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Larson Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Larson Financial Group’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 		– Sell
-4,723
Closed -$549K – 3791
2026
Q1 		$549K Buy
+4,723
New +$546K 0.02% 451
2025
Q4 		– Sell
-2,500
Closed -$285K – 3482
2025
Q3 		$285K Sell
2,500
-820
-25% -$92.9K 0.01% 614
2025
Q2 		$374K Sell
3,320
-1,640
-33% -$184K 0.02% 510
2025
Q1 		$553K Buy
4,960
+960
+24% +$106K 0.03% 376
2024
Q4 		$441K Buy
+4,000
New +$438K 0.02% 389

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TWD
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Mariner
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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

Larson Financial Group's BOXX Position: Q2 2026 in Review

Larson Financial Group sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 4,723 shares — an estimated $549K sold.

Larson Financial Group first reported a position in BOXX in Q4 2024 and held it in 5 quarters. The position peaked at $553K in Q1 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Larson Financial Group reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 4,723 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $549K.
  • Larson Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and held it in 5 quarters.
  • Larson Financial Group's Alpha Architect 1-3 Month Box ETF position peaked at $553K in Q1 2025.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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