RAFFA WEALTH MANAGEMENT, LLC

Q1 2023 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2023
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,074
Total value ($000)
$274,819
Net value change ($000)
+30,520 (12.5%)
New positions
11
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,524 10.9%
DFAC 3,472 57.3%
VUSB 3,198 312.9%
BSV 2,672 48.8%
VTI 2,568 13.2%
GVI 2,003 34.3%
BND 1,925 3.1%
SUSB 1,325 295.1%
AVUS 1,121 78.6%
DUHP 1,118 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWV -3,045 -46.7%
TLT -23 -42.6%
TFC -23 -19.0%
NOC -15 -15.5%
MGV -12 -12.8%
KEY -11 -28.9%
VFH -10 -6.0%
HD -10 -6.0%
TPL -9 -100.0%
PRU -8 -14.5%
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