Raffa Wealth Management, LLC
About Raffa Wealth Management, LLC’s 13F portfolio
Raffa Wealth Management, LLC is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Raffa Wealth Management, LLC reported $793.3M across 1,591 US-listed positions (). Its largest position is Vanguard Total Stock Market ETF (VTI) at 11% of the reported book, and its ten biggest holdings make up 70% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $365.18 +0.10% | 11% | 241K | $89.3M |
| 2 |  SGOV iShares 0-3 Month Treasury Bond ETF | $100.65 +0.01% | 8.8% | 695K | $69.9M |
| 3 |  VEA Vanguard FTSE Developed Markets ETF | $70.00 +0.42% | 7.8% | 863K | $61.5M |
| 4 |  AVUS Avantis US Equity ETF | $126.77 −0.11% | 7.3% | 451K | $57.7M |
| 5 |  BND Vanguard Total Bond Market ETF | $72.46 +0.21% | 6.7% | 729K | $53.5M |
| 6 |  IGSB iShares Short-Term Corporate Bond ETF | $52.06 +0.02% | 6.5% | 987K | $51.8M |
| 7 |  VCIT Vanguard Intermediate-Term Corporate Bond ETF | $81.32 +0.16% | 6.4% | 614K | $50.7M |
| 8 |  IAGG iShares Core International Aggregate Bond ETF | $49.83 +0.16% | 5.6% | 880K | $44.5M |
| 9 |  DFAC Dimensional U.S. Core Equity 2 ETF | $44.21 +0.11% | 5.0% | 895K | $39.7M |
| 10 |  FQAL Fidelity Quality Factor ETF | $81.74 +0.25% | 4.4% | 424K | $34.5M |
| 11 |  VUSB Vanguard Ultra-Short Bond ETF | $49.70 +0.02% | 3.9% | 623K | $31.0M |
| 12 |  AVDE Avantis International Equity ETF | $90.09 +0.31% | 2.2% | 195K | $17.4M |
| 13 |  VWO Vanguard FTSE Emerging Markets ETF | $58.23 +0.74% | 2.1% | 283K | $16.9M |
| 14 |  DUHP Dimensional US High Profitability ETF | $41.39 +0.15% | 1.7% | 318K | $13.3M |
| 15 |  ESGD iShares MSCI EAFE ESG Select ETF | $103.08 +0.50% | 1.1% | 84K | $8.6M |
| 16 |  VGSH Vanguard Short-Term Government Bond ETF | $58.02 0.00% | 1.1% | 144K | $8.4M |
| 17 |  SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $24.81 +0.02% | 0.9% | 293K | $7.3M |
| 18 |  ESGV Vanguard ESG U.S. Stock ETF | $130.31 +0.16% | 0.9% | 55K | $7.2M |
| 19 |  VEU Vanguard FTSE All-World ex-US ETF | $82.01 +0.48% | 0.9% | 85K | $7.1M |
| 20 |  VOO Vanguard 500 Index Fund ETF | $679.31 +0.03% | 0.8% | 9K | $6.4M |
| 21 |  DIHP Dimensional International High Profitability ETF | $33.94 +0.34% | 0.7% | 168K | $5.8M |
| 22 |  SPY SPDR S&P 500 ETF | $739.09 +0.02% | 0.7% | 7K | $5.4M |
| 23 |  VTIP Vanguard Short Term Inflation Protected Securities | $49.52 −0.14% | 0.7% | 103K | $5.2M |
| 24 |  RSP INVESCO S&P 500 EQUAL WEIGHT ETF | $215.18 +0.75% | 0.6% | 24K | $5.1M |
| 25 |  BSV Vanguard Short Term Bond Index ETF | $77.50 +0.04% | 0.6% | 63K | $4.9M |
Showing 1–25 of 500 positions on this page — of 1,591 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology1.2%
- Financial Services0.4%
- Healthcare0.3%
- Consumer Cyclical0.2%
- Communication Services0.2%
- Industrials0.1%
- Consumer Defensive0.1%
- Basic Materials0.1%
- Energy0.0%
- Utilities0.0%
- Real Estate0.0%
- AddedVTIVanguard Total Stock Market ETF+37.3%$89.3M
- AddedSGOViShares 0-3 Month Treasury Bond ETF+5.2%$69.9M
- AddedVEAVanguard FTSE Developed Markets ETF+10.4%$61.5M
- AddedAVUSAvantis US Equity ETF+12.1%$57.7M
- AddedBNDVanguard Total Bond Market ETF+15.7%$53.5M
- AddedIGSBiShares Short-Term Corporate Bond ETF+21.5%$51.8M
- AddedVCITVanguard Intermediate-Term Corporate Bond ETF+27.8%$50.7M
- AddedIAGGiShares Core International Aggregate Bond ETF+15.4%$44.5M
- AddedDFACDimensional U.S. Core Equity 2 ETF+10.0%$39.7M
- AddedFQALFidelity Quality Factor ETF+15.2%$34.5M
- ReducedBSVVanguard Short Term Bond Index ETF−3.9%$4.9M
- ReducedVCSHVanguard Short-Term Corporate Bond ETF−2.2%$3.7M
- ReducedSMMDiShares Russell 2500 ETF−4.2%$2.8M
- ReducedVXUSVanguard Total International Stock ETF−4.0%$1.4M
- ReducedAVEMAvantis Emerging Markets Equity ETF−3.5%$713K
- ReducedMSFTMicrosoft−17.1%$711K
- ReducedITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF−26.1%$610K
- ReducedAMZNAMAZON COM INC COM−16.1%$538K
- ReducedGOOGAlphabet Class C−19.0%$511K
- ReducedVTVVANGUARD VALUE ETF−87.9%$439K
Reading Raffa Wealth Management, LLC’s 13F portfolio
Raffa Wealth Management, LLC’s $793.3M 13F book is spread across 1,591 reported positions and is highly concentrated — its ten largest positions alone are 70% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are VTI, SGOV, VEA, AVUS and BND, led by Vanguard Total Stock Market ETF (VTI) at 11% of the portfolio. The heaviest sector exposure is Technology (1%), then Financial Services (0%).
What Raffa Wealth Management, LLC changed last quarter
Between 2026-03-31 and Q2 2026, Raffa Wealth Management, LLC was a net buyer: it opened 173 new positions and added to 653 more, while trimming 315 and closing 100 outright. Against a 1,591-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was Vanguard Total Stock Market ETF (VTI), and its biggest reduction was Vanguard Short Term Bond Index ETF (BSV).
What a 13F does and doesn’t reveal
A 13F captures only Raffa Wealth Management, LLC’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Raffa Wealth Management, LLC is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Raffa Wealth Management, LLC's profile on this page is built directly from those filings.
How current is the 13F data on Raffa Wealth Management, LLC's page?
It reflects Raffa Wealth Management, LLC's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Raffa Wealth Management, LLC files its next quarterly report, this page refreshes automatically.
Can I see Raffa Wealth Management, LLC's complete list of holdings?
This page highlights Raffa Wealth Management, LLC's largest positions rather than all 1,591 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Raffa Wealth Management, LLC's filings.
Does a 13F show everything Raffa Wealth Management, LLC owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Raffa Wealth Management, LLC's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Raffa Wealth Management, LLC made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.