Raffa Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 27, 2026), Raffa Wealth Management, LLC reported 1,151 stock positions worth $352.4 million. Its top holding was Vanguard Total Bond Market (BND) at 18.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.5%) and VG Morningstar TS MKT ETF-US (VTI, 9.7%). Compared with Q1 2024, it opened 27 new positions, sold out of 7, added to 166 and reduced 39. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +16%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0001631073
- Portfolio Value
- $352.4M (Q2 2024)
- SEC Filing
- 0001214659-26-009025 ↗ filed Jul 27, 2026
Holdings Value
Holdings 1,151 stocks · $352.4M
| BND Vanguard Total Bond Market | 18.53% | 906,301 | $65.3M | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 11.52% | 821,149 | $40.6M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 9.71% | 127,842 | $34.2M | Add +1.4% |
| SGOV iShares 0-3 Month Treasury B | 6.14% | 214,942 | $21.6M | Add +15.8% |
| DFAC Dimensional US Core Equity 2 | 5.94% | 648,873 | $20.9M | Add +4.4% |
| VWO Vanguard Ftse Emerging Marke | 2.59% | 208,393 | $9.1M | Add +1.6% |
| AVUS Avantis U.S. Equity ETF | 2.41% | 94,213 | $8.5M | Add +34.3% |
| IVV iShares Core S&P 500 ETF | 2.27% | 14,599 | $8.0M | Reduce -0.4% |
| IWB iShares Russell 1000 ETF | 2.16% | 25,575 | $7.6M | Reduce -6.2% |
| AVDE Avantis International Equity | 1.71% | 96,668 | $6.0M | Add +7.2% |
| GVI iShares Intermediate Governm | 1.59% | 53,952 | $5.6M | Add +7.1% |
| ESGD iShares Trust iShares ESG Aw | 1.57% | 70,407 | $5.5M | Add +4.0% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 30,060 | $5.5M | No change |
| VUSB Vanguard Ultra Short Bond Et | 1.55% | 110,415 | $5.5M | Add +31.7% |
| VOO Vanguard S&P 500 ETF | 1.46% | 10,317 | $5.2M | Add +7.9% |
| DUHP Dimensional US High Profi Et | 1.43% | 157,482 | $5.0M | Add +12.6% |
| BIV Vanguard Intermediate-Term B | 1.41% | 66,495 | $5.0M | Add +4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 9,056 | $4.9M | Add +19.3% |
| AGG iShares Core U.S. Aggregate | 1.11% | 40,369 | $3.9M | Add +71.5% |
| RSP Invesco S&P 500 Equal Weight | 1.09% | 23,293 | $3.8M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.04% | 50,694 | $3.7M | Add +4.8% |
| IWD iShares Russell 1000 Value E | 0.98% | 19,695 | $3.4M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.93% | 42,434 | $3.3M | Add +2.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.89% | 58,801 | $3.1M | Add +7.8% |
| MDY State Street SPDR S&P Midcap | 0.75% | 4,917 | $2.6M | No change |
| DFAU Dimensional US Core Equity M | 0.74% | 69,730 | $2.6M | Reduce -1.2% |
| BSV Vanguard Short-Term Bond ETF | 0.74% | 33,919 | $2.6M | Add +2.2% |
| AAPL Apple Inc. | 0.71% | 11,939 | $2.5M | Add +1.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.70% | 74,086 | $2.5M | Add +3.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.62% | 89,210 | $2.2M | Add +5.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.62% | 36,985 | $2.2M | Add +0.8% |
| SMMD iShares Russell 2500 ETF | 0.57% | 32,096 | $2.0M | Add +8.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.53% | 24,013 | $1.9M | No change |
| DIHP Dimensional International Hi | 0.45% | 59,698 | $1.6M | Add +17.5% |
| EEM iShares MSCI Emerging Market | 0.44% | 36,338 | $1.5M | Add +0.0% |
| NVDA Nvidia Corp. | 0.41% | 11,662 | $1.4M | Reduce -3.6% |
| MSFT Microsoft Corp. | 0.40% | 3,174 | $1.4M | Add +5.5% |
| ESGV Vanguard ESG US Stock ETF | 0.39% | 14,375 | $1.4M | Reduce -12.6% |
| VXUS Vanguard Total Intl Stock | 0.28% | 16,570 | $999K | Reduce -0.5% |
| VGSH Vanguard Short-Term Treasury | 0.25% | 15,121 | $877K | Add +12.4% |
| FREL Fidelity MSCI RL Est Indx | 0.23% | 32,457 | $822K | Add +62.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.23% | 16,756 | $816K | Add +19.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 4,095 | $747K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,660 | $675K | Add +34.2% |
| EGBN Eagle Bancorp Inc. | 0.19% | 35,432 | $670K | Add +0.4% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 4,750 | $564K | No change |
| VNQ Vanguard Real Estate ETF | 0.16% | 6,567 | $550K | Reduce -6.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,072 | $514K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.14% | 2,636 | $509K | Reduce -19.8% |
| DFAR Dimensional US Real Est ETF | 0.14% | 22,645 | $500K | Reduce -18.4% |
| DFIC Dimensional International Co. | 0.14% | 18,306 | $481K | Add +1.0% |
| VTIP Vanguard Short-Term Tips | 0.14% | 9,830 | $477K | Add +16.9% |
