# EDGAR Filing Document

**Accession Number:** 0002052736
**File Stem:** 0001667731-25-001133
**Filing Date:** 2025-8
**Character Count:** 15764
**Document Hash:** 922fa9e11d0193464cbf9d5dec0d2bb5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-001133.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001667731-25-001133

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250815

**DATE AS OF CHANGE**: 20250815

**EFFECTIVENESS DATE**: 20250815

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PUFF WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0002052736

**ORGANIZATION NAME:**
- **EIN:** 270869885
- **STATE OF INCORPORATION:** NJ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24689
- **FILM NUMBER:** 251222775

**BUSINESS ADDRESS:**
- **STREET 1:** 205 N HADDON AVE
- **CITY:** HADDONFIELD
- **STATE:** NJ
- **ZIP:** 08033
- **BUSINESS PHONE:** 8567950470

**MAIL ADDRESS:**
- **STREET 1:** 205 N HADDON AVE
- **CITY:** HADDONFIELD
- **STATE:** NJ
- **ZIP:** 08033

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PUFF WEALTH MANAGEMENT LLC<br>**Address:** 205 N Haddon Ave<br>Haddonfield, NJ 08033

**Form 13F File Number:** 028-24689

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rachel Allison<br>**Title:** CCO<br>**Phone:** 856-795-0470

**Signature, Place, and Date of Signing:**

/s/ Rachel Allison  Haddonfield, NJ  08-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 125

