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

JPL 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
Q2 		$12.8M Buy
142,052
+11,006
+8% +$996K 2.55% 8
2026
Q1 		$11.9M Buy
131,046
+23,960
+22% +$2.17M 2.74% 6
2025
Q4 		$9.6M Buy
+107,086
New +$9.6M 2.34% 8

Other funds holding CAOS

Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $160M AUM 6.9% 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 $469M AUM 26.42% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Stokes Family Office
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

JPL Wealth Management's CAOS Position: Q2 2026 in Review

JPL Wealth Management increased its Alpha Architect Tail Risk ETF (CAOS) stake by 8.4% in Q2 2026, buying an estimated $996K and bringing the position to 142,052 shares worth $12.8M. The position accounts for 2.55% of the portfolio, ranked #8.

JPL Wealth Management first reported a position in CAOS in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • JPL Wealth Management held 142,052 shares of Alpha Architect Tail Risk ETF worth $12.8M as of Q2 2026.
  • JPL Wealth Management bought 11,006 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $996K.
  • Alpha Architect Tail Risk ETF made up 2.55% of JPL Wealth Management's portfolio in Q2 2026, its #8 holding.
  • JPL Wealth Management first reported a position in Alpha Architect Tail Risk ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.