1y return+12.6%S&P 500 +20.9%
3y return+33.4%S&P 500 +68.5%
5y return+19.9%S&P 500 +74.5%
10y return+57.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $157 against $357 in the S&P 500.2
Raffa Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $89.3M | 11.3% | +37.3% |
| SGOViShares 0-3 Month Treasury Bond ETF | $69.9M | 8.8% | +5.2% |
| VEAVanguard FTSE Developed Markets ETF | $61.5M | 7.8% | +10.4% |
| AVUSAvantis US Equity ETF | $57.7M | 7.3% | +12.1% |
| BNDVanguard Total Bond Market ETF | $53.5M | 6.7% | +15.7% |
| IGSBiShares Short-Term Corporate Bond ETF | $51.8M | 6.5% | +21.5% |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $50.7M | 6.4% | +27.8% |
| IAGGiShares Core International Aggregate Bond ETF | $44.5M | 5.6% | +15.4% |
| Dimensional U.S. Core Equity 2 ETFCUSIP 25434V708 | $39.7M | 5.0% | +10.0% |
| FQALFidelity Quality Factor ETF | $34.5M | 4.4% | +15.2% |
| VUSBVanguard Ultra-Short Bond ETF | $31.0M | 3.9% | +25.6% |
| AVDEAvantis International Equity ETF | $17.4M | 2.2% | +15.4% |
| VWOVanguard FTSE Emerging Markets ETF | $16.9M | 2.1% | +16.0% |
| Dimensional US High Profitability ETFCUSIP 25434V831 | $13.3M | 1.7% | +11.2% |
| ESGDiShares MSCI EAFE ESG Select ETF | $8.6M | 1.1% | +6.6% |
| VGSHVanguard Short-Term Government Bond ETF | $8.4M | 1.1% | +201.7% |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $7.3M | 0.9% | +13.1% |
| ESGVVanguard ESG U.S. Stock ETF | $7.2M | 0.9% | |
| VEUVanguard FTSE All-World ex-US ETF | $7.1M | 0.9% | +182.8% |
| VOOVanguard 500 Index Fund ETF | $6.4M | 0.8% | |
| DIHPDimensional International High Profitability ETF | $5.8M | 0.7% | +18.2% |
| SPYSpdr S&p 500 Etf | $5.4M | 0.7% | |
| VTIPVanguard Short Term Inflation Protected Securities | $5.2M | 0.7% | +96.8% |
| RSPInvesco S&p 500 Equal Weight Etf | $5.1M | 0.6% | |
| BSVVanguard Short Term Bond Index ETF | $4.9M | 0.6% | −3.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $2.2M |
| AAPLApple | June 30, 2020 | +217.3% | $3.7M |
| VOOVanguard 500 Index Fund ETF | June 30, 2020 | +142.3% | $6.4M |
| SPYSpdr S&p 500 Etf | June 30, 2020 | +142.2% | $5.4M |
| VTIVanguard Total Stock Market ETF | June 30, 2020 | +136.4% | $89.3M |
| RSPInvesco S&p 500 Equal Weight Etf | June 30, 2020 | +109.1% | $5.1M |
| AVUSAvantis US Equity ETF | June 30, 2022 | +96.9% | $57.7M |
| VEAVanguard FTSE Developed Markets ETF | June 30, 2020 | +83.7% | $61.5M |
| ESGVVanguard ESG U.S. Stock ETF | March 31, 2021 | +79.3% | $7.2M |
| VEUVanguard FTSE All-World ex-US ETF | June 30, 2020 | +75.9% | $7.1M |
Sold off last quarter
- ACWXiShares MSCI ACWI ex US ETF was $3.8M
- VUGVanguard Growth Index Fund was $2.0M
- ARTYiShares Future AI & Tech ETF was $46K
- TEITempleton Emerging Markets Income Fund was $20K
- PROPPrairie Oper Co Com was $5,451
- LAMRLamar Advertising Co Cl A was $4,053
- VVXV2x Inc Com was $3,014
- Hologic Inc ComCUSIP 436440101 was $2,268
- CNXNPc Connection Inc Com was $2,221
- FIGFigma Inc Class A Com Stk was $1,733
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +4.7% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −0.1% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +2.5% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −11.0% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | +2.3% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Raffa Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1631073&type=13F-HR&dateb=&owner=include&count=40CIK 1631073
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1631073/000121465926009032/Filed July 27, 2026 · accession 0001214659-26-009032