RAFFA WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,591
Total value ($000)
$793,303
Net value change ($000)
+153,023 (23.9%)
New positions
173
Sold out positions
100
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 32,940 58.5%
AVUS 13,002 29.1%
VEA 11,424 22.8%
VCIT 10,975 27.6%
IGSB 9,025 21.1%
DFAC 8,081 25.6%
FQAL 7,782 29.1%
BND 7,098 15.3%
IAGG 6,357 16.7%
VUSB 6,322 25.6%
Top Reduces (Value $000, Stocks/ETFs)
ACWX -3,768 -100.0%
VTV -2,815 -86.5%
VUG -1,986 -100.0%
VO -1,000 -88.0%
VBR -775 -86.8%
BNDX -304 -59.7%
BSV -232 -4.5%
SCZ -196 -42.5%
MSFT -140 -16.5%
ITOT -106 -14.8%
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