Raffa Wealth Management, LLC

SEC CIK: 0001631073
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CG holding history

Carlyle Group Inc. 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.

CG overview All 13F holders of CG Full Q2 2026 holdings

Shares (Q2 2026): 23
Value: $969
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of CG by Raffa Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23	$969	<0.1%	+21+1,050.0%	Added	Holders
Q1 2026	2	$97	<0.1%	+2	New	Holders
Q3 2025	0	$0	0.0%	−653−100.0%	Sold out	Holders
Q2 2025	653	$33.6K	<0.1%	+653	New	Holders