Portfolio (Quarterly) Guide ↗

PUFF WEALTH MANAGEMENT, LLC

· CIK 0002052736

13F Portfolio $77M AUM 70 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 13 New 30 Added 18 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IYW	ISHARES TR	—	2,630	$515K	0.78%	SOLD
2	IUSG	ISHARES TR	—	2,742	$451K	0.69%	SOLD

Sector Allocation

Technology 41.9%

Communication Services 20.7%

Financial Services 13.6%

Consumer Cyclical 10.9%

Healthcare 7.2%

Energy 3.8%

Industrials 1.0%

Consumer Defensive 1.0%