Raffa Wealth Management, LLC

13F filer · CIK 0001631073

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$793MU.S. long equity reported on 13F

Positions1,439169 new · 97 closed

Net flow last quarter+$453KBuys minus sells

Top 10 positions weight2.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 20261,439 positions
SPYSPDR S&P 500 ETF Trust	$5.4M	0.68%	Not reported	+0.1%	Q4 2013
BSVNBank7 Corp.	$4.92M	0.62%	0.66%	-3.9%	Q4 2013
AAPLApple Inc.	$3.68M	0.46%	0.00%	+10.2%	Q4 2013
NVDANvidia Corp	$2.23M	0.28%	0.00%	+4.1%	Q4 2013
EGBNEagle Bancorp Inc	$1.22M	0.15%	0.14%	Not reported	Q2 2015
BRK.BBerkshire Hathaway Inc	$950K	0.12%	Not reported	+0.1%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$793K	0.10%	Not reported	+0.1%	Q4 2013
MSFTMicrosoft Corp	$711K	0.09%	0.00%	-17.1%	Q4 2013
AMZNAmazon Com Inc	$538K	0.07%	0.00%	-16.1%	Q4 2013
GOOGAlphabet Inc.	$511K	0.06%	Not reported	-19.0%	Q4 2015
LLYELI LILLY & Co	$503K	0.06%	0.00%	+4.2%	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$464K	0.06%	Not reported	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$405K	0.05%	0.00%	+2.9%	Q4 2013
GOOGLAlphabet Inc.	$397K	0.05%	0.00%	-21.4%	Q4 2015
JNJJohnson & Johnson	$366K	0.05%	0.00%	+8.4%	Q4 2013
ABBVAbbVie Inc.	$360K	0.05%	0.00%	+0.3%	Q4 2013
VVisa Inc.	$314K	0.04%	0.00%	+14.3%	Q4 2013
LOWLowes Companies Inc	$304K	0.04%	0.00%	Not reported	Q4 2013
AVGOBroadcom Inc.	$274K	0.03%	0.00%	+3.9%	Q2 2018
METAMeta Platforms, Inc.	$272K	0.03%	Not reported	+17.3%	Q4 2013
SCZNXG NextGen Infrastructure Income Fund	$265K	0.03%	Not reported	-45.9%	Q4 2013
MUMicron Technology Inc	$262K	0.03%	0.00%	+5.6%	Q4 2013
