ADAR1 Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

ADAR1 Capital 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	$39.5M	Hold	337,125	–	–	1.81%	9
2026 Q1	$39.2M	Hold	337,125	–	–	2.31%	9
2025 Q4	$38.8M	Hold	337,125	–	–	2.85%	6
2025 Q3	$38.4M	Hold	337,125	–	–	3.61%	5
2025 Q2	$38M	Hold	337,125	–	–	5.83%	3
2025 Q1	$37.6M	Buy	337,125 +11,675	+4%	+$1.3M	6.98%	2
2024 Q4	$35.9M	Buy	325,450 +2,068	+0.6%	+$227K	7.17%	3
2024 Q3	$35.2M	Sell	323,382 -28,100	-8%	-$3.04M	5.73%	4
2024 Q2	$37.9M	Buy	351,482 +33,362	+10%	+$3.57M	7.15%	4
2024 Q1	$33.9M	Buy	+318,120	New	+$33.7M	7.68%	2

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ADAR1 Capital Management's BOXX Position: Q2 2026 in Review

ADAR1 Capital Management held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 337,125 shares worth $39.5M. The position accounts for 1.81% of the portfolio, ranked #9.

ADAR1 Capital Management first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

ADAR1 Capital Management held 337,125 shares of Alpha Architect 1-3 Month Box ETF worth $39.5M as of Q2 2026.
ADAR1 Capital Management left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 1.81% of ADAR1 Capital Management's portfolio in Q2 2026, its #9 holding.
ADAR1 Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on ADAR1 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.