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
Q2 		$412K Buy
3,519
+453
+15% +$52.9K 0.06% 134
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 $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 $104B AUM 28.3% 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

KKM Financial's BOXX Position: Q2 2026 in Review

KKM Financial increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 15% in Q2 2026, buying an estimated $52.9K and bringing the position to 3,519 shares worth $412K. The position accounts for 0.06% of the portfolio, ranked #134.

KKM Financial first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $831K in Q2 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • KKM Financial held 3,519 shares of Alpha Architect 1-3 Month Box ETF worth $412K as of Q2 2026.
  • KKM Financial bought 453 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $52.9K.
  • Alpha Architect 1-3 Month Box ETF made up 0.06% of KKM Financial's portfolio in Q2 2026, its #134 holding.
  • KKM Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • KKM Financial's Alpha Architect 1-3 Month Box ETF position peaked at $831K in Q2 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.