Balance Wealth’s Alpha Architect US Equity 4 ETF AAUB Stock Holding History

Balance Wealth’s Portfolio AAUB Stock Details AAUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.3M	Buy	+240,095	New	+$12.2M	2.96%	8

Other funds holding AAUB

Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Balance Wealth's AAUB Position: Q3 2026 in Review

Balance Wealth opened a new position in Alpha Architect US Equity 4 ETF (AAUB) in Q3 2026: 240,095 shares worth $12.3M. The stake represents 2.96% of the portfolio and ranks #8 among its holdings.

13 funds tracked by Wall St. Rank hold AAUB as of Q3 2026.

Balance Wealth held 240,095 shares of Alpha Architect US Equity 4 ETF worth $12.3M as of Q3 2026.
Alpha Architect US Equity 4 ETF was a new Balance Wealth position in Q3 2026.
Alpha Architect US Equity 4 ETF made up 2.96% of Balance Wealth's portfolio in Q3 2026, its #8 holding.
13 funds tracked by Wall St. Rank held Alpha Architect US Equity 4 ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.