PUFF WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Haddonfield, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 98,091
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 77 | 98,091 | 13F-HR | PUFF WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/7/2026 | 70 | 77,392 | 13F-HR | PUFF WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/6/2025 | 59 | 65,840 | 13F-HR | PUFF WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/15/2025 | 125 | 137,312 | 13F-HR | PUFF WEALTH MANAGEMENT, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.74 K | 44.6% | 43.74 K | 0 | 43.74 K |
| ETFs | 53.53 K | 54.6% | 53.53 K | 0 | 53.53 K |
| Debt | 829 | 0.8% | 829 | 0 | 829 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
98,091
Holdings
77
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.