RAFFA WEALTH MANAGEMENT, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1631073
WASHINGTON, DC
Position in IBKR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,307
+$893 QoQ
Shares Held
38
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,054
of 1,105 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR 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. IBKR ranks #5 (1.0% 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.
This page
|
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 IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,307 | 38 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,414 | 36 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,250 | 35 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $619 | 9 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||