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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

TFC holding history

Truist Financial Corp 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
219
Value
$10.9K
% of portfolio
<0.1%
Quarters held
48
Since Q4 2013
Holdings of TFC by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026219$10.9K<0.1%+30+15.9%AddedHolders
Q1 2026189$8.69K<0.1%+4+2.2%AddedHolders
Q4 2025185$9.10K<0.1%−51−21.6%ReducedHolders
Q3 2025236$10.8K<0.1%+38+19.2%AddedHolders
Q2 2025198$8.51K<0.1%00.0%UnchangedHolders
Q1 2025198$8.15K<0.1%00.0%UnchangedHolders
Q4 2024198$8.59K<0.1%00.0%UnchangedHolders
Q3 2024198$8.47K<0.1%−2,567−92.8%ReducedHolders
Q2 20242,765$107.4K<0.1%00.0%UnchangedHolders
Q1 20242,765$107.8K<0.1%+2,567+1,296.5%AddedHolders
Q4 2023198$7.31K<0.1%00.0%UnchangedHolders
Q3 2023198$5.67K<0.1%00.0%UnchangedHolders
Q2 2023198$6.01K<0.1%−2,676−93.1%ReducedHolders
Q1 20232,874$98.0K<0.1%+51+1.8%AddedHolders
Q4 20222,823$121.5K<0.1%−1,066−27.4%ReducedHolders
Q3 20223,889$169.3K0.1%00.0%UnchangedHolders
Q2 20223,889$184.5K0.1%−519−11.8%ReducedHolders
Q1 20224,408$249.9K0.1%−75−1.7%ReducedHolders
Q4 20214,483$262.5K0.1%+75+1.7%AddedHolders
Q3 20214,408$258.5K0.1%−8−0.2%ReducedHolders
Q2 20214,416$245.1K0.1%+519+13.3%AddedHolders
Q1 20213,897$227.3K0.1%+18+0.5%AddedHolders
Q4 20203,879$185.9K0.1%−324−7.7%Reduced–
Q3 20204,203$159.9K0.1%−553−11.6%Reduced–
Q2 20204,756$178.6K0.1%−745−13.5%Reduced–
Q1 20205,501$169.8K0.1%−728−11.7%Reduced–
Q4 20196,229$350.8K0.1%+62+1.0%Added–
Q3 20196,167$329.1K0.1%+6,167New–
Q2 20190$00.0%−167−100.0%Sold out–
Q1 2019167$7.77K<0.1%00.0%Unchanged–
Q4 2018167$7.23K<0.1%00.0%Unchanged–
Q3 2018167$8.11K<0.1%00.0%Unchanged–
Q2 2018167$8.42K<0.1%00.0%Unchanged–
Q1 2018167$8.69K<0.1%+67+67.0%Added–
Q4 2017100$4.97K<0.1%00.0%Unchanged–
Q3 2017100$4.69K<0.1%00.0%Unchanged–
Q2 2017100$4.54K<0.1%00.0%Unchanged–
Q1 2017100$4.47K<0.1%−41−29.1%Reduced–
Q4 2016141$6.63K<0.1%−3−2.1%Reduced–
Q3 2016144$5.43K<0.1%00.0%Unchanged–
Q2 2016144$5.13K<0.1%+10+7.5%Added–
Q1 2016134$4.46K<0.1%00.0%Unchanged–
Q4 2015134$5.07K<0.1%−12−8.2%Reduced–
Q3 2015146$5.20K<0.1%+28+23.7%Added–
Q2 2015118$4.76K<0.1%00.0%Unchanged–
Q1 2015118$4.60K<0.1%00.0%Unchanged–
Q4 2014118$4.59K<0.1%00.0%Unchanged–
Q3 2014118$4.39K<0.1%+118New–
Q1 20140$00.0%−118−100.0%Sold out–
Q4 2013118$4.59K<0.1%–––

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