YWM
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Yoder Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Yoder Wealth Management’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 		$323K Buy
+2,727
New +$321K 0.12% 97
2026
Q2 		– Sell
-3,070
Closed -$357K – 130
2026
Q1 		$357K Sell
3,070
-530
-15% -$61.3K 0.16% 79
2025
Q4 		$414K Buy
+3,600
New +$412K 0.19% 76

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Peterson Wealth Advisors
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Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return
Castellan Group
Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return
CA
Commerce Advisors Memphis, Tennessee $212M AUM

Yoder Wealth Management's BOXX Position: Q3 2026 in Review

Yoder Wealth Management opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026: 2,727 shares worth $323K. The stake represents 0.12% of the portfolio and ranks #97 among its holdings. This is a return to the name: Yoder Wealth Management previously reported a position in BOXX as recently as Q1 2026.

Yoder Wealth Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 80 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • Yoder Wealth Management held 2,727 shares of Alpha Architect 1-3 Month Box ETF worth $323K as of Q3 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Yoder Wealth Management position in Q3 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Yoder Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Yoder Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $414K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.