Top 50 Arax Advisory Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 3.05% | 247.5K | $108.1M | -1.31%(-3.27K) | $59.39(+48.99%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.5% | 451.6K | $88.6M | -7.40%(-36.11K) | $144.62(+44.53%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.46% | 133.4K | $87.1M | +184.19%(+86.46K) | $665.87(+12.87%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.11% | 129.3K | $74.7M | +26.94%(+27.44K) | $494.99(+45.42%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.05% | 1.25M | $72.6M | +135.89%(+718.39K) | $58.36(+15.12%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.96% | 106.6K | $69.4M | +23.43%(+20.23K) | $612.87(+22.08%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.72% | 190.3K | $61.0M | +12.44%(+21.04K) | $283.75(+29.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.69% | 235.2K | $60.0M | -24.53%(-76.45K) | $220.79(+35.06%) | 2026-03-31 | |
| INMU | BLACKROCK ETF TRUST II | 1.46% | 2.16M | $51.6M | +6484.69%(+2.12M) | $23.98(+0.27%) | 2026-03-31 | |
| TFI | SPDR SERIES TRUST | 1.3% | 1.01M | $46.0M | +198.64%(+674.99K) | $45.78(-0.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.62% | +39.07% |
| Top 20 Holdings Unweighted | +11.26% | +37.72% |
Sign up free to track Arax Advisory Partners, compare funds side by side, and get alerts the moment positions change.