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Portfolio (Quarterly) Guide ↗

PUFF WEALTH MANAGEMENT, LLC

· CIK 0002052736
13F Portfolio $98M AUM 77 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 21 Added 34 Reduced 10 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 756.0 $318K 0.32% +8.0 +1.1% $420.60 -16.7%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.9%
Financial Services 15.5%
Communication Services 13.7%
Consumer Cyclical 12.1%
Healthcare 6.6%
Energy 3.8%
Industrials 2.5%
Consumer Defensive 0.9%