RAFFA WEALTH MANAGEMENT, LLC Last Quarter Change: USA ETF, New

RAFFA WEALTH MANAGEMENT, LLC quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, RAFFA WEALTH MANAGEMENT, LLC opened 4 positions, added to 74, reduced 29, sold out of 4 and left 57 unchanged. The largest increase in value was VTI (+$32,940,616); the largest decrease was ACWX (-$3,767,843).

SPIP: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 158,108.
TBIL: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 436.
SPCX: Country of operation —; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 71.
MUNY: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 94.

Two Form 13F-HR filings compared (SEC CIK 1631073): 2026-03-31 (filed 2026-07-27) and 2026-06-30 (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; share change is the position change.

Stock	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF	ETF	158,108	+158,108	$0	$4,060,216	+$4,060,216
TBIL F/M US TREASURY 3 MONTH BILL FUND	ETF	436	+436	$0	$21,739	+$21,739
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK	Stock	71	+71	$0	$12,131	+$12,131
MUNY Vanguard New York Tax-Exempt Bond ETF	ETF	94	+94	$0	$9,776	+$9,776

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