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ORG Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

ORG Partners’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
2025
Q4 		$566K Hold
16,204
– – 0.1% 182
2025
Q3 		$558K Buy
16,204
+4,060
+33% +$132K 0.1% 180
2025
Q2 		$383K Sell
12,144
-258
-2% -$7.82K 0.08% 215
2025
Q1 		$378K Buy
12,402
+11,402
+1,140% +$337K 0.09% 176
2024
Q4 		$28.2K Buy
+1,000
New +$29.4K ﹤0.01% 670

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ORG Partners's RAAX Position: Q4 2025 in Review

ORG Partners held its VanEck Inflation Allocation ETF (RAAX) position steady in Q4 2025 at 16,204 shares worth $566K. The position accounts for 0.1% of the portfolio, ranked #182.

ORG Partners first reported a position in RAAX in Q4 2024 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold RAAX as of Q4 2025.

  • ORG Partners held 16,204 shares of VanEck Inflation Allocation ETF worth $566K as of Q4 2025.
  • ORG Partners left its VanEck Inflation Allocation ETF share count unchanged in Q4 2025.
  • VanEck Inflation Allocation ETF made up 0.1% of ORG Partners's portfolio in Q4 2025, its #182 holding.
  • ORG Partners first reported a position in VanEck Inflation Allocation ETF in Q4 2024 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.