PUFF WEALTH MANAGEMENT, LLC

13F filer, CIK 2052736, Haddonfield, NJ

PUFF WEALTH MANAGEMENT, LLC reported $106,687,015 across 100 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-16. Its ten largest share positions make up 46.23% of the portfolio.

Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001667731-25-000431

Period: 2025-03-31
Reported value: $107M
Holdings: 100
Top 10 weight: 46.23%
New: 48
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
GQQQnew	+81,789	$1.91M
USMVnew	+6,335	$593K
RTREnew	+11,465	$287K
EQTnew	+5,265	$281K
SCHDnew	+9,641	$270K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYMexited	-22,029	-$1.52M
FBTreduced	-3,610	-$614K
TSLAexited	-716	-$289K
UNHexited	-540	-$273K
SPDWreduced	-7,282	-$265K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001667731-25-000431, largest first. % of portfolio is the value over $56,581,644, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	20,805	$4.62M	8.17%	-103	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	38,340	$2.62M	4.62%	+2,961	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	69,653	$2.61M	4.62%	+3,133	Timeline
USFRWISDOMTREE TR	51,733	$2.6M	4.6%	+109	Timeline
ROEEA SERIES TRUST	85,326	$2.5M	4.41%	-3,999	Timeline
METAMETA PLATFORMS INC	4,316	$2.49M	4.4%	-37	Timeline
SPIBSPDR SERIES TRUST	72,630	$2.41M	4.27%	-5,156	Timeline
AVUVAMERICAN CENTY ETF TR	25,156	$2.22M	3.92%	-153	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	82,802	$2.05M	3.62%	+1,079	Timeline
AMZNAMAZON COM INC	10,711	$2.04M	3.6%	+174	Timeline
GQQQEA SERIES TRUST	81,789	$1.91M	3.38%	new	Timeline
SPTISPDR SERIES TRUST	62,023	$1.77M	3.13%	-52	Timeline
NVDANVIDIA CORPORATION	14,274	$1.55M	2.73%	+1,088	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	25,667	$1.17M	2.07%	+208	Timeline
FPEFIRST TR EXCH TRADED FD III	61,269	$1.08M	1.9%	+421	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	79,065	$1.04M	1.83%	+300	Timeline
FTHIFIRST TR EXCHANGE TRADED FD	47,128	$1.03M	1.82%	+443	Timeline
SPDWSPDR INDEX SHS FDS	27,526	$1M	1.77%	-7,282	Timeline
FTXOFIRST TR EXCHANGE TRADED FD	32,148	$977K	1.73%	+2,030	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	10,287	$922K	1.63%	+807	Timeline
ABBVABBVIE INC	4,148	$869K	1.54%	-414	Timeline
VVISA INC	2,360	$827K	1.46%	+84	Timeline
IHDGWISDOMTREE TR	18,421	$799K	1.41%	+2,613	Timeline
IEMGISHARES INC	14,705	$794K	1.4%	+842	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	15,078	$762K	1.35%	+654	Timeline
MSFTMICROSOFT CORP	2,026	$761K	1.34%	+317	Timeline
PPIINVESTMENT MANAGERS SER TR I	49,195	$713K	1.26%	+1,249	Timeline
DMBSDOUBLELINE ETF TRUST	14,531	$713K	1.26%	+166	Timeline
ABTABBOTT LABORATORIES	5,144	$682K	1.21%	-66	Timeline
GOOGLALPHABET INC	4,309	$666K	1.18%	+1,105	Timeline
DEEDFIRST TR EXCHNG TRADED FD VI	31,021	$656K	1.16%	+443	Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	23,521	$600K	1.06%	+78	Timeline
JPMJPMORGAN CHASE & CO	2,443	$599K	1.06%	-138	Timeline
USMVISHARES TR	6,335	$593K	1.05%	new	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	8,878	$520K	0.92%	+10	Timeline
XOMEXXON MOBIL CORP	4,228	$503K	0.89%	+59	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	2,127	$473K	0.84%	-405	Timeline
GOOGALPHABET INC	3,017	$471K	0.83%	+44	Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	20,921	$424K	0.75%	+313	Timeline
CVXCHEVRON CORPORATION	2,385	$399K	0.71%	0	Timeline
IYWISHARES TR	2,728	$383K	0.68%	+2	Timeline
