Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

PUFF WEALTH MANAGEMENT, LLC

•CIK: 2052736•Filing: Q4 2025

**PUFF WEALTH MANAGEMENT, LLC** manages $77M across a diversified portfolio of 70 positions. The fund exhibits significant exposure to technology and growth sectors, highlighted by top holdings including AAPL at $5.7M and GQQQ at $5.0M. Further concentration is evident in key names such as NVDA ($3.1M), META ($2.7M), and AMZN ($2.5M). This allocation suggests a tactical, large-cap growth mandate within its current asset base.

Total AUM

$77.4M

QoQ Performance

+17.6%

Positions

49

Top 10 Concentration

43.4%

Latest Filing

Q4 2025

Top Holdings Allocation

AAPL

GQQQ

AAPL7.4%

GQQQ6.5%

SPDW4.5%

AGGA4.5%

NVDA4.0%

AIRR3.7%

META3.4%

SPYM3.2%

📈 Biggest Buys

TOUCHSTONE ETF TRUST

NEW

1.6% of portfolio

EA SERIES TRUST

+49.1%

4.5% of portfolio

EA SERIES TRUST

+27.9%

6.5% of portfolio

DOUBLELINE ETF TRUST

NEW

1.4% of portfolio

TOUCHSTONE ETF TRUST

+123.5%

2.4% of portfolio

📉 Biggest Sells

SPDR SERIES TRUST

-35.3%

2.9% of portfolio

FIRST TR EXCHANGE TRADED FD

-9.7%

3.7% of portfolio

FIRST TR EXCHANGE-TRADED FD

-11.1%

2.6% of portfolio

FIRST TR EXCHNG TRADED FD VI

-12.7%

2.1% of portfolio

FIRST TR EXCHANGE TRADED FD

-21.0%

1.1% of portfolio

Sector Breakdown

Other69.0%

Technology20.1%

Consumer3.9%

Financial2.9%

Healthcare2.4%

ETF0.8%

Energy0.7%

Communication0.3%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$515.1K

ISHARES TR

SOLD

$451.1K

Changes from Q3 2025

NEW13 new positions

↑34 increased

↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

EA SERIES TRUST

SPDR INDEX SHS FDS

EA SERIES TRUST

NVIDIA CORPORATION

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