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TCFG Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

TCFG Wealth Management’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
Q1 		$4.4M Buy
37,849
+235
+0.6% +$27.2K 1.65% 9
2025
Q4 		$4.33M Sell
37,614
-1,032
-3% -$118K 1.69% 9
2025
Q3 		$4.4M Sell
38,646
-1,862
-5% -$211K 1.73% 8
2025
Q2 		$4.56M Sell
40,508
-705
-2% -$79K 2.07% 6
2025
Q1 		$4.59M Buy
41,213
+100
+0.2% +$11.1K 2.31% 5
2024
Q4 		$4.53M Buy
41,113
+107
+0.3% +$11.7K 2.28% 6
2024
Q3 		$4.47M Buy
+41,006
New +$4.44M 2.24% 6

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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

TCFG Wealth Management's BOXX Position: Q1 2026 in Review

TCFG Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.62% in Q1 2026, buying an estimated $27.2K and bringing the position to 37,849 shares worth $4.4M. The position accounts for 1.65% of the portfolio, ranked #9.

TCFG Wealth Management first reported a position in BOXX in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.59M in Q1 2025. 335 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • TCFG Wealth Management held 37,849 shares of Alpha Architect 1-3 Month Box ETF worth $4.4M as of Q1 2026.
  • TCFG Wealth Management bought 235 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $27.2K.
  • Alpha Architect 1-3 Month Box ETF made up 1.65% of TCFG Wealth Management's portfolio in Q1 2026, its #9 holding.
  • TCFG Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $4.59M in Q1 2025.
  • 335 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.