.90%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	3,014	0	$229,757	−23.6%	0.90%
QCOM	Qualcomm Inc/De Technology	NEW	1,205	NEW	$206,115	NEW	0.81%
LRCX	Lam Research Corp Technology	NEW	1,170	NEW	$200,280	NEW	0.78%
GPRK	GeoPark Ltd Energy	Held	13,000	0	$96,330	+16.3%	0.38%