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

Birch 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	$1M	Buy	+8,546	New	+$997K	0.51%	44

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

PIA

Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

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

Birch Financial Group opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 8,546 shares worth $1M. The stake represents 0.51% of the portfolio and ranks #44 among its holdings.

231 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Birch Financial Group held 8,546 shares of Alpha Architect 1-3 Month Box ETF worth $1M as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Birch Financial Group position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 0.51% of Birch Financial Group's portfolio in Q2 2026, its #44 holding.
231 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.