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Stillwater Private Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Stillwater Private Wealth’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 		$14.6M Buy
123,714
+1,928
+2% +$225K 9.5% 2
2026
Q1 		$14.2M Buy
+121,786
New +$14.1M 11.98% 1

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 $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Stillwater Private Wealth's BOXX Position: Q2 2026 in Review

Stillwater Private Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1.6% in Q2 2026, buying an estimated $225K and bringing the position to 123,714 shares worth $14.6M. The position accounts for 9.5% of the portfolio, ranked #2.

Stillwater Private Wealth first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Stillwater Private Wealth held 123,714 shares of Alpha Architect 1-3 Month Box ETF worth $14.6M as of Q2 2026.
  • Stillwater Private Wealth bought 1,928 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $225K.
  • Alpha Architect 1-3 Month Box ETF made up 9.5% of Stillwater Private Wealth's portfolio in Q2 2026, its #2 holding.
  • Stillwater Private Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.