Position in WSM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,895
+$1,796 QoQ
Shares Held
21
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#952
of 1,001 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $40,633 across 12 Specialty Retail names. WSM ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
12 | $9,537 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
14 | $6,313 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
198 | $6,258 | |
| 4 | WSM |
Williams Sonoma Inc
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|
21 | $4,895 | |
| 5 | BBY |
Best Buy Co Inc
|
38 | $2,883 | |
| 6 | DKS |
Dick's Sporting Goods, Inc.
|
11 | $2,494 | |
| 7 | MUSA |
Murphy USA Inc.
|
4 | $2,155 | |
| 8 | FIVE |
Five Below, Inc
|
11 | $1,977 |
All Filings in WSM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,895 | 21 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,099 | 17 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,678 | 15 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,368 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $490 | 3 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $474 | 3 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,481 | 8 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,239 | 8 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $564 | 4 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $635 | 4 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $403 | 4 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $310 | 4 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $250 | 4 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $243 | 4 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $229 | 4 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $235 | 4 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $221 | 4 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $290 | 4 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $676 | 8 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $354 | 4 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $319 | 4 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $358 | 4 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $4,100 | 100 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,126 | 100 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||