L.K. Benson & Company’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

L.K. Benson & Company’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	$2.03M	Sell	36,625 -1,373	-4%	-$75K	0.61%	25
2026 Q1	$1.98M	Buy	37,998 +4,117	+12%	+$214K	0.66%	24
2025 Q4	$1.65M	Buy	33,881 +11,661	+52%	+$553K	0.83%	25
2025 Q3	$1.04M	Buy	22,220 +2,102	+10%	+$94.5K	0.56%	42
2025 Q2	$885K	Buy	20,118 +5,624	+39%	+$239K	0.54%	42
2025 Q1	$618K	Buy	14,494 +6,783	+88%	+$302K	0.43%	56
2024 Q4	$344K	Buy	+7,711	New	+$354K	0.24%	70

Other funds holding QVAL

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

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

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

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 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

L.K. Benson & Company's QVAL Position: Q2 2026 in Review

L.K. Benson & Company reduced its Alpha Architect US Quantitative Value ETF (QVAL) stake by 3.6% in Q2 2026, selling an estimated $75K and leaving 36,625 shares worth $2.03M. The position accounts for 0.61% of the portfolio, ranked #25.

L.K. Benson & Company first reported a position in QVAL in Q4 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold QVAL as of Q2 2026.

L.K. Benson & Company held 36,625 shares of Alpha Architect US Quantitative Value ETF worth $2.03M as of Q2 2026.
L.K. Benson & Company sold 1,373 Alpha Architect US Quantitative Value ETF shares in Q2 2026, an estimated $75K.
Alpha Architect US Quantitative Value ETF made up 0.61% of L.K. Benson & Company's portfolio in Q2 2026, its #25 holding.
L.K. Benson & Company first reported a position in Alpha Architect US Quantitative Value ETF in Q4 2024 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.