Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RAFFA WEALTH MANAGEMENT, LLC (CIK 1631073) reported $793.3M across 1,590 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($89.3M, 11.25%), SGOV ($69.9M, 8.81%), VEA ($61.5M, 7.75%), AVUS ($57.7M, 7.27%), BND ($53.5M, 6.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | $89.3M | 11.25% | 241,262 | Added |
| 2 | SGOV | iShares 0-3 Month Treasury Bond ETF | $69.9M | 8.81% | 694,542 | Added |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | $61.5M | 7.75% | 863,323 | Added |
| 4 | AVUS | Avantis US Equity ETF | $57.7M | 7.27% | 450,553 | Added |
| 5 | BND | Vanguard Total Bond Market ETF | $53.5M | 6.74% | 728,737 | Added |
| 6 | IGSB | iShares Short-Term Corporate Bond ETF | $51.8M | 6.52% | 987,415 | Added |
| 7 | VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $50.7M | 6.40% | 613,965 | Added |
| 8 | IAGG | iShares Core International Aggregate Bond ETF | $44.5M | 5.61% | 880,019 | Added |
| 9 | DFAC | Dimensional U.S. Core Equity 2 ETF | $39.7M | 5.00% | 894,699 | Added |
| 10 | FQAL | Fidelity Quality Factor ETF | $34.5M | 4.35% | 424,404 | Added |
| 11 | VUSB | Vanguard Ultra-Short Bond ETF | $31.0M | 3.91% | 622,737 | Added |
| 12 | AVDE | Avantis International Equity ETF | $17.4M | 2.19% | 194,650 | Added |
| 13 | VWO | Vanguard FTSE Emerging Markets ETF | $16.9M | 2.13% | 282,762 | Added |
| 14 | DUHP | Dimensional US High Profitability ETF | $13.3M | 1.67% | 317,648 | Added |
| 15 | ESGD | iShares MSCI EAFE ESG Select ETF | $8.6M | 1.09% | 84,064 | Added |
| 16 | VGSH | Vanguard Short-Term Government Bond ETF | $8.4M | 1.05% | 143,656 | Added |
| 17 | SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $7.3M | 0.92% | 293,026 | Added |
| 18 | ESGV | Vanguard ESG U.S. Stock ETF | $7.2M | 0.91% | 54,759 | Added |
| 19 | VEU | Vanguard FTSE All-World ex-US ETF | $7.1M | 0.90% | 84,885 | Added |
| 20 | VOO | Vanguard 500 Index Fund ETF | $6.4M | 0.81% | 9,389 | Added |
| 21 | DIHP | Dimensional International High Profitability ETF | $5.8M | 0.72% | 168,499 | Added |
| 22 | SPY | SPDR S&P 500 ETF | $5.4M | 0.68% | 7,227 | Added |
| 23 | VTIP | Vanguard Short Term Inflation Protected Securities | $5.2M | 0.65% | 102,663 | Added |
| 24 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $5.1M | 0.64% | 24,011 | Added |
| 25 | BSV | Vanguard Short Term Bond Index ETF | $4.9M | 0.62% | 63,170 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30