Arax Advisory Partners

Institutional manager (13F) · CIK 1586767

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$108M	247,541
2	VANGUARD INDEX FDS	$89M	451,562
3	ISHARES TR	$87M	133,405
4	INVESCO QQQ TR	$75M	129,319
5	BLACKROCK ETF TRUST	$73M	1,247,034
6	STATE STR SPDR S&P 500 ETF T	$69M	106,585
7	VANGUARD INDEX FDS	$61M	190,257
8	APPLE INC	$60M	235,245
9	BLACKROCK ETF TRUST II	$52M	2,157,604
10	SPDR SERIES TRUST	$46M	1,014,807
11	AMERICAN CENTY ETF TR	$46M	570,540
12	NVIDIA CORPORATION	$41M	228,184
13	BLACKROCK ETF TRUST	$41M	1,130,140
14	ELDRIDGE BBB-B CLO ETF	$39M	1,513,360
15	VANGUARD INDEX FDS	$37M	128,742
16	MERCK & CO INC	$37M	303,856
17	BLACKROCK ETF TRUST II	$36M	693,123
18	VANGUARD TAX-MANAGED FDS	$35M	540,191
19	AMAZON COM INC	$33M	154,173
20	FIRST TR EXCHANGE TRADED FD	$33M	480,602
21	JANUS HENDERSON AAA CLO ETF	$32M	643,662
22	VANGUARD INDEX FDS	$32M	53,864
23	FIRST TR EXCHNG TRADED FD VI	$31M	789,886
24	MICROSOFT CORP	$30M	81,385
25	VANGUARD INTL EQUITY INDEX F	$29M	536,562
26	SPDR INDEX SHS FDS	$28M	613,126
27	FIRST TR EXCHNG TRADED FD VI	$28M	638,957
28	DIMENSIONAL ETF TRUST	$25M	711,121
29	BLACKROCK ETF TRUST	$24M	736,770
30	ISHARES TR	$23M	289,294
31	ISHARES TR	$22M	103,128
32	FIRST TR EXCHNG TRADED FD VI	$22M	559,136
33	ISHARES TR	$21M	113,534
34	SCHWAB STRATEGIC TR	$21M	787,295
35	ISHARES TR	$21M	195,656
36	ALPHABET INC	$20M	67,241
37	VANGUARD STAR FDS	$20M	257,452
38	FIRST TR EXCHANGE-TRADED FD	$19M	762,596
39	ALPHABET INC	$19M	66,099
40	VANGUARD INDEX FDS	$19M	87,989
41	VANGUARD WORLD FD	$19M	130,063
42	ISHARES TR	$19M	128,308
43	BONDBLOXX ETF TRUST	$19M	407,452
44	DIMENSIONAL ETF TRUST	$19M	535,848
45	ISHARES TR	$18M	177,634
46	ISHARES TR	$18M	121,045
47	BLACKROCK ETF TRUST	$17M	543,035
48	ISHARES TR	$17M	363,255
49	INVESCO ACTIVELY MANAGED EXC	$17M	332,046
50	VANGUARD INDEX FDS	$17M	63,124

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.