Arax Advisory Partners Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$3.4B

Holdings

4,075

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (4,075 positions)

#StockSharesValue% PortfolioType
101
DFAEDIMENSIONAL ETF TRUST
195,152$6.0M0.17%
102
IVEISHARES TR
32,461$6.0M0.17%
103
SCHASCHWAB STRATEGIC TR
228,526$6.0M0.17%
104
FDLFIRST TR EXCHANGE-TRADED FD
153,472$6.0M0.17%
105
FLXRTCW ETF TRUST
173,381$6.0M0.17%
106
AVUSAVANTIS US EQUITY ETF
60,702$6.0M0.17%
107
RTXRTX CORPORATION
37,718$6.0M0.17%
108
FEMSFIRST TR EXCH TRD ALPHDX FD
130,988$5.0M0.15%
109
PGPROCTER AND GAMBLE CO
40,808$5.0M0.15%
110
DWDMORGAN STANLEY
32,583$5.0M0.15%
111
AQLTISHARES TR
64,681$5.0M0.15%
112
BILSPDR SERIES TRUST
63,957$5.0M0.15%
113
TRVCCITIGROUP INC
45,776$5.0M0.15%
114
TLTISHARES TR
57,668$5.0M0.15%
115
BNDVANGUARD BD INDEX FDS
74,810$5.0M0.15%
116
NFLXNETFLIX INC
60,561$5.0M0.15%
117
TLHISHARES TR
51,895$5.0M0.15%
118
GBDCGOLUB CAP BDC INC COM
411,251$5.0M0.15%
119
VOEVANGUARD INDEX FDS
29,933$5.0M0.15%
120
SCHDSCHWAB STRATEGIC TR
184,903$5.0M0.15%
121
SGOVISHARES TR
53,091$5.0M0.15%
122
BIVVANGUARD BD INDEX FDS
67,433$5.0M0.15%
123
CSHINEOS ETF TRUST NEOS ENH INC 1-3
102,140$5.0M0.15%
124
GQ9SPDR GOLD TR
13,238$5.0M0.15%
125
CVXCHEVRON CORP NEW
28,500$4.0M0.12%
126
SPGIS&P GLOBAL INC
7,819$4.0M0.12%
127
TJXTJX COS INC NEW
31,085$4.0M0.12%
128
MUMICRON TECHNOLOGY INC
15,231$4.0M0.12%
129
DISDISNEY WALT CO
37,654$4.0M0.12%
130
USMVISHARES TR
46,109$4.0M0.12%
131
AVUVAMERICAN CENTY ETF TR
44,722$4.0M0.12%
132
IBMINTERNATIONAL BUSINESS MACHS
16,103$4.0M0.12%
133
AMDADVANCED MICRO DEVICES INC
23,190$4.0M0.12%
134
AQLTISHARES TR
29,457$4.0M0.12%
135
MBBISHARES TR
45,428$4.0M0.12%
136
AEEAMEREN CORP
41,956$4.0M0.12%
137
CSCOCISCO SYS INC
61,416$4.0M0.12%
138
SCHGSCHWAB STRATEGIC TR
146,435$4.0M0.12%
139
SHLDGLOBAL X FDS
76,702$4.0M0.12%
140
VNQVANGUARD INDEX FDS
51,256$4.0M0.12%
141
VONEVANGUARD RUSSELL 1000
13,602$4.0M0.12%
142
VOTVANGUARD INDEX FDS
16,427$4.0M0.12%
143
SCHBSCHWAB STRATEGIC TR
183,570$4.0M0.12%
144
4I1PHILIP MORRIS INTL INC
21,528$3.0M0.09%
145
CRMSALESFORCE INC
12,056$3.0M0.09%
146
UPSUNITED PARCEL SERVICE INC
38,273$3.0M0.09%
147
LMBSFIRST TR EXCHANGE-TRADED FD
67,643$3.0M0.09%
148
ASMLASML HOLDING N V
