StockDriftsStockDriftsTop 50 Raffa Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 11.25% | 241.3K | $89.3M | +37.32%(+65.57K) | $241.08(+59.02%) | 2026-06-30 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 8.81% | 694.5K | $69.9M | +5.16%(+34.07K) | $100.60(-0.03%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7.75% | 863.3K | $61.5M | +10.38%(+81.16K) | $44.41(+66.66%) | 2026-06-30 | |
| AVUS | Avantis US Equity ETF | 7.27% | 450.6K | $57.7M | +12.05%(+48.46K) | $94.81(+39.63%) | 2026-06-30 | |
| BND | Vanguard Total Bond Market ETF | 6.74% | 728.7K | $53.5M | +15.66%(+98.64K) | $79.90(-9.57%) | 2026-06-30 | |
| IGSB | iShares Short-Term Corporate Bond ETF | 6.52% | 987.4K | $51.8M | +21.47%(+174.54K) | $52.82(-1.26%) | 2026-06-30 | |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 6.4% | 614.0K | $50.7M | +27.75%(+133.38K) | $83.58(-2.91%) | 2026-06-30 | |
| IAGG | iShares Core International Aggregate Bond ETF | 5.61% | 880.0K | $44.5M | +15.36%(+117.19K) | $50.51(-1.50%) | 2026-06-30 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 5% | 894.7K | $39.7M | +9.98%(+81.22K) | $29.50(+56.06%) | 2026-06-30 | |
| FQAL | Fidelity Quality Factor ETF | 4.35% | 424.4K | $34.5M | +15.19%(+55.98K) | $71.12(+20.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.51% | +31.34% | +3.26% | +17.42% |
| Top 20 Holdings Unweighted | +10.85% | +36.21% | +4.76% | +26.17% |
Raffa Wealth Management LLC reports $793.30M in US-listed equity holdings across 1,591 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.3%), SGOV (8.8%) and VEA (7.8%). The top 20 holdings account for 85.28% of reported assets. Its disclosed equity book has returned +31.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Raffa Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631073). View Raffa Wealth Management LLC’s 13F filings on SEC