Raffa Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 27, 2026), Raffa Wealth Management, LLC reported 1,079 stock positions worth $439.4 million. Its top holding was Vanguard Total Bond Market (BND) at 15.8% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 12.8%) and Vanguard Ftse Developed ETF (VEA, 9.4%). Compared with Q4 2024, it opened 9 new positions, sold out of 45, added to 84 and reduced 174. The biggest buy was Vanguard Short-Term Tips (VTIP, shares +505%) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC
- CIK
- 0001631073
- Portfolio Value
- $439.4M (Q1 2025)
- SEC Filing
- 0001214659-26-009027 ↗ filed Jul 27, 2026
Holdings Value
Holdings 1,079 stocks · $439.4M
| BND Vanguard Total Bond Market | 15.83% | 947,175 | $69.6M | Add +1.3% |
| SGOV iShares 0-3 Month Treasury B | 12.76% | 556,897 | $56.1M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 9.41% | 813,386 | $41.4M | Reduce -5.7% |
| VTI VG Morningstar TS MKT ETF-US | 9.40% | 150,240 | $41.3M | Add +8.3% |
| AVUS Avantis U.S. Equity ETF | 5.93% | 282,300 | $26.1M | Add +6.1% |
| DFAC Dimensional US Core Equity 2 | 5.84% | 778,354 | $25.7M | Add +5.2% |
| VWO Vanguard Ftse Emerging Marke | 2.41% | 234,081 | $10.6M | Add +4.7% |
| VUSB Vanguard Ultra Short Bond Et | 2.39% | 210,939 | $10.5M | Reduce -26.7% |
| AVDE Avantis International Equity | 2.26% | 149,879 | $9.9M | Add +6.1% |
| DUHP Dimensional US High Profi Et | 2.25% | 298,989 | $9.9M | Add +11.7% |
| IWB iShares Russell 1000 ETF | 1.79% | 25,575 | $7.8M | No change |
| BIV Vanguard Intermediate-Term B | 1.39% | 79,705 | $6.1M | Reduce -2.5% |
| BSV Vanguard Short-Term Bond ETF | 1.37% | 76,767 | $6.0M | Add +14.8% |
| VIG Vanguard Dividend Apprec ETF | 1.33% | 30,060 | $5.8M | No change |
| GVI iShares Intermediate Governm | 1.22% | 50,546 | $5.4M | Add +0.1% |
| ESGV Vanguard ESG US Stock ETF | 1.18% | 53,158 | $5.2M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.16% | 9,936 | $5.1M | Add +1.1% |
| ESGD iShares Trust iShares ESG Aw | 1.01% | 54,188 | $4.4M | Add +3.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.00% | 55,766 | $4.4M | Add +14.4% |
| AGG iShares Core U.S. Aggregate | 0.93% | 41,507 | $4.1M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 7,311 | $4.1M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.93% | 23,578 | $4.1M | Add +0.5% |
| IWD iShares Russell 1000 Value E | 0.84% | 19,695 | $3.7M | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.79% | 139,062 | $3.5M | Add +51.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.75% | 59,317 | $3.3M | Reduce -0.6% |
| DIHP Dimensional International Hi | 0.70% | 114,407 | $3.1M | Add +33.4% |
| VTIP Vanguard Short-Term Tips | 0.68% | 60,300 | $3.0M | Add +505.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.64% | 37,411 | $2.8M | No change |
| VCEB Vanguard ESG US Corp. Bond | 0.60% | 41,754 | $2.6M | Add +0.8% |
| MDY State Street SPDR S&P Midcap | 0.60% | 4,917 | $2.6M | No change |
| AAPL Apple Inc. | 0.59% | 11,724 | $2.6M | Reduce -0.2% |
| DFAU Dimensional US Core Equity M | 0.59% | 67,595 | $2.6M | Reduce -0.5% |
| VGSH Vanguard Short-Term Treasury | 0.57% | 42,519 | $2.5M | Add +31.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.52% | 38,929 | $2.3M | Add +0.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.51% | 37,013 | $2.2M | Reduce -3.4% |
| SMMD iShares Russell 2500 ETF | 0.45% | 31,897 | $2.0M | Reduce -0.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.45% | 56,518 | $2.0M | Add +4.1% |
| IVV iShares Core S&P 500 ETF | 0.41% | 3,226 | $1.8M | Add +0.3% |
