Whitcomb & Hess’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Whitcomb & Hess’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	$34.2M	Buy	288,954 +15,907	+6%	+$1.87M	7.33%	4
2026 Q2	$32M	Sell	273,047 -7,535	-3%	-$879K	6.91%	4
2026 Q1	$32.6M	Buy	280,582 +28,404	+11%	+$3.29M	7.61%	4
2025 Q4	$29.1M	Buy	252,178 +24,052	+11%	+$2.75M	6.86%	4
2025 Q3	$26M	Buy	228,126 +13,992	+7%	+$1.58M	6.68%	4
2025 Q2	$24.1M	Buy	214,134 +8,367	+4%	+$938K	6.8%	4
2025 Q1	$22.9M	Sell	205,767 -18,452	-8%	-$2.05M	6.95%	4
2024 Q4	$24.7M	Buy	224,219 +10,627	+5%	+$1.16M	7.64%	4
2024 Q3	$23.3M	Buy	213,592 +414	+0.2%	+$44.9K	6.92%	4
2024 Q2	$23M	Buy	+213,178	New	+$22.8M	7.16%	4

Other funds holding BOXX

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

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

Whitcomb & Hess's BOXX Position: Q3 2026 in Review

Whitcomb & Hess increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 5.8% in Q3 2026, buying an estimated $1.87M and bringing the position to 288,954 shares worth $34.2M. The position accounts for 7.33% of the portfolio, ranked #4.

Whitcomb & Hess first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Whitcomb & Hess held 288,954 shares of Alpha Architect 1-3 Month Box ETF worth $34.2M as of Q3 2026.
Whitcomb & Hess bought 15,907 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $1.87M.
Alpha Architect 1-3 Month Box ETF made up 7.33% of Whitcomb & Hess's portfolio in Q3 2026, its #4 holding.
Whitcomb & Hess first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.