RAFFA WEALTH MANAGEMENT, LLC

Q3 2015 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2015
Date filed
7/27/2026
Form type
13F-HR
Num holdings
843
Total value ($000)
$167,566
Net value change ($000)
-205 (-0.1%)
New positions
29
Sold out positions
12
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2015
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)
VWO 2,352 47.1%
BND 561 0.8%
VTI 384 15.6%
CYRX 278 NEW
VXUS 201 NEW
XLE 81 85.3%
BSV 79 10.9%
VBR 69 164.3%
PEP 62 10.9%
V 58 13.5%
Top Reduces (Value $000, Stocks/ETFs)
VEA -1,180 -48.4%
VEU -1,154 -3.6%
AGG -174 -3.4%
GVI -161 -0.8%
AMGN -143 -9.9%
COF -129 -18.6%
ATI -127 -100.0%
GILD -122 -16.1%
AAPL -120 -9.4%
SPY -97 -6.6%
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