**Form 13F Information Table Value Total:** $137311804

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 694337 | 5105 | SH |  | SOLE |  | 0 | 0 | 5105 |
| ABBVIE INC | COM | 00287Y109 |  | 772647 | 4163 | SH |  | SOLE |  | 0 | 0 | 4163 |
| AFFILIATED MANAGERS GROUP IN | COM | 008252108 |  | 3817338 | 19400 | SH | Call | SOLE |  | 0 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 26850 | 133 | SH |  | SOLE |  | 0 | 0 | 133 |
| ALLSTATE CORP | COM | 020002101 |  | 2073493 | 10300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 736753 | 4153 | SH |  | SOLE |  | 0 | 0 | 4153 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 710661 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| AMAZON COM INC | COM | 023135106 |  | 2325122 | 10598 | SH |  | SOLE |  | 0 | 0 | 10598 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 1990286 | 21847 | SH |  | SOLE |  | 0 | 0 | 21847 |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 |  | 366009 | 2900 | SH | Call | SOLE |  | 0 | 0 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 1333578 | 9400 | SH | Call | SOLE |  | 0 | 0 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 712 | 5 | SH |  | SOLE |  | 0 | 0 | 5 |
| APPLE INC | COM | 037833100 |  | 4205162 | 20496 | SH |  | SOLE |  | 0 | 0 | 20496 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 318675 | 3500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| ASSURANT INC | COM | 04621X108 |  | 2508123 | 12700 | SH | Call | SOLE |  | 0 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 309658 | 10700 | SH | Call | SOLE |  | 0 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 82046 | 2835 | SH |  | SOLE |  | 0 | 0 | 2835 |
| BANK AMERICA CORP | COM | 060505104 |  | 19559 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| BANK AMERICA CORP | COM | 060505104 |  | 1064700 | 22500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 460 | 5 | SH |  | SOLE |  | 0 | 0 | 5 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1311984 | 14400 | SH | Call | SOLE |  | 0 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 |  | 227757 | 3100 | SH | Call | SOLE |  | 0 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 5574312 | 26200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 1925 | 9 | SH |  | SOLE |  | 0 | 0 | 9 |
| CHEVRON CORP NEW | COM | 166764100 |  | 317049 | 2214 | SH |  | SOLE |  | 0 | 0 | 2214 |
| CMS ENERGY CORP | COM | 125896100 |  | 12958 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| CMS ENERGY CORP | COM | 125896100 |  | 1129264 | 16300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| COLLABORATIVE INVESTMNT SER | RAREVIEW TOTL RT | 19423L441 |  | 374067 | 14908 | SH |  | SOLE |  | 0 | 0 | 14908 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 1969929 | 11300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 527 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 |  | 1265635 | 25792 | SH |  | SOLE |  | 0 | 0 | 25792 |
| DTE ENERGY CO | COM | 233331107 |  | 20401 | 154 | SH |  | SOLE |  | 0 | 0 | 154 |
| DTE ENERGY CO | COM | 233331107 |  | 821252 | 6200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| EA SERIES TRUST | ASTORIA DYNAMIC | 02072Q663 |  | 1838744 | 72859 | SH |  | SOLE |  | 0 | 0 | 72859 |
| EA SERIES TRUST | ASTORIA US QUALI | 02072L185 |  | 2268567 | 83807 | SH |  | SOLE |  | 0 | 0 | 83807 |
| EA SERIES TRUST | ASTORIA US EQUAL | 02072L433 |  | 2716896 | 84349 | SH |  | SOLE |  | 0 | 0 | 84349 |
| ELI LILLY  CO | COM | 532457108 |  | 217073 | 278 | SH |  | SOLE |  | 0 | 0 | 278 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 461712 | 4283 | SH |  | SOLE |  | 0 | 0 | 4283 |
| F ANNUITIES  LIFE INC | COMMON STOCK | 30190A104 |  | 783510 | 24500 | SH | Call | SOLE |  | 0 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 497673 | 12100 | SH | Call | SOLE |  | 0 | 0 | 0 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 1117114 | 62759 | SH |  | SOLE |  | 0 | 0 | 62759 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 561538 | 22762 | SH |  | SOLE |  | 0 | 0 | 22762 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 2745233 | 33725 | SH |  | SOLE |  | 0 | 0 | 33725 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BK ETF | 33738R860 |  | 940191 | 28465 | SH |  | SOLE |  | 0 | 0 | 28465 |
| FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | 33738R308 |  | 1115778 | 48831 | SH |  | SOLE |  | 0 | 0 | 48831 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 557457 | 8885 | SH |  | SOLE |  | 0 | 0 | 8885 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 572865 | 2127 | SH |  | SOLE |  | 0 | 0 | 2127 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 803973 | 16374 | SH |  | SOLE |  | 0 | 0 | 16374 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 242271 | 6867 | SH |  | SOLE |  | 0 | 0 | 6867 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 295355 | 7054 | SH |  | SOLE |  | 0 | 0 | 7054 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 1215340 | 26484 | SH |  | SOLE |  | 0 | 0 | 26484 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 336920103 |  | 267859 | 7054 | SH |  | SOLE |  | 0 | 0 | 7054 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 740101 | 8143 | SH |  | SOLE |  | 0 | 0 | 8143 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 |  | 211087 | 1308 | SH |  | SOLE |  | 0 | 0 | 1308 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 2370276 | 63191 | SH |  | SOLE |  | 0 | 0 | 63191 |
| FIRST TR EXCHNG TRADED FD VI | FT ENERGY INCOME | 33740F276 |  | 419025 | 21249 | SH |  | SOLE |  | 0 | 0 | 21249 |
| FIRST TR EXCHNG TRADED FD VI | SECURITIZED PLUS | 33740U109 |  | 583186 | 27587 | SH |  | SOLE |  | 0 | 0 | 27587 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 |  | 1955272 | 78557 | SH |  | SOLE |  | 0 | 0 | 78557 |
| FORD MTR CO | COM | 345370860 |  | 125860 | 11600 | SH | Call | SOLE |  | 0 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 666 | 61 | SH |  | SOLE |  | 0 | 0 | 61 |
