PUFF WEALTH MANAGEMENT, LLC

CIK 0002052736 • 5 13F filings • Apr 16, 2025 – Jul 8, 2026

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Filer information

Filed by: PUFF WEALTH MANAGEMENT, LLC, CCO
Address: 205 N Haddon Ave, Haddonfield, NJ, 08033
Phone: 856-795-0470
AUM: $77.4M

AUM over time

$105.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $137.3M102 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$694K	0.5%Prev: 0.6%	5,105 SH	Increased-39 SH
ABBVIE INC	COM	$773K	0.6%Prev: 0.8%	4,163 SH	Decreased+15 SH
AFFILIATED MANAGERS GROUP IN	COM	$3.8M	2.8%Prev: 3.0%	19,400 SH	Increased+500 SH
ALLSTATE CORP	COM	$2.1M	1.5%	10,433 SH	New
ALPHABET INC	CAP STK CL A	$711K	0.5%Prev: 0.6%	4,033 SH	Increased-276 SH
ALPHABET INC	CAP STK CL C	$737K	0.5%Prev: 0.4%	4,153 SH	Increased+1,136 SH
AMAZON COM INC	COM	$2.3M	1.7%Prev: 1.9%	10,598 SH	Increased-113 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.0M	1.4%Prev: 2.1%	21,847 SH	Decreased-3,309 SH
AMERICAN FINL GROUP INC OHIO	COM	$366K	0.3%	2,900 SH	New
APOLLO GLOBAL MGMT INC	COM	$1.3M	1.0%	9,405 SH	New
APPLE INC	COM	$4.2M	3.1%Prev: 4.3%	20,496 SH	Decreased-309 SH
ARCH CAP GROUP LTD	ORD	$319K	0.2%	3,500 SH	New
ASSURANT INC	COM	$2.5M	1.8%	12,700 SH	New
AT&T INC	COM	$392K	0.3%Prev: 1.1%	13,535 SH	Decreased-27,420 SH
BANK AMERICA CORP	COM	$1.1M	0.8%	22,913 SH	New
BANK NEW YORK MELLON CORP	COM	$1.3M	1.0%Prev: 1.1%	14,405 SH	Increased
BERKLEY W R CORP	COM	$228K	0.2%Prev: 0.2%	3,100 SH	Increased
CAPITAL ONE FINL CORP	COM	$5.6M	4.1%	26,209 SH	New
CHEVRON CORP NEW	COM	$317K	0.2%Prev: 0.4%	2,214 SH	Decreased-171 SH
CMS ENERGY CORP	COM	$1.1M	0.8%	16,487 SH	New
COLLABORATIVE INVESTMNT SER	RAREVIEW TOTL RT	$374K	0.3%Prev: 0.3%	14,908 SH	Increased+3,443 SH
DIGITAL RLTY TR INC	COM	$2.0M	1.4%	11,303 SH	New
DOUBLELINE ETF TRUST	MORTGAGE ETF	$1.3M	0.9%Prev: 0.7%	25,792 SH	Increased+11,261 SH
DTE ENERGY CO	COM	$842K	0.6%	6,354 SH	New
EA SERIES TRUST	ASTORIA DYNAMIC	$1.8M	1.3%	72,859 SH	New
EA SERIES TRUST	ASTORIA US EQUAL	$2.7M	2.0%Prev: 2.3%	84,349 SH	Increased-977 SH
EA SERIES TRUST	ASTORIA US QUALI	$2.3M	1.7%Prev: 1.8%	83,807 SH	Increased+2,018 SH
ELI LILLY & CO	COM	$217K	0.2%Prev: 0.2%	278 SH	Decreased-8 SH
EXXON MOBIL CORP	COM	$462K	0.3%Prev: 0.5%	4,283 SH	Decreased+55 SH
F&G ANNUITIES & LIFE INC	COMMON STOCK	$784K	0.6%Prev: 0.4%	24,500 SH	Increased+11,900 SH
