Summit Wealth Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Summit Wealth 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 Q2	$458K	Buy	+11,553	New	+$476K	0.07%	185

Other funds holding RAAX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Wealth Partners's RAAX Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in VanEck Inflation Allocation ETF (RAAX) in Q2 2026: 11,553 shares worth $458K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings.

167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Summit Wealth Partners held 11,553 shares of VanEck Inflation Allocation ETF worth $458K as of Q2 2026.
VanEck Inflation Allocation ETF was a new Summit Wealth Partners position in Q2 2026.
VanEck Inflation Allocation ETF made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #185 holding.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.