RAFFA WEALTH MANAGEMENT, LLC
Position in APO — Apollo Global Management, Inc.
CIK 1631073
WASHINGTON, DC
Position in APO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,884
+$1,302 QoQ
Shares Held
92
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,067
of 1,165 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $183,018 across 26 Asset Management names. APO ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
2,158 | $36,038 | |
| 2 | BLK |
BlackRock, Inc.
|
34 | $32,693 | |
| 3 | BX |
Blackstone Inc.
|
171 | $20,121 | |
| 4 | AMP |
Ameriprise Financial Inc
|
36 | $16,515 | |
| 5 | STT |
State Street Corp
|
78 | $13,228 | |
| 6 | APO |
Apollo Global Management, Inc.
This page
|
92 | $10,884 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
235 | $10,539 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
173 | $7,368 |
All Filings in APO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,884 | 92 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,582 | 86 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $12,015 | 83 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $9,195 | 69 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $8,086 | 57 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $7,805 | 57 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $8,423 | 51 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $6,370 | 51 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $6,021 | 51 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $5,734 | 51 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $4,752 | 51 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,513 | 28 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,150 | 28 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,768 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,786 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,302 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,357 | 28 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,735 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,028 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,724 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,741 | 28 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,316 | 28 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,371 | 28 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,253 | 28 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,397 | 28 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||