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Napa Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Napa Wealth Management’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
2025
Q3 		$7.7M Buy
67,591
+11,034
+20% +$1.25M 3.61% 3
2025
Q2 		$6.37M Buy
56,557
+28,748
+103% +$3.22M 3.05% 5
2025
Q1 		$3.1M Buy
+27,809
New +$3.09M 1.74% 11

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
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
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Napa Wealth Management's BOXX Position: Q3 2025 in Review

Napa Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 20% in Q3 2025, buying an estimated $1.25M and bringing the position to 67,591 shares worth $7.7M. The position accounts for 3.61% of the portfolio, ranked #3.

Napa Wealth Management first reported a position in BOXX in Q1 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold BOXX as of Q3 2025.

  • Napa Wealth Management held 67,591 shares of Alpha Architect 1-3 Month Box ETF worth $7.7M as of Q3 2025.
  • Napa Wealth Management bought 11,034 Alpha Architect 1-3 Month Box ETF shares in Q3 2025, an estimated $1.25M.
  • Alpha Architect 1-3 Month Box ETF made up 3.61% of Napa Wealth Management's portfolio in Q3 2025, its #3 holding.
  • Napa Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.