MPW
AAEQ

Magnolia Private Wealth’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Magnolia Private Wealth’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Hold
32,766
– – 1.02% 21
2025
Q4 		$1.62M Buy
+32,766
New +$1.63M 1.13% 18

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

Magnolia Private Wealth's AAEQ Position: Q1 2026 in Review

Magnolia Private Wealth held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q1 2026 at 32,766 shares worth $1.52M. The position accounts for 1.02% of the portfolio, ranked #21.

Magnolia Private Wealth first reported a position in AAEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.62M in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • Magnolia Private Wealth held 32,766 shares of Alpha Architect US Equity 2 ETF worth $1.52M as of Q1 2026.
  • Magnolia Private Wealth left its Alpha Architect US Equity 2 ETF share count unchanged in Q1 2026.
  • Alpha Architect US Equity 2 ETF made up 1.02% of Magnolia Private Wealth's portfolio in Q1 2026, its #21 holding.
  • Magnolia Private Wealth first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Magnolia Private Wealth's Alpha Architect US Equity 2 ETF position peaked at $1.62M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.