WMTWalmart Inc.	$261K	0.03%	0.00%	-4.2%	Q4 2013
GSGoldman Sachs Group Inc	$232K	0.03%	0.00%	+0.9%	Q4 2013
TSLATesla, Inc.	$220K	0.03%	0.00%	+13.7%	Q4 2013
MRKMerck & Co., Inc.	$217K	0.03%	0.00%	-0.9%	Q4 2013
XOMExxonMobil Holdings Corp	$216K	0.03%	0.00%	-4.4%	Q4 2013
AMGNAmgen Inc	$200K	0.03%	0.00%	+1.5%	Q4 2013
VOTVan Kampen Municipal Opportunity Trust II	$187K	0.02%	Not reported	Not reported	Q4 2013
AMDAdvanced Micro Devices Inc	$182K	0.02%	0.00%	+27.2%	Q4 2016
PGPROCTER & GAMBLE Co	$178K	0.02%	0.00%	+11.4%	Q4 2013
MAMastercard Inc	$144K	0.02%	0.00%	+33.8%	Q4 2013
AMATApplied Materials Inc	$140K	0.02%	0.00%	-1.5%	Q4 2013
EBAYEbay Inc	$126K	0.02%	0.00%	+13.0%	Q4 2013
LRCXLam Research Corp	$125K	0.02%	0.00%	+16.6%	Q4 2013
IAUIshares Gold Trust	$124K	0.02%	0.00%	Not reported	Q4 2015
UNHUnitedhealth Group Inc	$115K	0.01%	0.00%	-4.8%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$104K	0.01%	0.00%	+32.3%	Q1 2020
ASMLAsml Holding NV	$97.5K	0.01%	0.00%	+8.9%	Q4 2013
USRTEnigma-Bulwark, Ltd.	$92K	0.01%	Not reported	+0.6%	Q2 2024
DISWalt Disney Co	$89.4K	0.01%	0.00%	-9.5%	Q4 2013
PANWPalo Alto Networks Inc	$88.7K	0.01%	0.00%	+73.3%	Q1 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$85.3K	0.01%	Not reported	Not reported	Q4 2013
DFAXGulf Resources, Inc.	$85K	0.01%	Not reported	+0.4%	Q3 2021
SPTSSports Media Inc	$81.2K	0.01%	Not reported	+0.6%	Q2 2024
HDHome Depot, Inc.	$78.6K	0.01%	0.00%	-10.8%	Q4 2013
CSCOCisco Systems, Inc.	$78.3K	0.01%	0.00%	-41.6%	Q4 2013
KOCoca Cola Co	$77.9K	0.01%	0.00%	+12.8%	Q4 2013
INTCIntel Corp	$76.1K	0.01%	0.00%	-27.4%	Q4 2013
CNICanadian National Railway Co	$76K	0.01%	0.00%	+1.6%	Q4 2013

