RAFFA WEALTH MANAGEMENT, LLC

Q4 2022 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2022
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,066
Total value ($000)
$244,299
Net value change ($000)
+18,467 (8.2%)
New positions
9
Sold out positions
108
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEA 4,353 15.5%
VTI 2,051 11.7%
DFAC 1,956 47.7%
AVDE 1,450 238.1%
AVUS 1,336 1468.1%
VWO 1,311 26.6%
SGOV 1,226 13.9%
VIG 1,095 12.4%
IWB 952 6.7%
ESGD 776 25.6%
Top Reduces (Value $000, Stocks/ETFs)
BND -808 -1.3%
VUSB -502 -32.9%
ACWI -400 -45.5%
AAPL -347 -16.0%
AMZN -323 -75.3%
BIV -243 -5.1%
MINT -173 -100.0%
VGT -165 -63.2%
VOO -131 -52.4%
FTSL -119 -100.0%
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