SWRP
AAUS

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

Summit Wealth & Retirement Planning’s Portfolio AAUS Stock Details AAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$926K Sell
15,504
-8,780
-36% -$510K 0.2% 42
2026
Q1 		$1.27M Hold
24,284
– – 0.3% 38
2025
Q4 		$1.34M Hold
24,284
– – 0.32% 35
2025
Q3 		$1.31M Buy
+24,284
New +$1.26M 0.32% 34

Other funds holding AAUS

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
QHA
Quarry Hill Advisors St Paul, Minnesota $260M AUM 27.09% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

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

Summit Wealth & Retirement Planning reduced its Alpha Architect US Equity ETF (AAUS) stake by 36% in Q2 2026, selling an estimated $510K and leaving 15,504 shares worth $926K. The position accounts for 0.2% of the portfolio, ranked #42.

Summit Wealth & Retirement Planning first reported a position in AAUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 18 funds tracked by Wall St. Rank hold AAUS as of Q2 2026.

  • Summit Wealth & Retirement Planning held 15,504 shares of Alpha Architect US Equity ETF worth $926K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 8,780 Alpha Architect US Equity ETF shares in Q2 2026, an estimated $510K.
  • Alpha Architect US Equity ETF made up 0.2% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #42 holding.
  • Summit Wealth & Retirement Planning first reported a position in Alpha Architect US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Wealth & Retirement Planning's Alpha Architect US Equity ETF position peaked at $1.34M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Alpha Architect US Equity ETF as of Q2 2026.

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