PUFF WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Haddonfield, NJ
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$77,392
Net value change ($000)
+11,552 (17.5%)
New positions
13
Sold out positions
2
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TSEL 1,219 NEW
GQQQ 1,174 30.3%
AGGA 1,139 48.6%
DMBS 1,057 NEW
TUSI 1,013 123.2%
PYLD 882 NEW
SPDW 762 27.8%
PPI 756 61.4%
SPYM 737 42.2%
IEMG 722 60.2%
Top Reduces (Value $000, Stocks/ETFs)
SPTI -1,227 -35.5%
META -556 -17.3%
IYW -515 -100.0%
IUSG -451 -100.0%
EMLP -257 -11.2%
UCON -238 -12.8%
AIRR -156 -5.2%
FTCS -155 -21.6%
FTXO -152 -15.1%
AVUV -150 -7.8%
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