SFC
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Strategic Financial Concepts’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Strategic Financial Concepts’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
Q1 		$215K Buy
+1,846
New +$214K 0.05% 272
2025
Q4 		– Sell
-2,850
Closed -$325K – 140
2025
Q3 		$325K Hold
2,850
– – 0.05% 182
2025
Q2 		$321K Hold
2,850
– – 0.05% 192
2025
Q1 		$318K Hold
2,850
– – 0.06% 231
2024
Q4 		$314K Hold
2,850
– – 0.06% 233
2024
Q3 		$310K Sell
2,850
-584,623
-100% -$63.3M 0.1% 169
2024
Q2 		$5.42K Buy
587,473
+584,148
+17,568% +$62.6M ﹤0.01% 470
2024
Q1 		$354K Buy
+3,325
New +$352K 0.09% 206

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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Strategic Financial Concepts's BOXX Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026: 1,846 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #272 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in BOXX as recently as Q3 2025.

Strategic Financial Concepts first reported a position in BOXX in Q1 2024 and has held it in 8 quarters since. The position peaked at $354K in Q1 2024. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Strategic Financial Concepts held 1,846 shares of Alpha Architect 1-3 Month Box ETF worth $215K as of Q1 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Strategic Financial Concepts position in Q1 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.05% of Strategic Financial Concepts's portfolio in Q1 2026, its #272 holding.
  • Strategic Financial Concepts first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 8 quarters since.
  • Strategic Financial Concepts's Alpha Architect 1-3 Month Box ETF position peaked at $354K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.