RAFFA WEALTH MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1631073
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$793.3M
Holdings
1,591
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RAFFA WEALTH MANAGEMENT, LLC disclosed 1,591 positions worth $793.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 173 new positions and exited 95. The portfolio is most concentrated in Other (95.1% of disclosed assets). All figures are sourced directly from RAFFA WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1631073.
AI Fund Analysis
StableVanguard Total Stock Marke
11.3% weight
Held 12 quarters
iShares 0-3 Month Treasury
8.8% weight
Held 12 quarters
Vanguard FTSE Developed Ma
7.8% weight
Held 12 quarters
Avantis US Equity ETF - ET
7.3% weight
Held 12 quarters
Vanguard Total Bond Market
6.7% weight
Held 12 quarters
Avantis US Equity ETF - ET
11 quarters accumulating
Avantis International Equi
11 quarters accumulating
$IVZ11 quarters accumulating
iShares Core US Aggregate
11 quarters accumulating
Vanguard ESG International
11 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
Vanguard Total Stock Market ETF - ETF
—Quality
$89.3M241,262 shiShares 0-3 Month Treasury Bond ETF - ETF
—Quality
$69.9M694,542 shVanguard FTSE Developed Markets ETF - ETF
—Quality
$61.5M863,323 shAvantis US Equity ETF - ETF
—Quality
$57.7M450,553 shVanguard Total Bond Market ETF - ETF
—Quality
$53.5M728,737 shiShares Short-Term Corporate Bond ETF - ETF
—Quality
$51.8M987,415 shVanguard Intermediate-Term Corporate Bond ETF - ETF
—Quality
$50.7M613,965 shiShares Core International Aggregate Bond ETF - ETF
—Quality
$44.5M880,019 shDimensional U.S. Core Equity 2 ETF - ETF
—Quality
$39.7M894,699 shFidelity Quality Factor ETF - ETF
—Quality
$34.5M424,404 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Vanguard Total Stock Market ETF - ETF | — | $89.3M | 241,262 |
| iShares 0-3 Month Treasury Bond ETF - ETF | — | $69.9M | 694,542 |
| Vanguard FTSE Developed Markets ETF - ETF | — | $61.5M | 863,323 |
| Avantis US Equity ETF - ETF | — | $57.7M | 450,553 |
| Vanguard Total Bond Market ETF - ETF | — | $53.5M | 728,737 |
| iShares Short-Term Corporate Bond ETF - ETF | — | $51.8M | 987,415 |
| Vanguard Intermediate-Term Corporate Bond ETF - ETF | — | $50.7M | 613,965 |
| iShares Core International Aggregate Bond ETF - ETF | — | $44.5M | 880,019 |
| Dimensional U.S. Core Equity 2 ETF - ETF | — | $39.7M | 894,699 |
| Fidelity Quality Factor ETF - ETF | — | $34.5M | 424,404 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RAFFA WEALTH MANAGEMENT, LLC's 1,591 positions.
Showing top 10 of 1,591 holdings.
Sector Allocation
Other
$754.3M
Technology
$15.9M
Financials
$14.2M
Healthcare
$2.5M
Industrials
$2.0M
Consumer Discretionary
$1.8M
Energy
$658,954
Consumer Staples
$557,826
Top Holdings — RAFFA WEALTH MANAGEMENT, LLC (Q2 2026)
Top 150 of 1,591 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Vanguard Total Stock Market ETF - ETF | $89.3M | 11.3% | +37% | — |
| 2 | — | iShares 0-3 Month Treasury Bond ETF - ETF | $69.9M | 8.8% | +5% | — |
