SWM
AAEQ

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

Sherman 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 		$947K Hold
17,799
– – 0.71% 36
2026
Q1 		$828K Hold
17,799
– – 0.71% 35
2025
Q4 		$878K Buy
+17,799
New +$884K 0.76% 36

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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

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

Sherman Wealth Management held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q2 2026 at 17,799 shares worth $947K. The position accounts for 0.71% of the portfolio, ranked #36.

Sherman Wealth Management first reported a position in AAEQ in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold AAEQ as of Q2 2026.

  • Sherman Wealth Management held 17,799 shares of Alpha Architect US Equity 2 ETF worth $947K as of Q2 2026.
  • Sherman Wealth Management left its Alpha Architect US Equity 2 ETF share count unchanged in Q2 2026.
  • Alpha Architect US Equity 2 ETF made up 0.71% of Sherman Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Sherman Wealth Management first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.