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ATLas Financial Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

ATLas Financial Planning’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 		$5.85M Buy
49,922
+5,430
+12% +$634K 4.74% 8
2026
Q1 		$5.17M Buy
44,492
+731
+2% +$84.6K 4.64% 10
2025
Q4 		$5.04M Buy
+43,761
New +$5.01M 4.94% 7

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

ATLas Financial Planning's BOXX Position: Q2 2026 in Review

ATLas Financial Planning increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 12% in Q2 2026, buying an estimated $634K and bringing the position to 49,922 shares worth $5.85M. The position accounts for 4.74% of the portfolio, ranked #8.

ATLas Financial Planning first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • ATLas Financial Planning held 49,922 shares of Alpha Architect 1-3 Month Box ETF worth $5.85M as of Q2 2026.
  • ATLas Financial Planning bought 5,430 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $634K.
  • Alpha Architect 1-3 Month Box ETF made up 4.74% of ATLas Financial Planning's portfolio in Q2 2026, its #8 holding.
  • ATLas Financial Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.