Stokes Family Office’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Stokes Family Office’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	$8.64M	Sell	73,753 -16,425	-18%	-$1.92M	1.01%	27
2026 Q1	$10.5M	Sell	90,178 -17,664	-16%	-$2.04M	1.08%	29
2025 Q4	$12.4M	Sell	107,842 -5,542	-5%	-$634K	1.14%	21
2025 Q3	$12.9M	Buy	113,384 +10,694	+10%	+$1.21M	1.23%	19
2025 Q2	$11.6M	Sell	102,690 -22,426	-18%	-$2.51M	1.21%	21
2025 Q1	$13.9M	Sell	125,116 -15,289	-11%	-$1.7M	1.57%	17
2024 Q4	$15.5M	Sell	140,405 -1,265	-0.9%	-$139K	1.65%	14
2024 Q3	$15.4M	Buy	141,670 +24,620	+21%	+$2.67M	1.69%	15
2024 Q2	$12.6M	Buy	117,050 +52,085	+80%	+$5.58M	1.48%	17
2024 Q1	$6.92M	Buy	64,965 +41,050	+172%	+$4.34M	0.86%	27
2023 Q4	$2.51M	Sell	23,915 -1,447	-6%	-$151K	0.34%	67
2023 Q3	$2.63M	Buy	25,362 +17,862	+238%	+$1.84M	0.31%	71
2023 Q2	$768K	Buy	+7,500	New	+$763K	0.09%	143

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 $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

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

Stokes Family Office's BOXX Position: Q2 2026 in Review

Stokes Family Office reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 18% in Q2 2026, selling an estimated $1.92M and leaving 73,753 shares worth $8.64M. The position accounts for 1.01% of the portfolio, ranked #27.

Stokes Family Office first reported a position in BOXX in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.5M in Q4 2024. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Stokes Family Office held 73,753 shares of Alpha Architect 1-3 Month Box ETF worth $8.64M as of Q2 2026.
Stokes Family Office sold 16,425 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.92M.
Alpha Architect 1-3 Month Box ETF made up 1.01% of Stokes Family Office's portfolio in Q2 2026, its #27 holding.
Stokes Family Office first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2023 and has held it in 13 quarters since.
Stokes Family Office's Alpha Architect 1-3 Month Box ETF position peaked at $15.5M in Q4 2024.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.