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ERn Financial LLC’s VanEck Inflation Allocation ETF RAAX Stock Holding History

ERn Financial 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
Q2 		$8.68M Buy
218,783
+8,831
+4% +$364K 1.44% 24
2026
Q1 		$8.55M Buy
209,952
+111,611
+113% +$4.4M 1.61% 21
2025
Q4 		$3.44M Buy
+98,341
New +$3.45M 0.65% 43

Other funds holding RAAX

BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
NRC
New Republic Capital Charlotte, North Carolina $434M AUM 31.16% 1-Year Est. Return

ERn Financial LLC's RAAX Position: Q2 2026 in Review

ERn Financial LLC increased its VanEck Inflation Allocation ETF (RAAX) stake by 4.2% in Q2 2026, buying an estimated $364K and bringing the position to 218,783 shares worth $8.68M. The position accounts for 1.44% of the portfolio, ranked #24.

ERn Financial LLC first reported a position in RAAX in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • ERn Financial LLC held 218,783 shares of VanEck Inflation Allocation ETF worth $8.68M as of Q2 2026.
  • ERn Financial LLC bought 8,831 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $364K.
  • VanEck Inflation Allocation ETF made up 1.44% of ERn Financial LLC's portfolio in Q2 2026, its #24 holding.
  • ERn Financial LLC first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.