Arax Advisory Partners
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,434,714
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 4,075 | 3,434,714 | 13F-HR | Arax Advisory Partners |
| Q3 2025 | 11/14/2025 | 4,320 | 6,966,656 | 13F-HR | Arax Advisory Partners |
| Q2 2025 | 8/12/2025 | 3,034 | 2,175,841 | 13F-HR | Arax Advisory Partners |
| Q1 2025 | 5/15/2025 | 2,659 | 1,559,072 | 13F-HR | Arax Advisory Partners |
| Q4 2024 | 2/5/2025 | 2,413 | 1,588,844 | 13F-HR | SRS Capital Advisors, Inc. |
| Q3 2024 | 11/6/2024 | 2,614 | 1,119,737 | 13F-HR | SRS Capital Advisors, Inc. |
| Q2 2024 | 8/6/2024 | 2,539 | 1,025,529 | 13F-HR | SRS Capital Advisors, Inc. |
| Q1 2024 | 5/14/2024 | 1,312 | 948,103 | 13F-HR | SRS Capital Advisors, Inc. |
| Q4 2023 | 2/6/2024 | 1,332 | 897,613 | 13F-HR | SRS Capital Advisors, Inc. |
| Q3 2023 | 11/14/2023 | 1,318 | 802,887 | 13F-HR | SRS Capital Advisors, Inc. |
| Q2 2023 | 8/14/2023 | 1,269 | 783,331 | 13F-HR | SRS Capital Advisors, Inc. |
| Q1 2023 | 5/16/2023 | 1,270 | 755,366 | 13F-HR | SRS Capital Advisors, Inc. |
| Q4 2022 | 2/24/2023 | 1,272 | 722,699 | 13F-HR | SRS Capital Advisors, Inc. |
| Q3 2022 | 11/3/2022 | 1,205 | 633,846 | 13F-HR | SRS Capital Advisors, Inc. |
| Q2 2022 | 8/22/2022 | 1,154 | 660,392 | 13F-HR | SRS Capital Advisors, Inc. |
| Q1 2022 | 5/12/2022 | 1,148 | 750,580 | 13F-HR | SRS Capital Advisors, Inc. |
| Q4 2021 | 2/8/2022 | 1,134 | 788,611 | 13F-HR | SRS Capital Advisors, Inc. |
| Q3 2021 | 11/5/2021 | 1,022 | 731,332 | 13F-HR | SRS Capital Advisors, Inc. |
| Q2 2021 | 8/2/2021 | 945 | 733,691 | 13F-HR | SRS Capital Advisors, Inc. |
| Q4 2020 | 2/3/2021 | 730 | 675,715 | 13F-HR | SRS Capital Advisors, Inc. |
| Q3 2020 | 11/12/2020 | 689 | 592,994 | 13F-HR | SRS Capital Advisors, Inc. |
| Q2 2020 | 8/6/2020 | 672 | 561,588 | 13F-HR | SRS Capital Advisors, Inc. |
| Q1 2020 | 5/13/2020 | 672 | 433,881 | 13F-HR | SRS Capital Advisors, Inc. |
| Q4 2019 | 2/7/2020 | 586 | 348,389 | 13F-HR | SRS Capital Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.323 M | 67.9% | 0 | 2.973 M | -2.973 M |
| ETFs | 1.081 M | 31.6% | 0 | 569.4 K | -569.4 K |
| Debt | 13.7 K | 0.4% | 918 | 0 | 918 |
| Other | 2.76 K | 0.1% | 0 | 4.343 K | -4.343 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
3,434,714
Holdings
4075
QoQ value change ($000)
-3,531,942
(-50.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.