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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGP INVESCO EXCHANGE TRADED FD T 2,820.0 $345K 0.35% -57.0 -2.0% $122.31 +4.6%
62 LLY ELI LILLY & CO Healthcare 284.0 $341K 0.35% -30.0 -9.6% $1201.39 +2.7%
63 TD TORONTO DOMINION BK ONT Financial Services 2,680.0 $325K 0.33% NEW $121.43 -1.9%
64 UTES ETFIS SER TR I 3,960.0 $324K 0.33% NEW $81.74 -8.7%
65 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,575.0 $319K 0.33% +600.0 +6.7% $33.29 +34.3%
66 TSLA TESLA INC Consumer Cyclical 756.0 $318K 0.32% +8.0 +1.1% $420.60 -16.7%
67 CAT CATERPILLAR INC Industrials 289.0 $308K 0.31% NEW $1065.91 -23.9%
68 FPX FIRST TR EXCHANGE-TRADED FD 1,432.0 $295K 0.30% -348.0 -19.6% $206.18 -11.9%
69 FBT FIRST TR EXCHANGE-TRADED FD 1,067.0 $265K 0.27% -67.0 -5.9% $247.99 +9.9%
70 FDL FIRST TR EXCHANGE-TRADED FD 5,397.0 $263K 0.27% -1K -21.2% $48.66 +9.6%
71 TJX TJX COS INC NEW Consumer Cyclical 1,658.0 $251K 0.26% NEW $151.49 -7.9%
72 FORTINET INC 1,606.0 $247K 0.25% NEW $153.62
73 WMT WALMART INC Consumer Defensive 2,167.0 $245K 0.25% -23.0 -1.1% $113.25 -6.9%
74 SPY STATE STR SPDR S&P 500 ETF T Financial Services 293.0 $219K 0.22% -56.0 -16.1% $747.63 +2.4%
75 INTC INTEL CORP Technology 1,541.0 $215K 0.22% NEW $139.61 -37.3%
76 VTI VANGUARD INDEX FDS 568.0 $210K 0.21% NEW $370.04 +2.2%
77 GRID FIRST TR EXCHANGE-TRADED FD 1,062.0 $204K 0.21% NEW $191.82 -6.5%
Page 4 of 4  ·  77 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%