PUFF WEALTH MANAGEMENT, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 42.0% | $10,732,825 |
| Communication Services | 16.2% | $4,133,347 |
| Financial Services | 12.8% | $3,281,211 |
| Consumer Cyclical | 11.1% | $2,846,557 |
| Healthcare | 7.2% | $1,846,082 |
| Unclassified | 5.0% | $1,272,112 |
| Energy | 3.7% | $955,542 |
| Industrials | 1.0% | $268,407 |
| Consumer Defensive | 1.0% | $243,987 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$243,987 total
· Consumer Defensive only
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,190 | $243,987 | 100.00% |