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

Positions Changes Mix History BacktestPRO

AUM History

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.