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Lifeworks Advisors’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Lifeworks Advisors’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
Q1 		– Sell
-6,320
Closed -$308K – 328
2025
Q4 		$308K Sell
6,320
-1,696
-21% -$80.5K 0.04% 260
2025
Q3 		$374K Sell
8,016
-3,981
-33% -$179K 0.05% 235
2025
Q2 		$528K Sell
11,997
-4,544
-27% -$193K 0.08% 187
2025
Q1 		$705K Sell
16,541
-18,310
-53% -$815K 0.12% 153
2024
Q4 		$1.56M Sell
34,851
-5,701
-14% -$262K 0.28% 91
2024
Q3 		$1.87M Buy
40,552
+35,688
+734% +$1.57M 0.37% 80
2024
Q2 		$209K Buy
+4,864
New +$213K 0.06% 214

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lifeworks Advisors's QVAL Position: Q1 2026 in Review

Lifeworks Advisors sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q1 2026, closing a stake of 6,320 shares — an estimated $308K sold.

Lifeworks Advisors first reported a position in QVAL in Q2 2024 and held it in 7 quarters. The position peaked at $1.87M in Q3 2024. 65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Lifeworks Advisors reported no remaining Alpha Architect US Quantitative Value ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 6,320 Alpha Architect US Quantitative Value ETF shares in Q1 2026, an estimated $308K.
  • Lifeworks Advisors first reported a position in Alpha Architect US Quantitative Value ETF in Q2 2024 and held it in 7 quarters.
  • Lifeworks Advisors's Alpha Architect US Quantitative Value ETF position peaked at $1.87M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.