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Pearl Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Pearl 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
Q2 		$4.59M Sell
39,213
-10,793
-22% -$1.26M 2.11% 13
2026
Q1 		$5.82M Buy
50,006
+843
+2% +$97.5K 3.11% 11
2025
Q4 		$5.66M Buy
+49,163
New +$5.62M 3.46% 10

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 $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Pearl Planning's BOXX Position: Q2 2026 in Review

Pearl Planning reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 22% in Q2 2026, selling an estimated $1.26M and leaving 39,213 shares worth $4.59M. The position accounts for 2.11% of the portfolio, ranked #13.

Pearl Planning first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.82M in Q1 2026. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Pearl Planning held 39,213 shares of Alpha Architect 1-3 Month Box ETF worth $4.59M as of Q2 2026.
  • Pearl Planning sold 10,793 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.26M.
  • Alpha Architect 1-3 Month Box ETF made up 2.11% of Pearl Planning's portfolio in Q2 2026, its #13 holding.
  • Pearl Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Pearl Planning's Alpha Architect 1-3 Month Box ETF position peaked at $5.82M in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.