Carson Wealth (CWM LLC)
RAAX icon

Carson Wealth (CWM LLC)’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$99.1M Buy
2,434,200
+2,218,278
+1,027% +$87.4M 0.26% 78
2025
Q4 		$7.54M Buy
+215,922
New +$7.57M 0.02% 624

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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RAAX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck Inflation Allocation ETF (RAAX) stake by 1,027% in Q1 2026, buying an estimated $87.4M and bringing the position to 2,434,200 shares worth $99.1M. The position accounts for 0.26% of the portfolio, ranked #78.

Carson Wealth (CWM LLC) first reported a position in RAAX in Q4 2025 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,434,200 shares of VanEck Inflation Allocation ETF worth $99.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,218,278 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $87.4M.
  • VanEck Inflation Allocation ETF made up 0.26% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #78 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.