Beacon Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Beacon Financial Group’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	$9.81M	Buy	83,819 +14,764	+21%	+$1.72M	0.89%	25
2026 Q1	$8.03M	Buy	69,055 +37,813	+121%	+$4.37M	0.8%	31
2025 Q4	$3.6M	Sell	31,242 -3,557	-10%	-$407K	0.36%	72
2025 Q3	$3.96M	Buy	34,799 +1,026	+3%	+$116K	0.39%	68
2025 Q2	$3.81M	Buy	33,773 +5,079	+18%	+$569K	0.4%	67
2025 Q1	$3.2M	Buy	28,694 +4,225	+17%	+$469K	0.35%	77
2024 Q4	$2.7M	Buy	24,469 +5,800	+31%	+$636K	0.29%	88
2024 Q3	$2.03M	Sell	18,669 -4,504	-19%	-$488K	0.22%	109
2024 Q2	$2.5M	Buy	23,173 +1,261	+6%	+$135K	0.28%	91
2024 Q1	$2.33M	Buy	+21,912	New	+$2.32M	0.27%	93

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 $103B AUM 28.65% 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

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

Beacon Financial Group's BOXX Position: Q2 2026 in Review

Beacon Financial Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 21% in Q2 2026, buying an estimated $1.72M and bringing the position to 83,819 shares worth $9.81M. The position accounts for 0.89% of the portfolio, ranked #25.

Beacon Financial Group first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Beacon Financial Group held 83,819 shares of Alpha Architect 1-3 Month Box ETF worth $9.81M as of Q2 2026.
Beacon Financial Group bought 14,764 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.72M.
Alpha Architect 1-3 Month Box ETF made up 0.89% of Beacon Financial Group's portfolio in Q2 2026, its #25 holding.
Beacon Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.