RAFFA WEALTH MANAGEMENT, LLC

Q1 2022 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2022
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,137
Total value ($000)
$268,827
Net value change ($000)
-36,641 (-12.0%)
New positions
38
Sold out positions
28
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2021
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)
DFAC 1,457 NEW
IWV 1,335 1608.4%
VTI 579 2.8%
GVI 386 16.7%
EGBN 334 48.2%
ACWI 204 37.5%
AVDE 187 NEW
VNQ 110 15.4%
BRK-B 47 18.1%
DFAU 43 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWB -11,079 -55.1%
BND -9,981 -9.7%
USMV -4,428 -100.0%
MDY -3,740 -60.8%
VEA -2,473 -4.5%
VIG -1,986 -49.0%
BIV -1,579 -16.9%
IEFA -1,420 -45.6%
VWO -635 -2.8%
BSV -288 -16.3%
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