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StrongBox Wealth

Latest statistics and disclosures from StrongBox Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPST, SHY, GOOGL, CGIE, QQQ, and represent 24.95% of StrongBox Wealth's stock portfolio.
Added to shares of these 10 stocks: DFSD, LLY, AVDE, CGMU, LMT, Exxon Mobil Corp, VO, JMST, JPST, JAAA.
Started 174 new stock positions in PFE, IDA, KO, SHOE, SPDW, ERET, PRU, KMB, JIRE, IVV.
Reduced shares in these 10 stocks: , Honeywell International, ABT, NOC, AVGO, VGIT, VIGI, AMT, MSFT, JEPI.
Sold out of its positions in XOM, Honeywell International.
StrongBox Wealth was a net buyer of stock by $16M.
StrongBox Wealth has $351M in assets under management (AUM), dropping by 12.29%.
Central Index Key (CIK): 0001812155

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Portfolio Holdings for StrongBox Wealth

StrongBox Wealth holds 267 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Jpmorgan Ultra-short Income Etf Shs Ben Int (JPST)	8.9	$31M		618k	50.57	View chart
Ishares 1-3 Year Treasury Bond Etf Shs Ben Int (SHY)	4.3	$15M	+2%	182k	82.11	View chart
Alphabet Inc Class A cs (GOOGL)	4.0	$14M		39k	357.37	View chart
Capital Group International Equity Etf Shs Ben Int (CGIE)	4.0	$14M		380k	36.78	View chart
Invesco Qqq Trust Series I Shs Ben Int (QQQ)	3.8	$13M		18k	736.42	View chart
Ishares Msci Usa Quality Factor Etf Shs Ben Int (QUAL)	3.7	$13M	+2%	59k	219.43	View chart
Ishares Core S&p Mid-cap Etf Shs Ben Int (IJH)	3.4	$12M		153k	77.11	View chart
Broadcom (AVGO)	3.0	$11M	-2%	28k	377.75	View chart
Eaton (ETN)	2.6	$9.0M		21k	426.12	View chart
JPMorgan Chase & Co. (JPM)	2.5	$8.6M		26k	327.34	View chart
Visa (V)	2.4	$8.3M		24k	343.10	View chart
Microsoft Corporation (MSFT)	2.3	$8.1M		22k	373.02	View chart
Costco Wholesale Corporation (COST)	2.2	$7.6M		8.1k	935.50	View chart
State Street Real Estate Select Sector Spdr Etf Shs Ben Int (XLRE)	2.1	$7.4M		169k	44.03	View chart
Raytheon Technologies Corp (RTX)	2.1	$7.4M		39k	189.73	View chart
Jpmorgan Equity Premium Income Etf Shs Ben Int (JEPI)	2.1	$7.2M		128k	56.48	View chart
NVIDIA Corporation (NVDA)	2.0	$7.1M		36k	200.09	View chart
Amazon (AMZN)	1.9	$6.8M		29k	238.34	View chart
Eli Lilly & Co. (LLY)	1.9	$6.8M	+14%	5.6k	1199.43	View chart
Nextera Energy (NEE)	1.9	$6.7M	+3%	77k	87.77	View chart
Jpmorgan Ultra-short Municipal Income Etf Shs Ben Int (JMST)	1.8	$6.5M	+8%	127k	51.00	View chart
Vanguard Dividend Appreciation Etf Shs Ben Int (VIG)	1.8	$6.4M		27k	236.62	View chart
Avantis International Equity Etf Shs Ben Int (AVDE)	1.7	$5.8M	+11%	65k	89.20	View chart
Linde (LIN)	1.6	$5.7M		11k	518.94	View chart