| 3 | — | Vanguard FTSE Developed Markets ETF - ETF | $61.5M | 7.8% | +10% | — |
| 4 | — | Avantis US Equity ETF - ETF | $57.7M | 7.3% | +12% | — |
| 5 | — | Vanguard Total Bond Market ETF - ETF | $53.5M | 6.7% | +16% | — |
| 6 | — | iShares Short-Term Corporate Bond ETF - ETF | $51.8M | 6.5% | +21% | — |
| 7 | — | Vanguard Intermediate-Term Corporate Bond ETF - ETF | $50.7M | 6.4% | +28% | — |
| 8 | — | iShares Core International Aggregate Bond ETF - ETF | $44.5M | 5.6% | +15% | — |
| 9 | — | Dimensional U.S. Core Equity 2 ETF - ETF | $39.7M | 5.0% | +10% | — |
| 10 | — | Fidelity Quality Factor ETF - ETF | $34.5M | 4.3% | +15% | — |
| 11 | — | Vanguard Ultra-Short Bond ETF - ETF | $31.0M | 3.9% | +26% | — |
| 12 | — | Avantis International Equity ETF - ETF | $17.4M | 2.2% | +15% | — |
| 13 | — | Vanguard FTSE Emerging Markets ETF - ETF | $16.9M | 2.1% | +16% | — |
| 14 | — | Dimensional US High Profitability ETF - ETF | $13.3M | 1.7% | +11% | — |
| 15 | — | iShares MSCI EAFE ESG Select ETF - ETF | $8.6M | 1.1% | +7% | — |
| 16 | — | Vanguard Short-Term Government Bond ETF - ETF | $8.4M | 1.1% | +202% | — |
| 17 | — | iShares ESG Aware 1-5 Year USD Corporate Bond ETF - ETF | $7.3M | 0.9% | +13% | — |
| 18 | — | Vanguard ESG U.S. Stock ETF - ETF | $7.2M | 0.9% | +0% | — |
| 19 | — | Vanguard FTSE All-World ex-US ETF - ETF | $7.1M | 0.9% | +183% | — |
| 20 | — | Vanguard 500 Index Fund ETF - ETF | $6.4M | 0.8% | +0% | — |
| 21 | — | Dimensional International High Profitability ETF - ETF | $5.8M | 0.7% | +18% | — |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $5.4M | 0.7% | +0% | — |
| 23 | — | Vanguard Short Term Inflation Protected Securities - ETF | $5.2M | 0.7% | +97% | — |
| 24 | $IVZ | Invesco Ltd. | $5.1M | 0.6% | +0% | — |
| 25 |  $META | Meta Platforms, Inc. | $4.9M | 0.6% | -4% | 79.6 |
| 26 | — | iShares Core S&P 500 ETF - ETF | $4.6M | 0.6% | +85% | — |
| 27 | — | iShares Core US Aggregate Bond ETF - ETF | $4.5M | 0.6% | +1% | — |
| 28 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $4.2M | 0.5% | +2% | — |
| 29 | — | STATE STREET SPDR PORTFOLIO TIPS ETF - ETF | $4.1M | 0.5% | NEW | — |
| 30 | — | Vanguard Short-Term Corporate Bond ETF - ETF | $3.7M | 0.5% | -2% | — |
| 31 |  $AAPL | Apple Inc. | $3.7M | 0.5% | +10% | 76.4 |
| 32 | — | Vanguard ESG International Stock ETF - ETF | $3.4M | 0.4% | +1% | — |
| 33 | — | Vanguard ESG U.S. Corporate Bond ETF - ETF | $3.1M | 0.4% | +1% | — |
| 34 | — | Vanguard Intermediate-Term Bond ETF - ETF | $3.1M | 0.4% | +35% | — |
| 35 | — | Dimensional US Core Equity Market ETF - ETF | $3.0M | 0.4% | +1% | — |
| 36 | — | iShares Russell 2500 ETF - ETF | $2.8M | 0.4% | -4% | — |
| 37 | — | Fidelity MSCI Real Estate Index ETF - ETF | $2.4M | 0.3% | +16% | — |
| 38 |  $NVDA | NVIDIA CORP | $2.2M | 0.3% | +4% | 85.9 |
| 39 | — | SPDR S&P 1500 Value Tilt ETF - ETF | $2.2M | 0.3% | +3240% | — |
| 40 | — | iShares Core MSCI EAFE Fund ETF - ETF | $1.5M | 0.2% | +2% | — |
| 41 | — | JPMorgan Flexible Debt ETF - ETF | $1.4M | 0.2% | +0% | — |
| 42 | — | Vanguard Total International Stock ETF - ETF | $1.4M | 0.2% | -4% | — |