Q1 2026Reported Jul 27, 20261,365 positions
BSVNBank7 Corp.	$5.15M	0.81%	0.69%	-5.2%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$4.7M	0.73%	Not reported	-0.3%	Q4 2013
AAPLApple Inc.	$2.93M	0.46%	0.00%	+0.9%	Q4 2013
NVDANvidia Corp	$1.87M	0.29%	0.00%	+1.0%	Q4 2013
EGBNEagle Bancorp Inc	$1.07M	0.17%	0.14%	-12.6%	Q2 2015
BRK.BBerkshire Hathaway Inc	$910K	0.14%	Not reported	+0.5%	Q4 2013
MSFTMicrosoft Corp	$851K	0.13%	0.00%	+0.5%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$621K	0.10%	Not reported	+0.1%	Q4 2013
AMZNAmazon Com Inc	$560K	0.09%	0.00%	+3.0%	Q4 2013
GOOGAlphabet Inc.	$511K	0.08%	Not reported	-13.3%	Q4 2015
SCZNXG NextGen Infrastructure Income Fund	$461K	0.07%	Not reported	Not reported	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$435K	0.07%	Not reported	0.0%	Q4 2021
GOOGLAlphabet Inc.	$407K	0.06%	0.00%	+4.8%	Q4 2015
LLYELI LILLY & Co	$370K	0.06%	0.00%	+1.3%	Q4 2013
JPMJPMorgan Chase & Co	$353K	0.06%	0.00%	+0.7%	Q4 2013
LOWLowes Companies Inc	$326K	0.05%	0.00%	+0.2%	Q4 2013
JNJJohnson & Johnson	$325K	0.05%	0.00%	+4.8%	Q4 2013
ABBVAbbVie Inc.	$311K	0.05%	0.00%	+3.4%	Q4 2013
WMTWalmart Inc.	$299K	0.05%	0.00%	+6.7%	Q4 2013
XOMExxonMobil Holdings Corp	$281K	0.04%	0.00%	+8.1%	Q4 2013
VVisa Inc.	$242K	0.04%	0.00%	+43.1%	Q4 2013
METAMeta Platforms, Inc.	$235K	0.04%	Not reported	-5.3%	Q4 2013
AVGOBroadcom Inc.	$216K	0.03%	0.00%	+8.4%	Q2 2018
MRKMerck & Co., Inc.	$205K	0.03%	0.00%	+4.6%	Q4 2013
GSGoldman Sachs Group Inc	$192K	0.03%	0.00%	+0.9%	Q4 2013
AMGNAmgen Inc	$192K	0.03%	0.00%	+1.5%	Q4 2013
TSLATesla, Inc.	$171K	0.03%	0.00%	+2.0%	Q4 2013
PGPROCTER & GAMBLE Co	$158K	0.02%	0.00%	+7.5%	Q4 2013
VOTVan Kampen Municipal Opportunity Trust II	$157K	0.02%	Not reported	+0.3%	Q4 2013
IAUIshares Gold Trust	$145K	0.02%	0.00%	-33.5%	Q4 2015
MAMastercard Inc	$105K	0.02%	0.00%	-37.9%	Q4 2013
DISWalt Disney Co	$99K	0.02%	0.00%	+4.8%	Q4 2013
EBAYEbay Inc	$91K	0.01%	0.00%	+0.9%	Q4 2013
CSCOCisco Systems, Inc.	$88.7K	0.01%	0.00%	+16.3%	Q4 2013
HDHome Depot, Inc.	$82.2K	0.01%	0.00%	+14.2%	Q4 2013
USRTEnigma-Bulwark, Ltd.	$81.5K	0.01%	Not reported	+0.4%	Q2 2024
SPTSSports Media Inc	$81.2K	0.01%	Not reported	+0.4%	Q2 2024
CVXChevron Corp	$80.9K	0.01%	0.00%	+3.2%	Q4 2013
UNHUnitedhealth Group Inc	$78.7K	0.01%	0.00%	+3.6%	Q4 2013
DFAXGulf Resources, Inc.	$78.1K	0.01%	Not reported	-0.8%	Q3 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$75.5K	0.01%	Not reported	+0.6%	Q4 2013
MUMicron Technology Inc	$72.6K	0.01%	0.00%	+0.5%	Q4 2013
NFLXNetflix Inc	$68.5K	0.01%	0.00%	+1.7%	Q2 2015
AMATApplied Materials Inc	$67.3K	0.01%	0.00%	+13.2%	Q4 2013
KOCoca Cola Co	$64.6K	0.01%	0.00%	+18.9%	Q4 2013
CNICanadian National Railway Co	$64.4K	0.01%	0.00%	Not reported	Q4 2013
AXPAmerican Express Co	$64K	0.01%	0.00%	+1.4%	Q4 2013
BMYBristol Myers Squibb Co	$62.8K	0.01%	0.00%	+1.1%	Q4 2013
PRUPrudential Financial Inc	$62.2K	0.01%	0.00%	+12.8%	Q4 2013
VZVerizon Communications Inc	$60.7K	0.01%	0.00%	+19.5%	Q4 2013

