Raffa Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed July 27, 2026), Raffa Wealth Management, LLC reported 1,128 stock positions worth $335.7 million. Its top holding was Vanguard Total Bond Market (BND) at 19.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.2%) and VG Morningstar TS MKT ETF-US (VTI, 9.8%). Compared with Q4 2023, it opened 88 new positions, sold out of 20, added to 188 and reduced 122. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +341%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0001631073
- Portfolio Value
- $335.7M (Q1 2024)
- SEC Filing
- 0001214659-26-009024 ↗ filed Jul 27, 2026
Holdings Value
Holdings 1,128 stocks · $335.7M
| BND Vanguard Total Bond Market | 19.60% | 906,157 | $65.8M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 12.17% | 814,552 | $40.9M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 9.76% | 126,012 | $32.8M | Reduce -2.4% |
| DFAC Dimensional US Core Equity 2 | 5.92% | 621,599 | $19.9M | Add +20.4% |
| SGOV iShares 0-3 Month Treasury B | 5.57% | 185,660 | $18.7M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 2.55% | 205,173 | $8.6M | Add +4.4% |
| IWB iShares Russell 1000 ETF | 2.34% | 27,250 | $7.8M | Reduce -58.7% |
| IVV iShares Core S&P 500 ETF | 2.30% | 14,657 | $7.7M | Add +340.7% |
| AVUS Avantis U.S. Equity ETF | 1.87% | 70,163 | $6.3M | Add +12.1% |
| AVDE Avantis International Equity | 1.71% | 90,193 | $5.7M | Add +20.8% |
| VIG Vanguard Dividend Apprec ETF | 1.64% | 30,060 | $5.5M | Reduce -54.2% |
| ESGD iShares Trust iShares ESG Aw | 1.61% | 67,669 | $5.4M | Add +6.3% |
| GVI iShares Intermediate Governm | 1.56% | 50,364 | $5.2M | Reduce -33.0% |
| BIV Vanguard Intermediate-Term B | 1.43% | 63,598 | $4.8M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 1.37% | 9,563 | $4.6M | Add +11.9% |
| DUHP Dimensional US High Profi Et | 1.32% | 139,814 | $4.4M | Add +8.9% |
| VUSB Vanguard Ultra Short Bond Et | 1.24% | 83,841 | $4.2M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 7,593 | $4.0M | Reduce -1.3% |
| RSP Invesco S&P 500 Equal Weight | 1.17% | 23,200 | $3.9M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.07% | 48,374 | $3.6M | Add +51.3% |
| IWD iShares Russell 1000 Value E | 1.05% | 19,695 | $3.5M | Reduce -42.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.95% | 41,230 | $3.2M | Add +0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.87% | 54,537 | $2.9M | Add +14.4% |
| MDY State Street SPDR S&P Midcap | 0.81% | 4,917 | $2.7M | Reduce -50.0% |
| DFAU Dimensional US Core Equity M | 0.77% | 70,609 | $2.6M | Add +1.7% |
| BSV Vanguard Short-Term Bond ETF | 0.76% | 33,184 | $2.5M | Reduce -68.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.69% | 71,628 | $2.3M | Add +5.9% |
| AGG iShares Core U.S. Aggregate | 0.69% | 23,539 | $2.3M | Add +13.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.64% | 36,704 | $2.2M | Reduce -1.2% |
| SUSB iShares ESG Aware 1-5 Year U | 0.62% | 84,487 | $2.1M | Add +0.6% |
| AAPL Apple Inc. | 0.60% | 11,772 | $2.0M | Reduce -1.0% |
| SMMD iShares Russell 2500 ETF | 0.58% | 29,527 | $1.9M | Add +7.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.55% | 24,013 | $1.8M | New |
| ESGV Vanguard ESG US Stock ETF | 0.46% | 16,440 | $1.5M | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.44% | 36,330 | $1.5M | Add +3146.7% |
| DIHP Dimensional International Hi | 0.41% | 50,791 | $1.4M | Add +58.0% |
| MSFT Microsoft Corp. | 0.38% | 3,010 | $1.3M | Add +35.3% |
