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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 6 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DVY ISHARES SELECT DIVIDEND ETF 1,027.0 $161K 0.02% NEW $156.37 +6.2%
102 DXUV Dimensional US Vector Equity ETF 2,370.0 $158K 0.02% NEW $66.49 +5.6%
103 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 534.0 $152K 0.02% NEW $285.52 -0.2%
104 SCHV Schwab US Large Cap Value ETF 4,262.0 $148K 0.02% NEW $34.81 +1.1%
105 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 2,802.0 $145K 0.02% NEW $51.77 +0.6%
106 MA Mastercard Financial Services 281.0 $144K 0.02% NEW $513.60 +12.9%
107 SCHB Schwab US Broad Market ETF 4,974.0 $144K 0.02% NEW $28.96 +3.0%
108 XLC Communication Services Select Sector SPDR Fund 1,328.0 $142K 0.02% NEW $107.13 +4.5%
109 AMAT APPLIED MATLS INC COM Technology 194.0 $140K 0.02% NEW $723.00 -31.6%
110 CSD INVESCO S&P SPIN-OFF ETF 922.0 $138K 0.02% NEW $149.74 -8.8%
111 VO Vanguard Mid-Cap Index Fund 1,685.0 $136K 0.02% NEW $80.59 +3.6%
112 DFSU Dimensional US Sustainability Core 1 ETF 2,821.0 $132K 0.02% NEW $46.63 +4.3%
113 EBAY EBAY INC. COM Consumer Cyclical 1,130.0 $126K 0.02% NEW $111.76 -6.9%
114 LRCX LAM RESEARCH CORP COM NEW Technology 288.0 $125K 0.02% NEW $433.33 -28.3%
115 IAU iShares Gold Trust Financial Services 1,646.0 $124K 0.02% NEW $75.51 +11.7%
116 IWP iShares Russell Mid-Cap Growth ETF 844.0 $124K 0.02% NEW $146.41 -1.5%
117 XLY Consumer Discretionary Select Sector SPDR Fund 1,036.0 $122K 0.01% NEW $117.28 +1.1%
118 STIP ISHARES 0-5 YEAR TIPS BOND ETF 1,188.0 $121K 0.01% NEW $102.20 -1.3%
119 DFVX Dimensional US Large Cap Vector ETF 1,450.0 $119K 0.01% NEW $82.22 +4.7%
120 VBR Vanguard Small-Cap Value Index Fund 485.0 $118K 0.01% NEW $243.10 +3.3%
Page 6 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%