Apple (AAPL)	1.6	$5.6M		19k	289.37	View chart
Amgen (AMGN)	1.6	$5.5M		15k	362.12	View chart
Chevron Corporation (CVX)	1.6	$5.5M	+2%	33k	165.76	View chart
Janus Henderson Aaa Clo Etf Shs Ben Int (JAAA)	1.4	$4.8M	+9%	95k	50.49	View chart
Home Depot (HD)	1.4	$4.8M	-2%	14k	352.68	View chart
Vanguard High Dividend Yield Index Etf Shs Ben Int (VYM)	1.2	$4.2M		27k	158.03	View chart
First Eagle Overseas Equity Etf Shs Ben Int (FEOE)	1.2	$4.1M	+5%	77k	53.40	View chart
Vanguard Intermediate-term Treasury Etf Shs Ben Int (VGIT)	1.1	$4.0M	-4%	67k	58.98	View chart
Capital Group Core Balanced Etf Shs Ben Int (CGBL)	1.1	$3.9M	+3%	102k	37.96	View chart
Capital Group Municipal Income Etf Shs Ben Int (CGMU)	1.0	$3.7M	+19%	134k	27.47	View chart
Capital Group Dividend Value Etf Shs Ben Int (CGDV)	1.0	$3.6M		73k	49.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$3.2M	+5%	27k	117.67	View chart
Cisco Systems (CSCO)	0.8	$2.7M		23k	117.46	View chart
Oracle Corporation (ORCL)	0.7	$2.4M		17k	146.55	View chart
Avantis U.s Small Cap Equity Etf Shs Ben Int (AVSC)	0.6	$2.2M	+10%	30k	73.34	View chart
Colgate-Palmolive Company (CL)	0.6	$2.1M		23k	91.68	View chart
Abbott Laboratories (ABT)	0.5	$1.9M	-22%	21k	90.74	View chart
First Eagle Global Equity Etf Shs Ben Int (FEGE)	0.5	$1.8M		38k	48.92	View chart
T. Rowe Price Small-mid Cap Etf Shs Ben Int (TMSL)	0.4	$1.5M	+12%	35k	43.85	View chart
Facebook Inc cl a (META)	0.4	$1.5M	-6%	2.7k	563.29	View chart
Berkshire Hathaway (BRK.A)	0.4	$1.5M		2.00	748850.00	View chart
Dimensional Short-duration Fixed Income Etf Shs Ben Int (DFSD)	0.4	$1.4M	NEW	29k	47.75	View chart
Williams Companies (WMB)	0.4	$1.3M		17k	74.34	View chart
Palo Alto Networks (PANW)	0.3	$1.2M		3.5k	341.02	View chart
Pepsi (PEP)	0.3	$1.2M		8.8k	135.40	View chart
Abbvie (ABBV)	0.3	$1.1M		4.4k	251.64	View chart
Vanguard International High Dividend Yield Etf Shs Ben Int (VYMI)	0.3	$1.1M	+6%	11k	98.20	View chart
Berkshire Hathaway (BRK.B)	0.3	$1.1M	-8%	2.1k	500.39	View chart
Novartis (NVS)	0.3	$1.1M		6.8k	156.72	View chart
Palantir Technologies (PLTR)	0.3	$1.1M	-2%	9.0k	116.67	View chart
Johnson & Johnson (JNJ)	0.3	$942k		3.7k	254.03	View chart
Avantis Emerging Markets Equity Etf Shs Ben Int (AVEM)	0.3	$901k	+13%	9.3k	96.49	View chart
Vanguard International Dividend Appreciation Etf Shs Ben Int (VIGI)	0.2	$855k	-15%	9.2k	93.38	View chart
Ishares Msci Usa Min Vol Factor Etf Shs Ben Int (USMV)	0.2	$823k		8.5k	96.46	View chart
Garmin (GRMN)	0.2	$785k		3.3k	237.54	View chart
Lockheed Martin Corporation (LMT)	0.2	$746k	+280%	1.5k	509.70	View chart
Dimensional U.s. Small Cap Etf Shs Ben Int (DFAS)	0.2	$744k	-6%	9.0k	82.34	View chart
