RAFFA WEALTH MANAGEMENT, LLC

Q1 2024 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2024
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,128
Total value ($000)
$335,706
Net value change ($000)
+6,440 (2.0%)
New positions
88
Sold out positions
20
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 2023
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)
IVV 6,116 384.9%
DFAC 4,764 31.6%
VTI 2,135 7.0%
DGRW 1,830 NEW
VEA 1,811 4.6%
EEM 1,447 3215.6%
IEFA 1,341 59.6%
AVDE 1,237 27.4%
AVUS 1,175 23.0%
VOO 863 23.1%
Top Reduces (Value $000, Stocks/ETFs)
IWB -9,444 -54.6%
VIG -5,684 -50.9%
BSV -5,675 -69.0%
IWV -4,047 -100.0%
GVI -2,643 -33.5%
MDY -2,254 -45.2%
IWD -2,153 -37.9%
VYM -817 -69.7%
ACWI -574 -100.0%
VXUS -337 -25.1%
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