13F Insight
DOSSIER · 13F-HR · Q2 2026

StrongBox Wealth, LLC

$351M in tracked AUM across 267 positions as of Q2 2026.

SW
CIK 0001812155 · last filed Jun 30, 2026
Total AUM
$351M
as of Q2 2026
Holdings
267
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

StrongBox Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
$31M618K8.9%02
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
$15M182K4.3%03
GOOGL
ALPHABET INC CAP STK CL A
$14M39K4.0%04
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
$14M380K4.0%05
QQQ
INVESCO QQQ TRUST SERIES I
$13M18K3.8%06
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
$13M59K3.7%07
IJH
ISHARES CORE S&P MID-CAP ETF
$12M152K3.4%08
AVGO
BROADCOM INC COM
$11M28K3.0%09
G29183103
EATON CORP PLC SHS
$9M21K2.6%10
JPM
JPMORGAN CHASE & CO COM
$9M26K2.5%

Filing history

2026Q2Jun 30
$351M▲ 12.3%
267 positionsView →2026Q1Mar 31
$313M▲ 2.7%
95 positionsView →2025Q4Dec 31
$304M▲ 3.0%
93 positionsView →2025Q3Sep 30
$296M▲ 12.2%
90 positionsView →2025Q2Jun 30
$264M▲ 9.8%
85 positionsLocked2025Q1Mar 31
$240M▲ 1.6%
88 positionsLocked2024Q4Dec 31
$236M▲ 1.2%
89 positionsLocked2024Q3Sep 30
$233M▲ 10.2%
87 positionsLocked2024Q2Jun 30
$212M▲ 11.6%
87 positionsLocked2024Q1Mar 31
$190M▲ 10.7%
81 positionsLocked2023Q4Dec 31
$171M▲ 9.1%
77 positionsLocked2023Q3Sep 30
$157M▼ 0.9%
81 positionsLocked
Showing 12 of 26