PPG Industries (PPG)	0.2	$725k		6.0k	121.29	View chart
Spdr Gold Shares Shs Ben Int (GLD)	0.2	$718k	+4%	1.9k	368.38	View chart
Avantis U.s. Mid Cap Equity Etf Shs Ben Int (AVMC)	0.2	$696k		8.7k	80.25	View chart
First Trust Low Duration Opportunities Etf Shs Ben Int (LMBS)	0.2	$696k	-9%	14k	49.78	View chart
Vanguard Mid-cap Etf Shs Ben Int (VO)	0.2	$686k	+276%	8.5k	80.57	View chart
Entergy Corporation (ETR)	0.2	$660k		5.7k	114.87	View chart
Asml Holding (ASML)	0.2	$619k	+11%	311.00	1989.44	View chart
Equinix (EQIX)	0.2	$615k		590.00	1042.39	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$604k		792.00	763.14	View chart
Medtronic (MDT)	0.2	$601k	-5%	7.7k	78.23	View chart
Chubb (CB)	0.2	$594k		1.7k	340.74	View chart
Exxon Mobil Corp	0.2	$544k	NEW	4.0k	136.72	View chart
Advanced Micro Devices (AMD)	0.2	$534k	-13%	920.00	580.91	View chart
State Street Technology Select Sector Spdr Etf Shs Ben Int (XLK)	0.2	$534k		2.8k	190.58	View chart
Ishares Core Msci Eafe Etf Shs Ben Int (IEFA)	0.1	$520k		5.4k	96.58	View chart
Wal-Mart Stores (WMT)	0.1	$505k		4.5k	113.26	View chart
Procter & Gamble Company (PG)	0.1	$467k	+4%	3.2k	146.66	View chart
EOG Resources (EOG)	0.1	$456k	-2%	3.5k	129.73	View chart
TJX Companies (TJX)	0.1	$451k	+11%	3.0k	151.50	View chart
Prologis (PLD)	0.1	$446k	+16%	3.3k	135.47	View chart
Dimensional Core Fixed Income Etf Shs Ben Int (DFCF)	0.1	$401k		9.5k	42.21	View chart
Casey's General Stores (CASY)	0.1	$382k	NEW	481.00	794.79	View chart
Dimensional Us Core Equity 1 Etf Shs Ben Int (DCOR)	0.1	$337k		4.1k	81.98	View chart
Bloom Energy Corp (BE)	0.1	$305k	NEW	1.0k	302.70	View chart
McKesson Corporation (MCK)	0.1	$297k		393.00	755.60	View chart
Honeywell Aerospace (HONA)	0.1	$285k	NEW	1.3k	221.08	View chart
Verizon Communications (VZ)	0.1	$273k		6.5k	42.34	View chart
Honeywell International (HON)	0.1	$269k	NEW	1.2k	223.90	View chart
Jpmorgan Municipal Etf Shs Ben Int (JMUB)	0.1	$263k		5.2k	50.66	View chart
Capital Group Global Growth Equity Etf Shs Ben Int (CGGO)	0.1	$254k	NEW	6.0k	42.33	View chart
Alphabet Inc Class C cs (GOOG)	0.1	$244k	-11%	691.00	353.33	View chart
State Street Health Care Select Sector Spdr Etf Shs Ben Int (XLV)	0.1	$238k		1.5k	158.77	View chart
S&p Global (SPGI)	0.1	$234k		575.00	407.26	View chart
Vanguard Total Stock Market Etf Shs Ben Int (VTI)	0.1	$232k	NEW	627.00	370.04	View chart
KLA-Tencor Corporation (KLAC)	0.1	$220k	NEW	730.00	301.71	View chart
Danaher Corporation (DHR)	0.1	$210k	-19%	1.1k	190.48	View chart
Ishares 0-3 Month Treasury Bond Etf Shs Ben Int (SGOV)	0.1	$201k	NEW	2.0k	100.67	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Shs Ben Int (MINT)	0.1	$201k	NEW	2.0k	100.81	View chart
