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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

SLF holding history

Sun Life 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.

SLF overviewAll 13F holders of SLFFull Q2 2026 holdings

Shares (Q2 2026)
41
Value
$3.21K
% of portfolio
<0.1%
Quarters held
33
Since Q4 2013
Holdings of SLF by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641$3.21K<0.1%+16+64.0%AddedHolders
Q1 202625$1.56K<0.1%00.0%UnchangedHolders
Q4 202525$1.56K<0.1%00.0%UnchangedHolders
Q3 202525$1.50K<0.1%00.0%UnchangedHolders
Q2 202525$1.66K<0.1%00.0%UnchangedHolders
Q1 202525$1.43K<0.1%00.0%UnchangedHolders
Q4 202425$1.48K<0.1%00.0%UnchangedHolders
Q3 202425$1.45K<0.1%00.0%UnchangedHolders
Q2 202425$1.23K<0.1%00.0%UnchangedHolders
Q1 202425$1.36K<0.1%00.0%UnchangedHolders
Q4 202325$1.30K<0.1%00.0%UnchangedHolders
Q3 202325$1.22K<0.1%00.0%UnchangedHolders
Q2 202325$1.30K<0.1%00.0%UnchangedHolders
Q1 202325$1.17K<0.1%00.0%UnchangedHolders
Q4 202225$1.16K<0.1%00.0%UnchangedHolders
Q3 202225$994<0.1%00.0%UnchangedHolders
Q2 202225$1.15K<0.1%00.0%UnchangedHolders
Q1 202225$1.40K<0.1%00.0%UnchangedHolders
Q4 202125$1.39K<0.1%00.0%UnchangedHolders
Q3 202125$1.29K<0.1%00.0%UnchangedHolders
Q2 202125$1.29K<0.1%00.0%UnchangedHolders
Q1 202125$1.26K<0.1%+25NewHolders
Q1 20170$00.0%−31−100.0%Sold out–
Q4 201631$1.19K<0.1%00.0%Unchanged–
Q3 201631$1.01K<0.1%00.0%Unchanged–
Q2 201631$1.02K<0.1%00.0%Unchanged–
Q1 201631$1.00K<0.1%00.0%Unchanged–
Q4 201531$967<0.1%00.0%Unchanged–
Q3 201531$1.00K<0.1%00.0%Unchanged–
Q2 201531$1.03K<0.1%00.0%Unchanged–
Q1 201531$955<0.1%00.0%Unchanged–
Q4 201431$1.12K<0.1%00.0%Unchanged–
Q3 201431$1.12K<0.1%+31New–
Q1 20140$00.0%−31−100.0%Sold out–
Q4 201331$1.12K<0.1%–––

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