KF
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KKM Financial’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

KKM Financial’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 		$353K Hold
3,066
– – 0.06% 141
2025
Q4 		$353K Buy
3,066
+405
+15% +$46.3K 0.06% 141
2025
Q3 		$303K Sell
2,661
-4,714
-64% -$534K 0.1% 117
2025
Q2 		$831K Buy
+7,375
New +$827K 0.29% 79

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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

KKM Financial's BOXX Position: Q1 2026 in Review

KKM Financial held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q1 2026 at 3,066 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #141.

KKM Financial first reported a position in BOXX in Q2 2025 and has held it in 4 quarters since. The position peaked at $831K in Q2 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • KKM Financial held 3,066 shares of Alpha Architect 1-3 Month Box ETF worth $353K as of Q1 2026.
  • KKM Financial left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q1 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.06% of KKM Financial's portfolio in Q1 2026, its #141 holding.
  • KKM Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 4 quarters since.
  • KKM Financial's Alpha Architect 1-3 Month Box ETF position peaked at $831K in Q2 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.