StockDriftsStockDriftsTop 50 Arax Advisory Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 2.75% | 554.1K | $413.8M | +419.82%(+447.47K) | $674.65(+14.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 1.39M | $402.8M | +491.70%(+1.16M) | $260.02(+17.45%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.16% | 434.1K | $325.1M | +225.39%(+300.68K) | $665.45(+17.05%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.01% | 3.52M | $303.1M | +136.94%(+2.03M) | $70.19(+27.06%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.98% | 1.49M | $298.7M | +554.27%(+1.26M) | $178.16(+26.89%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.85% | 378.6K | $278.8M | +192.76%(+249.27K) | $595.30(+23.05%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.34% | 2.96M | $201.4M | +137.52%(+1.71M) | $60.59(+15.79%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 1.21% | 91.7K | $181.7M | +16659.41%(+91.13K) | $1623.99(+14.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.18% | 475.4K | $177.4M | +484.19%(+394.06K) | $386.40(+25.79%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.13% | 461.6K | $170.8M | +142.63%(+271.36K) | $317.32(+20.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.53% | +42.48% | +5.31% | +29.53% |
| Top 20 Holdings Unweighted | +11.67% | +39.27% | +5.05% | +27.96% |
Arax Advisory Partners reports $15.08B in US-listed equity holdings across 5,155 positions in its most recent 13F filing. Its largest disclosed positions are SPY (2.8%), AAPL (2.7%) and IVV (2.2%). The top 20 holdings account for 25.93% of reported assets. Its disclosed equity book has returned +42.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arax Advisory Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1586767). View Arax Advisory Partners’s 13F filings on SEC