2,913$3.0M0.09%
149
WFCWELLS FARGO CO NEW
41,356$3.0M0.09%
150
GEGE AEROSPACE
10,012$3.0M0.09%
151
IJRISHARES TR
28,018$3.0M0.09%
152
KOCOCA COLA CO
55,080$3.0M0.09%
153
ABTABBOTT LABS
30,247$3.0M0.09%
154
TMOTHERMO FISHER SCIENTIFIC INC
6,359$3.0M0.09%
155
BXBLACKSTONE INC
21,198$3.0M0.09%
156
MTUMISHARES TR
14,628$3.0M0.09%
157
FTHIFIRST TR EXCHANGE TRADED FD
165,708$3.0M0.09%
158
IWFISHARES TR
8,035$3.0M0.09%
159
MESOMESOBLAST LTD SHS
166,482$3.0M0.09%
160
MMLGFIRST TR EXCHNG TRADED FD VI
92,331$3.0M0.09%
161
HDVISHARES TR
27,464$3.0M0.09%
162
KNGFIRST TR EXCHANGE-TRADED FD
73,535$3.0M0.09%
163
PEPPEPSICO INC
25,531$3.0M0.09%
164
FCNCAFIRST CTZNS BANCSHARES INC D
1,698$3.0M0.09%
165
FTSMFIRST TR EXCHANGE-TRADED FD
53,573$3.0M0.09%
166
WCNWASTE CONNECTIONS INC
18,206$3.0M0.09%
167
MGCVANGUARD WORLD FD
12,789$3.0M0.09%
168
CRWDCROWDSTRIKE HLDGS INC
7,372$3.0M0.09%
169
FMBFIRST TR EXCH TRADED FD III
66,383$3.0M0.09%
170
BACBANK AMERICA CORP
64,279$3.0M0.09%
171
FTECFIDELITY COVINGTON TRUST
15,728$3.0M0.09%
172
AMATAPPLIED MATLS INC
13,357$3.0M0.09%
173
TIPISHARES TR
32,960$3.0M0.09%
174
NCLONUVEEN AA-BBB CLO ETF
141,483$3.0M0.09%
175
GILDGILEAD SCIENCES INC
29,354$3.0M0.09%
176
DFLVDIMENSIONAL ETF TRUST
114,365$3.0M0.09%
177
MTZMASTEC INC
18,189$3.0M0.09%
178
CIBRFIRST TR EXCHANGE TRADED FD
53,122$3.0M0.09%
179
SCHWSCHWAB CHARLES CORP
33,252$3.0M0.09%
180
DISVDIMENSIONAL ETF TRUST
92,837$3.0M0.09%
181
SHELSHELL PLC
28,207$2.0M0.06%
182
XLKSELECT SECTOR SPDR TR
18,964$2.0M0.06%
183
TMUST-MOBILE US INC
10,895$2.0M0.06%
184
GSGOLDMAN SACHS GROUP INC
3,241$2.0M0.06%
185
VMCVULCAN MATLS CO
10,438$2.0M0.06%
186
IWOISHARES TR
7,983$2.0M0.06%
187
CDNSCADENCE DESIGN SYSTEM INC
6,503$2.0M0.06%
188
HCAHCA HEALTHCARE INC
5,638$2.0M0.06%
189
IEMGISHARES INC
33,787$2.0M0.06%
190
PHPARKER-HANNIFIN CORP
2,398$2.0M0.06%
191
BABOEING CO
10,212$2.0M0.06%
192
TAT&T INC
83,008$2.0M0.06%
193
BKNGBOOKING HOLDINGS INC
440$2.0M0.06%
194
ESGUISHARES TR
14,506$2.0M0.06%
195
ICSHISHARES TR
40,233$2.0M0.06%
196
NRANRG ENERGY INC
14,493$2.0M0.06%
197
FVDFIRST TR EXCHANGE-TRADED FD
52,626$2.0M0.06%
198
IBITISHARES BITCOIN TRUST ETF
43,319$2.0M0.06%
199
NEENEXTERA ENERGY INC
35,059$2.0M0.06%
200
CATCATERPILLAR INC
4,069$2.0M0.06%
PreviousPage 2 of 41Next