Arkolith/Funds/Arax Advisory Partners

Arax Advisory Partners

CIK 1586767
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Arax Advisory Partners holds a diversified book of 5155 stocks worth $15.1B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Clearshares Piton Int Fi ETF and trimmed Dimensional Emrg MRKT Core. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 3% of the equity book. They also disclosed $14.4M in put options (a bearish bet) and $5.7M in call options (bullish), shown separately below and excluded from the equity book.

Opened
1613
bought for the first time
Added to
3293
already held, bought more
Trimmed
218
sold some, still holds it
Sold out
88
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
18%
Top 20 holdings
26%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

48% mapped to company sectors

ETF / fund or unclassified
52%
Information Technology
16%
Industrials
7%
Financials
7%
Health Care
4%
Consumer Discretionary
4%
Utilities
3%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Arax Advisory Partners

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO79 / 80$558.2B
UBS Group AG79 / 80$165.4B
OSAIC HOLDINGS, INC.79 / 80$21.6B
CWM, LLC79 / 80$11.4B
Kestra Advisory Services, LLC79 / 80$10.5B
Integrated Wealth Concepts LLC79 / 80$5.2B
Farther Finance Advisors, LLC79 / 80$3.9B
MORGAN STANLEY78 / 80$633.8B

Ranked by how many of Arax Advisory Partners's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

5,155 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$413.8M554.1K
2.7%
+420%
Added · +447K sh
2Apple Inc
COM
$402.8M1.39M
2.7%
+492%
Added · +1.2M sh
3Ishares TR
CORE S&P500 ETF
$325.1M434.1K
2.2%
+225%
Added · +301K sh
4Vanguard Index FDS
GROWTH ETF
$303.1M3.52M
2.0%
14×
Added · +3.3M sh
5Nvidia Corporation
COM
$298.7M1.49M
2.0%
+554%
Added · +1.3M sh
6Invesco QQQ TR
UNIT SER 1
$278.8M378.6K
1.9%
+193%
Added · +249K sh
7BlackRock ETF Trust
ISHARES US EQUIT
$201.4M2.96M
1.3%
+138%
Added · +1.7M sh
8Comfort Sys USA Inc
COM
$181.7M91.7K
1.2%
168×
Added · +91K sh
9Microsoft Corp
COM
$177.4M475.4K
1.2%
+484%
Added · +394K sh
10Vanguard Index FDS
TOTAL STK MKT
$170.8M461.6K
1.1%
+143%
Added · +271K sh
11Amazon Com Inc
COM
$157.6M661.0K
1.0%
+329%
Added · +507K sh
12Alphabet Inc
CAP STK CL C
$132.3M374.5K
0.9%
+457%
Added · +307K sh
13Vanguard Whitehall FDS
HIGH DIV YLD
$131.1M829.6K
0.9%
12×
Added · +762K sh
14Vanguard Index FDS
VALUE ETF
$129.2M593.0K
0.9%
+31%
Added · +141K sh
15Alphabet Inc
CAP STK CL A
$116.0M324.6K
0.8%
+391%
Added · +258K sh
16American Centy ETF TR
US LARGE CAP VLU
$98.2M1.08M
0.7%
+89%
Added · +506K sh
17Enterprise Prods Partners L
COM
$97.3M2.65M
0.6%
89×
Added · +2.6M sh
18Highpeak Energy Inc
COM
$97.2M13.90M
0.6%
60k×
Added · +13.9M sh
19BlackRock ETF Trust
ISHA IN CTRY ETF
$96.4M2.63M
0.6%
+385%
Added · +2.1M sh
20Vanguard Intl Equity Index F
ALLWRLD EX US
$96.1M1.15M
0.6%
49×
Added · +1.1M sh
21BlackRock ETF Trust
ISHA I IN TE ETF
$95.8M1.82M
0.6%
+147%
Added · +1.1M sh
22Broadcom Inc
COM
$92.7M245.5K
0.6%
+433%
Added · +199K sh
23ETF Ser Solutions
CLERSHS PITON IN
$92.0M984.3K
0.6%
New
New position
24JPMorgan Chase & Co
COM
$91.6M279.8K
0.6%
+452%
Added · +229K sh
25Janus Detroit STR TR
HENDRSON AAA CL
$89.9M1.78M
0.6%
+177%
Added · +1.1M sh
26Vanguard Index FDS
MID CAP ETF
$86.9M1.08M
0.6%
+738%
Added · +950K sh
27Vanguard World FD
MEGA GRWTH IND
$85.6M973.5K
0.6%
136×
Added · +966K sh
28Johnson & Johnson
COM
$83.0M326.8K
0.6%
+690%
Added · +285K sh
29Bank Of Amer Corp
COM
$80.1M1.41M
0.5%
13×
Added · +1.3M sh
30Vanguard Index FDS
S&P 500 ETF SHS
$79.2M115.4K
0.5%
+114%
Added · +62K sh
31Merck & Co Inc
COM
$78.2M608.6K
0.5%
+100%
Added · +305K sh
32Meta Platforms Inc
CL A
$72.0M127.8K
0.5%
+391%
Added · +102K sh
33Micron Technology Inc
COM
$71.3M61.8K
0.5%
+487%
Added · +51K sh
34Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$68.5M961.5K
0.5%
+78%
Added · +421K sh
35BlackRock ETF Trust II
ISHA FLEX IN ETF
$66.5M1.27M
0.4%
+83%
Added · +577K sh
36BlackRock ETF Trust
ISHA US THEM ETF
$66.5M1.54M
0.4%
+36%
Added · +412K sh
37Vanguard Malvern FDS
STRM INFPROIDX
$65.5M1.30M
0.4%
248×
Added · +1.3M sh
38Exxon Mobil Corp
COM
$65.2M476.7K
0.4%
+659%
Added · +414K sh
39First TR Exchng Traded FD VI
FT VEST US EQT
$63.2M1.53M
0.4%
+93%
Added · +737K sh
40SPDR Series Trust
ST STR NUVEE ETF
$61.8M1.35M
0.4%
+33%
Added · +334K sh
41BlackRock ETF Trust II
ISHAR INTER ETF
$59.7M2.46M
0.4%
+14%
Added · +306K sh
42Berkshire Hathaway Inc Del
CL B NEW
$58.3M116.5K
0.4%
+654%
Added · +101K sh
43Series Portfolios TR
ELDRIDGE BBB B
$57.8M2.19M
0.4%
+45%
Added · +676K sh
44Dimensional ETF Trust
US EQUI MARK ETF
$57.6M703.3K
0.4%
13×
Added · +649K sh
45First TR Exchange Traded FD
RISNG DIVD ACHIV
$57.5M709.1K
0.4%
+48%
Added · +228K sh
46Ishares TR
0-3 MTH TREASURY
$56.5M561.3K
0.4%
+506%
Added · +469K sh
47Eli Lilly & Co
COM
$56.2M46.8K
0.4%
+569%
Added · +40K sh
48Ishares Inc
CORE MSCI EMKT
$56.1M677.1K
0.4%
13×
Added · +625K sh
49Chevron Corporation
COM
$54.8M330.9K
0.4%
12×
Added · +304K sh
50Ishares TR
TRUST ISHARE 0-1
$54.7M495.7K
0.4%
226×
Added · +493K sh
Showing 50 of 5,155 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Arax Advisory Partners owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1586767/holdings"
Ask your agent
Use Arkolith to show Arax Advisory Partners's latest
holdings, largest changes, and filing provenance.

