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Ridgecrest Wealth Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Ridgecrest Wealth Partners’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
Q2 		– Sell
-3,597
Closed -$401K – 112
2025
Q1 		$401K Buy
3,597
+923
+35% +$102K 0.21% 69
2024
Q4 		$295K Buy
2,674
+724
+37% +$79.3K 0.16% 78
2024
Q3 		$212K Buy
+1,950
New +$211K 0.11% 107

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Ridgecrest Wealth Partners's BOXX Position: Q2 2025 in Review

Ridgecrest Wealth Partners sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2025, closing a stake of 3,597 shares — an estimated $401K sold.

Ridgecrest Wealth Partners first reported a position in BOXX in Q3 2024 and held it in 3 quarters. The position peaked at $401K in Q1 2025. 243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

  • Ridgecrest Wealth Partners reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2025 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 3,597 Alpha Architect 1-3 Month Box ETF shares in Q2 2025, an estimated $401K.
  • Ridgecrest Wealth Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 3 quarters.
  • Ridgecrest Wealth Partners's Alpha Architect 1-3 Month Box ETF position peaked at $401K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2025, filed 15 Jul 2025.