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Accurate Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Accurate Wealth Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Buy
53,675
+33,580
+167% +$3.92M 0.6% 29
2026
Q1 		$2.34M Buy
20,095
+18,280
+1,007% +$2.11M 0.28% 83
2025
Q4 		$209K Sell
1,815
-4,415
-71% -$505K 0.03% 485
2025
Q3 		$710K Buy
+6,230
New +$706K 0.09% 229

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Accurate Wealth Management's BOXX Position: Q2 2026 in Review

Accurate Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 167% in Q2 2026, buying an estimated $3.92M and bringing the position to 53,675 shares worth $6.3M. The position accounts for 0.6% of the portfolio, ranked #29.

Accurate Wealth Management first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Accurate Wealth Management held 53,675 shares of Alpha Architect 1-3 Month Box ETF worth $6.3M as of Q2 2026.
  • Accurate Wealth Management bought 33,580 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $3.92M.
  • Alpha Architect 1-3 Month Box ETF made up 0.6% of Accurate Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Accurate Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.