Q4 2025Reported Jul 27, 20261,011 positions
BSVNBank7 Corp.	$5.47M	0.84%	0.73%	-8.9%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$4.94M	0.76%	Not reported	+0.1%	Q4 2013
AAPLApple Inc.	$3.11M	0.48%	0.00%	-0.9%	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$2.97M	0.46%	Not reported	Not reported	Q2 2017
NVDANvidia Corp	$1.98M	0.30%	0.00%	+4.8%	Q4 2013
MSFTMicrosoft Corp	$1.11M	0.17%	0.00%	+2.4%	Q4 2013
EGBNEagle Bancorp Inc	$1.06M	0.16%	0.16%	Not reported	Q2 2015
BRK.BBerkshire Hathaway Inc	$950K	0.15%	Not reported	Not reported	Q4 2013
QQQInvesco QQQ Trust, Series 1	$660K	0.10%	Not reported	+0.2%	Q4 2013
GOOGAlphabet Inc.	$645K	0.10%	Not reported	+2.1%	Q4 2015
AMZNAmazon Com Inc	$603K	0.09%	0.00%	+18.9%	Q4 2013
SCZNXG NextGen Infrastructure Income Fund	$462K	0.07%	Not reported	+2.0%	Q4 2013
LLYELI LILLY & Co	$427K	0.07%	0.00%	+2.1%	Q4 2013
GOOGLAlphabet Inc.	$423K	0.06%	0.00%	+8.3%	Q4 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$421K	0.06%	Not reported	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$385K	0.06%	0.00%	+1.8%	Q4 2013
LOWLowes Companies Inc	$332K	0.05%	0.00%	+0.8%	Q4 2013
ABBVAbbVie Inc.	$315K	0.05%	0.00%	+22.9%	Q4 2013
METAMeta Platforms, Inc.	$286K	0.04%	Not reported	+10.4%	Q4 2013
JNJJohnson & Johnson	$262K	0.04%	0.00%	-1.7%	Q4 2013
WMTWalmart Inc.	$251K	0.04%	0.00%	+37.5%	Q4 2013
AVGOBroadcom Inc.	$223K	0.03%	0.00%	+0.6%	Q2 2018
TSLATesla, Inc.	$203K	0.03%	0.00%	+16.5%	Q4 2013
IAUIshares Gold Trust	$201K	0.03%	0.00%	Not reported	Q4 2015
GSGoldman Sachs Group Inc	$198K	0.03%	0.00%	+257.1%	Q4 2013
VVisa Inc.	$196K	0.03%	0.00%	-32.6%	Q4 2013
MAMastercard Inc	$193K	0.03%	0.00%	+83.7%	Q4 2013
XOMExxonMobil Holdings Corp	$184K	0.03%	0.00%	+283.0%	Q4 2013
AMGNAmgen Inc	$176K	0.03%	0.00%	+83.3%	Q4 2013
MRKMerck & Co., Inc.	$172K	0.03%	0.00%	+3.6%	Q4 2013
VOTVan Kampen Municipal Opportunity Trust II	$170K	0.03%	Not reported	+0.2%	Q4 2013
PGPROCTER & GAMBLE Co	$146K	0.02%	0.00%	+3.9%	Q4 2013
DISWalt Disney Co	$111K	0.02%	0.00%	+56.6%	Q4 2013
UNHUnitedhealth Group Inc	$92.8K	0.01%	0.00%	+3.7%	Q4 2013
EBAYEbay Inc	$86.3K	0.01%	0.00%	+2.4%	Q4 2013
SPTSSports Media Inc	$81.2K	0.01%	Not reported	+0.8%	Q2 2024
USRTEnigma-Bulwark, Ltd.	$78.1K	0.01%	Not reported	+1.3%	Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$78K	0.01%	Not reported	Not reported	Q4 2013
AXPAmerican Express Co	$77.1K	0.01%	0.00%	+6.1%	Q4 2013
DFAXGulf Resources, Inc.	$75.9K	0.01%	Not reported	+0.3%	Q3 2021
CSCOCisco Systems, Inc.	$75.7K	0.01%	0.00%	+13.1%	Q4 2013
HDHome Depot, Inc.	$75.4K	0.01%	0.00%	+18.4%	Q4 2013
ACNAccenture plc	$74.1K	0.01%	0.00%	+6.2%	Q4 2013
NFLXNetflix Inc	$65.6K	0.01%	0.00%	-5.4%	Q2 2015
PRUPrudential Financial Inc	$63.7K	0.01%	0.00%	-6.5%	Q4 2013
CNICanadian National Railway Co	$62K	0.01%	0.00%	Not reported	Q4 2013
MUMicron Technology Inc	$61.1K	0.01%	0.00%	+15.1%	Q4 2013
PYPLPayPal Holdings, Inc.	$60.2K	0.01%	0.00%	+3.0%	Q3 2015
CVXChevron Corp	$57.8K	0.01%	0.00%	+19.2%	Q4 2013
PLTRPalantir Technologies Inc.	$55.8K	0.01%	0.00%	+16.3%	Q3 2021