| NVDA Nvidia Corp. | 0.33% | 1,210 | $1.1M | Reduce -1.2% |
| VXUS Vanguard Total Intl Stock | 0.30% | 16,660 | $1.0M | Reduce -28.0% |
| EGBN Eagle Bancorp Inc. | 0.25% | 35,292 | $828K | Add +20.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 4,095 | $786K | Add +0.5% |
| VGSH Vanguard Short-Term Treasury | 0.23% | 13,455 | $781K | Add +69.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 14,020 | $690K | Add +38.6% |
| DFAR Dimensional US Real Est ETF | 0.18% | 27,735 | $620K | Add +35.8% |
| VNQ Vanguard Real Estate ETF | 0.18% | 7,035 | $608K | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.18% | 3,288 | $593K | Add +65.0% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 4,750 | $548K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.16% | 19,960 | $521K | Add +93.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,237 | $520K | No change |
| DFIC Dimensional International Co. | 0.14% | 18,125 | $485K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 1,071 | $475K | Reduce -3.2% |
| LOW Lowe's Cos Inc. | 0.14% | 1,825 | $465K | Add +33.0% |
| DFAI Dimensional International Co. | 0.13% | 14,870 | $449K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,796 | $449K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.13% | 901 | $434K | Add +357.4% |
| EFV iShares MSCI Eafe Value ETF | 0.13% | 7,726 | $420K | No change |
| AVEM Avantis Emerging Markets Eq | 0.12% | 6,971 | $404K | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.12% | 7,009 | $403K | Add +0.6% |
| VTIP Vanguard Short-Term Tips | 0.12% | 8,406 | $403K | No change |
| VYM Vanguard High DVD Yield ETF | 0.11% | 2,941 | $356K | Reduce -72.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 5,564 | $352K | No change |
| IBB iShares Biotechnology ETF | 0.10% | 2,479 | $340K | No change |
| MBB iShares MBS ETF | 0.10% | 3,519 | $325K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 2,072 | $315K | Reduce -2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,934 | $315K | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 3,060 | $310K | Add +1063.5% |
| LLY Eli Lilly & Co. | 0.09% | 398 | $309K | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 1,215 | $278K | Add +0.3% |
| ICLN iShares Global Clean Energy | 0.08% | 19,222 | $269K | No change |
| VCIT Vanguard Int-Term Corporate | 0.08% | 3,235 | $260K | Add +0.1% |
| JNJ Johnson & Johnson | 0.08% | 1,602 | $253K | Add +49.3% |
| XOM Exxonmobil Holdings Corp. | 0.07% | 2,158 | $251K | Add +81.8% |
| IQV Iqvia Holdings Inc. | 0.07% | 964 | $244K | Add +5570.6% |
| IWN iShares Russell 2000 Value E | 0.07% | 1,534 | $244K | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,170 | $234K | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.07% | 740 | $231K | Add +585.2% |
| SCHW Schwab (charles) Corp. | 0.07% | 3,174 | $230K | Add +888.8% |
| XLC SS Comm Select Sector SPDR | 0.07% | 2,805 | $229K | No change |
| UNH Unitedhealth Group Inc. | 0.07% | 451 | $223K | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 0.07% | 4,306 | $222K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 440 | $214K | Reduce -5.0% |
| VFH Vanguard Financials ETF | 0.06% | 2,004 | $205K | No change |
| CPRT Copart Inc. | 0.06% | 3,525 | $204K | Add +2049.4% |
| ABT Abbott Laboratories | 0.06% | 1,751 | $199K | Add +510.1% |
| STZ Constellation Brands Inc. Class A | 0.06% | 719 | $195K | Add +3323.8% |
| MRK Merck & Co. Inc. | 0.06% | 1,473 | $194K | Add +204.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 1,569 | $192K | Add +150.2% |