Goldman Sachs (GS)	0.1	$199k	NEW	197.00	1011.37	View chart
Vanguard Small-cap Etf Shs Ben Int (VB)	0.1	$193k	NEW	635.00	303.12	View chart
Fortinet (FTNT)	0.1	$188k	NEW	1.2k	153.62	View chart
Ishares Russell 1000 Growth Etf Shs Ben Int (IWF)	0.1	$184k	NEW	1.5k	124.17	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Shs Ben Int (SHV)	0.1	$180k	-10%	1.6k	110.35	View chart
Netflix (NFLX)	0.1	$176k	-2%	2.5k	71.40	View chart
American Century Focused Large Cap Value Etf Shs Ben Int (FLV)	0.0	$170k	NEW	2.1k	81.30	View chart
First Trust Global Tactical Commodity Strategy Fund Shs Ben Int (FTGC)	0.0	$167k	NEW	6.2k	27.05	View chart
Waste Management (WM)	0.0	$165k	NEW	738.00	222.88	View chart
Cheniere Energy (LNG)	0.0	$157k	NEW	657.00	239.01	View chart
Delta Air Lines (DAL)	0.0	$157k	NEW	1.7k	93.66	View chart
Lumentum Hldgs (LITE)	0.0	$156k	NEW	182.00	858.06	View chart
Ge Vernova (GEV)	0.0	$155k	NEW	132.00	1174.86	View chart
Hartford Financial Services (HIG)	0.0	$151k	NEW	1.1k	132.52	View chart
McDonald's Corporation (MCD)	0.0	$144k	-24%	534.00	270.31	View chart
AFLAC Incorporated (AFL)	0.0	$140k	NEW	1.2k	117.25	View chart
UnitedHealth (UNH)	0.0	$132k	NEW	317.00	415.63	View chart
Northrop Grumman Corporation (NOC)	0.0	$131k	-77%	258.00	509.31	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Shs Ben Int (JEPQ)	0.0	$131k	NEW	2.1k	61.46	View chart
Lowe's Companies (LOW)	0.0	$130k	NEW	588.00	220.62	View chart
Ishares Russell Mid-cap Growth Etf Shs Ben Int (IWP)	0.0	$129k	NEW	882.00	146.41	View chart
Ab Disruptors Etf Shs Ben Int (FWD)	0.0	$128k	NEW	865.00	148.12	View chart
Ishares Gold Trust Shs Ben Int (IAU)	0.0	$125k	NEW	1.7k	75.51	View chart
Corteva (CTVA)	0.0	$125k	NEW	1.5k	84.69	View chart
Exelixis (EXEL)	0.0	$124k	NEW	2.3k	54.41	View chart
Arista Networks (ANET)	0.0	$123k	NEW	724.00	169.88	View chart
Amphenol Corporation (APH)	0.0	$120k	NEW	682.00	176.32	View chart
State Street Communication Services Select Sector Spdr Etf Shs Ben Int (XLC)	0.0	$101k	NEW	942.00	107.21	View chart
Ishares Core S&p Total U.s. Stock Market Etf Shs Ben Int (ITOT)	0.0	$98k	NEW	598.00	164.27	View chart
Brookfield Infrastructure Part (BIP)	0.0	$97k	NEW	2.7k	36.49	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Shs Ben Int (XLY)	0.0	$97k	NEW	828.00	117.38	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Shs Ben Int (SPYG)	0.0	$95k	NEW	801.00	118.99	View chart
United Rentals (URI)	0.0	$95k	NEW	84.00	1132.89	View chart
Emerson Electric (EMR)	0.0	$90k	NEW	631.00	143.15	View chart
Walt Disney Company (DIS)	0.0	$89k	NEW	925.00	96.25	View chart
Invesco Esg Nasdaq 100 Etf Shs Ben Int (QQMG)	0.0	$89k	NEW	1.7k	51.23	View chart
