SFO
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Stokes Family Office’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Stokes Family Office’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.3M Sell
131,695
-78,985
-37% -$4.32M 0.85% 34
2026
Q1 		$11M Sell
210,680
-23,734
-10% -$1.23M 1.13% 24
2025
Q4 		$11.4M Sell
234,414
-4,553
-2% -$216K 1.05% 23
2025
Q3 		$11.1M Sell
238,967
-3,074
-1% -$138K 1.06% 24
2025
Q2 		$10.7M Buy
242,041
+619
+0.3% +$26.3K 1.12% 23
2025
Q1 		$10.3M Buy
241,422
+101,736
+73% +$4.53M 1.16% 22
2024
Q4 		$6.24M Buy
139,686
+599
+0.4% +$27.5K 0.67% 34
2024
Q3 		$6.42M Buy
139,087
+8,448
+6% +$371K 0.7% 30
2024
Q2 		$5.6M Buy
130,639
+7,770
+6% +$340K 0.66% 31
2024
Q1 		$5.52M Buy
122,869
+13,150
+12% +$545K 0.69% 35
2023
Q4 		$4.44M Sell
109,719
-578
-0.5% -$21.6K 0.6% 41
2023
Q3 		$4.09M Buy
110,297
+10,169
+10% +$371K 0.48% 52
2023
Q2 		$3.46M Buy
100,128
+25,241
+34% +$836K 0.4% 57
2023
Q1 		$2.53M Buy
+74,887
New +$2.56M 0.32% 67
2020
Q1 		– Sell
-3,314
Closed -$299K – 127
2019
Q4 		$299K Buy
+3,314
New +$97.9K 0.07% 111

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

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

Stokes Family Office reduced its Alpha Architect US Quantitative Value ETF (QVAL) stake by 37% in Q2 2026, selling an estimated $4.32M and leaving 131,695 shares worth $7.3M. The position accounts for 0.85% of the portfolio, ranked #34.

Stokes Family Office first reported a position in QVAL in Q4 2019 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2025. 64 funds tracked by Wall St. Rank hold QVAL as of Q2 2026.

  • Stokes Family Office held 131,695 shares of Alpha Architect US Quantitative Value ETF worth $7.3M as of Q2 2026.
  • Stokes Family Office sold 78,985 Alpha Architect US Quantitative Value ETF shares in Q2 2026, an estimated $4.32M.
  • Alpha Architect US Quantitative Value ETF made up 0.85% of Stokes Family Office's portfolio in Q2 2026, its #34 holding.
  • Stokes Family Office first reported a position in Alpha Architect US Quantitative Value ETF in Q4 2019 and has held it in 15 quarters since.
  • Stokes Family Office's Alpha Architect US Quantitative Value ETF position peaked at $11.4M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2026.

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