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Mike Riordan

Arax Advisory Partners

Assets Managed
$3.542B
Holdings
3766
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
3.12%(2Q avg: -23.79%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Arax Advisory Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3766 positions.

Assets under management

The assets under management (AUM) of Arax Advisory Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.542B in assets, with a quarterly growth rate of 3.12% and a 2-quarter average growth rate of -23.79%. The portfolio is managed by Mike Riordan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.3%
3.06%
$108.123M
247,541 shares@ $436.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -7.4%
2.51%
$88.596M
451,562 shares@ $196.2 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 184.19%
2.47%
$87.141M
133,405 shares@ $653.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 26.94%
2.11%
$74.711M
129,319 shares@ $577.73 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 135.9%
2.05%
$72.552M
1.247M shares@ $58.19 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 23.43%
1.96%
$69.405M
106,585 shares@ $651.17 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 12.44%
1.73%
$61.036M
190,257 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -24.52%
1.7%
$60.002M
235,245 shares@ $255.07 avg price
INMU
Ishares Intermediate Muni In
Recent Activity
Increased 6484.69%
1.46%
$51.588M
2.158M shares@ $23.92 avg price
TFI
Spdr Nuveen Bloomberg Munici
Recent Activity
Increased 198.64%
1.3%
$46.011M
1.015M shares@ $45.35 avg price

1-10 of 3766