RAFFA WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2025
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,163
Total value ($000)
$650,122
Net value change ($000)
+93,475 (16.8%)
New positions
31
Sold out positions
40
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 Q3 2025
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)
VCIT 34,447 9386.1%
IGSB 34,428 1534.9%
IAGG 31,128 939.0%
SGOV 5,695 8.9%
AVUS 3,209 8.0%
FQAL 2,549 10.4%
VTI 2,468 4.5%
SUSB 2,307 52.1%
VEA 2,242 4.6%
AVDE 1,023 8.0%
Top Reduces (Value $000, Stocks/ETFs)
BND -24,923 -34.8%
BIV -4,302 -67.9%
VUSB -1,661 -6.8%
BNDX -726 -55.4%
VCSH -682 -14.8%
BSV -544 -9.0%
VOO -227 -3.7%
GVI -223 -3.7%
MBB -108 -24.4%
COST -97 -72.9%
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