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CIK: 0001631073
Total reported value
$793.3M
$793.3M
1518 檔
33.3%
At the close of Q1 2026, Raffa Wealth Management, LLC disclosed equity holdings valued at approximately $793.3M, spread across 1518 reported holdings.
In Q1 2026, Raffa Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 129 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1518 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.38% | -3.95% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.80% | +1.85% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.82% | -1.66% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 7.25% | -9.09% | — | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.98% | +1.34% | — | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.67% | +6.47% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.21% | +6.34% | — | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.96% | +5.34% | — | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.94% | -0.84% | — | |
| 10 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 4.18% | +4.35% | NEW | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.85% | +1.52% | — | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.23% | -0.07% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.05% | -0.28% | — | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.64% | -0.58% | — | |
| 15 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.18% | +0.08% | — | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.01% | +0.13% | — | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.96% | -0.27% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.35% | — | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.81% | -0.75% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | -0.25% | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | -0.29% | — | |
| 22 | DIHP | Dimensional International Hi | ETF-Other | 0.72% | +0.02% | — | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | -0.37% | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.53% | — | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.59% | -0.75% | EXIT | |
| 26 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.53% | +0.07% | — | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.02% | — | |
| 28 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.47% | -0.21% | — | |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.46% | -0.09% | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.13% | — | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.44% | +0.48% | — | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.41% | -0.21% | — | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.03% | — | |
| 34 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.39% | -0.09% | — | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.36% | -1.01% | — | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.35% | +0.39% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.17% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | — | EXIT | |
| 39 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.30% | -0.02% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.03% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.45% | — | |
| 42 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 0.21% | +0.17% | NEW | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.20% | -0.07% | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | -0.09% | — | |
| 45 | EGBN | Eagle Bancorp Inc | Stock-Other | 0.17% | -0.09% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.06% | — | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.14% | -0.16% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.09% | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.11% | -0.06% | — | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | -0.08% | — |
According to official SEC Form 13F filings, Raffa Wealth Management, LLC reported a total U.S. public equity portfolio value of $793.3M across 1518 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, VTI, VEA) accounted for 33.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
VUG
市值: $2.0M
Top Position Liquidated / Trimmed
IWB
前期市值: $8.5M
During Q1 2026, Raffa Wealth Management, LLC's top holdings by market value included SGOV (10.4%)、VTI (8.8%)、VEA (7.8%). The largest single position, SGOV, represented 10.4% of total portfolio value.
In Q1 2026, Raffa Wealth Management, LLC made 179 total portfolio adjustments, initiating 6 new buys, adding to 129 positions, trimming 38 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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