Boeing Company (BA)	0.0	$85k	NEW	392.00	216.47	View chart
Ishares Core S&p 500 Etf Shs Ben Int (IVV)	0.0	$84k	NEW	112.00	748.89	View chart
State Street Spdr S&p Dividend Etf Shs Ben Int (SDY)	0.0	$82k	NEW	540.00	152.18	View chart
Ishares Esg Select Screened S&p 500 Etf Shs Ben Int (XVV)	0.0	$79k	NEW	1.4k	56.79	View chart
Morgan Stanley (MS)	0.0	$79k	NEW	378.00	209.04	View chart
Pulte (PHM)	0.0	$78k	NEW	570.00	137.21	View chart
Tesla Motors (TSLA)	0.0	$77k	NEW	184.00	420.60	View chart
Jpmorgan International Research Enhanced Equity Etf Shs Ben Int (JIRE)	0.0	$77k	NEW	931.00	82.49	View chart
Fidelity Wise Origin Bitcoin Fund Shs Ben Int (FBTC)	0.0	$77k	NEW	1.5k	51.05	View chart
International Business Machines (IBM)	0.0	$76k	NEW	271.00	281.21	View chart
W.W. Grainger (GWW)	0.0	$74k	NEW	54.00	1360.41	View chart
Acuity Brands (AYI)	0.0	$72k	NEW	190.00	376.66	View chart
Wells Fargo & Company (WFC)	0.0	$71k	NEW	859.00	82.64	View chart
Johnson Controls International Plc equity (JCI)	0.0	$71k	NEW	485.00	146.11	View chart
Ametek (AME)	0.0	$69k	NEW	286.00	241.94	View chart
Ishares U.s. Equity Factor Rotation Active Etf Shs Ben Int (DYNF)	0.0	$68k	NEW	1.0k	68.01	View chart
Micron Technology (MU)	0.0	$67k	NEW	58.00	1154.29	View chart
Ishares Esg Aware Msci Eafe Etf Shs Ben Int (ESGD)	0.0	$66k	NEW	646.00	102.81	View chart
MasterCard Incorporated (MA)	0.0	$66k	NEW	128.00	513.60	View chart
iShares Bitcoin ETF Shs Ben Int (IBIT)	0.0	$65k	NEW	2.0k	33.29	View chart
HSBC Holdings (HSBC)	0.0	$65k	NEW	683.00	95.09	View chart
At&t (T)	0.0	$64k	NEW	3.1k	20.70	View chart
Deere & Company (DE)	0.0	$63k	NEW	100.00	634.33	View chart
Servicenow (NOW)	0.0	$63k	NEW	632.00	99.28	View chart
Qualcomm (QCOM)	0.0	$63k	NEW	339.00	184.79	View chart
Booking Holdings (BKNG)	0.0	$62k	NEW	350.00	178.24	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Shs Ben Int (GRID)	0.0	$62k	NEW	325.00	191.75	View chart
Ishares Esg Aware Msci Usa Value Etf Shs Ben Int (EVUS)	0.0	$60k	NEW	1.7k	35.11	View chart
Goldman Sachs Ultra Short Bond Etf Shs Ben Int (GSST)	0.0	$58k	NEW	1.2k	50.58	View chart
Intuitive Surgical (ISRG)	0.0	$58k	NEW	146.00	397.68	View chart
Welltower Inc Com reit (WELL)	0.0	$57k	NEW	250.00	226.97	View chart
Centrus Energy Corp cl a (LEU)	0.0	$55k	NEW	326.00	167.87	View chart
Allstate Corporation (ALL)	0.0	$54k	NEW	228.00	237.94	View chart
D-wave Quantum (QBTS)	0.0	$54k	NEW	2.3k	23.99	View chart
Air Products & Chemicals (APD)	0.0	$53k	NEW	181.00	293.18	View chart
State Street Energy Select Sector Spdr Etf Shs Ben Int (XLE)	0.0	$52k	NEW	984.00	53.11	View chart
Starbucks Corporation (SBUX)	0.0	$52k	NEW	503.00	102.37	View chart
