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

BWM 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	$3.7M	Buy	31,588 +1,025	+3%	+$120K	0.86%	27
2026 Q1	$3.55M	Buy	30,563 +43	+0.1%	+$4.97K	0.94%	25
2025 Q4	$3.51M	Buy	30,520 +26	+0.1%	+$2.98K	0.94%	26
2025 Q3	$3.47M	Sell	30,494 -1,097	-3%	-$124K	1.03%	23
2025 Q2	$3.56M	Sell	31,591 -2,848	-8%	-$319K	1.23%	22
2025 Q1	$3.84M	Buy	34,439 +4,228	+14%	+$469K	1.62%	20
2024 Q4	$3.33M	Hold	30,211	–	–	1.45%	21
2024 Q3	$3.29M	Buy	+30,211	New	+$3.27M	1.46%	21

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 $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

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

BWM Planning's BOXX Position: Q2 2026 in Review

BWM Planning increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.4% in Q2 2026, buying an estimated $120K and bringing the position to 31,588 shares worth $3.7M. The position accounts for 0.86% of the portfolio, ranked #27.

BWM Planning first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q1 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

BWM Planning held 31,588 shares of Alpha Architect 1-3 Month Box ETF worth $3.7M as of Q2 2026.
BWM Planning bought 1,025 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $120K.
Alpha Architect 1-3 Month Box ETF made up 0.86% of BWM Planning's portfolio in Q2 2026, its #27 holding.
BWM Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
BWM Planning's Alpha Architect 1-3 Month Box ETF position peaked at $3.84M in Q1 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.