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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

RJF holding history

Raymond James Financial 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
29
Value
$4.41K
% of portfolio
<0.1%
Quarters held
48
Since Q4 2013
Holdings of RJF by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629$4.41K<0.1%+1+3.6%AddedHolders
Q1 202628$4.05K<0.1%+1+3.7%AddedHolders
Q4 202527$4.34K<0.1%00.0%UnchangedHolders
Q3 202527$4.66K<0.1%−97−78.2%ReducedHolders
Q2 2025124$19.0K<0.1%+97+359.3%AddedHolders
Q1 202527$3.75K<0.1%00.0%UnchangedHolders
Q4 202427$4.19K<0.1%−3−10.0%ReducedHolders
Q3 202430$3.67K<0.1%00.0%UnchangedHolders
Q2 202430$3.71K<0.1%00.0%UnchangedHolders
Q1 202430$3.85K<0.1%00.0%UnchangedHolders
Q4 202330$3.35K<0.1%00.0%UnchangedHolders
Q3 202330$3.01K<0.1%00.0%UnchangedHolders
Q2 202330$3.11K<0.1%00.0%UnchangedHolders
Q1 202330$2.80K<0.1%00.0%UnchangedHolders
Q4 202230$3.21K<0.1%00.0%UnchangedHolders
Q3 202230$2.96K<0.1%00.0%UnchangedHolders
Q2 202230$2.68K<0.1%00.0%UnchangedHolders
Q1 202230$3.30K<0.1%00.0%UnchangedHolders
Q4 202130$3.01K<0.1%00.0%UnchangedHolders
Q3 202130$2.77K<0.1%+10+50.0%AddedHolders
Q2 202120$2.60K<0.1%00.0%UnchangedHolders
Q1 202120$2.45K<0.1%+6+42.9%AddedHolders
Q4 202014$1.34K<0.1%−1,536−99.1%Reduced–
Q3 20201,550$112.8K<0.1%00.0%Unchanged–
Q2 20201,550$106.7K<0.1%00.0%Unchanged–
Q1 20201,550$98.0K<0.1%−1,536−49.8%Reduced–
Q4 20193,086$276.1K0.1%00.0%Unchanged–
Q3 20193,086$254.5K0.1%+3,086New–
Q2 20190$00.0%−4,096−100.0%Sold out–
Q1 20194,096$329.4K0.1%+1,246+43.7%Added–
Q4 20182,850$212.1K0.1%−1,996−41.2%Reduced–
Q3 20184,846$446.1K0.2%+1,536+46.4%Added–
Q2 20183,310$295.7K0.1%−2,304−41.0%Reduced–
Q1 20185,614$501.9K0.2%+14+0.3%Added–
Q4 20175,600$500.1K0.2%00.0%Unchanged–
Q3 20175,600$472.2K0.2%00.0%Unchanged–
Q2 20175,600$449.2K0.2%00.0%Unchanged–
Q1 20175,600$427.1K0.2%00.0%Unchanged–
Q4 20165,600$387.9K0.2%00.0%Unchanged–
Q3 20165,600$326.0K0.2%00.0%Unchanged–
Q2 20165,600$276.1K0.2%00.0%Unchanged–
Q1 20165,600$266.6K0.2%00.0%Unchanged–
Q4 20155,600$324.6K0.2%+300+5.7%Added–
Q3 20155,300$263.0K0.2%+250+5.0%Added–
Q2 20155,050$300.9K0.2%+250+5.2%Added–
Q1 20154,800$272.5K0.2%+100+2.1%Added–
Q4 20144,700$269.3K0.2%+2,025+75.7%Added–
Q3 20142,675$143.3K0.1%+2,675New–
Q1 20140$00.0%−4,700−100.0%Sold out–
Q4 20134,700$269.3K0.2%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.