McMill Wealth Management BOXX β€” ALPHA ARCHITECT 1-3 MONTH BOX ETF

Ownership history in McMill Wealth Management  Β·  3 quarters on record

AI Ownership Summary

McMill Wealth Management reported ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows BOXX at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McMill Wealth Management's position in ALPHA ARCHITECT 1-3 MONTH BOX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BOXX was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McMill Wealth Management held BOXX β€” position size vs. price
% of Fund (quarterly)    BOXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 917,634 +913,976 +24985.7% 0.11% $7.8M 2026-08-13 $117.84
2025 Q4 ADDED β€” β€” β€” 3,658 +20 +0.5% 0.12% $421K 2026-02-23 $115.75
2025 Q3 INITIATED β€” β€” β€” 3,638 β€” β€” 0.12% $414K 2025-11-07 $114.29

FAQ About McMill Wealth Management and BOXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has McMill Wealth Management reported owning BOXX?

McMill Wealth Management reported BOXX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BOXX position in McMill Wealth Management's portfolio?

The largest reported portfolio weight for BOXX was 0.12% in 2025 Q4.

What is the latest reported BOXX position on this page?

The most recent filing on this page is 2026 Q2, when McMill Wealth Management reported 917,634 shares, equal to 0.11% of portfolio, with an estimated market value of $7.8M.

What does the chart on this BOXX ownership page compare?

The chart compares McMill Wealth Management's quarterly BOXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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