Skip to main content
Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

SEIC holding history

SEI Investments 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.

SEIC overviewAll 13F holders of SEICFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$175
% of portfolio
<0.1%
Quarters held
28
Since Q1 2018
Holdings of SEIC by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$175<0.1%00.0%UnchangedHolders
Q1 20262$157<0.1%+2NewHolders
Q4 20240$00.0%−17−100.0%Sold outHolders
Q3 202417$1.18K<0.1%00.0%UnchangedHolders
Q2 202417$1.10K<0.1%00.0%UnchangedHolders
Q1 202417$1.22K<0.1%00.0%UnchangedHolders
Q4 202317$1.08K<0.1%00.0%UnchangedHolders
Q3 202317$1.02K<0.1%00.0%UnchangedHolders
Q2 202317$1.01K<0.1%00.0%UnchangedHolders
Q1 202317$978<0.1%00.0%UnchangedHolders
Q4 202217$991<0.1%00.0%UnchangedHolders
Q3 202217$834<0.1%00.0%UnchangedHolders
Q2 202217$918<0.1%00.0%UnchangedHolders
Q1 202217$1.02K<0.1%00.0%UnchangedHolders
Q4 202117$1.04K<0.1%00.0%UnchangedHolders
Q3 202117$1.01K<0.1%00.0%UnchangedHolders
Q2 202117$1.05K<0.1%00.0%UnchangedHolders
Q1 202117$1.04K<0.1%00.0%UnchangedHolders
Q4 202017$977<0.1%00.0%Unchanged–
Q3 202017$862<0.1%00.0%Unchanged–
Q2 202017$935<0.1%00.0%Unchanged–
Q1 202017$788<0.1%00.0%Unchanged–
Q4 201917$1.11K<0.1%00.0%Unchanged–
Q3 201917$1.01K<0.1%+17New–
Q2 20190$00.0%−17−100.0%Sold out–
Q1 201917$888<0.1%00.0%Unchanged–
Q4 201817$785<0.1%00.0%Unchanged–
Q3 201817$1.04K<0.1%00.0%Unchanged–
Q2 201817$1.06K<0.1%00.0%Unchanged–
Q1 201817$1.27K<0.1%+17New–