RAFFA WEALTH MANAGEMENT, LLC: 13F holdings

CIK 16310732026Q2

Positions1,591
Reported value$793.3m
Filed2026-07-27

Change since last quarter

Positions1,591 (+73 vs prior quarter)
Reported value$793.3m (+23.9%)

Top 10 holdings

SecuritySharesValueWeight
VTI Vanguard Total Stock Market ETF241,262$89.3m11.3%
SGOV iShares 0-3 Month Treasury Bond ETF694,542$69.9m8.8%
VEA Vanguard FTSE Developed Markets ETF863,323$61.5m7.8%
AVUS Avantis US Equity ETF450,553$57.7m7.3%
BND Vanguard Total Bond Market ETF728,737$53.5m6.7%
IGSB iShares Short-Term Corporate Bond ETF987,415$51.8m6.5%
VCIT Vanguard Intermediate-Term Corporate Bond ETF613,965$50.7m6.4%
IAGG iShares Core International Aggregate Bond ETF880,019$44.5m5.6%
Dimensional U.S. Core Equity 2 ETF894,699$39.7m5.0%
FQAL Fidelity Quality Factor ETF424,404$34.5m4.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1631073")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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