Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Arax Advisory Partners 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Arax Advisory Partners (CIK 1586767) reported $3.54B across 3,699 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($108.1M, 3.05%), VTV ($88.6M, 2.50%), IVV ($87.1M, 2.46%), QQQ ($74.7M, 2.11%), DYNF ($72.6M, 2.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUGVANGUARD INDEX FDS$108.1M3.05%247,541Trimmed
2VTVVANGUARD INDEX FDS$88.6M2.50%451,562Trimmed
3IVVISHARES TR$87.1M2.46%133,405Added
4QQQINVESCO QQQ TR$74.7M2.11%129,319Added
5DYNFBLACKROCK ETF TRUST$72.6M2.05%1.2MAdded
6SPYSTATE STR SPDR S&P 500 ETF T$69.4M1.96%106,585Added
7VTIVANGUARD INDEX FDS$61.0M1.72%190,257Added
8AAPLAPPLE INC$60.0M1.69%235,245Trimmed
9INMUBLACKROCK ETF TRUST II$51.6M1.46%2.2MAdded
10AVLVAMERICAN CENTY ETF TR$46.0M1.30%570,540Trimmed
11TFISPDR SERIES TRUST$46.0M1.30%1.0MAdded
12THROBLACKROCK ETF TRUST$40.9M1.16%1.1MAdded
13NVDANVIDIA CORPORATION$41.0M1.16%228,184Trimmed
14CLOZELDRIDGE BBB-B CLO ETF$38.8M1.10%1.5MTrimmed
15VOVANGUARD INDEX FDS$37.0M1.04%128,742Trimmed
16MRKMERCK & CO INC$36.5M1.03%303,856Added
17BINCBLACKROCK ETF TRUST II$36.0M1.02%693,123Added
18VEAVANGUARD TAX-MANAGED FDS$34.6M0.98%540,191Trimmed
19AMZNAMAZON COM INC$33.2M0.94%154,173Added
20RDVYFIRST TR EXCHANGE TRADED FD$32.8M0.93%480,602Trimmed
21JAAAJANUS HENDERSON AAA CLO ETF$32.4M0.92%643,662Added
22VOOVANGUARD INDEX FDS$32.2M0.91%53,864Added
23GAUGFIRST TR EXCHNG TRADED FD VI$30.6M0.86%789,886New
24MSFTMICROSOFT CORP$30.1M0.85%81,385Trimmed
25VWOVANGUARD INTL EQUITY INDEX F$29.0M0.82%536,562Trimmed

Source: SEC Form 13F filings · as of 2026-03-31