Aspect Partners, LLC BOXX — ALPHA ARCHITECT 1-3 MONTH BOX ETF

Ownership history in Aspect Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.57% in 2026 Q1. The latest visible filing shows BOXX at 5.57% 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 Aspect Partners, LLC'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 Q1

BOXX was reported at 5.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.57% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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 Aspect Partners, LLC fund profile Aspect Partners, LLC full holdings
How Aspect Partners, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 117,180 +14,025 +13.6% 5.57% $13.6M 2026-05-15 (Est.) $116.67
2025 Q4 ADDED — — — 103,155 +1,535 +1.5% 5.20% $11.9M 2026-01-23 $115.41
2025 Q3 ADDED — — — 101,620 +6,527 +6.9% 5.25% $11.6M 2025-11-06 $114.28
2025 Q2 ADDED — — — 95,093 +48,660 +104.8% 5.28% $10.7M 2025-08-06 $113.12
2025 Q1 ADDED — — — 46,433 +9,504 +25.7% 2.96% $5.2M 2025-04-24 $111.81
2024 Q4 ADDED — — — 36,929 +772 +2.1% 2.35% $4.1M 2025-02-03 $110.77
2024 Q3 ADDED — — — 36,157 +986 +2.8% 2.21% $3.9M 2024-10-15 $109.16
2024 Q2 REDUCED 13.6% +1.3% ❌ 35,171 -5,559 -13.6% 2.26% $3.8M 2024-07-15 $107.76
2024 Q1 ADDED — — — 40,730 +18,274 +81.4% 3.42% $4.3M 2024-05-17 $106.92
2023 Q4 INITIATED — — — 22,456 — — 1.52% $2.4M 2024-02-16 $105.54

🏢 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% Commerce Advisors, LLC 9.62% Whitcomb & Hess, Inc. 3Y 7.61% Insight Advisors, LLC/ PA 3Y 7.47% Altium Investment Strategies LLC 6.3% Longview Financial Advisors, Inc. 5.75% ATLas Financial Planning LLC 4.64% Innova Wealth Partners 3Y 4.47%

FAQ About Aspect Partners, LLC and BOXX

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

How long has Aspect Partners, LLC reported owning BOXX?

Aspect Partners, LLC reported BOXX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BOXX position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for BOXX was 5.57% in 2026 Q1.

What is the latest reported BOXX position on this page?

The most recent filing on this page is 2026 Q1, when Aspect Partners, LLC reported 117,180 shares, equal to 5.57% of portfolio, with an estimated market value of $13.6M.

What does the chart on this BOXX ownership page compare?

The chart compares Aspect Partners, LLC'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 Aspect Partners, LLC time their BOXX position?

Based on 13F filing dates vs. subsequent BOXX price moves, Aspect Partners, LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on BOXX relative to SPY over the holding period was -13.0%.

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