RAFFA WEALTH MANAGEMENT, LLC

Q2 2024 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2024
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,151
Total value ($000)
$352,373
Net value change ($000)
+16,667 (5.0%)
New positions
30
Sold out positions
7
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 Q1 2024
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 2,949 15.8%
AVUS 2,217 35.3%
AGG 1,614 70.0%
VTI 1,448 4.4%
VUSB 1,314 31.6%
DFAC 1,060 5.3%
SPY 958 24.1%
DUHP 618 14.0%
VOO 563 12.2%
VWO 549 6.4%
Top Reduces (Value $000, Stocks/ETFs)
BND -515 -0.8%
VEA -285 -0.7%
ICLN -269 -100.0%
IWB -239 -3.0%
EGBN -158 -19.1%
ESGV -143 -9.3%
DFAR -120 -19.4%
MDY -105 -3.8%
RSP -102 -2.6%
IWD -92 -2.6%
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