SWM
AAEQ

Seed Wealth Management’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Seed Wealth Management’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.85M Sell
91,183
-271
-0.3% -$14K 3.07% 8
2026
Q1 		$4.25M Sell
91,454
-167
-0.2% -$8.11K 2.93% 9
2025
Q4 		$4.52M Buy
+91,621
New +$4.55M 3.12% 8

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $901M AUM 21.69% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Seed Wealth Management's AAEQ Position: Q2 2026 in Review

Seed Wealth Management reduced its Alpha Architect US Equity 2 ETF (AAEQ) stake by 0.3% in Q2 2026, selling an estimated $14K and leaving 91,183 shares worth $4.85M. The position accounts for 3.07% of the portfolio, ranked #8.

Seed Wealth Management first reported a position in AAEQ in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold AAEQ as of Q2 2026.

  • Seed Wealth Management held 91,183 shares of Alpha Architect US Equity 2 ETF worth $4.85M as of Q2 2026.
  • Seed Wealth Management sold 271 Alpha Architect US Equity 2 ETF shares in Q2 2026, an estimated $14K.
  • Alpha Architect US Equity 2 ETF made up 3.07% of Seed Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Seed Wealth Management first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.