| FREL Fidelity MSCI RL Est Indx | 0.32% | 51,117 | $1.4M | Add +12.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.31% | 28,163 | $1.4M | Add +5.3% |
| IAGG iShares Intl Aggregate Bond | 0.27% | 23,977 | $1.2M | Add +1472.3% |
| NVDA Nvidia Corp. | 0.25% | 10,093 | $1.1M | Reduce -3.9% |
| VXUS Vanguard Total Intl Stock | 0.24% | 16,687 | $1.0M | Reduce -2.9% |
| EGBN Eagle Bancorp Inc. | 0.24% | 49,338 | $1.0M | Add +38.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,474 | $785K | No change |
| MSFT Microsoft Corp. | 0.18% | 2,069 | $777K | Reduce -5.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 4,113 | $764K | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.17% | 8,203 | $743K | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 5,092 | $621K | Add +7.2% |
| DFAI Dimensional International Co. | 0.13% | 18,890 | $590K | Add +1.8% |
| DFAR Dimensional US Real Est ETF | 0.12% | 22,314 | $530K | Reduce -0.2% |
| DFIC Dimensional International Co. | 0.12% | 18,518 | $514K | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,077 | $505K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.11% | 7,937 | $471K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 1,819 | $468K | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 0.10% | 7,554 | $455K | Add +7.9% |
| AMZN Amazon.com Inc. | 0.09% | 2,090 | $398K | Reduce -2.2% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 2,943 | $380K | Reduce -0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.08% | 5,760 | $368K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,975 | $341K | Add +0.5% |
| MBB iShares MBS ETF | 0.08% | 3,519 | $330K | No change |
| LOW Lowe's Cos Inc. | 0.07% | 1,360 | $317K | No change |
| IBB iShares Biotechnology ETF | 0.07% | 2,479 | $317K | No change |
| LLY Eli Lilly & Co. | 0.07% | 375 | $309K | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.07% | 1,964 | $307K | Reduce -3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 1,232 | $273K | Add +0.4% |
| VCIT Vanguard Int-Term Corporate | 0.06% | 3,269 | $267K | Add +0.1% |
| QCLN First Trust Nasdaq Clean Edg | 0.06% | 8,935 | $256K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 1,040 | $255K | Reduce -6.2% |
| UNH Unitedhealth Group Inc. | 0.06% | 465 | $244K | Reduce -0.4% |
| IEMG iShares Core MSCI Emerging | 0.05% | 4,443 | $240K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 414 | $239K | Reduce -1.2% |
| IWN iShares Russell 2000 Value E | 0.05% | 1,562 | $236K | Add +0.3% |
| ABBV Abbvie Inc. | 0.05% | 1,125 | $236K | Reduce -3.7% |
| XLC SS Comm Select Sector SPDR | 0.05% | 2,434 | $235K | Reduce -4.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 4,354 | $228K | Reduce -1.9% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.05% | 4,982 | $216K | No change |
| XLY SS Consumer Disc Select Sect | 0.05% | 1,087 | $215K | Reduce -4.6% |
| JNJ Johnson & Johnson | 0.04% | 1,182 | $196K | Reduce -10.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.04% | 2,582 | $190K | Add +0.0% |
| VFH Vanguard Financials ETF | 0.04% | 1,555 | $186K | No change |
| DFAT Dimensional US Target Value | 0.04% | 3,556 | $183K | No change |
| V Visa Inc. Class A | 0.04% | 515 | $180K | Reduce -0.2% |
| SCHM Schwab US Mid Cap ETF | 0.04% | 6,817 | $179K | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.04% | 2,150 | $176K | No change |
| CVX Chevron Corp. | 0.04% | 1,039 | $174K | Add +0.3% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 2,819 | $171K | Reduce -2.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 1,971 | $163K | Add +0.7% |