| 43 |  $EGBN | EAGLE BANCORP INC | $1.2M | 0.1% | +0% | 24.5 |
| 44 | — | iShares MSCI EAFE Value ETF - ETF | $1.1M | 0.1% | +79% | — |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $950,241 | 0.1% | +0% | 73.8 |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $793,164 | 0.1% | +0% | — |
| 47 | — | SPDR Portfolio S&P 600 Small Cap ETF - ETF | $778,999 | 0.1% | +1174% | — |
| 48 | — | Vanguard Real Estate ETF - ETF | $730,723 | 0.1% | +0% | — |
| 49 | — | Avantis Emerging Markets Equity ETF - ETF | $713,039 | 0.1% | -4% | — |
| 50 |  $MSFT | MICROSOFT CORP | $711,290 | 0.1% | -17% | 79.8 |
| 51 | — | Dimensional International Core Equity Market ETF - ETF | $686,501 | 0.1% | +0% | — |
| 52 | — | Dimensional International Core Equity 2 ETF - ETF | $611,627 | 0.1% | +1% | — |
| 53 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $610,099 | 0.1% | -26% | — |
| 54 | — | iShares Short-Term National Muni Bond ETF - ETF | $609,255 | 0.1% | +61% | — |
| 55 | — | iShares Intermediate Gov/Credit Bond ETF - ETF | $602,162 | 0.1% | +0% | — |
| 56 | — | DFA US Real Estate ETF - ETF | $582,902 | 0.1% | +0% | — |
| 57 | — | XTrackers MSCI EAFE Hedged Equity ETF - ETF | $551,932 | 0.1% | +0% | — |
| 58 |  $AMZN | AMAZON COM INC | $538,172 | 0.1% | -16% | 68.7 |
| 59 |  $GOOGL | Alphabet Inc. | $510,562 | 0.1% | -19% | 78.2 |
| 60 | — | Schwab US Mid-Cap ETF - ETF | $510,213 | 0.1% | +0% | — |
| 61 |  $LLY | ELI LILLY & Co | $503,214 | 0.1% | +4% | 87.5 |
| 62 | — | Vanguard High Dividend Yield ETF - ETF | $463,938 | 0.1% | +0% | — |
| 63 | — | Vanguard FTSE All World ex- US Small Cap ETF - ETF | $447,562 | 0.1% | NEW | — |
| 64 | — | VANGUARD VALUE ETF - ETF | $438,974 | 0.1% | -88% | — |
| 65 | — | Invesco Nasdaq Biotechnology ETF - ETF | $410,536 | 0.1% | +0% | — |
| 66 |  $JPM | JPMORGAN CHASE & CO | $404,681 | 0.1% | +3% | 70.7 |
| 67 |  $GOOG | Alphabet Inc. | $397,370 | 0.1% | -21% | 78.2 |
| 68 | — | ISHARES GLOBAL CLEAN ENERGY ETF - ETF | $394,965 | 0.1% | +0% | — |
| 69 | — | iShares Core MSCI Emerging Markers ETF - ETF | $381,926 | 0.1% | +1% | — |
| 70 |  $JNJ | JOHNSON & JOHNSON | $365,599 | 0.1% | +8% | 69 |
| 71 |  $ABBV | AbbVie Inc. | $360,265 | 0.1% | +0% | 72.6 |
| 72 | — | iShares Russell 2000 Value ETF - ETF | $351,575 | 0.0% | +0% | — |
| 73 | — | iShares MBS ETF - ETF | $332,630 | 0.0% | +0% | — |
| 74 | — | Dimensional US Core Equity 1 ETF - ETF | $325,625 | 0.0% | +0% | — |
| 75 |  $V | VISA INC. | $313,584 | 0.0% | +14% | 82.9 |
| 76 |  $LOW | LOWES COMPANIES INC | $304,056 | 0.0% | +0% | 60.8 |
| 77 | — | Vanguard Small-Cap ETF - ETF | $277,019 | 0.0% | +0% | — |
| 78 |  $AVGO | Broadcom Inc. | $273,869 | 0.0% | +4% | 84.5 |
| 79 | $META | Meta Platforms, Inc. | $271,506 | 0.0% | +17% | 79.6 |
| 80 | — | iShares MSCI EAFE Small-Cap ETF - ETF | $265,315 | 0.0% | -46% | — |
| 81 |  $MU | MICRON TECHNOLOGY INC | $262,024 | 0.0% | +6% | 86.2 |
| 82 |  $WMT | Walmart Inc. | $260,932 | 0.0% | -4% | 60.2 |
| 83 | — | Vanguard International High Dividend - ETF | $250,804 | 0.0% | +0% | — |
| 84 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $246,785 | 0.0% | -3% | — |
| 85 | — | Dimensional U.S. Targeted Value ETF - ETF | $232,250 | 0.0% | +0% | — |
| 86 |  $GS | GOLDMAN SACHS GROUP INC | $231,604 | 0.0% | +1% | 73.5 |
| 87 | — | ISHARES MSCI EAFE ETF - ETF | $224,399 | 0.0% | +0% | — |
| 88 |  $DOV | DOVER Corp | $222,684 | 0.0% | +0% | 58.1 |
| 89 |  $TSLA | Tesla, Inc. | $220,394 | 0.0% | +14% | 53.9 |
| 90 |  $MRK | Merck & Co., Inc. | $217,294 | 0.0% | -1% | 59.9 |
| 91 |  $XOM.R34088 | EXXON MOBIL CORP | $216,428 | 0.0% | -4% | 57.9 |
| 92 | — | Vanguard Total International Bond Index ETF - ETF | $204,640 | 0.0% | -60% | — |
| 93 | — | iShares S&P Small-Cap ETF - ETF | $201,697 | 0.0% | +0% | — |
| 94 |  $AMGN | AMGEN INC | $200,310 | 0.0% | +1% | 79.2 |
| 95 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $186,722 | 0.0% | +0% | — |
| 96 |  $AMD | ADVANCED MICRO DEVICES INC | $181,825 | 0.0% | +27% | 79.8 |
| 97 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | $181,471 | 0.0% | -1% | — |
| 98 | — | ISHARES S&P 500 VALUE ETF - ETF | $178,466 | 0.0% | +0% | — |
| 99 |  $PG | PROCTER & GAMBLE Co | $178,320 | 0.0% | +11% | 64.6 |
| 100 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $175,150 | 0.0% | +1% | — |
| 101 | — | ISHARES SELECT DIVIDEND ETF - ETF | $160,592 | 0.0% | +0% | — |
| 102 | — | Dimensional US Vector Equity ETF - ETF | $157,575 | 0.0% | +0% | — |
| 103 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF | $152,467 | 0.0% | +0% | — |
| 104 | — | Schwab US Large Cap Value ETF - ETF | $148,377 | 0.0% | +0% | — |
| 105 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $145,067 | 0.0% | -6% | — |
| 106 |  $MA | Mastercard Inc | $144,322 | 0.0% | +34% | 85.1 |
| 107 | — | Schwab US Broad Market ETF - ETF | $144,048 | 0.0% | +0% | — |
| 108 | — | Communication Services Select Sector SPDR Fund - ETF | $142,269 | 0.0% | +0% | — |
| 109 |  $AMAT | APPLIED MATERIALS INC /DE | $140,262 | 0.0% | -2% | 72.3 |
| 110 | — | INVESCO S&P SPIN-OFF ETF - ETF | $138,062 | 0.0% | +0% | — |
| 111 | — | Vanguard Mid-Cap Index Fund - ETF | $135,798 | 0.0% | -58% | — |
| 112 | — | Dimensional US Sustainability Core 1 ETF - ETF | $131,534 | 0.0% | +29% | — |
| 113 |  $EBAY | EBAY INC | $126,288 | 0.0% | +13% | 66.4 |
| 114 |  $LRCX | LAM RESEARCH CORP | $124,799 | 0.0% | +17% | 79.4 |
| 115 |  $IAU | ISHARES GOLD TRUST | $124,289 | 0.0% | +0% | — |
| 116 | — | iShares Russell Mid-Cap Growth ETF - ETF | $123,573 | 0.0% | +0% | — |
| 117 | — | Consumer Discretionary Select Sector SPDR Fund - ETF | $121,502 | 0.0% | +0% | — |
| 118 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | $121,415 | 0.0% | +39% | — |
| 119 | — | Dimensional US Large Cap Vector ETF - ETF | $119,217 | 0.0% | +0% | — |
| 120 | — | Vanguard Small-Cap Value Index Fund - ETF | $117,904 | 0.0% | -88% | — |
| 121 |  $UNH | UNITEDHEALTH GROUP INC | $115,130 | 0.0% | -5% | 62.7 |
| 122 | — | Vanguard Financials ETF - ETF | $111,597 | 0.0% | +0% | — |
| 123 | — | Vanguard Information Technology ETF - ETF | $109,958 | 0.0% | +700% | — |
| 124 | — | Schwab US Small Cap ETF - ETF | $109,664 | 0.0% | +0% | — |
| 125 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $103,633 | 0.0% | +32% | — |
| 126 | — | iShares 1-3 Year Treasury Bond ETF - ETF | $99,526 | 0.0% | -41% | — |
| 127 | — | iShares IBOXX $ Investment Grade Corporate Bond ETF - ETF | $99,211 | 0.0% | +0% | — |
| 128 | — | Industrial Select Sector SPDR Fund - ETF | $99,098 | 0.0% | +0% | — |
| 129 |  $ASML | ASML HOLDING NV | $97,483 | 0.0% | +9% | — |
| 130 | — | STATE STREET SPDR S&P HOMEBUILDERS ETF - ETF | $96,956 | 0.0% | +0% | — |
| 131 | — | iShares Core U.S. REIT ETF - ETF | $92,021 | 0.0% | +1% | — |
| 132 | — | Dimensional U.S. Small Cap ETF - ETF | $92,010 | 0.0% | +0% | — |
| 133 |  $DIS | Walt Disney Co | $89,416 | 0.0% | -10% | 60.1 |
| 134 | — | Schwab International Equity ETF - ETF | $89,222 | 0.0% | -8% | — |
| 135 |  $PANW | Palo Alto Networks Inc | $88,665 | 0.0% | +73% | 65.5 |
| 136 | — | First Trust Enhanced Short Maturity ETF - ETF | $87,206 | 0.0% | -2% | — |
| 137 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $85,318 | 0.0% | +0% | — |
| 138 | — | Dimensional World Ex US Core Equity 2 ETF - ETF | $85,044 | 0.0% | +0% | — |
| 139 | — | Health Care Select Sector SPDR ETF - ETF | $82,821 | 0.0% | +0% | — |
| 140 | — | ISHARES SEMICONDUCTOR ETF - ETF | $81,945 | 0.0% | -49% | — |
| 141 | — | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF | $81,248 | 0.0% | +1% | — |
| 142 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $80,316 | 0.0% | +0% | — |
| 143 |  $HD | HOME DEPOT, INC. | $78,648 | 0.0% | -11% | 60.3 |
| 144 |  $CSCO | CISCO SYSTEMS, INC. | $78,346 | 0.0% | -42% | 70.3 |
| 145 |  $KO | COCA COLA CO | $77,857 | 0.0% | +13% | 69.5 |
| 146 | — | SPDR Bloomberg 1-3 Month T-Bill ETF - ETF | $77,297 | 0.0% | +1% | — |
| 147 | — | SPDR Doubleline Total Return Tactical ETF - ETF | $77,124 | 0.0% | -2% | — |
| 148 |  $INTC | INTEL CORP | $76,098 | 0.0% | -27% | 45.6 |
| 149 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $75,956 | 0.0% | +2% | — |
| 150 |  $COST | COSTCO WHOLESALE CORP /NEW | $71,096 | 0.0% | +36% | 66.2 |
New Positions (173)
STATE STREET SPDR PORTFOLIO TIPS ETF - ETF$4.1M
$CBZ CBIZ, Inc.$37,854
$GLD SPDR GOLD TRUST$22,840 F/M US TREASURY 3 MONTH BILL FUND - ETF$21,739
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$12,131 Vanguard New York Tax-Exempt Bond ETF - ETF$9,776
$RVMD Revolution Medicines, Inc.$8,615
$RDVT Red Violet, Inc.$8,411
$AIP Arteris, Inc.$6,803
$DGII DIGI INTERNATIONAL INC$6,596
$RUM RUM Group Inc.$6,188
$TBLA Taboola.com Ltd.$5,675
$WEYS WEYCO GROUP INC$5,506
$III Information Services Group Inc.$4,143
$ATEN A10 Networks, Inc.$4,072Exited Positions (95)
iShares MSCI ACWI ex US ETF - ETF
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$TEI TEMPLETON EMERGING MARKETS INCOME FUND
$PROP Prairie Operating Co.
$LAMR LAMAR ADVERTISING CO/NEW
$VVX V2X, Inc.
$HOLX HOLOGIC INC
$CNXN PC CONNECTION INC
$FIG Figma, Inc.
$CTRA Coterra Energy Inc.
$GLPI Gaming & Leisure Properties, Inc.
$EP EMPIRE PETROLEUM CORP
$CELH Celsius Holdings, Inc.
$DK Delek US Holdings, Inc.Browse Top Institutional Investors
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