RAFFA WEALTH MANAGEMENT, LLC

Q4 2019 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2019
Date filed
7/27/2026
Form type
13F-HR
Num holdings
743
Total value ($000)
$286,762
Net value change ($000)
+6,570 (2.3%)
New positions
6
Sold out positions
7
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2019
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)
VEA 3,208 8.4%
VWO 1,988 13.4%
VTI 838 13.2%
IWB 693 10.8%
AAPL 443 31.1%
BRK-B 278 29.0%
VEU 236 5.5%
SPY 206 8.6%
RSP 174 7.6%
MSFT 160 13.4%
Top Reduces (Value $000, Stocks/ETFs)
BND -3,299 -2.2%
GVI -912 -37.4%
PI -105 -100.0%
STRZ -79 -100.0%
IRM -69 -98.6%
SABR -45 -100.0%
EXPE -43 -19.6%
STRZ -40 -100.0%
BALL -36 -11.3%
BNDX -17 -4.0%
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.
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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