FIFTH THIRD BANCORP	COM	$498K	0.4%	12,100 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$1.1M	0.8%Prev: 1.0%	62,759 SH	Increased+1,490 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$562K	0.4%Prev: 0.6%	22,762 SH	Decreased-759 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$1.1M	0.8%Prev: 1.0%	48,831 SH	Increased+1,703 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$940K	0.7%Prev: 0.9%	28,465 SH	Decreased-3,683 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.7M	2.0%Prev: 2.5%	33,725 SH	Increased-4,615 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$557K	0.4%Prev: 0.5%	8,885 SH	Increased+7 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$740K	0.5%Prev: 0.9%	8,143 SH	Decreased-2,144 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$573K	0.4%Prev: 0.4%	2,127 SH	Increased
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$804K	0.6%Prev: 0.7%	16,374 SH	Increased+1,296 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.4M	1.7%Prev: 2.4%	63,191 SH	Decreased-6,462 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$211K	0.2%Prev: 0.3%	1,308 SH	Decreased-420 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.2M	0.9%Prev: 1.1%	26,484 SH	Increased+817 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$295K	0.2%	7,054 SH	New
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$242K	0.2%Prev: 0.2%	6,867 SH	Decreased-694 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$268K	0.2%Prev: 0.2%	7,054 SH	Increased+5,213 SH
FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$419K	0.3%Prev: 0.4%	21,249 SH	Decreased+328 SH
FIRST TR EXCHNG TRADED FD VI	SECURITIZED PLUS	$583K	0.4%	27,587 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$2.0M	1.4%	78,557 SH	New
FORD MTR CO	COM	$127K	0.1%	11,661 SH	New
GEOPARK LTD	USD SHS	$85K	0.1%Prev: 0.1%	13,000 SH	Decreased
GRAINGER W W INC	COM	$276K	0.2%Prev: 0.2%	265 SH	Increased
HOME DEPOT INC	COM	$301K	0.2%Prev: 0.3%	821 SH	Increased+30 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$334K	0.2%Prev: 0.3%	3,100 SH	Increased-36 SH
INVESCO QQQ TR	UNIT SER 1	$321K	0.2%	582 SH	New
INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$860K	0.6%Prev: 0.7%	52,607 SH	Increased+3,412 SH
ISHARES INC	CORE MSCI EMKT	$739K	0.5%Prev: 0.7%	12,315 SH	Decreased-2,390 SH
ISHARES TR	CORE S&P US GWT	$447K	0.3%Prev: 0.4%	2,975 SH	Increased+3 SH
ISHARES TR	CORE S&P500 ETF	$325K	0.2%	523 SH	New
ISHARES TR	MSCI USA MIN VOL	$303K	0.2%Prev: 0.6%	3,225 SH	Decreased-3,110 SH
ISHARES TR	U.S. TECH ETF	$473K	0.3%Prev: 0.4%	2,729 SH	Increased+1 SH
JACKSON FINANCIAL INC	COM CL A	$425K	0.3%Prev: 0.4%	4,787 SH	Increased+87 SH
JPMORGAN CHASE & CO.	COM	$17.2M	12.6%Prev: 11.4%	59,488 SH	Increased+9,945 SH
KEMPER CORP	COM	$783K	0.6%	2,700 SH	New
KEYCORP	COM	$277K	0.2%Prev: 0.2%	15,900 SH	Increased+2,254 SH
LINCOLN NATL CORP IND	COM	$249K	0.2%Prev: 0.3%	7,200 SH	Decreased-2,400 SH
MASTERCARD INCORPORATED	CL A	$259K	0.2%Prev: 0.2%	258,711 SH	Increased+258,289 SH
META PLATFORMS INC	CL A	$3.3M	2.4%Prev: 2.3%	4,519 SH	Increased+203 SH
MICROSOFT CORP	COM	$966K	0.7%Prev: 0.7%	1,942 SH	Increased-84 SH
