Raffa Wealth Management, LLC

SEC CIK: 0001631073
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MC holding history

Moelis & Co 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.

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

Shares (Q2 2026): 1
Value: $65
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2024

Holdings of MC by Raffa Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1	$65	<0.1%	+1	New	Holders
Q3 2024	0	$0	0.0%	−463−100.0%	Sold out	Holders
Q2 2024	463	$26.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	463	$26.3K	<0.1%	+463	New	Holders