RAFFA WEALTH MANAGEMENT, LLC

Q4 2018 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2018
Date filed
7/27/2026
Form type
13F-HR
Num holdings
742
Total value ($000)
$262,142
Net value change ($000)
-20,719 (-7.3%)
New positions
19
Sold out positions
27
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWB 5,453 NEW
BIV 3,756 84.7%
IWM 1,352 7511.1%
BND 1,208 0.9%
MDY 1,078 77.8%
VXUS 1,001 5561.1%
VCSH 493 58.0%
EEM 382 402.1%
ITOT 301 70.7%
EFV 295 102.8%
Top Reduces (Value $000, Stocks/ETFs)
VEA -5,723 -14.8%
IWY -4,092 -100.0%
AGG -3,270 -69.7%
IWF -2,329 -98.5%
IWV -2,162 -22.3%
XMMO -1,642 -100.0%
VEU -1,173 -23.2%
CYRX -978 -25.5%
BRK-B -928 -50.3%
AAPL -887 -44.4%
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