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

Cahaba Wealth Management’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 		$333K Buy
2,846
+691
+32% +$80.6K 0.02% 123
2026
Q1 		$251K Buy
+2,155
New +$249K 0.02% 133

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Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Cahaba Wealth Management's BOXX Position: Q2 2026 in Review

Cahaba Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 32% in Q2 2026, buying an estimated $80.6K and bringing the position to 2,846 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #123.

Cahaba Wealth Management first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Cahaba Wealth Management held 2,846 shares of Alpha Architect 1-3 Month Box ETF worth $333K as of Q2 2026.
  • Cahaba Wealth Management bought 691 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $80.6K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Cahaba Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.