Carson Wealth (CWM LLC)
BOXA

Carson Wealth (CWM LLC)’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOXA Stock Details BOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$733K Buy
6,964
+5,739
+468% +$608K ﹤0.01% 1754
2025
Q4 		$129K Buy
+1,225
New +$129K ﹤0.01% 2883

Other funds holding BOXA

RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
EP
E6 Portfolios Midvale, Utah $125M AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Carson Wealth (CWM LLC)'s BOXA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Alpha Architect Aggregate Bond ETF (BOXA) stake by 468% in Q1 2026, buying an estimated $608K and bringing the position to 6,964 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Carson Wealth (CWM LLC) first reported a position in BOXA in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold BOXA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,964 shares of Alpha Architect Aggregate Bond ETF worth $733K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,739 Alpha Architect Aggregate Bond ETF shares in Q1 2026, an estimated $608K.
  • Alpha Architect Aggregate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1754 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alpha Architect Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.