WDL
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Well Done LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Well Done LLC’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 		$16.6M Buy
141,915
+20,395
+17% +$2.38M 2.24% 10
2026
Q1 		$14.1M Buy
121,520
+94,071
+343% +$10.9M 2.08% 13
2025
Q4 		$3.16M Buy
27,449
+6,278
+30% +$718K 0.47% 45
2025
Q3 		$2.41M Buy
21,171
+3,763
+22% +$426K 0.41% 43
2025
Q2 		$1.96M Sell
17,408
-8,687
-33% -$974K 0.37% 47
2025
Q1 		$2.88M Buy
26,095
+1,883
+8% +$209K 0.52% 40
2024
Q4 		$2.64M Hold
24,212
– – 0.48% 40
2024
Q3 		$2.64M Sell
24,212
-7,669
-24% -$831K 0.48% 40
2024
Q2 		$3.44M Buy
31,881
+19,816
+164% +$2.12M 0.71% 35
2024
Q1 		$1.28M Buy
+12,065
New +$1.28M 0.25% 58

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 $103B AUM 28.65% 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

Well Done LLC's BOXX Position: Q2 2026 in Review

Well Done LLC increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q2 2026, buying an estimated $2.38M and bringing the position to 141,915 shares worth $16.6M. The position accounts for 2.24% of the portfolio, ranked #10.

Well Done LLC first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Well Done LLC held 141,915 shares of Alpha Architect 1-3 Month Box ETF worth $16.6M as of Q2 2026.
  • Well Done LLC bought 20,395 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.38M.
  • Alpha Architect 1-3 Month Box ETF made up 2.24% of Well Done LLC's portfolio in Q2 2026, its #10 holding.
  • Well Done LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.