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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
Q1 		$11.9M Buy
131,046
+23,960
+22% +$2.17M 2.74% 6
2025
Q4 		$9.61M Buy
+107,086
New +$9.63M 2.34% 8

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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

JPL Wealth Management increased its Alpha Architect Tail Risk ETF (CAOS) stake by 22% in Q1 2026, buying an estimated $2.17M and bringing the position to 131,046 shares worth $11.9M. The position accounts for 2.74% of the portfolio, ranked #6.

JPL Wealth Management first reported a position in CAOS in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • JPL Wealth Management held 131,046 shares of Alpha Architect Tail Risk ETF worth $11.9M as of Q1 2026.
  • JPL Wealth Management bought 23,960 Alpha Architect Tail Risk ETF shares in Q1 2026, an estimated $2.17M.
  • Alpha Architect Tail Risk ETF made up 2.74% of JPL Wealth Management's portfolio in Q1 2026, its #6 holding.
  • JPL Wealth Management first reported a position in Alpha Architect Tail Risk ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.