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

Physician 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	$117K	Hold	1,000	–	–	0.01%	288
2026 Q1	$116K	Sell	1,000 -910	-48%	-$105K	0.02%	256
2025 Q4	$220K	Sell	1,910 -7	-0.4%	-$801	0.03%	187
2025 Q3	$218K	Hold	1,917	–	–	0.03%	184
2025 Q2	$216K	Buy	1,917 +1,000	+109%	+$112K	0.03%	175
2025 Q1	$102K	Sell	917 -18	-2%	-$2K	0.02%	251
2024 Q4	$103K	Buy	+935	New	+$102K	0.02%	247

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

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

Physician Wealth Advisors held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 1,000 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #288.

Physician Wealth Advisors first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $220K in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Physician Wealth Advisors held 1,000 shares of Alpha Architect 1-3 Month Box ETF worth $117K as of Q2 2026.
Physician Wealth Advisors left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #288 holding.
Physician 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.
Physician Wealth Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $220K in Q4 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.