SWRP
AAEQ

Summit Wealth & Retirement Planning’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83M Hold
39,418
– – 0.44% 34
2025
Q4 		$1.94M Buy
+39,418
New +$1.96M 0.46% 30

Other funds holding AAEQ

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

Summit Wealth & Retirement Planning's AAEQ Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its Alpha Architect US Equity 2 ETF (AAEQ) position steady in Q1 2026 at 39,418 shares worth $1.83M. The position accounts for 0.44% of the portfolio, ranked #34.

Summit Wealth & Retirement Planning first reported a position in AAEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.94M in Q4 2025. 41 funds tracked by Wall St. Rank hold AAEQ as of Q1 2026.

  • Summit Wealth & Retirement Planning held 39,418 shares of Alpha Architect US Equity 2 ETF worth $1.83M as of Q1 2026.
  • Summit Wealth & Retirement Planning left its Alpha Architect US Equity 2 ETF share count unchanged in Q1 2026.
  • Alpha Architect US Equity 2 ETF made up 0.44% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #34 holding.
  • Summit Wealth & Retirement Planning first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Wealth & Retirement Planning's Alpha Architect US Equity 2 ETF position peaked at $1.94M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.