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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

ARES holding history

Ares Management Corp in every 13F filed by Raffa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$2.12K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of ARES by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$2.12K<0.1%+6+46.2%AddedHolders
Q1 202613$1.42K<0.1%+1+8.3%AddedHolders
Q4 202512$1.94K<0.1%00.0%UnchangedHolders
Q3 202512$1.92K<0.1%+12NewHolders
Q2 20250$00.0%−11−100.0%Sold outHolders
Q1 202511$1.61K<0.1%00.0%UnchangedHolders
Q4 202411$1.95K<0.1%+11NewHolders
Q3 20240$00.0%−156−100.0%Sold outHolders
Q2 2024156$20.8K<0.1%+68+77.3%AddedHolders
Q1 202488$11.7K<0.1%+88NewHolders