Raffa Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Raffa Wealth Management, LLC reported 1,591 stock positions worth $793.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.3% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 8.8%) and Vanguard Ftse Developed ETF (VEA, 7.8%). Compared with Q1 2026, it opened 172 new positions, sold out of 100, added to 648 and reduced 318. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +37%) and the biggest sale an exit from iShares MSCI Acwi Ex US ETF (ACWX).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0001631073
- Portfolio Value
- $793.3M (Q2 2026)
- SEC Filing
- 0001214659-26-009032 ↗ filed Jul 27, 2026
Holdings Value
Holdings 1,591 stocks · $793.3M
| VTI VG Morningstar TS MKT ETF-US | 11.25% | 241,262 | $89.3M | Add +37.3% |
| SGOV iShares 0-3 Month Treasury B | 8.81% | 694,542 | $69.9M | Add +5.2% |
| VEA Vanguard Ftse Developed ETF | 7.75% | 863,323 | $61.5M | Add +10.4% |
| AVUS Avantis U.S. Equity ETF | 7.27% | 450,553 | $57.7M | Add +12.1% |
| BND Vanguard Total Bond Market | 6.74% | 728,737 | $53.5M | Add +15.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 6.52% | 987,415 | $51.8M | Add +21.5% |
| VCIT Vanguard Int-Term Corporate | 6.40% | 613,965 | $50.7M | Add +27.8% |
| IAGG iShares Intl Aggregate Bond | 5.61% | 880,019 | $44.5M | Add +15.4% |
| DFAC Dimensional US Core Equity 2 | 5.00% | 894,699 | $39.7M | Add +10.0% |
| FQAL Fidelity Quality Factor ETF | 4.35% | 424,404 | $34.5M | Add +15.2% |
| VUSB Vanguard Ultra Short Bond Et | 3.91% | 622,737 | $31.0M | Add +25.6% |
| AVDE Avantis International Equity | 2.19% | 194,650 | $17.4M | Add +15.4% |
| VWO Vanguard Ftse Emerging Marke | 2.13% | 282,762 | $16.9M | Add +16.0% |
| DUHP Dimensional US High Profi Et | 1.67% | 317,648 | $13.3M | Add +11.2% |
| ESGD iShares Trust iShares ESG Aw | 1.09% | 84,064 | $8.6M | Add +6.6% |
| VGSH Vanguard Short-Term Treasury | 1.05% | 143,656 | $8.4M | Add +201.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.92% | 293,026 | $7.3M | Add +13.1% |
| ESGV Vanguard ESG US Stock ETF | 0.91% | 54,759 | $7.2M | Add +0.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.90% | 84,885 | $7.1M | Add +182.8% |
| VOO Vanguard S&P 500 ETF | 0.81% | 9,389 | $6.4M | Add +0.3% |
| DIHP Dimensional International Hi | 0.72% | 168,499 | $5.8M | Add +18.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 7,227 | $5.4M | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 0.65% | 102,663 | $5.2M | Add +96.8% |
| RSP Invesco S&P 500 Equal Weight | 0.64% | 24,011 | $5.1M | Add +0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.62% | 63,170 | $4.9M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.58% | 6,132 | $4.6M | Add +85.0% |
| AGG iShares Core U.S. Aggregate | 0.56% | 45,285 | $4.5M | Add +1.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.52% | 75,966 | $4.2M | Add +2.5% |
| SPIP SS SPDR P Tips ETF | 0.51% | 158,108 | $4.1M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.47% | 46,796 | $3.7M | Reduce -2.2% |
| AAPL Apple Inc. | 0.46% | 12,732 | $3.7M | Add +10.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.43% | 41,193 | $3.4M | Add +0.7% |
| VCEB Vanguard ESG US Corp. Bond | 0.39% | 48,855 | $3.1M | Add +1.1% |
| BIV Vanguard Intermediate-Term B | 0.39% | 39,816 | $3.1M | Add +34.9% |
| DFAU Dimensional US Core Equity M | 0.38% | 58,116 | $3.0M | Add +0.6% |
| SMMD iShares Russell 2500 ETF | 0.36% | 30,938 | $2.8M | Reduce -4.2% |
| FREL Fidelity MSCI RL Est Indx | 0.30% | 81,795 | $2.4M | Add +16.1% |
| NVDA Nvidia Corp. | 0.28% | 11,151 | $2.2M | Add +4.1% |
| VLU SS SPDR S&P 1500 Value Tilt | 0.28% | 9,251 | $2.2M | Add +3239.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 15,696 | $1.5M | Add +1.6% |
