VALEN PRIVATE CAPITAL, LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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 Q3	$5.22M	Buy	+44,057	New	+$5.19M	1.61%	20

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's BOXX Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026: 44,057 shares worth $5.22M. The stake represents 1.61% of the portfolio and ranks #20 among its holdings.

130 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 44,057 shares of Alpha Architect 1-3 Month Box ETF worth $5.22M as of Q3 2026.
Alpha Architect 1-3 Month Box ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
Alpha Architect 1-3 Month Box ETF made up 1.61% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #20 holding.
130 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.