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Berger Financial Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Berger Financial Group’s Portfolio RAAX Stock Details RAAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.9M Buy
955,885
+145,940
+18% +$6.02M 1.94% 10
2026
Q1 		$33M Buy
+809,945
New +$31.9M 1.85% 10

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Berger Financial Group's RAAX Position: Q2 2026 in Review

Berger Financial Group increased its VanEck Inflation Allocation ETF (RAAX) stake by 18% in Q2 2026, buying an estimated $6.02M and bringing the position to 955,885 shares worth $37.9M. The position accounts for 1.94% of the portfolio, ranked #10.

Berger Financial Group first reported a position in RAAX in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Berger Financial Group held 955,885 shares of VanEck Inflation Allocation ETF worth $37.9M as of Q2 2026.
  • Berger Financial Group bought 145,940 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $6.02M.
  • VanEck Inflation Allocation ETF made up 1.94% of Berger Financial Group's portfolio in Q2 2026, its #10 holding.
  • Berger Financial Group first reported a position in VanEck Inflation Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.