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Seed Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Seed Wealth Management’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
Q1 		$5.54M Buy
47,605
+11,049
+30% +$1.28M 3.81% 5
2025
Q4 		$4.21M Buy
36,556
+2,511
+7% +$287K 2.9% 9
2025
Q3 		$3.88M Sell
34,045
-60
-0.2% -$6.79K 2.68% 7
2025
Q2 		$3.84M Buy
34,105
+3,260
+11% +$365K 2.86% 6
2025
Q1 		$3.44M Buy
30,845
+2,365
+8% +$262K 2.8% 7
2024
Q4 		$3.14M Buy
28,480
+809
+3% +$88.7K 2.54% 7
2024
Q3 		$3.01M Buy
27,671
+5,771
+26% +$625K 2.41% 9
2024
Q2 		$2.36M Buy
21,900
+2,430
+12% +$260K 2.06% 11
2024
Q1 		$2.07M Sell
19,470
-5,440
-22% -$576K 1.98% 12
2023
Q4 		$2.62M Buy
24,910
+2,770
+13% +$289K 2.64% 7
2023
Q3 		$2.3M Buy
22,140
+1,010
+5% +$104K 2.58% 8
2023
Q2 		$2.16M Buy
+21,130
New +$2.15M 2.29% 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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Seed Wealth Management's BOXX Position: Q1 2026 in Review

Seed Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 30% in Q1 2026, buying an estimated $1.28M and bringing the position to 47,605 shares worth $5.54M. The position accounts for 3.81% of the portfolio, ranked #5.

Seed Wealth Management first reported a position in BOXX in Q2 2023 and has held it in 12 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Seed Wealth Management held 47,605 shares of Alpha Architect 1-3 Month Box ETF worth $5.54M as of Q1 2026.
  • Seed Wealth Management bought 11,049 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.28M.
  • Alpha Architect 1-3 Month Box ETF made up 3.81% of Seed Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Seed Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2023 and has held it in 12 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.