| JFLX JPMorgan Flexible Debt ETF | 0.17% | 27,436 | $1.4M | No change |
| VXUS Vanguard Total Intl Stock | 0.17% | 15,975 | $1.4M | Reduce -4.0% |
| EGBN Eagle Bancorp Inc. | 0.15% | 43,105 | $1.2M | No change |
| EFV iShares MSCI Eafe Value ETF | 0.14% | 14,649 | $1.1M | Add +79.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 1,899 | $950K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,077 | $793K | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.10% | 13,508 | $779K | Add +1174.3% |
| VNQ Vanguard Real Estate ETF | 0.09% | 7,578 | $731K | Add +0.4% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 7,390 | $713K | Reduce -3.5% |
| MSFT Microsoft Corp. | 0.09% | 1,907 | $711K | Reduce -17.1% |
| DFAI Dimensional International Co. | 0.09% | 16,642 | $687K | Add +0.3% |
| DFIC Dimensional International Co. | 0.08% | 16,415 | $612K | Add +0.8% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 3,714 | $610K | Reduce -26.1% |
| SUB iShares Short-Term National | 0.08% | 5,722 | $609K | Add +60.7% |
| GVI iShares Intermediate Governm | 0.08% | 5,676 | $602K | Add +0.0% |
| DFAR Dimensional US Real Est ETF | 0.07% | 22,282 | $583K | Add +0.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.07% | 10,103 | $552K | No change |
| AMZN Amazon.com Inc. | 0.07% | 2,258 | $538K | Reduce -16.1% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,445 | $511K | Reduce -19.0% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 13,838 | $510K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.06% | 420 | $503K | Add +4.2% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 2,936 | $464K | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 2,901 | $448K | Add +10260.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 2,014 | $439K | Reduce -87.9% |
| IBBQ Invesco Nasdaq Biotech ETF | 0.05% | 12,570 | $411K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 1,236 | $405K | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,112 | $397K | Reduce -21.4% |
| ICLN iShares Global Clean Energy | 0.05% | 19,276 | $395K | No change |
| IEMG iShares Core MSCI Emerging | 0.05% | 4,610 | $382K | Add +0.8% |
| JNJ Johnson & Johnson | 0.05% | 1,440 | $366K | Add +8.3% |
| ABBV Abbvie Inc. | 0.05% | 1,432 | $360K | Add +0.3% |
| IWN iShares Russell 2000 Value E | 0.04% | 1,589 | $352K | No change |
| MBB iShares MBS ETF | 0.04% | 3,519 | $333K | No change |
| DCOR Dimensional US Core Eq 1 ETF | 0.04% | 3,972 | $326K | No change |
| V Visa Inc. Class A | 0.04% | 914 | $314K | Add +14.3% |
| LOW Lowe's Cos Inc. | 0.04% | 1,379 | $304K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 914 | $277K | Add +0.1% |
| AVGO Broadcom Inc. | 0.03% | 725 | $274K | Add +3.9% |
| META Meta Platforms Inc. Class A | 0.03% | 482 | $272K | Add +17.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.03% | 3,225 | $265K | Reduce -45.9% |
| MU Micron Technology Inc. | 0.03% | 227 | $262K | Add +5.6% |
| WMT Walmart Inc. | 0.03% | 2,304 | $261K | Reduce -4.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 2,554 | $251K | Add +0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 4,898 | $247K | Reduce -2.8% |
| DFAT Dimensional US Target Value | 0.03% | 3,323 | $232K | No change |
| GS Goldman Sachs Group Inc. | 0.03% | 229 | $232K | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 0.03% | 2,160 | $224K | No change |
| VT Vanguard Tot World STK ETF | 0.03% | 1,419 | $223K | Add +0.1% |
| TSLA Tesla Inc. | 0.03% | 524 | $220K | Add +13.7% |
| MRK Merck & Co. Inc. | 0.03% | 1,691 | $217K | Reduce -0.9% |
| XOM Exxonmobil Holdings Corp. | 0.03% | 1,583 | $216K | Reduce -4.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.03% | 4,225 | $205K | Reduce -60.2% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,360 | $202K | No change |
