§ 13F · FUND PROFILE
RAFFA WEALTH MANAGEMENT, LLC.
AUM · $793M (13F)Positions · 1591Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | 241K | $89M | — | — |
| 2 | SGOV | iShares 0-3 Month Treasury Bond ETF | 695K | $70M | — | — |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | 863K | $62M | — | — |
| 4 | AVUS | Avantis US Equity ETF | 451K | $58M | — | — |
| 5 | BND | Vanguard Total Bond Market ETF | 729K | $53M | — | — |
| 6 | IGSB | iShares Short-Term Corporate Bond ETF | 987K | $52M | — | — |
| 7 | VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 614K | $51M | — | — |
| 8 | IAGG | iShares Core International Aggregate Bond ETF | 880K | $45M | — | — |
| 9 | DFAC | Dimensional U.S. Core Equity 2 ETF | 895K | $40M | — | — |
| 10 | FQAL | Fidelity Quality Factor ETF | 424K | $35M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RAFFA SIGNAL
AC read
RAFFA WEALTH MANAGEMENT, LLC is a institutional fund managing $793 million in assets. The fund runs a massive portfolio of 1,591 positions.
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