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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002052736

PUFF WEALTH MANAGEMENT, LLC

Haddonfield, NJ · File #028-24689

Latest AUM
$77.4M
Positions
70
Top-10 Concentration
46.5%
Filings
5

Sector Allocation

Technology
13.9%$10.8M
Financials
4.4%$3.4M
Healthcare
1.6%$1.2M
Energy
1.3%$971,668
Consumer Staples
0.3%$246,915

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL21,086$5.7M7.92%
2EA SERIES TRUST02072L185167,608$5.0M6.99%
3SPDR INDEX SHS FDS78463X88977,866$3.5M4.85%
4EA SERIES TRUST02072Q663137,583$3.5M4.82%
5NVIDIA CORPORATIONNVDA16,564$3.1M4.33%
6FIRST TR EXCHANGE TRADED FD33738R70428,204$2.9M3.97%
7META PLATFORMS INCMETA4,090$2.7M3.69%
8SPDR SERIES TRUST78464A85430,881$2.5M3.44%
9AMAZON COM INCAMZN10,875$2.5M3.41%
10SPDR SERIES TRUST78464A67277,506$2.2M3.10%
11FIRST TR EXCHANGE-TRADED FD33738D10153,252$2.0M2.82%
12INVESTMENT MANAGERS SER TR I46141T117104,549$2.0M2.75%
13EA SERIES TRUST02072L43354,231$1.9M2.69%
14ISHARES INC46434G10327,837$1.9M2.66%
15TOUCHSTONE ETF TRUST89157W30172,439$1.8M2.54%
16AMERICAN CENTY ETF TR02507287717,299$1.8M2.47%
17FIRST TR EXCHNG TRADED FD VI33740F88864,513$1.6M2.25%
18ALPHABET INCGOOG3,887$1.2M1.70%
19TOUCHSTONE ETF TRUST89157W80643,476$1.2M1.69%
20ALPHABET INCGOOG3,795$1.2M1.66%