Delap Wealth Advisory’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Delap Wealth Advisory’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 Q1	$7.7M	Buy	+66,219	New	+$7.66M	2.9%	10

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Delap Wealth Advisory's BOXX Position: Q1 2026 in Review

Delap Wealth Advisory opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026: 66,219 shares worth $7.7M. The stake represents 2.9% of the portfolio and ranks #10 among its holdings.

333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Delap Wealth Advisory held 66,219 shares of Alpha Architect 1-3 Month Box ETF worth $7.7M as of Q1 2026.
Alpha Architect 1-3 Month Box ETF was a new Delap Wealth Advisory position in Q1 2026.
Alpha Architect 1-3 Month Box ETF made up 2.9% of Delap Wealth Advisory's portfolio in Q1 2026, its #10 holding.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.