MORGAN STANLEY	COM NEW	$10.6M	7.7%Prev: 3.3%	75,013 SH	Increased+44,702 SH
NETFLIX INC	COM	$339K	0.2%Prev: 0.2%	253 SH	Increased+2 SH
NEXTERA ENERGY INC	COM	$539K	0.4%	7,770 SH	New
NUVEEN S&P 500 BUY-WRITE INC	COM	$1.1M	0.8%Prev: 1.0%	81,552 SH	Increased+2,487 SH
NVIDIA CORPORATION	COM	$2.5M	1.9%Prev: 1.5%	16,096 SH	Increased+1,822 SH
PHILIP MORRIS INTL INC	COM	$210K	0.2%	1,156 SH	New
PINNACLE FINL PARTNERS INC	COM	$552K	0.4%Prev: 0.5%	5,000 SH	Increased
PRUDENTIAL FINL INC	COM	$999K	0.7%Prev: 1.0%	9,297 SH	Decreased+8 SH
PUBLIC STORAGE OPER CO	COM	$3.9M	2.8%Prev: 4.6%	13,178 SH	Decreased-3,196 SH
QUALCOMM INC	COM	$239K	0.2%Prev: 0.2%	1,503 SH	Increased+161 SH
REGIONS FINANCIAL CORP NEW	COM	$257K	0.2%Prev: 0.2%	10,920 SH	Increased+20 SH
REINSURANCE GRP OF AMERICA I	COM NEW	$5.4M	3.9%Prev: 5.0%	27,300 SH	Increased
SALESFORCE INC	COM	$234K	0.2%Prev: 0.2%	859 SH	Increased+14 SH
SCHWAB CHARLES CORP	COM	$325K	0.2%Prev: 0.3%	3,564 SH	Increased+3 SH
SEMPRA	COM	$1.1M	0.8%Prev: 1.0%	14,472 SH	Increased-502 SH
SOUTHERN CO	COM	$2.7M	2.0%Prev: 2.6%	29,779 SH	Decreased-122 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.7M	1.2%Prev: 0.9%	42,139 SH	Increased+14,613 SH
SPDR S&P 500 ETF TR	TR UNIT	$224K	0.2%	363 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$1.3M	0.9%	43,839 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$284K	0.2%	8,470 SH	New
SPDR SERIES TRUST	PORTFOLIO LN TSR	$563K	0.4%	21,177 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$454K	0.3%	6,242 SH	New
STATE STR CORP	COM	$2.0M	1.5%Prev: 1.6%	19,031 SH	Increased+2 SH
TESLA INC	COM	$226K	0.2%	712 SH	New
TPG INC	COM CL A	$383K	0.3%	7,300 SH	New
TRUIST FINL CORP	COM	$650K	0.5%Prev: 0.6%	15,110 SH	Increased+95 SH
VISA INC	COM CL A	$831K	0.6%Prev: 0.8%	2,340 SH	Increased-20 SH
WALMART INC	COM	$209K	0.2%	2,139 SH	New
WASTE MGMT INC DEL	COM	$52K	0.0%	52,335 SH	New
WELLS FARGO CO NEW	COM	$3.3M	2.4%Prev: 2.7%	43,096 SH	Increased+2,468 SH
WINTRUST FINL CORP	COM	$1.2M	0.9%Prev: 1.0%	9,600 SH	Increased+300 SH
WISDOMTREE TR	FLOATNG RAT TREA	$2.6M	1.9%Prev: 2.4%	52,148 SH	Increased+415 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$315K	0.2%Prev: 0.7%	6,995 SH	Decreased-11,426 SH

Sold (vs prior filing)

EQT CORP — $281K
FIRST TR EXCHNG TRADED FD VI — $656K
FIRST TR EXCHNG TRADED FD VI — $2.0M
FIRST TR MORNINGSTAR DIVID L — $305K
KKR & CO INC — $787K
M & T BK CORP — $2.6M
METLIFE INC — $264K
SCHWAB STRATEGIC TR — $270K
SPDR SER TR — $1.8M
SPDR SER TR — $2.4M
UNITED STATES CELLULAR CORP — $2.1M
WW INTL INC — $5K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0002085853-26-000011	$77.4M	View
Oct 7, 2026	Q3 2026	13F-HR	0002085853-26-001100	$105.9M	View
Oct 6, 2025	Q3 2025