Southwest Airlines (LUV)	0.0	$51k	NEW	1.0k	51.42	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Shs Ben Int (MINO)	0.0	$48k	NEW	1.0k	45.76	View chart
Ishares Core Msci Emerging Markets Etf Shs Ben Int (IEMG)	0.0	$47k	NEW	572.00	82.84	View chart
Charles Schwab Corporation (SCHW)	0.0	$47k	NEW	508.00	92.27	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Shs Ben Int (XJH)	0.0	$46k	NEW	889.00	52.15	View chart
Ida (IDA)	0.0	$46k	NEW	304.00	151.30	View chart
State Street Spdr Portfolio S&p 500 Value Etf Shs Ben Int (SPYV)	0.0	$45k	NEW	740.00	60.79	View chart
Taiwan Semiconductor Mfg (TSM)	0.0	$45k	NEW	94.00	477.57	View chart
Phillips 66 (PSX)	0.0	$42k	NEW	250.00	169.05	View chart
Pimco Multisector Bond Active Exchange-traded Fund Shs Ben Int (PYLD)	0.0	$40k	NEW	1.5k	26.52	View chart
Corning Incorporated (GLW)	0.0	$38k	NEW	150.00	255.43	View chart
State Street Consumer Staples Select Sector Spdr Etf Shs Ben Int (XLP)	0.0	$38k	NEW	457.00	83.24	View chart
State Street Spdr Portfolio S&p 500 Etf Shs Ben Int (SPYM)	0.0	$38k	NEW	432.00	87.88	View chart
Genuine Parts Company (GPC)	0.0	$37k	NEW	316.00	117.98	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Shs Ben Int (SPMD)	0.0	$37k	NEW	547.00	67.56	View chart
Epr Properties (EPR)	0.0	$35k	NEW	600.00	58.01	View chart
Applied Materials (AMAT)	0.0	$35k	NEW	48.00	723.00	View chart
Prudential Financial (PRU)	0.0	$35k	NEW	320.00	107.93	View chart
Ishares Core Msci Total International Stock Etf Shs Ben Int (IXUS)	0.0	$35k	NEW	361.00	95.44	View chart
Snowflake Inc Cl A (SNOW)	0.0	$34k	NEW	135.00	254.50	View chart
Kinder Morgan (KMI)	0.0	$32k	NEW	1.0k	31.97	View chart
Ishares Russell Top 200 Etf Shs Ben Int (IWL)	0.0	$32k	NEW	173.00	184.95	View chart
Axon Enterprise (AXON)	0.0	$31k	NEW	55.00	560.62	View chart
American Tower Reit (AMT)	0.0	$31k	-83%	188.00	163.57	View chart
Vanguard Information Technology Etf Shs Ben Int (VGT)	0.0	$31k	NEW	256.00	119.52	View chart
Oneok (OKE)	0.0	$30k	NEW	350.00	86.94	View chart
Vanguard Short-term Inflation-protected Securities Etf Shs Ben Int (VTIP)	0.0	$30k	NEW	600.00	50.23	View chart
State Street Industrial Select Sector Spdr Etf Shs Ben Int (XLI)	0.0	$30k	NEW	162.00	185.23	View chart
Vanguard Intermediate-term Corporate Bond Etf Shs Ben Int (VCIT)	0.0	$30k	NEW	357.00	82.65	View chart
Target Corporation (TGT)	0.0	$29k	NEW	225.00	130.69	View chart
Southern Company (SO)	0.0	$29k	NEW	300.00	95.71	View chart
Vanguard Real Estate Etf Shs Ben Int (VNQ)	0.0	$28k	NEW	290.00	96.43	View chart
Ishares Silver Trust Shs Ben Int (SLV)	0.0	$27k	NEW	510.00	53.47	View chart
Illinois Tool Works (ITW)	0.0	$27k	NEW	100.00	270.47	View chart