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$14.4M
Call notional (bullish)$5.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$9.7M13K
PUT · bearishFLEX LTDFLEX$1.0M6K
PUT · bearishPALANTIR TECHNOLOGIES INC-APLTR$817K7K
PUT · bearishMICRON TECHNOLOGY INCMU$693K600
PUT · bearishADVANCED MICRO DEVICESAMD$581K1K
CALL · bullishNVIDIA CORPNVDA$520K3K
CALL · bullishPALO ALTO NETWORKS INCPANW$512K2K
CALL · bullishCHENIERE ENERGY INCLNG$478K2K
PUT · bearishENTERPRISE PRODUCTS PARTNERSEPD$460K13K
CALL · bullishSTELLANTIS NVSTLA$425K74K
PUT · bearishSS FINANCIAL SELECT SECTORXLF$402K8K
PUT · bearishCROWDSTRIKE HOLDINGS INC - ACRWD$382K500
CALL · bullishMICROSOFT CORPMSFT$373K1K
CALL · bullishARISTA NETWORKS INCANET$357K2K
CALL · bullishEXPAND ENERGY CORPEXE$283K3K
CALL · bullishUBER TECHNOLOGIES INCUBER$253K4K
CALL · bullishALEXANDRIA REAL ESTATE EQUITARE$211K4K
CALL · bullishATLASSIAN CORP-CL ATEAM$202K3K
CALL · bullishUIPATH INC - CLASS APATH$190K18K
CALL · bullishRITHM CAPITAL CORPRITM$188K20K
CALL · bullishSERVICENOW INCNOW$169K2K
CALL · bullishBLUE OWL CAPITAL INCOWL$153K18K
CALL · bullishPARAMOUNT SKYDANCE CL BPSKY$148K15K
CALL · bullishNEXTERA ENERGY INCNEE$132K2K
CALL · bullishACCENTURE PLC-CL AACN$124K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 51 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 20265,207$15.1B13F-HR
Q1 2026Mar 31, 2026May 13, 20263,766$3.5B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20264,075$3.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20254,358$7.0B13F-HR
Q2 2025Jun 30, 2025Aug 12, 20253,035$2.2B13F-HR
Q1 2025Mar 31, 2025May 15, 20253,368$1.6B13F-HR
Q4 2024Dec 31, 2024Feb 5, 20252,413$1.6B13F-HR
Q3 2024Sep 30, 2024Nov 6, 20243,247$1.1B13F-HR
Q2 2024Jun 30, 2024Aug 6, 20243,158$1.0B13F-HR
Q1 2024Mar 31, 2024May 14, 20241,843$948.1M13F-HR
Q4 2023Dec 31, 2023Feb 6, 20241,840$897.6M13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,775$802.9M13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,475$783.3M13F-HR
Q1 2023Mar 31, 2023May 16, 20231,329$755.4M13F-HR
Q4 2022Dec 31, 2022Feb 24, 20231,272$722.7M13F-HR
Q3 2022Sep 30, 2022Nov 3, 20221,205$633.8M13F-HR
Q2 2022Jun 30, 2022Aug 22, 20221,163$660.4M13F-HR
Q1 2022Mar 31, 2022May 12, 20221,148$750.6M13F-HR
Q4 2021Dec 31, 2021Feb 8, 20221,134$788.6M13F-HR
Q3 2021Sep 30, 2021Nov 5, 20211,022$731.3M13F-HR
Q2 2021Jun 30, 2021Aug 2, 2021945$733.7M13F-HR
Q4 2020Dec 31, 2020Feb 3, 2021730$675.7M13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020689$593.0M13F-HR
Q2 2020Jun 30, 2020Aug 6, 2020672$561.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.