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JPL Wealth Management’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

JPL Wealth Management’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.59M Buy
87,956
+55,477
+171% +$2.88M 1.05% 34
2025
Q4 		$1.58M Buy
32,479
+28,596
+736% +$1.36M 0.39% 72
2025
Q3 		$181K Buy
+3,883
New +$174K 0.04% 129

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JPL Wealth Management increased its Alpha Architect US Quantitative Value ETF (QVAL) stake by 171% in Q1 2026, buying an estimated $2.88M and bringing the position to 87,956 shares worth $4.59M. The position accounts for 1.05% of the portfolio, ranked #34.

JPL Wealth Management first reported a position in QVAL in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • JPL Wealth Management held 87,956 shares of Alpha Architect US Quantitative Value ETF worth $4.59M as of Q1 2026.
  • JPL Wealth Management bought 55,477 Alpha Architect US Quantitative Value ETF shares in Q1 2026, an estimated $2.88M.
  • Alpha Architect US Quantitative Value ETF made up 1.05% of JPL Wealth Management's portfolio in Q1 2026, its #34 holding.
  • JPL Wealth Management first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

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