Vanguard Ftse Developed Markets Etf Shs Ben Int (VEA)	0.0	$27k	NEW	376.00	71.25	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Shs Ben Int (SPDW)	0.0	$26k	NEW	512.00	50.39	View chart
Shell Adr Each Rep 2 Ord Wi (SHEL)	0.0	$26k	NEW	330.00	77.54	View chart
Capital Group Dividend Growers Etf Shs Ben Int (CGDG)	0.0	$26k	NEW	680.00	37.51	View chart
Ishares Esg Select Screened S&p Small-cap Etf Shs Ben Int (XJR)	0.0	$25k	NEW	482.00	52.75	View chart
Live Nation Entertainment (LYV)	0.0	$25k	NEW	135.00	183.11	View chart
Pfizer (PFE)	0.0	$24k	NEW	1.0k	24.08	View chart
State Street Utilities Select Sector Spdr Etf Shs Ben Int (XLU)	0.0	$24k	NEW	530.00	45.34	View chart
Metropcs Communications (TMUS)	0.0	$24k	NEW	141.00	167.73	View chart
ConocoPhillips (COP)	0.0	$23k	NEW	225.00	103.97	View chart
Vanguard S&p 500 Etf Shs Ben Int (VOO)	0.0	$23k	NEW	34.00	686.82	View chart
BP (BP)	0.0	$23k	NEW	628.00	36.95	View chart
Quanta Services (PWR)	0.0	$23k	NEW	32.00	720.03	View chart
Bank of America Corporation (BAC)	0.0	$23k	NEW	400.00	56.98	View chart
Citigroup (C)	0.0	$23k	NEW	161.00	139.96	View chart
Ishares Core S&p Small Cap Etf Shs Ben Int (IJR)	0.0	$22k	NEW	151.00	148.31	View chart
Nucor Corporation (NUE)	0.0	$22k	NEW	100.00	222.75	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$22k	NEW	65.00	334.82	View chart
Ishares S&p Mid-cap 400 Value Etf Shs Ben Int (IJJ)	0.0	$20k	NEW	137.00	147.73	View chart
Warner Bros. Discovery (WBD)	0.0	$20k	NEW	751.00	26.66	View chart
Vanguard Esg U.s. Stock Etf Shs Ben Int (ESGV)	0.0	$20k	NEW	149.00	132.24	View chart
Wisdomtree Europe Hedged Equity Fund Shs Ben Int (HEDJ)	0.0	$19k	NEW	340.00	57.00	View chart
Marvell Technology (MRVL)	0.0	$19k	NEW	64.00	297.89	View chart
Inspire 100 Etf Shs Ben Int (BIBL)	0.0	$19k	NEW	320.00	57.88	View chart
General Electric (GE)	0.0	$18k	NEW	47.00	373.72	View chart
Dominion Resources (D)	0.0	$17k	NEW	250.00	68.29	View chart
Avantis U.s. Small Cap Value Etf Shs Ben Int (AVUV)	0.0	$16k	NEW	128.00	124.83	View chart
Zoetis Inc Cl A (ZTS)	0.0	$16k	NEW	217.00	71.86	View chart
Crown Castle Intl (CCI)	0.0	$15k	NEW	200.00	75.89	View chart
Ishares Environmentally Aware Real Estate Etf Shs Ben Int (ERET)	0.0	$14k	NEW	483.00	28.91	View chart
Invesco Pharmaceuticals Etf Shs Ben Int (PJP)	0.0	$13k	NEW	109.00	118.45	View chart
Freedom 100 Emerging Markets Etf Shs Ben Int (FRDM)	0.0	$13k	NEW	171.00	72.90	View chart
Realty Income (O)	0.0	$12k	NEW	200.00	61.96	View chart
Coca-Cola Company (KO)	0.0	$12k	NEW	152.00	81.27	View chart
U.S. Bancorp (USB)	0.0	$11k	NEW	174.00	60.40	View chart
Inspire Small/mid Cap Etf Shs Ben Int (ISMD)	0.0	$9.9k	NEW	198.00	49.99	View chart
Philip Morris International (PM)	0.0	$9.8k	NEW	54.00	180.91	View chart
