RAFFA WEALTH MANAGEMENT, LLC

Name: RAFFA WEALTH MANAGEMENT, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001631073 · WASHINGTON, DC · Quarter end: 2014-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2014 Q2, filed 2026-07-27. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

RAFFA WEALTH MANAGEMENT, LLC reported 280 positions worth $130.8M as of June 30, 2014 (13F filed July 27, 2026). Largest holding: BND (33.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$130.8M

2014 Q2

Positions

280

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

84.9%

Est. Net Flow (Q)

—

2014 Q2

Positions Changes Mix History BacktestPRO

10 / 280 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	BND	Vanguard Total Bond Market ETF	SH	$43.2M	33.02%	525,434	—	—
▸ 2	VEU	Vanguard FTSE All-World ex-US ETF	SH	$29.8M	22.77%	569,757	—	—
▸ 3	GVI	iShares Intermediate Gov/Credit Bond ETF	SH	$20.6M	15.76%	185,894	—	—
▸ 4	AGG	iShares Core US Aggregate Bond ETF	SH	$5.6M	4.27%	51,115	—	—
▸ 5	VWO	Vanguard FTSE Emerging Markets ETF	SH	$4.5M	3.41%	103,586	—	—
▸ 6	VTI	Vanguard Total Stock Market ETF	SH	$2.0M	1.56%	20,069	—	—
▸ 7	SPY	SPDR S&P 500 ETF	SH	$1.5M	1.14%	7,624	—	—
▸ 8	MSFT	Microsoft	SH	$1.4M	1.08%	33,798	—	—
▸ 9	BRK-B	Berkshire Hathaway Inc. Class B	SH	$1.3M	0.96%	9,897	—	—
▸ 10	VEA	Vanguard FTSE Developed Markets ETF	SH	$1.2M	0.94%	28,756	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RAFFA WEALTH MANAGEMENT, LLC hold as of Q2 2014?

RAFFA WEALTH MANAGEMENT, LLC reported 280 positions worth $130.8M in its Q2 2014 13F filing. Largest positions: BND (33.0%), VEU (22.8%), GVI (15.8%), AGG (4.3%) and VWO (3.4%).

What did RAFFA WEALTH MANAGEMENT, LLC buy in Q2 2014?

No previous quarter is available yet; the comparison appears with the next filing.

What did RAFFA WEALTH MANAGEMENT, LLC sell in Q2 2014?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.