SWRP
BOXX icon

Summit Wealth & Retirement Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		$18M Buy
153,499
+7,010
+5% +$818K 3.81% 9
2026
Q1 		$17M Buy
146,489
+1,141
+0.8% +$132K 4.06% 8
2025
Q4 		$16.7M Buy
145,348
+7,388
+5% +$845K 3.94% 7
2025
Q3 		$15.7M Buy
137,960
+2,518
+2% +$285K 3.86% 9
2025
Q2 		$15.3M Buy
135,442
+4,957
+4% +$556K 4.1% 7
2025
Q1 		$14.5M Buy
130,485
+3,298
+3% +$366K 4.46% 7
2024
Q4 		$14M Buy
127,187
+5,992
+5% +$657K 4.34% 9
2024
Q3 		$13.2M Buy
121,195
+6,153
+5% +$667K 4.21% 9
2024
Q2 		$12.4M Buy
115,042
+3,599
+3% +$386K 4.22% 9
2024
Q1 		$11.9M Buy
+111,443
New +$11.8M 4.23% 10

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 $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

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

Summit Wealth & Retirement Planning increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.8% in Q2 2026, buying an estimated $818K and bringing the position to 153,499 shares worth $18M. The position accounts for 3.81% of the portfolio, ranked #9.

Summit Wealth & Retirement Planning first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Summit Wealth & Retirement Planning held 153,499 shares of Alpha Architect 1-3 Month Box ETF worth $18M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 7,010 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $818K.
  • Alpha Architect 1-3 Month Box ETF made up 3.81% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #9 holding.
  • Summit Wealth & Retirement Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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