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	Chg Shares	Chg %	Period Price ①	Since Period ①
1	TSEL	TOUCHSTONE ETF TRUST	—	43,476.0	$1.2M	1.57%	NEW	—	$28.04	+0.3%
2	DMBS	DOUBLELINE ETF TRUST	—	21,337.0	$1.1M	1.37%	NEW	—	$49.56	-2.6%
3	PYLD	PIMCO ETF TR	—	33,024.0	$882K	1.14%	NEW	—	$26.71	-2.3%
4	SPYI	NEOS ETF TRUST	—	11,642.0	$612K	0.79%	NEW	—	$52.59	+0.5%
5	MLPA	GLOBAL X FDS	—	12,464.0	$608K	0.79%	NEW	—	$48.77	+15.3%
6	QQQI	NEOS ETF TRUST	—	11,244.0	$604K	0.78%	NEW	—	$53.76	+3.6%
7	RDFI	COLLABORATIVE INVESTMNT SER	—	23,133.0	$555K	0.72%	NEW	—	$23.98	-3.8%
8	MU	MICRON TECHNOLOGY INC	Technology	1,027.0	$324K	0.42%	NEW	—	$315.53	+129.4%
9	IDV	ISHARES TR	—	7,297.0	$292K	0.38%	NEW	—	$39.99	+12.0%
10	CRM	SALESFORCE INC	Technology	868.0	$220K	0.28%	NEW	—	$253.62	-31.5%
11	LRCX	LAM RESEARCH CORP	Technology	1,170.0	$217K	0.28%	NEW	—	$185.12	+52.7%
12	QCOM	QUALCOMM INC	Technology	1,205.0	$208K	0.27%	NEW	—	$172.97	+13.3%
13	QQQH	NEOS ETF TRUST	—	3,740.0	$203K	0.26%	NEW	—	$54.17	+2.4%

① 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 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%