Vestment Financial’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Vestment Financial’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	$1.63M	Sell	13,864 -405	-3%	-$47.3K	0.73%	23
2026 Q1	$1.66M	Buy	14,269 +6,804	+91%	+$787K	0.78%	23
2025 Q4	$860K	Buy	7,465 +344	+5%	+$39.4K	0.45%	27
2025 Q3	$811K	Buy	7,121 +2,467	+53%	+$279K	0.46%	26
2025 Q2	$524K	Buy	4,654 +87	+2%	+$9.75K	0.33%	29
2025 Q1	$509K	Buy	4,567 +38	+0.8%	+$4.22K	0.37%	28
2024 Q4	$500K	Buy	+4,529	New	+$496K	0.38%	27

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

Vestment Financial's BOXX Position: Q2 2026 in Review

Vestment Financial reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.8% in Q2 2026, selling an estimated $47.3K and leaving 13,864 shares worth $1.63M. The position accounts for 0.73% of the portfolio, ranked #23.

Vestment Financial first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 177 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Vestment Financial held 13,864 shares of Alpha Architect 1-3 Month Box ETF worth $1.63M as of Q2 2026.
Vestment Financial sold 405 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $47.3K.
Alpha Architect 1-3 Month Box ETF made up 0.73% of Vestment Financial's portfolio in Q2 2026, its #23 holding.
Vestment Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
Vestment Financial's Alpha Architect 1-3 Month Box ETF position peaked at $1.66M in Q1 2026.
177 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.