RAFFA WEALTH MANAGEMENT, LLC

Q4 2020 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2020
Date filed
7/27/2026
Form type
13F-HR
Num holdings
913
Total value ($000)
$281,510
Net value change ($000)
+15,079 (5.7%)
New positions
39
Sold out positions
19
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 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)
VEA 3,544 8.0%
VWO 3,140 16.0%
VTI 1,620 13.1%
IWB 1,157 7.7%
ESGD 1,049 108.1%
ESGE 579 100.5%
GVI 537 34.2%
RSP 426 18.2%
VEU 413 15.0%
SPY 319 12.1%
Top Reduces (Value $000, Stocks/ETFs)
BND -2,332 -2.1%
RJF -112 -99.1%
USMV -64 -0.9%
BIV -62 -0.7%
SCHP -55 -100.0%
AMGN -51 -9.7%
LMBS -32 -45.1%
EXXONMOBIL HOLDINGS CORP COM SHS -23 -69.7%
ADIL -22 -23.7%
AMT -17 -7.1%
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