Vanguard Total International Stock Etf Shs Ben Int (VXUS)	0.0	$8.6k	NEW	101.00	85.49	View chart
Icon (ICLR)	0.0	$7.5k	NEW	43.00	173.72	View chart
Timothy Plan International Etf Shs Ben Int (TPIF)	0.0	$7.3k	NEW	195.00	37.31	View chart
Coreweave Inc Com Cl A (CRWV)	0.0	$7.3k	NEW	73.00	99.53	View chart
Ford Motor Company (F)	0.0	$7.0k	NEW	500.00	13.90	View chart
Commerce Bancshares (CBSH)	0.0	$6.9k	NEW	120.00	57.75	View chart
Hims & Hers Heal (HIMS)	0.0	$6.1k	NEW	175.00	34.67	View chart
Kimberly-Clark Corporation (KMB)	0.0	$6.0k	NEW	55.00	109.76	View chart
Procept Biorobotics Corp (PRCT)	0.0	$5.9k	NEW	260.00	22.58	View chart
Gildan Activewear Inc Com Cad (GIL)	0.0	$4.7k	NEW	92.00	51.60	View chart
Uber Technologies (UBER)	0.0	$3.6k	NEW	50.00	72.16	View chart
General Dynamics Corporation (GD)	0.0	$3.5k	NEW	10.00	354.20	View chart
Crispr Therapeutics (CRSP)	0.0	$3.5k	NEW	64.00	54.55	View chart
Capital Group Core Equity Etf Shs Ben Int (CGUS)	0.0	$3.1k	NEW	70.00	44.49	View chart
Shoe Carnival (SHOE)	0.0	$3.0k	NEW	200.00	14.83	View chart
Carnival Corp (CCL)	0.0	$2.9k	NEW	100.00	28.57	View chart
Lululemon Athletica (LULU)	0.0	$2.3k	NEW	20.00	114.20	View chart
Capital Group International Core Equity Etf Shs Ben Int (CGIC)	0.0	$2.3k	NEW	62.00	36.39	View chart
Ishares Core 30/70 Conservative Allocation Etf Shs Ben Int (AOK)	0.0	$2.2k	NEW	53.00	41.47	View chart
Butterfly Networ (BFLY)	0.0	$842.000000	NEW	100.00	8.42	View chart
Chipotle Mexican Grill (CMG)	0.0	$476.000000	NEW	14.00	34.00	View chart
Invesco Preferred Etf Shs Ben Int (PGX)	0.0	$368.998600	NEW	34.00	10.85	View chart
Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT)	0.0	$128.000100	NEW	3.00	42.67	View chart
Schwab U.s. Large-cap Growth Etf Shs Ben Int (SCHG)	0.0	$0	NEW	0	0.00	View chart

Past Filings by StrongBox Wealth

SEC 13F filings are viewable for StrongBox Wealth going back to 2020

StrongBox Wealth 2026 Q2 filed July 23, 2026
StrongBox Wealth 2026 Q1 filed May 8, 2026
StrongBox Wealth 2025 Q4 filed Jan. 21, 2026
StrongBox Wealth 2025 Q3 filed Oct. 7, 2025
StrongBox Wealth 2025 Q2 filed July 9, 2025
StrongBox Wealth 2024 Q4 filed Jan. 14, 2025
StrongBox Wealth 2024 Q3 filed Nov. 12, 2024
StrongBox Wealth 2024 Q2 filed Aug. 12, 2024
StrongBox Wealth 2024 Q1 restated filed May 14, 2024
StrongBox Wealth 2024 Q1 filed April 26, 2024
StrongBox Wealth 2023 Q4 filed Jan. 8, 2024
StrongBox Wealth 2023 Q3 filed Oct. 10, 2023
StrongBox Wealth 2023 Q2 filed July 24, 2023
StrongBox Wealth 2023 Q1 filed April 21, 2023
StrongBox Wealth 2022 Q4 filed Jan. 19, 2023
StrongBox Wealth 2022 Q3 filed Oct. 14, 2022

View all past filings

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