JWM
CAOS icon

Jessup Wealth Management’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Jessup Wealth Management’s Portfolio CAOS Stock Details CAOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242K Hold
2,661
– – 0.09% 70
2025
Q4 		$239K Hold
2,661
– – 0.08% 74
2025
Q3 		$238K Hold
2,661
– – 0.09% 73
2025
Q2 		$236K Hold
2,661
– – 0.09% 71
2025
Q1 		$234K Buy
+2,661
New +$234K 0.1% 65

Other funds holding CAOS

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return

Jessup Wealth Management's CAOS Position: Q1 2026 in Review

Jessup Wealth Management held its Alpha Architect Tail Risk ETF (CAOS) position steady in Q1 2026 at 2,661 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #70.

Jessup Wealth Management first reported a position in CAOS in Q1 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • Jessup Wealth Management held 2,661 shares of Alpha Architect Tail Risk ETF worth $242K as of Q1 2026.
  • Jessup Wealth Management left its Alpha Architect Tail Risk ETF share count unchanged in Q1 2026.
  • Alpha Architect Tail Risk ETF made up 0.09% of Jessup Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Jessup Wealth Management first reported a position in Alpha Architect Tail Risk ETF in Q1 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.