LifeGoal Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

LifeGoal Wealth Advisors’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	$6.34M	Buy	54,112 +6,923	+15%	+$808K	2.9%	8
2026 Q1	$5.48M	Buy	47,189 +25,638	+119%	+$2.97M	3.14%	9
2025 Q4	$2.51M	Buy	21,551 +18,086	+522%	+$2.07M	1.67%	14
2025 Q3	$395K	Sell	3,465 -249	-7%	-$28.2K	0.33%	49
2025 Q2	$418K	Sell	3,714 -962	-21%	-$108K	0.4%	42
2025 Q1	$521K	Buy	4,676 +342	+8%	+$37.9K	0.56%	38
2024 Q4	$478K	Buy	+4,334	New	+$475K	0.52%	42

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

LifeGoal Wealth Advisors's BOXX Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 15% in Q2 2026, buying an estimated $808K and bringing the position to 54,112 shares worth $6.34M. The position accounts for 2.9% of the portfolio, ranked #8.

LifeGoal Wealth Advisors first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

LifeGoal Wealth Advisors held 54,112 shares of Alpha Architect 1-3 Month Box ETF worth $6.34M as of Q2 2026.
LifeGoal Wealth Advisors bought 6,923 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $808K.
Alpha Architect 1-3 Month Box ETF made up 2.9% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #8 holding.
LifeGoal Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.