Kelman-Lazarov Inc’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kelman-Lazarov Inc’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 Q1	$309K	Buy	+2,659	New	+$308K	0.04%	117

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Kelman-Lazarov Inc's BOXX Position: Q1 2026 in Review

Kelman-Lazarov Inc opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026: 2,659 shares worth $309K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings.

333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Kelman-Lazarov Inc held 2,659 shares of Alpha Architect 1-3 Month Box ETF worth $309K as of Q1 2026.
Alpha Architect 1-3 Month Box ETF was a new Kelman-Lazarov Inc position in Q1 2026.
Alpha Architect 1-3 Month Box ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #117 holding.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.