| XLI SS Industrial Select Sector | 0.04% | 1,191 | $156K | No change |
| XLV SS Health Care Select Sector | 0.04% | 1,063 | $155K | Reduce -13.7% |
| PG The Procter & Gamble Co. | 0.04% | 903 | $154K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 972 | $150K | Reduce -8.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.03% | 606 | $148K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.03% | 773 | $147K | Add +0.4% |
| MDV Modiv Industrial Inc. | 0.03% | 9,143 | $147K | New |
| XOM Exxonmobil Holdings Corp. | 0.03% | 1,215 | $145K | No change |
| DVY iShares Select Dividend ETF | 0.03% | 990 | $133K | Add +0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 3,619 | $132K | Add +70.4% |
| FTSM First Trust Enh Short Mat FD | 0.03% | 2,181 | $131K | Reduce -4.4% |
| VT Vanguard Tot World STK ETF | 0.03% | 1,070 | $124K | Add +0.3% |
Portfolio Sells Q4 2024 → Q1 2025
| VUSB Vanguard Ultra Short Bond Et | Reduce -26.7% | 2.39% | −0.93 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.7% | 9.41% | −0.19 |
| AAPL Apple Inc. | Reduce -0.2% | 0.59% | −0.09 |
| NVDA Nvidia Corp. | Reduce -3.9% | 0.25% | −0.08 |
| SMMD iShares Russell 2500 ETF | Reduce -0.6% | 0.45% | −0.05 |
| DFAU Dimensional US Core Equity M | Reduce -0.5% | 0.59% | −0.05 |
| MSFT Microsoft Corp. | Reduce -5.3% | 0.18% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -2.5% | 1.39% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -3.6% | 0.07% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 0.09% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -9.0% | 0.02% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -30.1% | 0.01% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -8.7% | 0.03% | −0.01 |
| AVGO Broadcom Inc. | Reduce -6.8% | 0.02% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -4.6% | 0.05% | −0.01 |
| XLK SS Technology Select Sector | Reduce -43.4% | 0.01% | −0.01 |
| TU Telus Corp. | Reduce -95.1% | 0.00% | −0.01 |
| BAC Bank of America Corp. | Reduce -36.3% | 0.01% | −0.00 |
| ACN Accenture PLC Class A | Reduce -7.1% | 0.02% | −0.00 |
| AMD Advanced Micro Devices | Reduce -29.0% | 0.01% | −0.00 |
| FNCL Fidelity MSCI Financial Indx | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Reduce -16.3% | 0.01% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -13.7% | 0.04% | −0.00 |
| CRM Salesforce Inc. | Reduce -13.1% | 0.01% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -2.1% | 0.04% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 0.06% | −0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -4.2% | 0.05% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -22.5% | 0.02% | −0.00 |
| XLF SS Financial Select Sector | Reduce -42.7% | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -21.6% | 0.01% | −0.00 |
| ADBE Adobe Inc. | Reduce -22.2% | 0.01% | −0.00 |
| IRM Iron Mountain Inc. | Reduce -80.1% | 0.00% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -28.2% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -17.0% | 0.01% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -28.6% | 0.01% | −0.00 |
| BKR Baker Hughes Co. | Reduce -46.6% | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.05% | −0.00 |
| UPS United Parcel Service Class B | Reduce -14.7% | 0.01% | −0.00 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.00 |
| IEDI iShares U.S. Consumer Focuse | Sold out | 0.00% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -13.5% | 0.01% | −0.00 |
| TJX TJX Companies Inc. | Reduce -31.0% | 0.01% | −0.00 |