| DFAI Dimensional International Co. | 0.13% | 14,976 | $444K | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.12% | 2,383 | $437K | Add +15.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 1,796 | $435K | No change |
| AVEM Avantis Emerging Markets Eq | 0.12% | 7,002 | $428K | Add +0.4% |
| EFV iShares MSCI Eafe Value ETF | 0.12% | 7,883 | $418K | Add +2.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.12% | 7,078 | $405K | Add +1.0% |
| LOW Lowe's Cos Inc. | 0.11% | 1,819 | $401K | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 6,817 | $399K | Add +2682.4% |
| MA Mastercard Inc. Class A | 0.11% | 901 | $397K | No change |
| LLY Eli Lilly & Co. | 0.10% | 392 | $354K | Reduce -1.5% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 2,943 | $349K | Add +0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 5,645 | $348K | Add +1.5% |
| IBB iShares Biotechnology ETF | 0.10% | 2,479 | $340K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 3,060 | $337K | No change |
| MBB iShares MBS ETF | 0.09% | 3,519 | $323K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,934 | $310K | No change |
| QCLN First Trust Nasdaq Clean Edg | 0.08% | 8,207 | $279K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 1,215 | $265K | No change |
| JNJ Johnson & Johnson | 0.07% | 1,785 | $261K | Add +11.4% |
| VCIT Vanguard Int-Term Corporate | 0.07% | 3,255 | $260K | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.07% | 1,275 | $258K | Add +9.0% |
| XOM Exxonmobil Holdings Corp. | 0.07% | 2,171 | $250K | Add +0.6% |
| ETN Eaton Corp. PLC | 0.07% | 791 | $248K | Add +6.9% |
| UNH Unitedhealth Group Inc. | 0.07% | 483 | $246K | Add +7.1% |
| XLC SS Comm Select Sector SPDR | 0.07% | 2,805 | $240K | No change |
| IWN iShares Russell 2000 Value E | 0.07% | 1,541 | $235K | Add +0.5% |
| SCHW Schwab (charles) Corp. | 0.07% | 3,174 | $234K | No change |
| IEMG iShares Core MSCI Emerging | 0.07% | 4,347 | $233K | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.06% | 438 | $221K | Reduce -0.5% |
| IQV Iqvia Holdings Inc. | 0.06% | 964 | $204K | No change |
| VFH Vanguard Financials ETF | 0.06% | 2,004 | $200K | No change |
| APH Amphenol Corp. Class A | 0.06% | 2,912 | $196K | No change |
| CPRT Copart Inc. | 0.05% | 3,493 | $189K | Reduce -0.9% |
| XLY SS Consumer Disc Select Sect | 0.05% | 1,021 | $186K | No change |
| STZ Constellation Brands Inc. Class A | 0.05% | 719 | $185K | No change |
| ADP Automatic Data Processing | 0.05% | 767 | $183K | No change |
| MRK Merck & Co. Inc. | 0.05% | 1,473 | $182K | No change |
| ABT Abbott Laboratories | 0.05% | 1,751 | $182K | No change |
| DFAT Dimensional US Target Value | 0.05% | 3,429 | $178K | No change |
| ORCL Oracle Corp. | 0.05% | 1,258 | $178K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 2,578 | $177K | Reduce -3.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 3,419 | $175K | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.05% | 2,134 | $167K | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 1,639 | $163K | Add +4.5% |
| CVX Chevron Corp. | 0.05% | 1,030 | $161K | Add +24.3% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,503 | $160K | Add +56.1% |
| CDW CDW Corp. | 0.05% | 715 | $160K | No change |
| ABBV Abbvie Inc. | 0.04% | 917 | $157K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| IWB iShares Russell 1000 ETF | Reduce -6.2% | 2.16% | −0.18 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.08 |
| ESGV Vanguard ESG US Stock ETF | Reduce -12.6% | 0.39% | −0.06 |
| DFAR Dimensional US Real Est ETF | Reduce -18.4% | 0.14% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -19.8% | 0.14% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 2.27% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -1.2% | 0.74% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -6.7% | 0.16% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.11% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -0.5% | 0.28% | −0.02 |
| CPRT Copart Inc. | Reduce -0.9% | 0.05% | −0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -3.4% | 0.05% | −0.00 |
| MPC Marathon Petroleum Corp. | Reduce -14.2% | 0.01% | −0.00 |
| SUB iShares Short-Term National | Reduce -4.3% | 0.03% | −0.00 |
| VDC Vanguard Consumer Staple ETF | Reduce -19.9% | 0.01% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -20.9% | 0.01% | −0.00 |
| KLAC KLA Corp. | Reduce -43.5% | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 0.06% | −0.00 |
| TLH iShares 10-20 Year Treasury | Reduce -34.4% | 0.00% | −0.00 |
| UEC Uranium Energy Corp. | Reduce -68.6% | 0.00% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -26.7% | 0.00% | −0.00 |
