PUFF WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Haddonfield, NJ
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$105,938
Net value change ($000)
+7,847 (8.0%)
New positions
7
Sold out positions
4
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
TUSI 1,740 161.4%
SPACE EXPLORATION TECHN CORP 1,613 NEW
EA SERIES TRUST 1,563 NEW
AAPL 1,041 17.8%
AGGA 885 12.8%
GQQQ 820 11.6%
EXXONMOBIL HOLDINGS CORP 744 NEW
META 681 29.9%
MSFT 416 47.8%
NVDA 403 12.6%
Top Reduces (Value $000, Stocks/ETFs)
AIRR -1,109 -31.4%
SPDW -1,091 -25.1%
XOM -631 -100.0%
EMLP -478 -22.5%
MU -421 -57.8%
UCON -368 -27.2%
KLAC -367 -100.0%
WDC -360 -100.0%
TSEL -275 -25.1%
AVUV -268 -13.0%
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