RAFFA WEALTH MANAGEMENT, LLC

Q4 2013 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2013
Date filed
7/27/2026
Form type
13F-HR
Num holdings
752
Total value ($000)
$165,379
Net value change ($000)
—
New positions
752
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 74,655 —
VEU 28,212 —
GVI 20,785 —
AGG 5,628 —
VWO 5,018 —
VEA 2,367 —
VTI 2,141 —
SPY 1,582 —
AMGN 1,498 —
BRK-B 1,451 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type