Position in FUTU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$937
-$430 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 317 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $319,964 across 24 Capital Markets names. FUTU ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
229 | $231,603 | |
| 2 | SCHW |
Schwab Charles Corp
|
383 | $35,339 | |
| 3 | MS |
Morgan Stanley
|
143 | $29,892 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
87 | $8,724 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
38 | $3,307 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8 | $2,253 | |
| 7 | GOLD |
Gold.com, Inc.
|
53 | $2,205 | |
| 8 | NMR |
Nomura Holdings Inc
|
250 | $2,195 |
All Filings in FUTU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937 | 10 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,367 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,642 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,739 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $741 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $614 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $479 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $573 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $393 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $324 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $327 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $346 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $238 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $311 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $243 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $223 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $313 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $195 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $259 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $546 | 6 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||