StrongBox Wealth, LLC
StrongBox Wealth, LLC reported 267 positions worth $350.9M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: JPST (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPST | SH | $31.3M | 8.91% | 618,387 | — | — | |
| ▸ 2 | SHY | SH | $15.0M | 4.26% | 182,124 | — | — | |
| ▸ 3 | GOOGL | SH | $14.1M | 4.02% | 39,443 | — | — | |
| ▸ 4 | CGIE | SH | $14.0M | 3.98% | 380,063 | — | — | |
| ▸ 5 | QQQ | SH | $13.3M | 3.78% | 18,009 | — | — | |
| ▸ 6 | QUAL | SH | $12.8M | 3.66% | 58,556 | — | — | |
| ▸ 7 | IJH | SH | $11.8M | 3.35% | 152,477 | — | — | |
| ▸ 8 | AVGO | SH | $10.5M | 2.99% | 27,822 | — | — | |
| ▸ 9 | ETN | SH | $9.0M | 2.55% | 21,011 | — | — | |
| ▸ 10 | JPM | SH | $8.6M | 2.45% | 26,280 | — | — |
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Frequently Asked Questions
What stocks does StrongBox Wealth, LLC hold as of Q2 2026?
StrongBox Wealth, LLC reported 267 positions worth $350.9M in its Q2 2026 13F filing. Largest positions: JPST (8.9%), SHY (4.3%), GOOGL (4.0%), CGIE (4.0%) and QQQ (3.8%).
What did StrongBox Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did StrongBox Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.