| AMP Ameriprise Financial Inc. | Reduce -57.6% | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.01% | −0.00 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -1.5% | 0.03% | −0.00 |
| AXP American Express Co. | Reduce -3.9% | 0.01% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -20.4% | 0.00% | −0.00 |
| FLQL Franklin U.S. Large Cap Mult | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VTIP Vanguard Short-Term Tips | Add +505.5% | 0.68% | +0.57 |
| SUSB iShares ESG Aware 1-5 Year U | Add +51.0% | 0.79% | +0.26 |
| IAGG iShares Intl Aggregate Bond | Add +1472.3% | 0.27% | +0.26 |
| AVDE Avantis International Equity | Add +6.1% | 2.26% | +0.24 |
| DIHP Dimensional International Hi | Add +33.4% | 0.70% | +0.20 |
| BND Vanguard Total Bond Market | Add +1.3% | 15.83% | +0.19 |
| BSV Vanguard Short-Term Bond ETF | Add +14.8% | 1.37% | +0.17 |
| DUHP Dimensional US High Profi Et | Add +11.7% | 2.25% | +0.15 |
| VGSH Vanguard Short-Term Treasury | Add +31.1% | 0.57% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +4.7% | 2.41% | +0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +14.4% | 1.00% | +0.12 |
| ESGD iShares Trust iShares ESG Aw | Add +3.9% | 1.01% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.3% | 9.40% | +0.04 |
| FREL Fidelity MSCI RL Est Indx | Add +12.6% | 0.32% | +0.03 |
| MDV Modiv Industrial Inc. | New | 0.03% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +4.1% | 0.45% | +0.03 |
| EGBN Eagle Bancorp Inc. | Add +38.6% | 0.24% | +0.02 |
| DXUV Dimensional US Vtor Eqty ETF | New | 0.02% | +0.02 |
| DFVX Dim US Large Cap Vector ETF | New | 0.02% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +70.4% | 0.03% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.6% | 0.52% | +0.01 |
| DFAI Dimensional International Co. | Add +1.8% | 0.13% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Add +7.9% | 0.10% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.3% | 0.31% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | New | 0.01% | +0.01 |
| DFIC Dimensional International Co. | Add +0.2% | 0.12% | +0.01 |
| CVX Chevron Corp. | Add +0.3% | 0.04% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.6% | 0.93% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.0% | 0.04% | +0.00 |
| AVUV Avantis US Small Cap Value | New | 0.00% | +0.00 |
| KO The Coca-Cola Co. | Add +17.5% | 0.01% | +0.00 |
| SDVY First Trust Smid Cap Rising | New | 0.00% | +0.00 |
| SONY Sony Group Corp. - SP ADR | Add +22.7% | 0.01% | +0.00 |
| CSCO Cisco Systems Inc. | Add +9.5% | 0.01% | +0.00 |
| PUK Prudential PLC-ADR | Add +859.1% | 0.00% | +0.00 |
| FOXA Fox Corp. Class A | Add +119.6% | 0.00% | +0.00 |
| GENERATION INCOME PPTYS INC | New | 0.00% | +0.00 |
| MEAR Ishrs Short Mat Muni Act ETF | New | 0.00% | +0.00 |
| AFL Aflac Inc. | Add +29.2% | 0.00% | +0.00 |
| DFAX Dimensional World Ex US Core | Add +0.1% | 0.02% | +0.00 |
| NWG Natwest Group PLC -Spon ADR | Add +23.6% | 0.00% | +0.00 |
| WTMF Wisdomtree MGD Futures Strat | Add +1480.0% | 0.00% | +0.00 |
| GDDY GoDaddy Inc. Class A | Add +63.6% | 0.00% | +0.00 |
| CSGP Costar Group Inc. | Add +52.5% | 0.00% | +0.00 |
| LULU Lululemon Athletica Inc. | Add +125.0% | 0.00% | +0.00 |
| NOK Nokia Corp.-Spon ADR | Add +15.0% | 0.00% | +0.00 |
| FMB First Trust Managed Municipa | Add +4.8% | 0.02% | +0.00 |
| DVY iShares Select Dividend ETF | Add +0.8% | 0.03% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +13.3% | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.08% | +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 |