RAFFA WEALTH MANAGEMENT, LLC — 13F holdings

RAFFA WEALTH MANAGEMENT, LLC reported 1,591 holdings worth $793M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $89.3M (11.3%)
  2. SGOV ISHARES TR — $69.9M (8.8%)
  3. VEA VANGUARD TAX-MANAGED FDS — $61.5M (7.8%)
  4. AVUS AMERICAN CENTY ETF TR — $57.7M (7.3%)
  5. BND VANGUARD BD INDEX FDS — $53.5M (6.7%)
  6. IGSB ISHARES TR — $51.8M (6.5%)
  7. VCIT VANGUARD SCOTTSDALE FDS — $50.7M (6.4%)
  8. IAGG ISHARES TR — $44.5M (5.6%)
  9. DIMENSIONAL ETF TRUST — $39.7M (5.0%)
  10. FQAL FIDELITY COVINGTON TRUST — $34.5M (4.4%)