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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
Q2 		$7.07M Buy
127,564
+39,608
+45% +$2.16M 1.4% 21
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 $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

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

JPL Wealth Management increased its Alpha Architect US Quantitative Value ETF (QVAL) stake by 45% in Q2 2026, buying an estimated $2.16M and bringing the position to 127,564 shares worth $7.07M. The position accounts for 1.4% of the portfolio, ranked #21.

JPL Wealth Management first reported a position in QVAL in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold QVAL as of Q2 2026.

  • JPL Wealth Management held 127,564 shares of Alpha Architect US Quantitative Value ETF worth $7.07M as of Q2 2026.
  • JPL Wealth Management bought 39,608 Alpha Architect US Quantitative Value ETF shares in Q2 2026, an estimated $2.16M.
  • Alpha Architect US Quantitative Value ETF made up 1.4% of JPL Wealth Management's portfolio in Q2 2026, its #21 holding.
  • JPL Wealth Management first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2026.

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