PUFF WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#7,790
/ 8,650
▲ 135
Top Industry
Consumer Electronics
23.2%
3Y Alpha vs SPY
+3.2%
Period ended 56 days ago
Filed Jul 8, 2026 · 48d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Not a measure of this manager's performance.
Most of PUFF WEALTH MANAGEMENT, LLC's reported book is option positions, which a stock-only clone
cannot replicate. The figures below are the return of the
76% that is ordinary stock — as little as
25% in one quarter — so a manager whose options
thesis lost money can still show a large gain here.
Cloned portfolio
+30.6%
SPY
+25.2%
Annualised alpha
+3.2%
Max drawdown
−23.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 76% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025Top Position
22.3%
+2.9 pts
Top 5
58.5%
+1.7 pts
Top 10
76.4%
−2.3 pts
HHI
951
Diversified+80
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.5% | $12,200,377 |
| Communication Services | 13.9% | $3,636,773 |
| Consumer Cyclical | 12.3% | $3,225,220 |
| Financial Services | 11.9% | $3,111,148 |
| Healthcare | 6.7% | $1,757,188 |
| Unclassified | 3.8% | $1,002,958 |
| Industrials | 2.6% | $669,622 |
| Energy | 1.4% | $367,324 |
| Consumer Defensive | 0.9% | $245,434 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +600 | 9,575 | $318,751 | |
| MSFT | Microsoft Corp | +303 | 2,333 | $870,255 | |
| AMZN | Amazon Com Inc | +269 | 11,144 | $2,656,060 | |
| JPM | Jpmorgan Chase & Co | +113 | 3,650 | $1,194,754 | |
| QQQ | Invesco Qqq Trust, Series 1 | +48 | 632 | $465,404 | |
| TSLA | Tesla, Inc. | +8 | 756 | $317,973 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −3,886 | 3,796 | $1,356,576 | |
| AAPL | Apple Inc. | −873 | 20,213 | $5,848,833 | |
| NVDA | Nvidia Corp | −612 | 15,952 | $3,191,835 | |
| V | Visa Inc. | −450 | 1,852 | $635,402 | |
| MU | Micron Technology Inc | −396 | 631 | $728,356 | |
| LRCX | Lam Research Corp | −312 | 858 | $371,797 | |
| SPY | Spdr S&P 500 ETF Trust | −56 | 293 | $218,803 | |
| META | Meta Platforms, Inc. | −42 | 4,048 | $2,280,197 | |
| LLY | ELI LILLY & Co | −30 | 284 | $340,638 | |
| ABT | Abbott Laboratories | −24 | 5,109 | $463,590 | |
| WMT | Walmart Inc. | −23 | 2,167 | $245,434 | |
| CVX | Chevron Corp | −20 | 2,216 | $367,324 | |
| ABBV | AbbVie Inc. | −1 | 3,787 | $952,960 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 51,264 | $955,560 | |
| KLAC | Kla Corp | 1,217 | $367,181 | |
| WDC | Western Digital Corp | 564 | $360,238 | |
| TD | Toronto Dominion Bank | 2,680 | $325,432 | |
| CAT | Caterpillar Inc | 289 | $307,756 | |
| TJX | Tjx Companies Inc /De/ | 1,658 | $251,187 | |
| FTNT | Fortinet, Inc. | 1,606 | $246,713 | |
| INTC | Intel Corp | 1,541 | $215,169 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AIRR | First Trust RBA American Industrial Renaissance ETF | 28,204 | $2,773,017 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | 40,100 | $1,102,349 | |
| XOM | ExxonMobil Holdings Corp | 4,308 | $518,424 | |
| MA | Mastercard Inc | 462 | $263,746 | |
| NFLX | Netflix Inc | 2,621 | $245,744 | |
| CRM | Salesforce, Inc. | 868 | $229,941 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 3,014 | $229,757 | |
| QCOM | Qualcomm Inc/De | 1,205 | $206,115 | |
| GPRK | GeoPark Ltd | 13,000 | $96,330 | |
| BXMX | Nuveen S&P 500 BuyWrite Income Fund | 72,819 | $0 | |
| No positions match the current search. | ||||
28 tracked positions ·
$26,216,044 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,213 | $5,848,833 | 22.31% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 15,952 | $3,191,835 | 12.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,144 | $2,656,060 | 10.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,048 | $2,280,197 | 8.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,796 | $1,356,576 | 5.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,650 | $1,194,754 | 4.56% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
NEW | 51,264 | $955,560 | 3.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,787 | $952,960 | 3.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,333 | $870,255 | 3.32% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 631 | $728,356 | 2.78% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,852 | $635,402 | 2.42% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 632 | $465,404 | 1.78% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 5,109 | $463,590 | 1.77% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 858 | $371,797 | 1.42% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,216 | $367,324 | 1.40% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1,217 | $367,181 | 1.40% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 266 | $361,866 | 1.38% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 564 | $360,238 | 1.37% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 284 | $340,638 | 1.30% | |
| TD |
Toronto Dominion Bank
Financial Services
|
NEW | 2,680 | $325,432 | 1.24% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 9,575 | $318,751 | 1.22% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 756 | $317,973 | 1.21% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 289 | $307,756 | 1.17% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
NEW | 1,658 | $251,187 | 0.96% | |
| FTNT |
Fortinet, Inc.
Technology
|
NEW | 1,606 | $246,713 | 0.94% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,167 | $245,434 | 0.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 293 | $218,803 | 0.83% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,541 | $215,169 | 0.82% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.