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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 5 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MU MICRON TECHNOLOGY INC COM Technology 227.0 $262K 0.03% NEW $1154.29 -18.3%
82 WMT WALMART INC COM Consumer Defensive 2,304.0 $261K 0.03% NEW $113.25 +2.7%
83 VYMI Vanguard International High Dividend 2,554.0 $251K 0.03% NEW $98.20 +6.7%
84 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 4,898.0 $247K 0.03% NEW $50.38 +2.7%
85 DFAT Dimensional U.S. Targeted Value ETF 3,323.0 $232K 0.03% NEW $69.89 +3.6%
86 GS GOLDMAN SACHS GROUP INC COM Financial Services 229.0 $232K 0.03% NEW $1011.37 +1.3%
87 EFA ISHARES MSCI EAFE ETF 2,160.0 $224K 0.03% NEW $103.89 +3.8%
88 VT VANGUARD TOTAL WORLD STOCK ETF 1,419.0 $223K 0.03% NEW $156.93 +2.6%
89 TSLA TESLA INC COM Consumer Cyclical 524.0 $220K 0.03% NEW $420.60 -19.2%
90 MRK MERCK & CO INC COM Healthcare 1,691.0 $217K 0.03% NEW $128.50 +14.8%
91 EXXONMOBIL HOLDINGS CORP COM SHS 1,583.0 $216K 0.03% NEW $136.72
92 BNDX Vanguard Total International Bond Index ETF 4,225.0 $205K 0.03% NEW $48.44 -1.5%
93 IJR iShares S&P Small-Cap ETF 1,360.0 $202K 0.03% NEW $148.31 +0.4%
94 AMGN Amgen Inc Healthcare 553.0 $200K 0.03% NEW $362.22 +21.0%
95 VOT VANGUARD MID-CAP GROWTH ETF 610.0 $187K 0.02% NEW $306.10 +0.6%
96 AMD ADVANCED MICRO DEVICES INC COM Technology 313.0 $182K 0.02% NEW $580.91 -18.0%
97 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 2,215.0 $181K 0.02% NEW $81.93 +2.8%
98 IVE ISHARES S&P 500 VALUE ETF 786.0 $178K 0.02% NEW $227.06 +5.2%
99 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,216.0 $178K 0.02% NEW $146.64 -1.1%
100 VTEB VANGUARD TAX-EXEMPT BOND ETF 3,463.0 $175K 0.02% NEW $50.58 -1.8%
Page 5 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%