IUSGISHARES TR	2,972	$378K	0.67%	+3	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	3,136	$313K	0.55%	-18	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	7,025	$305K	0.54%	+14	Timeline
FBTFIRST TR EXCHANGE-TRADED FD	1,728	$294K	0.52%	-3,610	Timeline
HDHOME DEPOT INC	791	$290K	0.51%	+58	Timeline
RTRECOLLABORATIVE INVESTMNT SER	11,465	$287K	0.51%	new	Timeline
EQTEQT CORP	5,265	$281K	0.5%	new	Timeline
SCHDSCHWAB STRATEGIC TR	9,641	$270K	0.48%	new	Timeline
GWWWW GRAINGER INC	265	$262K	0.46%	-1	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	7,561	$253K	0.45%	+309	Timeline
LLYELI LILLY & CO	286	$236K	0.42%	new	Timeline
NFLXNETFLIX INC.	251	$234K	0.41%	-6	Timeline
MAMASTERCARD INCORPORATED	422	$231K	0.41%	new	Timeline
CRMSALESFORCE INC	845	$227K	0.4%	-19	Timeline
QCOMQUALCOMM INC	1,342	$206K	0.36%	new	Timeline
FPXFIRST TR EXCHANGE-TRADED FD	1,841	$206K	0.36%	+4	Timeline
SOSOUTHERN CO	1,301	$120K	0.21%	new	Timeline
GPRKGEOPARK LTD	13,000	$105K	0.19%	0	Timeline
TAT&T INC	2,855	$80.7K	0.14%	new	Timeline
SRESEMPRA	774	$55.2K	0.1%	new	Timeline
PSAPUBLIC STORAGE	174	$52.1K	0.09%	new	Timeline
SCHWCHARLES SCHWAB CORP (THE)	361	$28.3K	0.05%	new	Timeline
METMETLIFE INC	184	$14.8K	0.03%	new	Timeline
STTSTATE STR CORP	129	$11.6K	0.02%	new	Timeline
PRUPRUDENTIAL FINL INC	89	$9.95K	0.02%	new	Timeline
KEYKEYCORP	546	$8.73K	0.02%	new	Timeline
WW INTL INCWW INTL INC	10,000	$5.23K	0.01%	0
WFCWELLS FARGO & CO	28	$2.02K	<0.01%	new	Timeline
MSMORGAN STANLEY	11	$1.29K	<0.01%	new	Timeline
KKRKKR & CO INC	6	$694	<0.01%	new	Timeline
TFCTRUIST FINL CORP	15	$623	<0.01%	new	Timeline
BNYBANK OF NY MELLON CORP	5	$422	<0.01%	new	Timeline
MTBM & T BK CORP	1	$179	<0.01%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
JPMJPMORGAN CHASE & CO COM	call	47,100	$11.6M	+46,630
RGAREINSURANCE GROUP AMER INC Stock	call	27,300	$5.38M	new
PSAPUBLIC STORAGE REIT	call	16,200	$4.85M	new
MSMORGAN STANLEY COM	call	30,300	$3.54M	new
AMGAFFILIATED MANAGERS GROUP Stock	call	18,900	$3.18M	new
WFCWELLS FARGO & CO COM	call	40,600	$2.91M	new
SOSOUTHERN CO COM	call	28,600	$2.63M	new
MTBM & T BK CORP Stock	call	14,700	$2.63M	new
ADARRAY DIGITAL INFRASTRUCTURE COM	call	30,200	$2.09M	new
STTSTATE STR CORP Stock	call	18,900	$1.69M	new
BNYBANK OF NY MELLON CORP Stock	call	14,400	$1.21M	new
TAT&T INC COM	call	38,100	$1.08M	new
WTFCWINTRUST FINL CORP Stock	call	9,300	$1.05M	new
PRUPRUDENTIAL FINL INC Stock	call	9,200	$1.03M	new
SRESEMPRA Stock	call	14,200	$1.01M	new
KKRKKR & CO INC COM	call	6,800	$786K	new
TFCTRUIST FINL CORP Stock	call	15,000	$617K	new
PNFPPINNACLE FINANCIAL PARTNERS COM	call	5,000	$530K	new
FGF&G ANNUITIES & LIFE INC COMMON STOCK	call	12,600	$454K	new
JXNJACKSON FINANCIAL INC Stock	call	4,700	$394K	new
LNCLINCOLN NATL CORP IND Stock	call	9,600	$345K	new
SCHWCHARLES SCHWAB CORP (THE) COM	call	3,200	$250K	new
METMETLIFE INC Stock	call	3,100	$249K	new
RFREGIONS FINANCIAL CORP NEW Stock	call	10,900	$237K	new
WRBBERKLEY W R CORP Stock	call	3,100	$221K	new
KEYKEYCORP Stock	call	13,100	$209K	new

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SPYMSPDR SERIES TRUST	22,029	$1.52M	shares
TSLATESLA INC	716	$289K	shares
UNHUNITEDHEALTH GROUP INC	540	$273K	shares
SPYSTATE STR SPDR S&P 500 ETF T	387	$227K	shares
EPDENTERPRISE PRODS PARTNERS L	6,645	$208K	shares
PGPROCTER & GAMBLE CO	1,242	$208K	shares
JHMLJOHN HANCOCK EXCHANGE TRADED	2,963	$206K	shares
IVVISHARES TR	345	$203K	shares
RCLROYAL CARIBBEAN GROUP	15,483	$66.9K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001667731-25-000431	base		2025-04-16	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC