RAFFA WEALTH MANAGEMENT, LLC
CIK 1631073
13F filing for Q2 2026・No. 2,968
- Holdings
- US$793.3M
- Quarter change
- +US$153.02M
- Entries
- 1,591
- Net bought (estimate)
- +US$109.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 173
- Sold out 100
- Cut 312
- Added 652
- Corporate actions 0
- Unchanged 454
Largest holdings
1,591 stocks worth US$793.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Vanguard Total Stock Market ETFETF | Added | 241,262 | US$89.28M | 11.25% |
| iShares 0-3 Month Treasury Bond ETFETF | Added | 694,542 | US$69.92M | 8.81% |
| Vanguard FTSE Developed Markets ETFETF | Added | 863,323 | US$61.51M | 7.75% |
| Avantis US Equity ETFETF | Added | 450,553 | US$57.71M | 7.27% |
| Vanguard Total Bond Market ETFETF | Added | 728,737 | US$53.5M | 6.74% |
| iShares Short-Term Corporate Bond ETFETF | Added | 987,415 | US$51.75M | 6.52% |
| Vanguard Intermediate-Term Corporate Bond ETFETF | Added | 613,965 | US$50.74M | 6.40% |
| iShares Core International Aggregate Bond ETFETF | Added | 880,019 | US$44.53M | 5.61% |
| Dimensional U.S. Core Equity 2 ETFETF | Added | 894,699 | US$39.69M | 5.00% |
| Fidelity Quality Factor ETFETF | Added | 424,404 | US$34.53M | 4.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.