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Kalehua Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kalehua Capital Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.5M Buy
226,188
+7,910
+4% +$923K 15.22% 1
2026
Q1 		$25.4M Sell
218,278
-12,509
-5% -$1.45M 17.96% 1
2025
Q4 		$26.6M Buy
+230,787
New +$26.4M 26.27% 1

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Kalehua Capital Management's BOXX Position: Q2 2026 in Review

Kalehua Capital Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.6% in Q2 2026, buying an estimated $923K and bringing the position to 226,188 shares worth $26.5M. The position accounts for 15.22% of the portfolio, ranked #1.

Kalehua Capital Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.6M in Q4 2025. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Kalehua Capital Management held 226,188 shares of Alpha Architect 1-3 Month Box ETF worth $26.5M as of Q2 2026.
  • Kalehua Capital Management bought 7,910 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $923K.
  • Alpha Architect 1-3 Month Box ETF made up 15.22% of Kalehua Capital Management's portfolio in Q2 2026, its #1 holding.
  • Kalehua Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Kalehua Capital Management's Alpha Architect 1-3 Month Box ETF position peaked at $26.6M in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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