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Portfolio (Quarterly) Guide ↗

RAFFA WEALTH MANAGEMENT, LLC

· CIK 0001631073
13F Portfolio $793M AUM 1,591 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1591 New
Page 4 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO COM Healthcare 420.0 $503K 0.06% NEW $1198.13 +7.0%
62 VYM Vanguard High Dividend Yield ETF 2,936.0 $464K 0.06% NEW $158.02 +5.3%
63 VSS Vanguard FTSE All World ex- US Small Cap ETF 2,901.0 $448K 0.06% NEW $154.28 +3.2%
64 VTV VANGUARD VALUE ETF 2,014.0 $439K 0.06% NEW $217.96 +4.7%
65 IBBQ Invesco Nasdaq Biotechnology ETF 12,570.0 $411K 0.05% NEW $32.66 +10.3%
66 JPM JPMorgan Chase & Co. Financial Services 1,236.0 $405K 0.05% NEW $327.41 +10.0%
67 GOOGL Alphabet Class A Communication Services 1,112.0 $397K 0.05% NEW $357.35 -4.3%
68 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 19,276.0 $395K 0.05% NEW $20.49 -13.2%
69 IEMG iShares Core MSCI Emerging Markers ETF 4,610.0 $382K 0.05% NEW $82.85 -2.3%
70 JNJ JOHNSON & JOHNSON COM Healthcare 1,440.0 $366K 0.05% NEW $253.89 +8.0%
71 ABBV Abbvie Inc Healthcare 1,432.0 $360K 0.04% NEW $251.58 +4.8%
72 IWN iShares Russell 2000 Value ETF 1,589.0 $352K 0.04% NEW $221.26 +2.3%
73 MBB iShares MBS ETF 3,519.0 $333K 0.04% NEW $94.52 -1.2%
74 DCOR Dimensional US Core Equity 1 ETF 3,972.0 $326K 0.04% NEW $81.98 +3.9%
75 V Visa Financial Services 914.0 $314K 0.04% NEW $343.09 +6.3%
76 LOW Lowes Inc. Consumer Cyclical 1,379.0 $304K 0.04% NEW $220.49 -0.1%
77 VB Vanguard Small-Cap ETF 914.0 $277K 0.04% NEW $303.08 +1.4%
78 AVGO BROADCOM INC COM Technology 725.0 $274K 0.04% NEW $377.75 -4.0%
79 META Facebook Inc. Communication Services 482.0 $272K 0.03% NEW $563.29 -3.8%
80 SCZ iShares MSCI EAFE Small-Cap ETF 3,225.0 $265K 0.03% NEW $82.27 +4.7%
Page 4 of 80  ·  1,591 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.5%
Technology 32.8%
Healthcare 8.6%
Consumer Cyclical 6.0%
Communication Services 5.6%
Industrials 4.8%
Consumer Defensive 3.0%
Energy 1.4%
Basic Materials 1.2%
Utilities 1.1%