Raffa Wealth Management, LLC holds a focused book of 1591 stocks worth $793.3M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR P Tips ETF and trimmed Vanguard Short-Term Bond ETF. Their largest long position is Vanguard Total Stock MKT ETF at 11% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1631073/holdings"
Use Arkolith to show RAFFA WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Raffa Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $538.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $175.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $147.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $481.8B |
| UBS Group AG | 79 / 80 | $140.1B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $105.3B |
| LPL Financial LLC | 79 / 80 | $96.4B |
Ranked by how many of Raffa Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF ETF | $89.3M | 241.3K | 11.3% | ▲+37% Added · +66K sh | |
| 2 | iShares 0-3 Month Treasury Bond ETF ETF | $69.9M | 694.5K | 8.8% | ▲+5.2% Added · +34K sh | |
| 3 | Vanguard FTSE Developed Markets ETF ETF | $61.5M | 863.3K | 7.8% | ▲+10% Added · +81K sh | |
| 4 | Avantis US Equity ETF ETF | $57.7M | 450.6K | 7.3% | ▲+12% Added · +48K sh | |
| 5 | Vanguard Total Bond Market ETF ETF | $53.5M | 728.7K | 6.7% | ▲+16% Added · +99K sh | |
| 6 | iShares Short-Term Corporate Bond ETF ETF | $51.8M | 987.4K | 6.5% | ▲+21% Added · +175K sh | |
| 7 | Vanguard Intermediate-Term Corporate Bond ETF ETF | $50.7M | 614.0K | 6.4% | ▲+28% Added · +133K sh | |
| 8 | iShares Core International Aggregate Bond ETF ETF | $44.5M | 880.0K | 5.6% | ▲+15% Added · +117K sh | |
| 9 | Dimensional U.S. Core Equity 2 ETF ETF | $39.7M | 894.7K | 5.0% | ▲+10.0% Added · +81K sh | |
| 10 | Fidelity Quality Factor ETF ETF | $34.5M | 424.4K | 4.4% | ▲+15% Added · +56K sh | |
| 11 | Vanguard Ultra-Short Bond ETF ETF | $31.0M | 622.7K | 3.9% | ▲+26% Added · +127K sh | |
| 12 | Avantis International Equity ETF ETF | $17.4M | 194.7K | 2.2% | ▲+15% Added · +26K sh | |
| 13 | Vanguard FTSE Emerging Markets ETF ETF | $16.9M | 282.8K | 2.1% | ▲+16% Added · +39K sh | |
| 14 | Dimensional US High Profitability ETF ETF | $13.3M | 317.6K | 1.7% | ▲+11% Added · +32K sh | |
| 15 | iShares MSCI EAFE ESG Select ETF ETF | $8.6M | 84.1K | 1.1% | ▲+6.6% Added · +5K sh | |
| 16 | Vanguard Short-Term Government Bond ETF ETF | $8.4M | 143.7K | 1.1% | ▲+202% Added · +96K sh | |
| 17 | iShares ESG Aware 1-5 Year USD Corporate Bond ETF ETF | $7.3M | 293.0K | 0.9% | ▲+13% Added · +34K sh | |
| 18 | Vanguard ESG U.S. Stock ETF ETF | $7.2M | 54.8K | 0.9% | ▲+0.2% Added · +117 sh | |
| 19 | Vanguard FTSE All-World ex-US ETF ETF | $7.1M | 84.9K | 0.9% | ▲+183% Added · +55K sh | |
| 20 | Vanguard 500 Index Fund ETF ETF | $6.4M | 9.4K | 0.8% | ▲+0.3% Added · +26 sh | |
| 21 | Dimensional International High Profitability ETF ETF | $5.8M | 168.5K | 0.7% | ▲+18% Added · +26K sh | |
| 22 | SPDR S&P 500 ETF ETF | $5.4M | 7.2K | 0.7% | ▲+0.1% Added · +4 sh | |
| 23 | Vanguard Short Term Inflation Protected Securities ETF | $5.2M | 102.7K | 0.7% | ▲+97% Added · +50K sh | |
| 24 | Invesco S&P 500 Equal Weight ETF ETF | $5.1M | 24.0K | 0.6% | ▲+0.2% Added · +40 sh | |
