Spahn Wealth & Retirement’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Spahn Wealth & Retirement’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 Q2	$16.7M	Buy	+142,919	New	+$16.7M	10.77%	2

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

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

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

Spahn Wealth & Retirement's BOXX Position: Q2 2026 in Review

Spahn Wealth & Retirement opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 142,919 shares worth $16.7M. The stake represents 10.77% of the portfolio and ranks #2 among its holdings.

371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Spahn Wealth & Retirement held 142,919 shares of Alpha Architect 1-3 Month Box ETF worth $16.7M as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Spahn Wealth & Retirement position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 10.77% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #2 holding.
371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.