PUFF WEALTH MANAGEMENT, LLC - Portfolio overview

PUFF WEALTH MANAGEMENT, LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-01-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.13%
2. GQQQ - EA SERIES TRUST, 6.30%
3. SPDW - SPDR INDEX SHS FDS, 4.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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