Q3 2025Reported Jul 27, 20261,024 positions
BSVNBank7 Corp.	$6.01M	1.08%	0.81%	-1.9%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$4.83M	0.87%	Not reported	-0.8%	Q4 2013
AAPLApple Inc.	$2.94M	0.53%	0.00%	-5.1%	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$2.93M	0.53%	Not reported	Not reported	Q2 2017
NVDANvidia Corp	$1.89M	0.34%	0.00%	-9.3%	Q4 2013
MSFTMicrosoft Corp	$1.16M	0.21%	0.00%	-8.9%	Q4 2013
EGBNEagle Bancorp Inc	$998K	0.18%	0.16%	Not reported	Q2 2015
BRK.BBerkshire Hathaway Inc	$950K	0.17%	Not reported	-3.9%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$644K	0.12%	Not reported	-3.3%	Q4 2013
GOOGAlphabet Inc.	$491K	0.09%	Not reported	+4.7%	Q4 2015
AMZNAmazon Com Inc	$483K	0.09%	0.00%	-20.1%	Q4 2013
SCZNXG NextGen Infrastructure Income Fund	$449K	0.08%	Not reported	Not reported	Q4 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$413K	0.07%	Not reported	-0.5%	Q4 2021
JPMJPMorgan Chase & Co	$370K	0.07%	0.00%	-11.8%	Q4 2013
LOWLowes Companies Inc	$343K	0.06%	0.00%	+1.3%	Q4 2013
GOOGLAlphabet Inc.	$303K	0.05%	0.00%	-24.7%	Q4 2015
LLYELI LILLY & Co	$297K	0.05%	0.00%	-3.9%	Q4 2013
METAMeta Platforms, Inc.	$289K	0.05%	Not reported	-28.7%	Q4 2013
VVisa Inc.	$283K	0.05%	0.00%	+1.7%	Q4 2013
ABBVAbbVie Inc.	$260K	0.05%	0.00%	-16.2%	Q4 2013
JNJJohnson & Johnson	$239K	0.04%	0.00%	+4.0%	Q4 2013
AVGOBroadcom Inc.	$211K	0.04%	0.00%	-32.8%	Q2 2018
IAUIshares Gold Trust	$180K	0.03%	0.00%	Not reported	Q4 2015
VOTVan Kampen Municipal Opportunity Trust II	$178K	0.03%	Not reported	+0.2%	Q4 2013
TSLATesla, Inc.	$173K	0.03%	0.00%	+13.8%	Q4 2013
WMTWalmart Inc.	$169K	0.03%	0.00%	-14.4%	Q4 2013
PGPROCTER & GAMBLE Co	$150K	0.03%	0.00%	+10.0%	Q4 2013
COSTCostco Wholesale Corp	$133K	0.02%	0.00%	-20.4%	Q4 2013
MRKMerck & Co., Inc.	$132K	0.02%	0.00%	+4.2%	Q4 2013
ORCLOracle Corp	$125K	0.02%	0.00%	-39.9%	Q4 2013
MAMastercard Inc	$105K	0.02%	0.00%	-1.6%	Q4 2013
UNHUnitedhealth Group Inc	$93.6K	0.02%	0.00%	+6.7%	Q4 2013
NFLXNetflix Inc	$88.7K	0.02%	0.00%	+2.8%	Q2 2015
EBAYEbay Inc	$88.1K	0.02%	0.00%	+2.0%	Q4 2013
AMGNAmgen Inc	$82.6K	0.01%	0.00%	+5.0%	Q4 2013
SPTSSports Media Inc	$80.7K	0.01%	Not reported	+1.0%	Q2 2024
USRTEnigma-Bulwark, Ltd.	$79.6K	0.01%	Not reported	+0.7%	Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$75K	0.01%	Not reported	+0.6%	Q4 2013
HDHome Depot, Inc.	$75K	0.01%	0.00%	+17.8%	Q4 2013
DFAXGulf Resources, Inc.	$72.6K	0.01%	Not reported	+0.2%	Q3 2021
DISWalt Disney Co	$71.7K	0.01%	0.00%	-33.1%	Q4 2013
IDEVEndo Pharmaceuticals Solutions Inc.	$69.1K	0.01%	Not reported	Not reported	Q2 2025
PYPLPayPal Holdings, Inc.	$67.1K	0.01%	0.00%	+2.0%	Q3 2015
AXPAmerican Express Co	$65.3K	0.01%	0.00%	-23.1%	Q4 2013
ACNAccenture plc	$64.1K	0.01%	0.00%	-23.8%	Q4 2013
PRUPrudential Financial Inc	$62.6K	0.01%	0.00%	+1.0%	Q4 2013
SAPSap SE	$61.5K	0.01%	0.00%	+12.8%	Q4 2013
WMWaste Management Inc	$61.2K	0.01%	0.00%	-23.3%	Q4 2013
ABMAbm Industries Inc	$60.2K	0.01%	0.00%	+0.5%	Q4 2013
CSCOCisco Systems, Inc.	$59.5K	0.01%	0.00%	+12.3%	Q4 2013

Premium opens every quarter this fund has filed