| 25 | Vanguard Short Term Bond Index ETF ETF | $4.9M | 63.2K | 0.6% | ▼−3.9% Reduced · −3K sh | |
| 26 | iShares Core S&P 500 ETF ETF | $4.6M | 6.1K | 0.6% | ▲+85% Added · +3K sh | |
| 27 | iShares Core US Aggregate Bond ETF ETF | $4.5M | 45.3K | 0.6% | ▲+1.0% Added · +454 sh | |
| 28 | iShares MSCI EM ESG Select ETF ETF | $4.2M | 76.0K | 0.5% | ▲+2.5% Added · +2K sh | |
| 29 | State Street SPDR Portfolio Tips ETF ETF | $4.1M | 158.1K | 0.5% | ▲New New position | |
| 30 | Vanguard Short-Term Corporate Bond ETF ETF | $3.7M | 46.8K | 0.5% | ▼−2.2% Reduced · −1K sh | |
| 31 | Apple Stock | $3.7M | 12.7K | 0.5% | ▲+10% Added · +1K sh | |
| 32 | Vanguard ESG International Stock ETF ETF | $3.4M | 41.2K | 0.4% | ▲+0.7% Added · +276 sh | |
| 33 | Vanguard ESG U.S. Corporate Bond ETF ETF | $3.1M | 48.9K | 0.4% | ▲+1.1% Added · +526 sh | |
| 34 | Vanguard Intermediate-Term Bond ETF ETF | $3.1M | 39.8K | 0.4% | ▲+35% Added · +10K sh | |
| 35 | Dimensional US Core Equity Market ETF ETF | $3.0M | 58.1K | 0.4% | ▲+0.6% Added · +355 sh | |
| 36 | iShares Russell 2500 ETF ETF | $2.8M | 30.9K | 0.4% | ▼−4.2% Reduced · −1K sh | |
| 37 | Fidelity MSCI Real Estate Index ETF ETF | $2.4M | 81.8K | 0.3% | ▲+16% Added · +11K sh | |
| 38 | Nvidia Corporation Com Stock | $2.2M | 11.2K | 0.3% | ▲+4.0% Added · +435 sh | |
| 39 | SPDR S&P 1500 Value Tilt ETF ETF | $2.2M | 9.3K | 0.3% | ▲33× Added · +9K sh | |
| 40 | iShares Core MSCI EAFE Fund ETF ETF | $1.5M | 15.7K | 0.2% | ▲+1.6% Added · +250 sh | |
| 41 | JPMorgan Flexible Debt ETF ETF | $1.4M | 27.4K | 0.2% | —Held | |
| 42 | Vanguard Total International Stock ETF ETF | $1.4M | 16.0K | 0.2% | ▼−4.0% Reduced · −670 sh | |
| 43 | Eagle Bancorporation Inc Com Stock | $1.2M | 43.1K | 0.2% | —Held | |
| 44 | iShares MSCI EAFE Value ETF ETF | $1.1M | 14.6K | 0.1% | ▲+79% Added · +6K sh | |
| 45 | Berkshire Hathaway Inc. Class B Stock | $950K | 1.9K | 0.1% | ▲+0.1% Added · +1 sh | |
| 46 | Invesco PowerShares QQQ Trust ETF | $793K | 1.1K | 0.1% | ▲+0.1% Added · +1 sh | |
| 47 | SPDR Portfolio S&P 600 Small Cap ETF ETF | $779K | 13.5K | 0.1% | ▲13× Added · +12K sh | |
| 48 | Vanguard Real Estate ETF ETF | $731K | 7.6K | 0.1% | ▲+0.4% Added · +28 sh | |
| 49 | Avantis Emerging Markets Equity ETF ETF | $713K | 7.4K | 0.1% | ▼−3.5% Reduced · −271 sh | |
| 50 | Microsoft Stock | $711K | 1.9K | 0.1% | ▼−17% Reduced · −392 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 1,591 | $793.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Jul 27, 2026 | 1,518 | $640.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jul 27, 2026 | 1,163 | $650.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jul 27, 2026 | 1,172 | $556.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 27, 2026 | 1,105 | $500.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jul 27, 2026 | 1,079 | $439.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jul 27, 2026 | 1,113 | $429.7M | 13F-HR |
| Q1 2020 | Mar 31, 2020 | Jul 27, 2026 | 866 | $268.6M | 13F-HR |
| Q3 2019 | Sep 30, 2019 | Jul 27, 2026 | 744 | $280.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.