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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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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