RAFFA WEALTH MANAGEMENT, LLC

Q4 2024 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2024
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,113
Total value ($000)
$429,729
Net value change ($000)
+15,449 (3.7%)
New positions
59
Sold out positions
28
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 Q3 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)
AVUS 6,201 31.7%
SGOV 4,467 8.7%
VTI 2,736 7.3%
DUHP 2,579 39.9%
DFAC 1,906 8.0%
ESGV 1,506 37.0%
VGSH 780 70.5%
VCEB 667 35.1%
BIV 543 9.8%
VSGX 314 16.7%
Top Reduces (Value $000, Stocks/ETFs)
VEA -2,328 -5.3%
VUSB -1,847 -11.4%
BND -1,318 -1.9%
ESGD -976 -19.7%
VWO -445 -4.3%
ESGE -369 -16.9%
ICLN -282 -100.0%
IEFA -265 -9.2%
ACWX -253 -7.5%
VOO -170 -3.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type