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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 7 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNH UnitedHealth Group Healthcare 277.0 $115K 0.01% NEW $415.63 -6.5%
122 VFH Vanguard Financials ETF 848.0 $112K 0.01% NEW $131.60 +6.9%
123 VGT Vanguard Information Technology ETF 920.0 $110K 0.01% NEW $119.52 -0.6%
124 SCHA Schwab US Small Cap ETF 3,035.0 $110K 0.01% NEW $36.13 -3.2%
125 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 217.0 $104K 0.01% NEW $477.57 -13.7%
126 SHY iShares 1-3 Year Treasury Bond ETF 1,212.0 $100K 0.01% NEW $82.12 -0.1%
127 LQD iShares IBOXX $ Investment Grade Corporate Bond ETF 910.0 $99K 0.01% NEW $109.02 -2.3%
128 XLI Industrial Select Sector SPDR Fund 535.0 $99K 0.01% NEW $185.23 -1.8%
129 ASML ASML HLDG NV N Y REGISTRY SHS Technology 49.0 $97K 0.01% NEW $1989.45 -11.9%
130 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 839.0 $97K 0.01% NEW $115.56 -6.3%
131 USRT iShares Core U.S. REIT ETF 1,385.0 $92K 0.01% NEW $66.44 +1.0%
132 DFAS Dimensional U.S. Small Cap ETF 1,117.0 $92K 0.01% NEW $82.37 +1.1%
133 DIS Walt Disney Communication Services 929.0 $89K 0.01% NEW $96.25 +11.1%
134 SCHF Schwab International Equity ETF 3,221.0 $89K 0.01% NEW $27.70 +1.8%
135 PANW PALO ALTO NETWORKS INC COM Technology 260.0 $89K 0.01% NEW $341.02 +5.5%
136 FTSM First Trust Enhanced Short Maturity ETF 1,460.0 $87K 0.01% NEW $59.73 +0.3%
137 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 163.0 $85K 0.01% NEW $523.42 +2.1%
138 DFAX Dimensional World Ex US Core Equity 2 ETF 2,308.0 $85K 0.01% NEW $36.85 +2.7%
139 XLV Health Care Select Sector SPDR ETF 522.0 $83K 0.01% NEW $158.66 +10.7%
140 SOXX ISHARES SEMICONDUCTOR ETF 128.0 $82K 0.01% NEW $640.20 -18.8%
Page 7 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%