| KB KB Financial Group Inc.-ADR | Reduce -50.6% | 0.00% | −0.00 |
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −0.00 |
| AVNT Avient Corp. | Sold out | 0.00% | −0.00 |
| MFC Manulife Financial Corp. | Reduce -37.2% | 0.00% | −0.00 |
| AMPX Amprius Technologies Inc. | Sold out | 0.00% | −0.00 |
| KEP Korea Elec Power Corp.-SP ADR | Reduce -31.8% | 0.00% | −0.00 |
| OKE Oneok Inc. | Reduce -2.3% | 0.01% | −0.00 |
| OTTR Otter Tail Corp. | Sold out | 0.00% | −0.00 |
| DECK Deckers Outdoor Corp. | Reduce -50.0% | 0.00% | −0.00 |
| AMBP Ardagh Metal Packaging SA | Reduce -25.1% | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.0% | 0.01% | −0.00 |
| FINANCE OF AMERICA COMPAN | Sold out | 0.00% | −0.00 |
| ITOS Iteos Therapeutics Inc. | Reduce -45.8% | 0.00% | −0.00 |
| SFM Sprouts Farmers Market Inc. | Reduce -62.5% | 0.00% | −0.00 |
| SOLV Solventum Corp. | Reduce -3.9% | 0.00% | −0.00 |
| GRAL Grail Inc. | Reduce -2.8% | 0.00% | 0.00 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -3.8% | 0.00% | 0.00 |
| ISPR Ispire Technology Inc. | Reduce -21.1% | 0.00% | 0.00 |
| SE Sea Ltd.-ADR | Reduce -25.6% | 0.00% | 0.00 |
| SPCE Virgin Galactic Holdings Inc. | Reduce -97.2% | 0.00% | 0.00 |
| ZLAB Zai Lab Ltd.-ADR | Sold out | 0.00% | 0.00 |
| ANET Arista Networks Inc. | Reduce -7.1% | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.6% | 0.01% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.10% | +0.01 |
| NVDA Nvidia Corp. | Reduce -3.6% | 0.41% | +0.08 |
Portfolio Buys Q1 2024 → Q2 2024
| SGOV iShares 0-3 Month Treasury B | Add +15.8% | 6.14% | +0.57 |
| AVUS Avantis U.S. Equity ETF | Add +34.3% | 2.41% | +0.54 |
| AGG iShares Core U.S. Aggregate | Add +71.5% | 1.11% | +0.43 |
| VUSB Vanguard Ultra Short Bond Et | Add +31.7% | 1.55% | +0.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.3% | 1.40% | +0.22 |
| DUHP Dimensional US High Profi Et | Add +12.6% | 1.43% | +0.11 |
| AAPL Apple Inc. | Add +1.4% | 0.71% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +2682.4% | 0.11% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +7.9% | 1.46% | +0.10 |
| QCLN First Trust Nasdaq Clean Edg | New | 0.08% | +0.08 |
| FREL Fidelity MSCI RL Est Indx | Add +62.6% | 0.23% | +0.08 |
| DIHP Dimensional International Hi | Add +17.5% | 0.45% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +34.2% | 0.19% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 2.59% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +15.0% | 0.12% | +0.03 |
| GVI iShares Intermediate Governm | Add +7.1% | 1.59% | +0.03 |
| DFUS Dimensional US Eq MKT ETF | New | 0.03% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +19.5% | 0.23% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.03% | +0.03 |
| MSFT Microsoft Corp. | Add +5.5% | 0.40% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Add +4.4% | 5.94% | +0.02 |
| SPEM State Street SP PTF Em ETF | New | 0.02% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +7.8% | 0.89% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.4% | 0.70% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +12.4% | 0.25% | +0.02 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.02% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +16.9% | 0.14% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +56.1% | 0.05% | +0.01 |
| PFE Pfizer Inc. | Add +62.8% | 0.04% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.01% | +0.01 |
| USRT iShares Core US REIT ETF | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +24.3% | 0.05% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.04% | +0.01 |
| AMAT Applied Materials Inc. | Add +39.8% | 0.02% | +0.01 |
| CEG Constellation Energy | Add +86.2% | 0.01% | +0.00 |
| DHR Danaher Corp. | Add +59.8% | 0.01% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.15% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +5.6% | 0.62% | +0.00 |
| CME Cme Group Inc. | Add +208.8% | 0.01% | +0.00 |
| MRNA Moderna Inc. | Add +232.6% | 0.00% | +0.00 |
| FTSM First Trust Enh Short Mat FD | Add +15.1% | 0.04% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +9.0% | 0.07% | +0.00 |
| T AT&T Inc. | Add +56.2% | 0.01% | +0.00 |
| AVGO Broadcom Inc. | Add +2.1% | 0.02% | +0.00 |
| HWM Howmet Aerospace Inc. | Add +89.2% | 0.01% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +7.1% | 0.07% | +0.00 |
| SLB SLB Ltd. | Add +625.0% | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +66.0% | 0.01% | +0.00 |
| HUBS HubSpot Inc. | Add +316.7% | 0.00% | +0.00 |
| NEM Newmont Corp. | Add +68.5% | 0.01% | +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 |