RAFFA WEALTH MANAGEMENT, LLC

Q1 2025 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2025
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,079
Total value ($000)
$439,428
Net value change ($000)
+9,699 (2.3%)
New positions
11
Sold out positions
45
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTIP 2,527 524.3%
BND 2,350 3.5%
AVDE 1,264 14.6%
SUSB 1,200 52.7%
IAGG 1,123 1477.6%
VTI 1,086 2.7%
DIHP 919 42.5%
DUHP 861 9.5%
BSV 843 16.3%
VWO 750 7.6%
Top Reduces (Value $000, Stocks/ETFs)
VUSB -3,772 -26.4%
IWB -394 -4.8%
ESGV -366 -6.6%
AAPL -337 -11.5%
NVDA -317 -22.5%
SPY -192 -4.5%
VOO -187 -3.5%
SMMD -187 -8.6%
MDY -178 -6.4%
DFAU -154 -5.6%
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