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

Balance Wealth’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 		$646K Buy
5,514
+2,372
+75% +$277K 0.17% 79
2026
Q1 		$365K Buy
+3,142
New +$363K 0.11% 109

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM

Balance Wealth's BOXX Position: Q2 2026 in Review

Balance Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 75% in Q2 2026, buying an estimated $277K and bringing the position to 5,514 shares worth $646K. The position accounts for 0.17% of the portfolio, ranked #79.

Balance Wealth first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Balance Wealth held 5,514 shares of Alpha Architect 1-3 Month Box ETF worth $646K as of Q2 2026.
  • Balance Wealth bought 2,372 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $277K.
  • Alpha Architect 1-3 Month Box ETF made up 0.17% of Balance Wealth's portfolio in Q2 2026, its #79 holding.
  • Balance Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.