RAFFA WEALTH MANAGEMENT, LLC

Q2 2020 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2020
Date filed
7/27/2026
Form type
13F-HR
Num holdings
886
Total value ($000)
$262,323
Net value change ($000)
-6,253 (-2.3%)
New positions
40
Sold out positions
20
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2020
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 8,060 142.6%
VEA 6,579 18.3%
USMV 3,681 124.5%
VTI 3,528 48.5%
MDY 2,784 160.3%
VIG 2,544 NEW
VWO 2,467 16.5%
IEFA 1,120 126.1%
AAPL 526 43.2%
BIV 417 4.8%
Top Reduces (Value $000, Stocks/ETFs)
BND -41,027 -26.2%
BSV -931 -47.1%
VGSH -430 -100.0%
BNDX -403 -99.3%
IWM -372 -95.4%
RTX -75 -34.6%
GVI -68 -4.2%
COF -25 -49.0%
AGG -21 -3.0%
IGSB -19 -14.2%
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