PUFF WEALTH MANAGEMENT, LLC

CIK

2052736

Location

Haddonfield, NJ

Portfolio Value

Micro $26,216,044

Diversification

Diversified

Filing Date

Global Rank

#242 / 295 ▲ 7425

Top Industry

Consumer Electronics 23.2%

3Y Alpha vs SPY

-12.9%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+5.3%

SPY

+24.0%

Annualised alpha

-12.9%

Max drawdown

−24.7%

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 Jun 30, 2026 · Δ vs Dec 31, 2025

Top Position

22.3%

−0.6 pts

Top 5

58.5%

−2.2 pts

Top 10

76.4%

−3.7 pts

HHI

951

Diversified−67

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	46.5%	$12,200,377	9
Communication Services	13.9%	$3,636,773	2
Consumer Cyclical	12.3%	$3,225,220	3
Financial Services	11.9%	$3,111,148	4
Healthcare	6.7%	$1,757,188	3
Unclassified	3.8%	$1,002,958	3
Industrials	2.6%	$669,622	2
Energy	1.4%	$367,324	1
Consumer Defensive	0.9%	$245,434	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
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
GOOGL	Alphabet Inc.	+1	3,796	$1,356,576
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

7 positions

Ticker	Company	Shares	Value
BXMX	Nuveen S&P 500 BuyWrite Income Fund	72,819	$1,070,439
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	20,213	-873	$5,848,833	+2.0%	22.31%
NVDA	Nvidia Corp Technology	Reduced	15,952	-612	$3,191,835	+3.3%	12.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,144	+269	$2,656,060	+5.8%	10.13%
META	Meta Platforms, Inc. Communication Services	Reduced	4,048	-42	$2,280,197	−15.5%	8.70%
GOOGL	Alphabet Inc. Communication Services	Added	3,796	+1	$1,356,576	+14.2%	5.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,650	+113	$1,194,754	+4.8%	4.56%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	NEW	51,264	NEW	$955,560	NEW	3.64%
ABBV	AbbVie Inc. Healthcare	Reduced	3,787	-1	$952,960	+10.1%	3.64%
MSFT	Microsoft Corp Technology	Added	2,333	+303	$870,255	−11.4%	3.32%
MU	Micron Technology Inc Technology	Reduced	631	-396	$728,356	+148.5%	2.78%
V	Visa Inc. Financial Services	Reduced	1,852	-450	$635,402	−21.3%	2.42%
QQQ	Invesco Qqq Trust, Series 1	Added	632	+48	$465,404	+29.7%	1.78%
ABT	Abbott Laboratories Healthcare	Reduced	5,109	-24	$463,590	−27.9%	1.77%
LRCX	Lam Research Corp Technology	Reduced	858	-312	$371,797	+85.6%	1.42%
CVX	Chevron Corp Energy	Reduced	2,216	-20	$367,324	+7.8%	1.40%
KLAC	Kla Corp Technology	NEW	1,217	NEW	$367,181	NEW	1.40%
GWW	W.W. Grainger, Inc. Industrials	Held	266	0	$361,866	+34.8%	1.38%
WDC	Western Digital Corp Technology	NEW	564	NEW	$360,238	NEW	1.37%
LLY	ELI LILLY & Co Healthcare	Reduced	284	-30	$340,638	+0.9%	1.30%
TD	Toronto Dominion Bank Financial Services	NEW	2,680	NEW	$325,432	NEW	1.24%
IBIT	iShares Bitcoin Trust ETF	Added	9,575	+600	$318,751	−28.5%	1.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	756	+8	$317,973	−5.5%	1.21%
CAT	Caterpillar Inc Industrials	NEW	289	NEW	$307,756	NEW	1.17%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,658	NEW	$251,187	NEW	0.96%
FTNT	Fortinet, Inc. Technology	NEW	1,606	NEW	$246,713	NEW	0.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,167	-23	$245,434	+0.6%	0.94%
SPY	Spdr S&P 500 ETF Trust	Reduced	293	-56	$218,803	−8.1%	0.83%
INTC	Intel Corp Technology	NEW	1,541	NEW	$215,169	NEW	0.82%