PUFF WEALTH MANAGEMENT, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 80 separate positions held by the firm, managed from its office in Haddonfield, New Jersey.
The largest position disclosed in the portfolio is PIMCO ETF Trust Multisector Bond ETF, which holds 3,169,145 shares. The firm also holds significant stakes in SPDR S&P 500 ETF Trust with 3,261,035 shares and SPDR Series Trust Short-Term Treasury ETF with 981,610 shares.
Among individual equities, the filing shows a position in NVIDIA Corporation with 3,594,673 shares. Other notable individual stock holdings include Apple Inc. with 6,890,377 shares, Microsoft Corporation with 1,285,540 shares, and Meta Platforms Inc. Class A with 2,961,217 shares.
The portfolio also includes a variety of exchange-traded funds (ETFs) and other investment vehicles. Notable ETF holdings include First Trust Exchange-Traded Fund Nasdaq Banking ETF, Invesco Exchange Traded Fund T S&P 500 GARP ETF, and iShares Inc Core MSCI EMKT ETF.
The filing was signed by Rachel Allison, Chief Compliance Officer, on October 7, 2026.
