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Leading Edge Financial Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Leading Edge Financial Planning’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 		$340K Buy
+2,920
New +$338K 0.07% 49
2025
Q4 		– Sell
-2,138
Closed -$243K – 68
2025
Q3 		$243K Buy
+2,138
New +$242K 0.06% 53

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

Leading Edge Financial Planning's BOXX Position: Q1 2026 in Review

Leading Edge Financial Planning opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026: 2,920 shares worth $340K. The stake represents 0.07% of the portfolio and ranks #49 among its holdings. This is a return to the name: Leading Edge Financial Planning previously reported a position in BOXX as recently as Q3 2025.

Leading Edge Financial Planning first reported a position in BOXX in Q3 2025 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Leading Edge Financial Planning held 2,920 shares of Alpha Architect 1-3 Month Box ETF worth $340K as of Q1 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Leading Edge Financial Planning position in Q1 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.07% of Leading Edge Financial Planning's portfolio in Q1 2026, its #49 holding.
  • Leading Edge Financial Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.