RAFFA WEALTH MANAGEMENT, LLC

Q3 2018 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2018
Date filed
7/27/2026
Form type
13F-HR
Num holdings
750
Total value ($000)
$282,861
Net value change ($000)
+14,104 (5.2%)
New positions
28
Sold out positions
5
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2018
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 2,548 2.0%
IWF 2,316 4825.0%
XSLV 1,762 NEW
XMLV 1,761 NEW
IWV 1,627 20.2%
IWY 1,436 54.1%
XMMO 1,140 227.1%
VTI 918 18.7%
BRK-B 858 86.8%
SDY 732 147.9%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -4,027 -98.7%
EFAV -2,068 -62.9%
IWP -1,138 -95.2%
QQQ -1,103 -83.9%
IWO -1,076 -58.8%
ARKK -900 -100.0%
CYRX -889 -18.8%
MDY -599 -30.2%
BKLN -538 -100.0%
VWO -408 -3.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type