Advertisement
Screener

RAFFA WEALTH MANAGEMENT, LLC Historic Quarter Change: USA ETF, Reduced

Add as a preferred source on Google

RAFFA WEALTH MANAGEMENT, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 50 quarters from 2013-12-31 to 2026-06-30, RAFFA WEALTH MANAGEMENT, LLC opened 460 positions, added to 2,096, reduced 803 and sold out of 366.

  • Q2 2026: Stock VTV; Country of operation —; Class ETF; Shares before 16,583.
  • Q2 2026: Stock VO; Country of operation —; Class ETF; Shares before 3,987.
  • Q2 2026: Stock VBR; Country of operation —; Class ETF; Shares before 4,196.
  • Q2 2026: Stock SMMD; Country of operation —; Class ETF; Shares before 32,306.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631073), 50 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-07-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-07-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-07-27); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-07-27); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-07-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-07-27); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-07-27); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-07-27); Q4 2023 (2023-09-30 to 2023-12-31, filed 2026-07-27); Q3 2023 (2023-06-30 to 2023-09-30, filed 2026-07-27); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-07-27); Q1 2023 (2022-12-31 to 2023-03-31, filed 2026-07-27); Q4 2022 (2022-09-30 to 2022-12-31, filed 2026-07-27); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-07-27); Q2 2022 (2022-03-31 to 2022-06-30, filed 2026-07-27); Q1 2022 (2021-12-31 to 2022-03-31, filed 2026-07-27); Q4 2021 (2021-09-30 to 2021-12-31, filed 2026-07-27); Q3 2021 (2021-06-30 to 2021-09-30, filed 2026-07-27); Q2 2021 (2021-03-31 to 2021-06-30, filed 2026-07-27); Q1 2021 (2020-12-31 to 2021-03-31, filed 2026-07-27); Q4 2020 (2020-09-30 to 2020-12-31, filed 2026-07-27); Q3 2020 (2020-06-30 to 2020-09-30, filed 2026-07-27); Q2 2020 (2020-03-31 to 2020-06-30, filed 2026-07-27); Q1 2020 (2019-12-31 to 2020-03-31, filed 2026-07-27); Q4 2019 (2019-09-30 to 2019-12-31, filed 2026-07-27); Q3 2019 (2019-06-30 to 2019-09-30, filed 2026-07-27); Q2 2019 (2019-03-31 to 2019-06-30, filed 2026-07-27); Q1 2019 (2018-12-31 to 2019-03-31, filed 2026-07-27); Q4 2018 (2018-09-30 to 2018-12-31, filed 2026-07-27); Q3 2018 (2018-06-30 to 2018-09-30, filed 2026-07-27); Q2 2018 (2018-03-31 to 2018-06-30, filed 2026-07-27); Q1 2018 (2017-12-31 to 2018-03-31, filed 2026-07-27); Q4 2017 (2017-09-30 to 2017-12-31, filed 2026-07-27); Q3 2017 (2017-06-30 to 2017-09-30, filed 2026-07-27); Q2 2017 (2017-03-31 to 2017-06-30, filed 2026-07-27); Q1 2017 (2016-12-31 to 2017-03-31, filed 2026-07-27); Q4 2016 (2016-09-30 to 2016-12-31, filed 2026-07-27); Q3 2016 (2016-06-30 to 2016-09-30, filed 2026-07-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2026-07-27); Q1 2016 (2015-12-31 to 2016-03-31, filed 2026-07-27); Q4 2015 (2015-09-30 to 2015-12-31, filed 2026-07-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2026-07-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2026-07-27); Q1 2015 (2014-12-31 to 2015-03-31, filed 2026-07-27); Q4 2014 (2014-09-30 to 2014-12-31, filed 2026-07-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2026-07-27); Q2 2014 (2014-03-31 to 2014-06-30, filed 2026-07-27); Q1 2014 (2013-12-31 to 2014-03-31, filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VTV
