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 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 $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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

OCG

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

PIA

Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 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

Whitcomb & Hess's BOXX Position: Q2 2026 in Review

Whitcomb & Hess reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.7% in Q2 2026, selling an estimated $879K and leaving 273,047 shares worth $32M. The position accounts for 6.91% of the portfolio, ranked #4.

Whitcomb & Hess first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.6M in Q1 2026. 212 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Whitcomb & Hess held 273,047 shares of Alpha Architect 1-3 Month Box ETF worth $32M as of Q2 2026.
Whitcomb & Hess sold 7,535 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $879K.
Alpha Architect 1-3 Month Box ETF made up 6.91% of Whitcomb & Hess's portfolio in Q2 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 9 quarters since.
Whitcomb & Hess's Alpha Architect 1-3 Month Box ETF position peaked at $32.6M in Q1 2026.
212 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.