13F Insight
DOSSIER · 13F-HR · Q2 2026

RAFFA WEALTH MANAGEMENT, LLC

$793M in tracked AUM across 1,591 positions as of Q2 2026.

RW
CIK 0001631073 · last filed Jun 30, 2026
Total AUM
$793M
as of Q2 2026
Holdings
1,591
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RAFFA WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Total Stock Market ETF
$89M241K11.3%02
SGOV
iShares 0-3 Month Treasury Bond ETF
$70M695K8.8%03
VEA
Vanguard FTSE Developed Markets ETF
$62M863K7.8%04
AVUS
Avantis US Equity ETF
$58M451K7.3%05
BND
Vanguard Total Bond Market ETF
$53M729K6.7%06
IGSB
iShares Short-Term Corporate Bond ETF
$52M987K6.5%07
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$51M614K6.4%08
IAGG
iShares Core International Aggregate Bond ETF
$45M880K5.6%09
DFAC
Dimensional U.S. Core Equity 2 ETF
$40M895K5.0%10
FQAL
Fidelity Quality Factor ETF
$35M424K4.4%

Filing history

2026Q2Jun 30
$793M▲ 23.9%
1,591 positionsView →2026Q1Mar 31
$640M▼ 1.5%
1,518 positionsView →2025Q4Dec 31
$650M▲ 16.8%
1,163 positionsView →2025Q3Sep 30
$557M▲ 11.3%
1,172 positionsView →2025Q2Jun 30
$500M▲ 13.8%
1,105 positionsLocked2025Q1Mar 31
$439M▲ 2.3%
1,079 positionsLocked2024Q4Dec 31
$430M▲ 3.7%
1,113 positionsLocked2024Q3Sep 30
$414M▲ 17.6%
1,082 positionsLocked2024Q2Jun 30
$352M▲ 5.0%
1,151 positionsLocked2024Q1Mar 31
$336M▲ 2.0%
1,128 positionsLocked2023Q4Dec 31
$329M▲ 12.0%
1,060 positionsLocked2023Q3Sep 30
$294M▲ 0.3%
1,063 positionsLocked
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