| AMGN Amgen Inc. | 0.03% | 553 | $200K | Add +1.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 610 | $187K | No change |
| AMD Advanced Micro Devices | 0.02% | 313 | $182K | Add +27.2% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 2,215 | $181K | Reduce -1.5% |
| IVE iShares S&P 500 Value ETF | 0.02% | 786 | $178K | No change |
| PG The Procter & Gamble Co. | 0.02% | 1,216 | $178K | Add +11.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 3,463 | $175K | Add +1.4% |
Portfolio Sells Q1 2026 → Q2 2026
| ACWX iShares MSCI Acwi Ex US ETF | Sold out | 0.00% | −0.59 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -87.9% | 0.06% | −0.45 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.31 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.9% | 0.62% | −0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -89.4% | 0.02% | −0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.2% | 0.47% | −0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -88.4% | 0.01% | −0.12 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -60.2% | 0.03% | −0.05 |
| MSFT Microsoft Corp. | Reduce -17.1% | 0.09% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -45.9% | 0.03% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -26.1% | 0.08% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -4.0% | 0.17% | −0.03 |
| SMMD iShares Russell 2500 ETF | Reduce -4.2% | 0.36% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -16.1% | 0.07% | −0.02 |
| XOM Exxonmobil Holdings Corp. | Reduce -4.4% | 0.03% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -19.0% | 0.06% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -40.8% | 0.01% | −0.01 |
| WMT Walmart Inc. | Reduce -4.2% | 0.03% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -21.4% | 0.05% | −0.01 |
| ARTY iShares Future AI & Tech ETF | Sold out | 0.00% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.5% | 0.09% | −0.01 |
| CAT Caterpillar Inc. | Reduce -66.7% | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -73.8% | 0.00% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -52.5% | 0.00% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.8% | 0.03% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.03% | −0.00 |
| MCD McDonald's Corp. | Reduce -60.0% | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -9.5% | 0.01% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -41.6% | 0.01% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -14.6% | 0.01% | −0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -6.3% | 0.02% | −0.00 |
| KEYS Keysight Technologies Inc. | Reduce -73.1% | 0.00% | −0.00 |
| TEI Templeton Emrg MKTS Inc. | Sold out | 0.00% | −0.00 |
| FTSM First Trust Enh Short Mat FD | Reduce -2.3% | 0.01% | −0.00 |
| HD Home Depot Inc. | Reduce -10.8% | 0.01% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -26.9% | 0.01% | −0.00 |
| TOTL SS Doubleline TR Tact ETF | Reduce -2.4% | 0.01% | −0.00 |
| SOXX iShares Semiconductor ETF | Reduce -49.4% | 0.01% | −0.00 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.01% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -37.5% | 0.00% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -8.3% | 0.01% | −0.00 |
| VLO Valero Energy Corp. | Reduce -27.4% | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -13.6% | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -11.6% | 0.00% | −0.00 |
| WM Waste Management Inc. | Reduce -11.3% | 0.00% | −0.00 |
| TEL Te Connectivity PLC | Reduce -66.3% | 0.00% | −0.00 |
| BLK BlackRock Inc. | Reduce -17.1% | 0.00% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.5% | 0.02% | −0.00 |
| MSI Motorola Solutions Inc. | Reduce -53.3% | 0.00% | −0.00 |
