SWRP
AAUA

Summit Wealth & Retirement Planning’s Alpha Architect US Equity 3 ETF AAUA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio AAUA Stock Details AAUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Hold
40,458
– – 0.49% 31
2026
Q1 		$1.98M Buy
+40,458
New +$1.97M 0.47% 28

Other funds holding AAUA

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return

Summit Wealth & Retirement Planning's AAUA Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Alpha Architect US Equity 3 ETF (AAUA) position steady in Q2 2026 at 40,458 shares worth $2.3M. The position accounts for 0.49% of the portfolio, ranked #31.

Summit Wealth & Retirement Planning first reported a position in AAUA in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold AAUA as of Q2 2026.

  • Summit Wealth & Retirement Planning held 40,458 shares of Alpha Architect US Equity 3 ETF worth $2.3M as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Alpha Architect US Equity 3 ETF share count unchanged in Q2 2026.
  • Alpha Architect US Equity 3 ETF made up 0.49% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #31 holding.
  • Summit Wealth & Retirement Planning first reported a position in Alpha Architect US Equity 3 ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 3 ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.