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

Jessup 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	$899K	Hold	7,675	–	–	0.27%	42
2026 Q1	$893K	Hold	7,675	–	–	0.33%	35
2025 Q4	$883K	Hold	7,675	–	–	0.29%	40
2025 Q3	$874K	Hold	7,675	–	–	0.33%	37
2025 Q2	$865K	Hold	7,675	–	–	0.35%	40
2025 Q1	$856K	Buy	+7,675	New	+$851K	0.36%	38

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

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

Jessup Wealth Management held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 7,675 shares worth $899K. The position accounts for 0.27% of the portfolio, ranked #42.

Jessup Wealth Management first reported a position in BOXX in Q1 2025 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Jessup Wealth Management held 7,675 shares of Alpha Architect 1-3 Month Box ETF worth $899K as of Q2 2026.
Jessup Wealth Management left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 0.27% of Jessup Wealth Management's portfolio in Q2 2026, its #42 holding.
Jessup Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 6 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.