Institutions / Arax Advisory Partners

Arax Advisory Partners

CIK 1586767 · Institution · as of Dec 31, 2025

Portfolio value

$3.43B

Positions

4,075

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 4,075 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$122.36M	250,815	3.6%
Vanguard Index Fds	—	$93.14M	487,674	2.7%
Apple Inc.	—	$84.74M	311,700	2.5%
Invesco Qqq Tr	—	$62.58M	101,875	1.8%
SPDR S&P 500 ETF Tr	—	$58.91M	86,355	1.7%
Vanguard Index Fds	—	$56.73M	169,215	1.7%
NVIDIA Corp	—	$55.92M	299,895	1.6%
Eldridge Bbb-B Clo ETF	—	$53.23M	2,010,327	1.5%
Vanguard Index Fds	—	$52.01M	179,194	1.5%
American Centy ETF Tr	—	$49.12M	648,280	1.4%
iShares Tr	—	$48.62M	919,529	1.4%
First Tr Exchange Traded Fd	—	$47.64M	685,811	1.4%
Schwab Strategic Tr	—	$45.64M	1,722,746	1.3%
iShares Tr	—	$45.60M	456,545	1.3%
Microsoft Corp	—	$43.30M	89,538	1.3%
First Tr Exch Traded Fd III	—	$38.93M	2,136,717	1.1%
Vanguard Tax-Managed Fds	—	$38.49M	616,144	1.1%
Amazon.com Inc	—	$35.80M	121,464	1.0%
iShares MSCI UAE ETF	—	$33.06M	300,048	1.0%
American Centy ETF Tr	—	$32.46M	774,265	0.9%
iShares Tr	—	$32.15M	46,943	0.9%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$32.15M	528,648	0.9%
Vanguard Index Fds	—	$32.12M	124,526	0.9%
Vanguard Star Fds	—	$31.12M	412,278	0.9%
Merck & Co., Inc.	—	$30.94M	293,929	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.