RAFFA WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Washington, DC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 793,303
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 1,591 | 793,303 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2026 | 7/27/2026 | 1,518 | 640,280 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2025 | 7/27/2026 | 1,163 | 650,122 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2025 | 7/27/2026 | 1,172 | 556,647 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/27/2026 | 1,105 | 499,954 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2025 | 7/27/2026 | 1,079 | 439,428 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2024 | 7/27/2026 | 1,113 | 429,729 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2024 | 7/27/2026 | 1,082 | 414,280 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2024 | 7/27/2026 | 1,151 | 352,373 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2024 | 7/27/2026 | 1,128 | 335,706 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2023 | 7/27/2026 | 1,060 | 329,266 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2023 | 7/27/2026 | 1,063 | 294,018 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2023 | 7/27/2026 | 1,071 | 293,157 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2023 | 7/27/2026 | 1,074 | 274,819 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2022 | 7/27/2026 | 1,066 | 244,299 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2022 | 7/27/2026 | 1,165 | 225,832 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2022 | 7/27/2026 | 1,131 | 219,588 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2022 | 7/27/2026 | 1,137 | 268,827 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2021 | 7/27/2026 | 1,127 | 305,468 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2021 | 7/27/2026 | 1,113 | 288,447 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2021 | 7/27/2026 | 1,092 | 289,174 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2021 | 7/27/2026 | 1,099 | 283,949 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2020 | 7/27/2026 | 913 | 281,510 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2020 | 7/27/2026 | 893 | 266,431 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2020 | 7/27/2026 | 886 | 262,323 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2020 | 7/27/2026 | 866 | 268,576 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2019 | 7/27/2026 | 743 | 286,762 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2019 | 7/27/2026 | 744 | 280,192 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2019 | 7/27/2026 | 730 | 756,386 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2019 | 7/27/2026 | 719 | 247,689 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2018 | 7/27/2026 | 742 | 262,142 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2018 | 7/27/2026 | 750 | 282,861 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2018 | 7/27/2026 | 727 | 268,757 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2018 | 7/27/2026 | 709 | 273,754 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2017 | 7/27/2026 | 257 | 258,092 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2017 | 7/27/2026 | 278 | 245,546 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2017 | 7/27/2026 | 398 | 231,193 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2017 | 7/27/2026 | 373 | 205,557 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2016 | 7/27/2026 | 883 | 190,906 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2016 | 7/27/2026 | 870 | 185,221 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2016 | 7/27/2026 | 864 | 180,775 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2016 | 7/27/2026 | 850 | 174,320 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2015 | 7/27/2026 | 850 | 167,152 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2015 | 7/27/2026 | 843 | 167,566 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2015 | 7/27/2026 | 826 | 167,771 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2015 | 7/27/2026 | 811 | 169,739 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2014 | 7/27/2026 | 752 | 165,379 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q3 2014 | 7/27/2026 | 746 | 132,524 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q2 2014 | 7/27/2026 | 280 | 130,835 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q1 2014 | 7/27/2026 | 273 | 122,825 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
| Q4 2013 | 7/27/2026 | 752 | 165,379 | 13F-HR | RAFFA WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.38 K | 3.1% | 3.501 K | 0 | 3.501 K |
| ETFs | 768.9 K | 96.9% | 149.6 K | 0 | 149.6 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
793,303
Holdings
1591
QoQ value change ($000)
153,023
(23.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.