| ADP Automatic Data Processing | 0.06% | 767 | $192K | Add +858.8% |
| XLY SS Consumer Disc Select Sect | 0.06% | 1,021 | $188K | No change |
| DFAT Dimensional US Target Value | 0.06% | 3,429 | $187K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 2,669 | $184K | Add +1753.5% |
| CDW CDW Corp. | 0.05% | 715 | $183K | Add +3475.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 3,410 | $175K | Reduce -1.1% |
| COO The Cooper Cos Inc. | 0.05% | 1,668 | $169K | Add +41600.0% |
| EFA iShares MSCI Eafe ETF | 0.05% | 2,112 | $169K | No change |
| APH Amphenol Corp. Class A | 0.05% | 1,456 | $168K | Add +9000.0% |
| ABBV Abbvie Inc. | 0.05% | 917 | $167K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.05% | 1,258 | $158K | Add +352.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 1,894 | $155K | Add +0.6% |
| AMT American Tower Corp. | 0.05% | 780 | $154K | Add +687.9% |
Portfolio Sells Q4 2023 → Q1 2024
| IWB iShares Russell 1000 ETF | Reduce -58.7% | 2.34% | −2.91 |
| VIG Vanguard Dividend Apprec ETF | Reduce -54.2% | 1.64% | −1.76 |
| BSV Vanguard Short-Term Bond ETF | Reduce -68.9% | 0.76% | −1.74 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −1.23 |
| GVI iShares Intermediate Governm | Reduce -33.0% | 1.56% | −0.83 |
| MDY State Street SPDR S&P Midcap | Reduce -50.0% | 0.81% | −0.70 |
| IWD iShares Russell 1000 Value E | Reduce -42.7% | 1.05% | −0.67 |
| VYM Vanguard High DVD Yield ETF | Reduce -72.0% | 0.11% | −0.25 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.17 |
| VXUS Vanguard Total Intl Stock | Reduce -28.0% | 0.30% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Reduce -0.4% | 5.57% | −0.11 |
| AAPL Apple Inc. | Reduce -1.0% | 0.60% | −0.09 |
| BIV Vanguard Intermediate-Term B | Reduce -1.8% | 1.43% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.07 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.6% | 0.18% | −0.01 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.5% | 0.07% | −0.01 |
| TOTL SS Doubleline TR Tact ETF | Reduce -11.2% | 0.04% | −0.01 |
| BAC Bank of America Corp. | Reduce -39.4% | 0.01% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -43.0% | 0.01% | −0.00 |
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -2.1% | 0.01% | −0.00 |
| SRVR Pacer Data & Infrastructure | Sold out | 0.00% | −0.00 |
| UBS UBS Group AG-Reg | Reduce -45.0% | 0.00% | −0.00 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -25.3% | 0.01% | −0.00 |
| INTC Intel Corp. | Reduce -6.5% | 0.01% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -43.4% | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -2.6% | 0.03% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -25.4% | 0.01% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.1% | 0.05% | −0.00 |
| NTLA Intellia Therapeutics Inc. | Reduce -94.6% | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -2.4% | 0.02% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -3.7% | 0.02% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -17.9% | 0.01% | −0.00 |
| HPK Highpeak Energy Inc. | Sold out | 0.00% | −0.00 |
| NEM Newmont Corp. | Reduce -11.3% | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Reduce -8.7% | 0.01% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -10.0% | 0.01% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -13.6% | 0.01% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -11.4% | 0.01% | −0.00 |
| FVD First Trust Value Line DVD | Reduce -16.3% | 0.01% | −0.00 |
