RAFFA WEALTH MANAGEMENT, LLC

Q1 2020 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2020
Date filed
7/27/2026
Form type
13F-HR
Num holdings
866
Total value ($000)
$268,576
Net value change ($000)
-18,186 (-6.3%)
New positions
146
Sold out positions
23
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 10,071 6.9%
BIV 362 4.4%
IUSG 248 NEW
IUSV 232 NEW
USMV 202 7.3%
VTIP 166 272.1%
AMZN 149 275.9%
BSV 122 6.6%
LMBS 104 NEW
IJH 88 214.6%
Top Reduces (Value $000, Stocks/ETFs)
VEA -5,612 -13.5%
VEU -2,278 -50.3%
VWO -1,803 -10.7%
IWB -1,473 -20.7%
VXUS -799 -57.7%
AGG -799 -53.6%
RSP -667 -27.1%
AAPL -650 -34.8%
EFV -548 -69.9%
BRK-B -547 -44.2%
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