PUFF WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Haddonfield, NJ
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
59
Total value ($000)
$65,840
Net value change ($000)
-71,472 (-52.1%)
New positions
5
Sold out positions
34
Turnover %
15.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPTI 2,200 174.5%
GQQQ 1,600 70.5%
SPYM 1,291 284.4%
AAPL 1,137 27.0%
SPDW 1,031 60.4%
ALLW 919 NEW
TUSI 822 NEW
IBIT 583 NEW
AGGA 504 27.4%
NVDA 488 19.2%
Top Reduces (Value $000, Stocks/ETFs)
USFR -2,624 -100.0%
ROE -1,284 -47.3%
DMBS -1,266 -100.0%
SPTL -563 -100.0%
IHDG -315 -100.0%
USMV -303 -100.0%
HD -301 -100.0%
SPIB -284 -100.0%
SDVY -242 -100.0%
QCOM -239 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type