| GEOPARK LTD | USD SHS | G38327105 |  | 84760 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| GRAINGER W W INC | COM | 384802104 |  | 275664 | 265 | SH |  | SOLE |  | 0 | 0 | 265 |
| HOME DEPOT INC | COM | 437076102 |  | 300946 | 821 | SH |  | SOLE |  | 0 | 0 | 821 |
| INVESCO EXCHANGE TRADED FD T | S 500 GARP ETF | 46137V431 |  | 333836 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 320869 | 582 | SH |  | SOLE |  | 0 | 0 | 582 |
| INVESTMENT MANAGERS SER TR I | ASTORIA REAL | 46141T117 |  | 859865 | 52607 | SH |  | SOLE |  | 0 | 0 | 52607 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 739243 | 12315 | SH |  | SOLE |  | 0 | 0 | 12315 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 472898 | 2729 | SH |  | SOLE |  | 0 | 0 | 2729 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 447483 | 2975 | SH |  | SOLE |  | 0 | 0 | 2975 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 302738 | 3225 | SH |  | SOLE |  | 0 | 0 | 3225 |
| ISHARES TR | CORE S ETF | 464287200 |  | 324761 | 523 | SH |  | SOLE |  | 0 | 0 | 523 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 |  | 7725 | 87 | SH |  | SOLE |  | 0 | 0 | 87 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 |  | 417313 | 4700 | SH | Call | SOLE |  | 0 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 16292942 | 56200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 953128 | 3288 | SH |  | SOLE |  | 0 | 0 | 3288 |
| KEMPER CORP | COM | 488401100 |  | 782757 | 2700 | SH | Call | SOLE |  | 0 | 0 | 0 |
| KEYCORP | COM | 493267108 |  | 276978 | 15900 | SH | Call | SOLE |  | 0 | 0 | 0 |
| LINCOLN NATL CORP IND | COM | 534187109 |  | 249120 | 7200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 258711 | 258711 | SH |  | SOLE |  | 0 | 0 | 258711 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3335175 | 4519 | SH |  | SOLE |  | 0 | 0 | 4519 |
| MICROSOFT CORP | COM | 594918104 |  | 965862 | 1942 | SH |  | SOLE |  | 0 | 0 | 1942 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1843 | 13 | SH |  | SOLE |  | 0 | 0 | 13 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 10564500 | 75000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 338800 | 253 | SH |  | SOLE |  | 0 | 0 | 253 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 25692 | 370 | SH |  | SOLE |  | 0 | 0 | 370 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 513708 | 7400 | SH | Call | SOLE |  | 0 | 0 | 0 |
| NUVEEN S 500 BUY-WRITE INC | COM | 6706ER101 |  | 1131945 | 81552 | SH |  | SOLE |  | 0 | 0 | 81552 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2542961 | 16096 | SH |  | SOLE |  | 0 | 0 | 16096 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 210473 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 552050 | 5000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 10422 | 97 | SH |  | SOLE |  | 0 | 0 | 97 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 988448 | 9200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 3814460 | 13000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 52294 | 178 | SH |  | SOLE |  | 0 | 0 | 178 |
| QUALCOMM INC | COM | 747525103 |  | 239392 | 1503 | SH |  | SOLE |  | 0 | 0 | 1503 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 256368 | 10900 | SH | Call | SOLE |  | 0 | 0 | 0 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 470 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 |  | 5415228 | 27300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 234241 | 859 | SH |  | SOLE |  | 0 | 0 | 859 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 33215 | 364 | SH |  | SOLE |  | 0 | 0 | 364 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 291968 | 3200 | SH | Call | SOLE |  | 0 | 0 | 0 |
| SEMPRA | COM | 816851109 |  | 13032 | 172 | SH |  | SOLE |  | 0 | 0 | 172 |
| SEMPRA | COM | 816851109 |  | 1083511 | 14300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 2626338 | 28600 | SH | Call | SOLE |  | 0 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 108244 | 1179 | SH |  | SOLE |  | 0 | 0 | 1179 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 1706217 | 42139 | SH |  | SOLE |  | 0 | 0 | 42139 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 224186 | 363 | SH |  | SOLE |  | 0 | 0 | 363 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 |  | 1261255 | 43839 | SH |  | SOLE |  | 0 | 0 | 43839 |
| SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 |  | 562884 | 21177 | SH |  | SOLE |  | 0 | 0 | 21177 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 453749 | 6242 | SH |  | SOLE |  | 0 | 0 | 6242 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 284439 | 8470 | SH |  | SOLE |  | 0 | 0 | 8470 |
| STATE STR CORP | COM | 857477103 |  | 13936 | 131 | SH |  | SOLE |  | 0 | 0 | 131 |
| STATE STR CORP | COM | 857477103 |  | 2009826 | 18900 | SH | Call | SOLE |  | 0 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 226174 | 712 | SH |  | SOLE |  | 0 | 0 | 712 |
| TPG INC | COM CL A | 872657101 |  | 382885 | 7300 | SH | Call | SOLE |  | 0 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 430 | 10 | SH |  | SOLE |  | 0 | 0 | 10 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 649149 | 15100 | SH | Call | SOLE |  | 0 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 830727 | 2340 | SH |  | SOLE |  | 0 | 0 | 2340 |
| WALMART INC | COM | 931142103 |  | 209128 | 2139 | SH |  | SOLE |  | 0 | 0 | 2139 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 52335 | 52335 | SH |  | SOLE |  | 0 | 0 | 52335 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 3252872 | 40600 | SH | Call | SOLE |  | 0 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 2496 | 2496 | SH |  | SOLE |  | 0 | 0 | 2496 |
| WINTRUST FINL CORP | COM | 97650W108 |  | 1190208 | 9600 | SH | Call | SOLE |  | 0 | 0 | 0 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 2623552 | 52148 | SH |  | SOLE |  | 0 | 0 | 52148 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 |  | 315128 | 6995 | SH |  | SOLE |  | 0 | 0 | 6995 |

---