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Weaver Consulting Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Weaver Consulting Group’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 		$11.1M Buy
95,044
+27,250
+40% +$3.15M 2.63% 5
2025
Q4 		$7.8M Sell
67,794
-11,766
-15% -$1.35M 1.91% 9
2025
Q3 		$9.06M Sell
79,560
-2,050
-3% -$232K 2.3% 7
2025
Q2 		$9.2M Buy
81,610
+2,145
+3% +$240K 2.54% 5
2025
Q1 		$8.86M Buy
79,465
+19,405
+32% +$2.15M 2.67% 5
2024
Q4 		$6.62M Buy
60,060
+8,600
+17% +$942K 2.04% 9
2024
Q3 		$5.61M Buy
51,460
+11,250
+28% +$1.22M 1.78% 11
2024
Q2 		$4.34M Buy
+40,210
New +$4.31M 1.51% 16

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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Weaver Consulting Group's BOXX Position: Q1 2026 in Review

Weaver Consulting Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 40% in Q1 2026, buying an estimated $3.15M and bringing the position to 95,044 shares worth $11.1M. The position accounts for 2.63% of the portfolio, ranked #5.

Weaver Consulting Group first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Weaver Consulting Group held 95,044 shares of Alpha Architect 1-3 Month Box ETF worth $11.1M as of Q1 2026.
  • Weaver Consulting Group bought 27,250 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $3.15M.
  • Alpha Architect 1-3 Month Box ETF made up 2.63% of Weaver Consulting Group's portfolio in Q1 2026, its #5 holding.
  • Weaver Consulting Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.