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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 17 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 167.0 $17K 0.00% NEW $101.30 -0.5%
322 ROK ROCKWELL AUTOMATION INC COM Industrials 34.0 $17K 0.00% NEW $495.09 -12.9%
323 MET METLIFE INC COM Financial Services 198.0 $17K 0.00% NEW $84.61 +10.5%
324 KB KB FINL GROUP INC SPONSORED ADR Financial Services 159.0 $17K 0.00% NEW $104.96 +7.9%
325 AMP AMERIPRISE FINL INC COM Financial Services 36.0 $17K 0.00% NEW $458.75 +19.3%
326 EXC EXELON CORP COM Utilities 354.0 $17K 0.00% NEW $46.62 -3.3%
327 ECL ECOLAB INC COM Basic Materials 59.0 $16K 0.00% NEW $278.61 +1.0%
328 VRSN VERISIGN INC COM Technology 65.0 $16K 0.00% NEW $251.55 +10.1%
329 PFE PFIZER INC COM Healthcare 674.0 $16K 0.00% NEW $24.08 +15.5%
330 ICICI BANK LIMITED ADR 557.0 $16K 0.00% NEW $29.03
331 DDOG DATADOG INC CL A COM Technology 61.0 $16K 0.00% NEW $260.36 -10.7%
332 IFRA ISHARES U.S. INFRASTRUCTURE ETF 251.0 $16K 0.00% NEW $63.04 -4.4%
333 TGT TARGET CORP COM Consumer Defensive 121.0 $16K 0.00% NEW $130.61 +21.1%
334 HDB HDFC BANK LTD SPONSORED ADS Financial Services 611.0 $16K 0.00% NEW $25.83 -9.6%
335 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 291.0 $16K 0.00% NEW $53.61 +6.2%
336 REGN REGENERON PHARMACEUTICALS COM Healthcare 25.0 $16K 0.00% NEW $623.56 +32.6%
337 CPNG COUPANG INC CL A Consumer Cyclical 894.0 $16K 0.00% NEW $17.37 -6.4%
338 SHW SHERWIN WILLIAMS CO COM Basic Materials 45.0 $15K 0.00% NEW $344.31 +0.8%
339 TER TERADYNE INC COM Technology 32.0 $15K 0.00% NEW $483.84 -20.8%
340 NOK NOKIA CORP SPONSORED ADR Technology 1,151.0 $15K 0.00% NEW $13.28 -23.6%
Page 17 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%