RAFFA WEALTH MANAGEMENT, LLC
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.
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
Top Holdings
BND
Vanguard Total Bond Market ETF
33.0%
VEU
Vanguard FTSE All-World ex-US ETF
22.8%
GVI
iShares Intermediate Gov/Credit Bond ETF
15.8%
AGG
iShares Core US Aggregate Bond ETF
4.3%
VWO
Vanguard FTSE Emerging Markets ETF
3.4%
VTI
Vanguard Total Stock Market ETF
1.6%
SPY
SPDR S&P 500 ETF
1.1%
MSFT
Microsoft
1.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.