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Disclosery

BOXX EA SERIES TRUST

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ALPHA ARCH 1-3 (fund)

Filings received so far for Q3 2026: 39 13F filers report a position in BOXX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,140,917$135M0.2%-242,69513F-HRTimeline
True Wealth Design, LLC471,207$55.8M13.11%-14,92413F-HRTimeline
Whitcomb & Hess, Inc.288,954$34.2M7.33%+15,90713F-HRTimeline
Peterson Wealth Advisors, LLC227,129$26.9M3.12%+59,66113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC206,836$24.5M1.59%+42513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC132,690$15.7M0.22%+15,63813F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…111,199$13.2M1.87%new13F-HRTimeline
Longview Financial Advisors, Inc.101,500$12M6.88%+6,75413F-HRTimeline
Farther Finance Advisors, LLC97,312$11.5M0.08%-8,87413F-HRTimeline
Able Wealth Management LLC73,018$8.65M1.9%+1,85513F-HRTimeline
Weaver Consulting Group70,472$8.34M1.62%-14,29013F-HRTimeline
Apeiron RIA LLC57,520$6.81M1.55%-43113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.51,743$6.13M1.14%+30,00613F-HRTimeline
Client First Investment Management LLC44,354$5.25M2.5%-109,84413F-HRTimeline
RHS Financial, LLC39,070$4.63M1.57%-4,28613F-HRTimeline
Pearl Planning LLC36,578$4.33M1.8%-2,63513F-HRTimeline
LifeGoal Investments, LLC35,759$4.23M1.29%-18,35313F-HRTimeline
Dynamic Advisor Solutions LLC30,407$3.6M0.1%+7,32013F-HRTimeline
Pacific Park Financial, Inc.26,182$3.1M1.84%new13F-HRTimeline
Sherman Wealth Management LLC20,579$2.41M1.81%013F-HRTimeline
GK Wealth Management LLC19,366$2.29M1.29%-8,48913F-HRTimeline
Fermata Advisors, LLC15,755$1.87M0.36%+1613F-HRTimeline
Hofer & Associates. Inc14,663$1.74M1.21%new13F-HRTimeline
Vestment Financial LLC14,594$1.73M0.77%+73013F-HRTimeline
Wedmont Private Capital13,001$1.54M0.04%+4,37313F-HRTimeline
Professional Financial Advisors, LLC10,307$1.22M0.21%+2,39513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,666$1.14M0.02%-1,53513F-HRTimeline
Kure Advisory, LLC9,040$1.07M0.49%+6,97713F-HRTimeline
CLG LLC7,949$941K0.2%+19013F-HRTimeline
Innovative Advisory Group, LLC7,154$847K0.62%+5,41013F-HRTimeline
Fiduciary Alliance LLC5,410$640K0.05%+2,49613F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV4,743$561K0.34%+14113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,632$430K<0.01%+1,83813F-HRTimeline
Worth Asset Management, LLC3,594$426K0.12%new13F-HRTimeline
Yoder Wealth Management, Inc.2,727$323K0.12%new13F-HRTimeline
Sound Income Strategies, LLC2,610$309K0.01%013F-HRTimeline
Lineweaver Wealth Advisors, LLC2,440$289K0.03%new13F-HRTimeline
GoalVest Advisory LLC2,249$266K0.05%013F-HRTimeline
Hummer Financial Advisory Services Inc2,200$260K0.17%013F-HRTimeline