| COP Conocophillips | Reduce -36.3% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +37.3% | 11.25% | +2.46 |
| VGSH Vanguard Short-Term Treasury | Add +201.7% | 1.05% | +0.62 |
| VEU Vanguard Ftse All-World Ex-U | Add +182.8% | 0.90% | +0.54 |
| SPIP SS SPDR P Tips ETF | New | 0.51% | +0.51 |
| AVUS Avantis U.S. Equity ETF | Add +12.1% | 7.27% | +0.29 |
| VLU SS SPDR S&P 1500 Value Tilt | Add +3239.7% | 0.28% | +0.27 |
| VTIP Vanguard Short-Term Tips | Add +96.8% | 0.65% | +0.24 |
| IVV iShares Core S&P 500 ETF | Add +85.0% | 0.58% | +0.24 |
| VCIT Vanguard Int-Term Corporate | Add +27.8% | 6.40% | +0.19 |
| FQAL Fidelity Quality Factor ETF | Add +15.2% | 4.35% | +0.18 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1174.3% | 0.10% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +16.0% | 2.13% | +0.07 |
| DFAC Dimensional US Core Equity 2 | Add +10.0% | 5.00% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Add +10260.7% | 0.06% | +0.06 |
| VUSB Vanguard Ultra Short Bond Et | Add +25.6% | 3.91% | +0.05 |
| EFV iShares MSCI Eafe Value ETF | Add +79.2% | 0.14% | +0.05 |
| DUHP Dimensional US High Profi Et | Add +11.2% | 1.67% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +34.9% | 0.39% | +0.03 |
| MU Micron Technology Inc. | Add +5.6% | 0.03% | +0.02 |
| SUB iShares Short-Term National | Add +60.7% | 0.08% | +0.02 |
| AMD Advanced Micro Devices | Add +27.2% | 0.02% | +0.02 |
| DIHP Dimensional International Hi | Add +18.2% | 0.72% | +0.01 |
| LRCX Lam Research Corp. | Add +16.6% | 0.02% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +73.3% | 0.01% | +0.01 |
| AAPL Apple Inc. | Add +10.2% | 0.46% | +0.01 |
| FREL Fidelity MSCI RL Est Indx | Add +16.1% | 0.30% | +0.01 |
| LLY Eli Lilly & Co. | Add +4.2% | 0.06% | +0.01 |
| CBZ Cbiz Inc. | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +32.3% | 0.01% | +0.00 |
| SNDK Sandisk Corp. | Add +4.8% | 0.01% | +0.00 |
| FTNT Fortinet Inc. | Add +161.2% | 0.01% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +96.3% | 0.01% | +0.00 |
| CDNS Cadence Design SYS Inc. | Add +122.6% | 0.01% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.9% | 0.01% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.10% | +0.00 |
| GLD SPDR Gold Shares | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +70.8% | 0.01% | +0.00 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.00% | +0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Add +29.3% | 0.02% | +0.00 |
| MRVL Marvell Technology Inc. | Add +12.8% | 0.00% | +0.00 |
| TTWO Take-Two Interactive Softwre | Add +542.9% | 0.00% | +0.00 |
| ANET Arista Networks Inc. | Add +38.8% | 0.01% | +0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.2% | 0.02% | +0.00 |
| SNOW Snowflake Inc. | Add +159.4% | 0.00% | +0.00 |
| ADSK Autodesk Inc. | Add +354.2% | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Add +33.8% | 0.02% | +0.00 |
| VRSN Verisign Inc. | Add +828.6% | 0.00% | +0.00 |
| V Visa Inc. Class A | Add +14.3% | 0.04% | +0.00 |
| VIK Viking Holdings Ltd. | Add +1522.2% | 0.00% | +0.00 |
| EBAY eBay Inc. | Add +13.0% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,591 | $793.3M | VTI, SGOV, VEA, AVUS, BND |
| Q1 2026 | 1,518 | $640.3M | SGOV, VTI, VEA, BND, AVUS |
| Q4 2025 | 1,163 | $650.1M | SGOV, VTI, VEA, BND, AVUS |
| Q3 2025 | 1,172 | $556.6M | BND, SGOV, VTI, VEA, AVUS |
| Q2 2025 | 1,105 | $500.0M | BND, SGOV, VTI, VEA, AVUS |
| Q1 2025 | 1,079 | $439.4M | BND, SGOV, VEA, VTI, AVUS |
| Q4 2024 | 1,113 | $429.7M | BND, SGOV, VEA, VTI, AVUS |
| Q3 2024 | 1,082 | $414.3M | BND, SGOV, VEA, VTI, DFAC |
| Q2 2024 | 1,151 | $352.4M | BND, VEA, VTI, SGOV, DFAC |
| Q1 2024 | 1,128 | $335.7M | BND, VEA, VTI, DFAC, SGOV |