Straight Path Wealth Management BOXX — EA SERIES TRUST

Ownership history in Straight Path Wealth Management  ·  8 quarters on record

AI Ownership Summary

Straight Path Wealth Management reported EA SERIES TRUST (BOXX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows BOXX at 0.24% 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 Straight Path Wealth Management's position in EA SERIES TRUST, 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 Q1

BOXX was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% 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
2024 Q2 to 2026 Q1

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.

BOXX stock page Straight Path Wealth Management fund profile Straight Path Wealth Management full holdings
How Straight Path Wealth Management held BOXX — position size vs. price
% of Fund (quarterly)    BOXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,620 -894 -10.5% 0.24% $886K 2026-04-23 $116.47
2025 Q4 ADDED — — — 8,514 +2,130 +33.4% 0.26% $980K 2026-02-11 $115.59
2025 Q3 ADDED — — — 6,384 +2,915 +84.0% 0.20% $727K 2025-11-03 $114.23
2025 Q2 REDUCED 22.0% +1.0% ❌ 3,469 -979 -22.0% 0.13% $391K 2025-07-29 $113.01
2025 Q1 ADDED — — — 4,448 +436 +10.9% 0.20% $496K 2025-04-28 $111.85
2024 Q4 ADDED — — — 4,012 +1,200 +42.7% 0.18% $442K 2025-02-06 $110.82
2024 Q3 ADDED — — — 2,812 +400 +16.6% 0.13% $306K 2024-11-06 $109.49
2024 Q2 INITIATED — — — 2,412 — — 0.13% $260K 2024-08-15 $108.21

🏢 Other funds also holding BOXX

As of 2026 Q1 — sorted by position size

Client First Investment Management LLC 24.6% Bravias Capital Group, LLC 16.96% True Wealth Design, LLC 3Y 16.04% Whitcomb & Hess, Inc. 3Y 7.61% Altium Investment Strategies LLC 6.3% Longview Financial Advisors, Inc. 5.75% Aspect Partners, LLC 5.57% ATLas Financial Planning LLC 4.64% Innova Wealth Partners 3Y 4.47% Seed Wealth Management, Inc. 3Y 3.81%

FAQ About Straight Path 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 Straight Path Wealth Management reported owning BOXX?

Straight Path Wealth Management reported BOXX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

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

The largest reported portfolio weight for BOXX was 0.26% in 2025 Q4.

What is the latest reported BOXX position on this page?

The most recent filing on this page is 2026 Q1, when Straight Path Wealth Management reported 7,620 shares, equal to 0.24% of portfolio, with an estimated market value of $886K.

What does the chart on this BOXX ownership page compare?

The chart compares Straight Path 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.

How well did Straight Path Wealth Management time their BOXX position?

Based on 13F filing dates vs. subsequent BOXX price moves, Straight Path Wealth Management correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on BOXX relative to SPY over the holding period was -10.9%.

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