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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 3 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 15,452.0 $7.4M 0.21% -4K -18.8% $479.22
42 FIW FIRST TR EXCHANGE-TRADED FD 67,722.0 $7.0M 0.20% -120K -63.8% $103.13 -1.8%
43 DFGR DIMENSIONAL ETF TRUST 256,897.0 $6.8M 0.19% -490K -65.6% $26.58 +9.2%
44 MA MASTERCARD INCORPORATED Financial Services 13,493.0 $6.7M 0.19% -10K -43.7% $499.57 +0.0%
45 WMT WALMART INC Consumer Defensive 52,767.0 $6.6M 0.18% -41K -43.8% $124.28 +5.3%
46 ITOT ISHARES TR 45,805.0 $6.5M 0.18% -10K -17.5% $142.43 +13.8%
47 LLY ELI LILLY & CO Healthcare 6,998.0 $6.4M 0.18% -2K -19.4% $919.80 +13.2%
48 IVE ISHARES TR 29,096.0 $6.1M 0.17% -3K -10.4% $211.15 +7.1%
49 DFCF DIMENSIONAL ETF TRUST 145,227.0 $6.1M 0.17% -254K -63.6% $42.22 -0.7%
50 MCD MCDONALDS CORP Consumer Cyclical 18,214.0 $5.7M 0.16% -8K -29.6% $310.80 -8.6%
51 CVX CHEVRON CORPORATION Energy 26,690.0 $5.5M 0.16% -2K -6.3% $206.90 -7.7%
52 VXF VANGUARD INDEX FDS 25,503.0 $5.2M 0.15% -29K -53.3% $205.79 +11.1%
53 HD HOME DEPOT INC Consumer Cyclical 15,738.0 $5.2M 0.15% -3K -14.4% $328.90 -4.6%
54 EFV ISHARES TR 65,271.0 $4.9M 0.14% -108K -62.4% $74.35 +6.2%
55 IEFA ISHARES TR 52,783.0 $4.8M 0.14% -12K -18.4% $90.86 +7.1%
56 SCHB SCHWAB STRATEGIC TR 182,454.0 $4.6M 0.13% -1K -0.6% $25.10 +13.9%
57 IVW ISHARES TR 39,887.0 $4.5M 0.13% -164K -80.4% $113.11 +20.8%
58 RTX RTX CORPORATION Industrials 23,322.0 $4.5M 0.13% -14K -38.2% $191.67 -8.8%
59 AVIG AMERICAN CENTY ETF TR 106,682.0 $4.4M 0.12% -668K -86.2% $41.54 -0.9%
60 USMV ISHARES TR 44,710.0 $4.1M 0.12% -1K -3.0% $92.74 +3.6%
Page 3 of 73  ·  1,460 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%