VANGUARD VALUE ETF		ETF16,5832,014-14,569$3,253,531$438,974-$2,814,5572026-07-27
Q2 2026VO
Vanguard Mid-Cap Index Fund		ETF3,9871,685-2,302$1,136,110$135,798-$1,000,3122026-07-27
Q2 2026VBR
Vanguard Small-Cap Value Index Fund		ETF4,196485-3,711$893,274$117,904-$775,3702026-07-27
Q2 2026SMMD
iShares Russell 2500 ETF		ETF32,30630,938-1,368$2,466,559$2,834,829+$368,2702026-07-27
Q2 2026BNDX
Vanguard Total International Bond Index ETF		ETF10,6194,225-6,394$508,731$204,640-$304,0912026-07-27
Q2 2026BSV
Vanguard Short Term Bond Index ETF		ETF65,74563,170-2,575$5,154,498$4,921,595-$232,9032026-07-27
Q2 2026SCZ
iShares MSCI EAFE Small-Cap ETF		ETF5,9613,225-2,736$460,949$265,315-$195,6342026-07-27
Q2 2026ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF		ETF5,0253,714-1,311$715,711$610,099-$105,6122026-07-27
Q2 2026AVEM
Avantis Emerging Markets Equity ETF		ETF7,6617,390-271$617,293$713,039+$95,7462026-07-27
Q2 2026VCSH
Vanguard Short-Term Corporate Bond ETF		ETF47,84846,796-1,052$3,792,916$3,698,321-$94,5952026-07-27
Q2 2026VXUS
Vanguard Total International Stock ETF		ETF16,64515,975-670$1,283,512$1,365,696+$82,1842026-07-27
Q2 2026SHY
iShares 1-3 Year Treasury Bond ETF		ETF2,0461,212-834$168,925$99,526-$69,3992026-07-27
Q2 2026DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF		ETF2,2482,215-33$159,422$181,471+$22,0492026-07-27
Q2 2026SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF		ETF5,0394,898-141$230,022$246,785+$16,7632026-07-27
Q2 2026RDVY
First Trust NASDAQ Rising Dividends Achievers Fund		ETF755738-17$51,551$59,822+$8,2712026-07-27
Q2 2026CIBR
First Trust NASDAQ Cybersecurity ETF		ETF277271-6$17,362$24,349+$6,9872026-07-27
Q2 2026SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF		ETF2,9892,802-187$140,193$145,067+$4,8742026-07-27
Q2 2026SDVY
First Trust SMID Cap Rising Dividend Achievers ETF		ETF1,0661,041-25$42,032$44,909+$2,8772026-07-27
Q2 2026AIRR
First Trust RBA Amer Industrial Renaissance ETF		ETF143140-3$15,842$18,655+$2,8132026-07-27
Q2 2026TOTL
SPDR Doubleline Total Return Tactical ETF		ETF2,0011,954-47$79,500$77,124-$2,3762026-07-27
Q2 2026SCHF
Schwab International Equity ETF		ETF3,5143,221-293$86,972$89,222+$2,2502026-07-27
Q2 2026FTSM
First Trust Enhanced Short Maturity ETF		ETF1,4951,460-35$89,371$87,206-$2,1652026-07-27
Q2 2026SOXX
ISHARES SEMICONDUCTOR ETF		ETF253128-125$83,095$81,945-$1,1502026-07-27
Q2 2026JEPI
JPMorgan Equity Premium Income ETF		ETF551538-13$31,231$30,386-$8452026-07-27
Q2 2026AMLP
ALERIAN MLP ETF		ETF402393-9$21,161$20,377-$7842026-07-27
Q2 2026EVTR
Eaton Vance Total Return Bond ETF		ETF411402-9$20,858$20,385-$4732026-07-27
Q2 2026FPEI
First Trust Institutional Prefrrd Sec and Inc ETF		ETF2,0772,029-48$39,463$39,139-$3242026-07-27
Q2 2026VNQI
Vanguard Global ex-US Real Estate Index Fd ETF		ETF460450-10$20,447$20,183-$2642026-07-27
Q2 2026FTCS
First Trust Capital Strength ETF		ETF423416-7$39,268$39,028-$2402026-07-27

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet
Advertisement