RAFFA WEALTH MANAGEMENT, LLC

Q2 2022 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2022
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,131
Total value ($000)
$219,588
Net value change ($000)
-49,239 (-18.3%)
New positions
41
Sold out positions
47
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
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 5,971 66.2%
VIG 5,458 264.1%
IWD 4,258 NEW
IWV 3,180 224.3%
DFAC 1,657 113.7%
MDY 1,654 68.6%
GVI 1,487 55.1%
DFAU 917 2132.6%
AVUS 911 NEW
AVDE 596 318.7%
Top Reduces (Value $000, Stocks/ETFs)
BND -25,432 -27.4%
VEA -22,177 -42.2%
VWO -15,944 -72.8%
VTI -2,488 -11.5%
BIV -2,260 -29.1%
VEU -805 -30.9%
IWM -691 -95.0%
AAPL -589 -21.6%
SPY -571 -16.4%
AGG -521 -81.2%
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