Root Financial Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Root Financial 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
2026 Q3	$924K	Buy	+23,202	New	+$941K	0.03%	149

Other funds holding RAAX

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Root Financial Partners's RAAX Position: Q3 2026 in Review

Root Financial Partners opened a new position in VanEck Inflation Allocation ETF (RAAX) in Q3 2026: 23,202 shares worth $924K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings.

78 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

Root Financial Partners held 23,202 shares of VanEck Inflation Allocation ETF worth $924K as of Q3 2026.
VanEck Inflation Allocation ETF was a new Root Financial Partners position in Q3 2026.
VanEck Inflation Allocation ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #149 holding.
78 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.