RAFFA WEALTH MANAGEMENT, LLC

Q3 2022 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2022
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,165
Total value ($000)
$225,832
Net value change ($000)
+6,244 (2.8%)
New positions
75
Sold out positions
41
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SGOV 8,799 NEW
BSV 3,684 195.6%
GVI 1,742 41.6%
IWV 1,524 33.1%
VUSB 1,499 5996.0%
VIG 1,337 17.8%
DFAC 989 31.8%
VCSH 537 32.0%
DFAU 478 49.8%
SUSB 360 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -4,454 -6.6%
VEA -2,271 -7.5%
VTI -1,648 -8.6%
VWO -1,019 -17.1%
AVUS -820 -90.0%
IWB -753 -5.0%
BIV -728 -13.2%
IWD -264 -6.2%
AVDE -174 -22.2%
SPY -170 -5.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type