| INTU Intuit Inc. | Reduce -18.5% | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -6.7% | 0.02% | −0.00 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -77.8% | 0.00% | −0.00 |
| BIIB Biogen Inc. | Reduce -19.4% | 0.00% | −0.00 |
| MCK McKesson Corp. | Reduce -36.8% | 0.00% | −0.00 |
| STX Seagate Technology Holdings | Reduce -37.0% | 0.00% | −0.00 |
| DTM DT Midstream Inc. | Reduce -25.9% | 0.00% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +340.7% | 2.30% | +1.81 |
| DFAC Dimensional US Core Equity 2 | Add +20.4% | 5.92% | +1.33 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.55% | +0.55 |
| EEM iShares MSCI Emerging Market | Add +3146.7% | 0.44% | +0.43 |
| IEFA iShares Core MSCI Eafe ETF | Add +51.3% | 1.07% | +0.39 |
| AVDE Avantis International Equity | Add +20.8% | 1.71% | +0.34 |
| AVUS Avantis U.S. Equity ETF | Add +12.1% | 1.87% | +0.32 |
| VOO Vanguard S&P 500 ETF | Add +11.9% | 1.37% | +0.24 |
| DUHP Dimensional US High Profi Et | Add +8.9% | 1.32% | +0.20 |
| DIHP Dimensional International Hi | Add +58.0% | 0.41% | +0.16 |
| ESGD iShares Trust iShares ESG Aw | Add +6.3% | 1.61% | +0.15 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +14.4% | 0.87% | +0.13 |
| MSFT Microsoft Corp. | Add +35.3% | 0.38% | +0.12 |
| MA Mastercard Inc. Class A | Add +357.4% | 0.13% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +4.4% | 2.55% | +0.10 |
| VGSH Vanguard Short-Term Treasury | Add +69.0% | 0.23% | +0.09 |
| TJX TJX Companies Inc. | Add +1063.5% | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +65.0% | 0.18% | +0.08 |
| FREL Fidelity MSCI RL Est Indx | Add +93.3% | 0.16% | +0.07 |
| IQV Iqvia Holdings Inc. | Add +5570.6% | 0.07% | +0.07 |
| DFAU Dimensional US Core Equity M | Add +1.7% | 0.77% | +0.07 |
| SMMD iShares Russell 2500 ETF | Add +7.7% | 0.58% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 1.17% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +888.8% | 0.07% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +13.5% | 0.69% | +0.06 |
| ETN Eaton Corp. PLC | Add +585.2% | 0.07% | +0.06 |
| CPRT Copart Inc. | Add +2049.4% | 0.06% | +0.06 |
| STZ Constellation Brands Inc. Class A | Add +3323.8% | 0.06% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +38.6% | 0.21% | +0.05 |
| CDW CDW Corp. | Add +3475.0% | 0.05% | +0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1753.5% | 0.05% | +0.05 |
| ADP Automatic Data Processing | Add +858.8% | 0.06% | +0.05 |
| COO The Cooper Cos Inc. | Add +41600.0% | 0.05% | +0.05 |
| ABT Abbott Laboratories | Add +510.1% | 0.06% | +0.05 |
| APH Amphenol Corp. Class A | Add +9000.0% | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | Add +33.0% | 0.14% | +0.05 |
| DFAR Dimensional US Real Est ETF | Add +35.8% | 0.18% | +0.04 |
| IT Gartner Inc. | Add +3040.0% | 0.04% | +0.04 |
| MRK Merck & Co. Inc. | Add +204.3% | 0.06% | +0.04 |
| AIG American International Group | Add +1526.3% | 0.04% | +0.04 |
| DIS The Walt Disney Co. | Add +150.2% | 0.06% | +0.04 |
| AMT American Tower Corp. | Add +687.9% | 0.05% | +0.04 |
| XOM Exxonmobil Holdings Corp. | Add +81.8% | 0.07% | +0.04 |
| ORCL Oracle Corp. | Add +352.5% | 0.05% | +0.04 |
| ALL Allstate Corp. | Add +1134.9% | 0.04% | +0.04 |
| DOV Dover Corp. | Add +1661.9% | 0.04% | +0.04 |
| TRV The Travelers Cos Inc. | Add +1448.7% | 0.04% | +0.04 |
| MSI Motorola Solutions Inc. | Add +1831.6% | 0.04% | +0.04 |
| CI The Cigna Group | Add +902.9% | 0.04% | +0.03 |
| USB US Bancorp | Add +1578.0% | 0.04% | +0.03 |
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 |