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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 9 of 80  ·  1,591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ABM ABM INDS INC COM Industrials 1,333.0 $59K 0.01% NEW $44.25 +6.7%
162 VOE VANGUARD MID-CAP VALUE ETF 296.0 $59K 0.01% NEW $197.75 +5.7%
163 NFLX NETFLIX INC. COM Communication Services 812.0 $58K 0.01% NEW $71.40 +12.4%
164 LIN LINDE PLC SHS Basic Materials 111.0 $58K 0.01% NEW $518.94 -7.3%
165 IJH ISHARES CORE S&P MID-CAP ETF 728.0 $56K 0.01% NEW $77.11 -0.1%
166 BAC BANK OF AMER CORP COM Financial Services 979.0 $56K 0.01% NEW $56.98 +10.9%
167 EIX EDISON INTL COM Utilities 737.0 $55K 0.01% NEW $74.46 -1.4%
168 C CITIGROUP INC COM NEW Financial Services 389.0 $54K 0.01% NEW $139.96 -5.1%
169 SNDK SANDISK CORP COM Technology 22.0 $50K 0.01% NEW $2273.73 -31.0%
170 NVS NOVARTIS AG SPONSORED ADR Healthcare 319.0 $50K 0.01% NEW $156.72 +2.3%
171 WDC WESTERN DIGITAL CORP COM Technology 77.0 $49K 0.01% NEW $638.71 -27.7%
172 MMM 3M CO COM Industrials 298.0 $48K 0.01% NEW $161.91 +11.6%
173 GEV GE VERNOVA INC COM Utilities 41.0 $48K 0.01% NEW $1174.85 -16.0%
174 PEP PepsiCo Consumer Defensive 353.0 $48K 0.01% NEW $135.40 +5.3%
175 WELL WELLTOWER INC COM Real Estate 207.0 $47K 0.01% NEW $226.97 +3.9%
176 ACN Accenture PLC Technology 377.0 $47K 0.01% NEW $124.44 +47.2%
177 IBM INTERNATIONAL BUSINESS MACHS COM Technology 166.0 $47K 0.01% NEW $281.21 -15.7%
178 ANET ARISTA NETWORKS INC COM SHS Technology 272.0 $46K 0.01% NEW $169.88 +9.8%
179 AZN ASTRAZENECA PLC ORD Healthcare 243.0 $46K 0.01% NEW $189.62 -13.0%
180 PYPL PAYPAL HLDGS INC COM Financial Services 1,056.0 $46K 0.01% NEW $43.19 +41.8%
Page 9 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%