RAFFA WEALTH MANAGEMENT, LLC Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$34.6M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$34.5M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$32.1M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$5.91M |
| 5 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$2.32M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$24.8M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$4.3M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$1.59M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$711K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$671K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.23% |
| 2 | Financials | 0.65% |
| 3 | Healthcare | 0.34% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Communication Services | 0.27% |
Similar funds
RAFFA WEALTH MANAGEMENT, LLC's Q4 2025 Portfolio in Review
As of Q4 2025, RAFFA WEALTH MANAGEMENT, LLC held 1,203 positions worth $650M, up 17% from $557M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
RAFFA WEALTH MANAGEMENT, LLC deployed $86.4M of net new capital in Q4 2025, opening 31 new positions and adding to 375 existing holdings. Its largest new stake was WisdomTree US Total Dividend Fund: 755 shares worth $64.1K.
By sector, the portfolio is most concentrated in Technology at 1.2% of assets, down from 1.4% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $24.8M trimmed.
- RAFFA WEALTH MANAGEMENT, LLC's largest Q4 2025 buy was WisdomTree US Total Dividend Fund: 755 shares worth $64.1K.
- RAFFA WEALTH MANAGEMENT, LLC added most to Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025, an estimated $34.6M increase.
- RAFFA WEALTH MANAGEMENT, LLC's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $24.8M.
- RAFFA WEALTH MANAGEMENT, LLC fully exited iShares 7-10 Year Treasury Bond ETF in Q4 2025, selling an estimated $72.1K.
- RAFFA WEALTH MANAGEMENT, LLC's ten largest holdings make up 67% of its $650M portfolio in Q4 2025.
- RAFFA WEALTH MANAGEMENT, LLC opened 31 new positions and closed 40 in Q4 2025.
- RAFFA WEALTH MANAGEMENT, LLC's portfolio value rose 17% quarter-over-quarter to $650M.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.