True Wealth Design’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

True Wealth Design’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 Q3	$55.8M	Sell	471,207 -14,924	-3%	-$1.76M	13.11%	2
2026 Q2	$56.9M	Sell	486,131 -10,900	-2%	-$1.27M	13.54%	2
2026 Q1	$57.8M	Buy	497,031 +20,745	+4%	+$2.4M	16.04%	1
2025 Q4	$54.8M	Buy	476,286 +16,924	+4%	+$1.94M	16.07%	1
2025 Q3	$52.3M	Buy	459,362 +87,994	+24%	+$9.97M	15.98%	2
2025 Q2	$41.8M	Sell	371,368 -201,344	-35%	-$22.6M	14.75%	2
2025 Q1	$63.9M	Buy	572,712 +8,233	+1%	+$913K	24.32%	1
2024 Q4	$62.3M	Buy	564,479 +43,496	+8%	+$4.77M	24.15%	1
2024 Q3	$56.8M	Sell	520,983 -36,272	-7%	-$3.93M	22.16%	1
2024 Q2	$60.1M	Buy	557,255 +87,036	+19%	+$9.32M	14.85%	1
2024 Q1	$50.1M	Buy	470,219 +15,667	+3%	+$1.66M	12.48%	2
2023 Q4	$47.8M	Buy	454,552 +149,230	+49%	+$15.6M	13.46%	1
2023 Q3	$31.7M	Buy	305,322 +59,610	+24%	+$6.14M	10.59%	2
2023 Q2	$25.2M	Buy	245,712 +231,388	+1,615%	+$23.6M	9.2%	3
2023 Q1	$1.45M	Buy	+14,324	New	+$1.44M	0.61%	24

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

True Wealth Design's BOXX Position: Q3 2026 in Review

True Wealth Design reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.1% in Q3 2026, selling an estimated $1.76M and leaving 471,207 shares worth $55.8M. The position accounts for 13.11% of the portfolio, ranked #2.

True Wealth Design first reported a position in BOXX in Q1 2023 and has held it in 15 quarters since. The position peaked at $63.9M in Q1 2025. 47 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

True Wealth Design held 471,207 shares of Alpha Architect 1-3 Month Box ETF worth $55.8M as of Q3 2026.
True Wealth Design sold 14,924 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $1.76M.
Alpha Architect 1-3 Month Box ETF made up 13.11% of True Wealth Design's portfolio in Q3 2026, its #2 holding.
True Wealth Design first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2023 and has held it in 15 quarters since.
True Wealth Design's Alpha Architect 1-3 Month Box ETF position peaked at $63.9M in Q1 2025.
47 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.