Summit Wealth & Retirement Planning’s Alpha Architect US Equity 4 ETF AAUB Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio AAUB Stock Details AAUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.7M	Buy	+228,083	New	+$11.6M	2.37%	12

Other funds holding AAUB

Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Everest Management Corp Cupertino, California $307M AUM 22.74% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $669M AUM 12.68% 1-Year Est. Return

Summit Wealth & Retirement Planning's AAUB Position: Q3 2026 in Review

Summit Wealth & Retirement Planning opened a new position in Alpha Architect US Equity 4 ETF (AAUB) in Q3 2026: 228,083 shares worth $11.7M. The stake represents 2.37% of the portfolio and ranks #12 among its holdings.

34 funds tracked by Wall St. Rank hold AAUB as of Q3 2026.

Summit Wealth & Retirement Planning held 228,083 shares of Alpha Architect US Equity 4 ETF worth $11.7M as of Q3 2026.
Alpha Architect US Equity 4 ETF was a new Summit Wealth & Retirement Planning position in Q3 2026.
Alpha Architect US Equity 4 ETF made up 2.37% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #12 holding.
34 funds tracked by Wall St. Rank held Alpha Architect US Equity 4 ETF as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.