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

Safe Harbor 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
2025 Q4	$547K	Buy	+4,732	New	+$541K	0.53%	35

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 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

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Safe Harbor Wealth Advisors's BOXX Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2025: 4,732 shares worth $547K. The stake represents 0.53% of the portfolio and ranks #35 among its holdings.

296 funds tracked by Wall St. Rank hold BOXX as of Q4 2025.

Safe Harbor Wealth Advisors held 4,732 shares of Alpha Architect 1-3 Month Box ETF worth $547K as of Q4 2025.
Alpha Architect 1-3 Month Box ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Alpha Architect 1-3 Month Box ETF made up 0.53% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #35 holding.
296 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.