Arax Advisory Partners

Est. AUM

$3.54B

13F long equity, this entity only

Positions

3,766

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$108.1M	247541	3.05%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$88.6M	451562	2.50%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$87.1M	133405	2.46%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$74.7M	129319	2.11%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$72.6M	1247034	2.05%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$69.4M	106585	1.96%	SOLE
7	VANGUARD INDEX FDS	TOTAL STK MKT	$61.0M	190257	1.72%	SOLE
8	APPLE INC	COM	$60.0M	235245	1.69%	SOLE
9	BLACKROCK ETF TRUST II	ISHARES INTERMED	$51.6M	2157604	1.46%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$46.0M	1014807	1.30%	SOLE
11	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$46.0M	570540	1.30%	SOLE
12	NVIDIA CORPORATION	COM	$41.0M	228184	1.16%	SOLE
13	BLACKROCK ETF TRUST	ISHARES US THEMA	$40.9M	1130140	1.16%	SOLE
14	ELDRIDGE BBB-B CLO ETF	ETF	$38.8M	1513360	1.10%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$37.0M	128742	1.04%	SOLE
16	MERCK & CO INC	COM	$36.5M	303856	1.03%	SOLE
17	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$36.0M	693123	1.02%	SOLE
18	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$34.6M	540191	0.98%	SOLE
19	AMAZON COM INC	COM	$33.2M	154173	0.94%	SOLE
20	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$32.8M	480602	0.93%	SOLE
21	JANUS HENDERSON AAA CLO ETF	ETF	$32.4M	643662	0.92%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$32.2M	53864	0.91%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$30.6M	789886	0.86%	SOLE
24	MICROSOFT CORP	COM	$30.1M	81385	0.85%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$29.0M	536562	0.82%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$28.0M	613126	0.79%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$27.9M	638957	0.79%	SOLE
28	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$25.3M	711121	0.71%	SOLE
29	BLACKROCK ETF TRUST	ISHARES A I INNO	$24.3M	736770	0.69%	SOLE
30	ISHARES TR	MRGSTR MD CP GRW	$22.8M	289294	0.64%	SOLE
31	ISHARES TR	RUS 1000 VAL ETF	$22.0M	103128	0.62%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$21.6M	559136	0.61%	SOLE
33	ISHARES TR	RUS 2000 VAL ETF	$21.5M	113534	0.61%	SOLE
34	SCHWAB STRATEGIC TR	US TIPS ETF	$20.9M	787295	0.59%	SOLE
35	ISHARES TR	NATIONAL MUN ETF	$20.8M	195656	0.59%	SOLE
36	ALPHABET INC	CAP STK CL C	$20.0M	67241	0.57%	SOLE
37	VANGUARD STAR FDS	VG TL INTL STK F	$19.9M	257452	0.56%	SOLE
38	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$19.5M	762596	0.55%	SOLE
39	ALPHABET INC	CAP STK CL A	$19.4M	66099	0.55%	SOLE
40	VANGUARD INDEX FDS	SM CP VAL ETF	$19.1M	87989	0.54%	SOLE
41	VANGUARD WORLD FD	MEGA CAP VAL ETF	$18.9M	130063	0.53%	SOLE
42	ISHARES TR	RUS MDCP VAL ETF	$18.7M	128308	0.53%	SOLE
43	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$18.7M	407452	0.53%	SOLE
44	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$18.5M	535848	0.52%	SOLE
45	ISHARES TR	S&P MC 400GR ETF	$17.9M	177634	0.50%	SOLE
46	ISHARES TR	S&P SML 600 GWT	$17.5M	121045	0.49%	SOLE
47	BLACKROCK ETF TRUST	ISHARES INTL CTR	$17.5M	543035	0.49%	SOLE
48	ISHARES TR	CORE UNIVRSL USD	$16.8M	363255	0.47%	SOLE
49	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$16.6M	332046	0.47%	SOLE
50	VANGUARD INDEX FDS	SMALL CP ETF	$16.5M	63124	0.47%	SOLE

1–50 of 3,766

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.