TraderTrends
Manager Profile

StrongBox Wealth, LLC

Diversified · Financial Services 48%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

LEE'S SUMMIT, MO

Portfolio Value

$350.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

JPMORGAN ULTRA-SHORT INCOME ETF

Latest disclosed holding

Top 4

46641Q837 464287457 GOOGL 14021M107 46090E103

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
48.1%
Technology
15.2%
Healthcare
7.3%
Industrials
6.8%
Basic Materials
5.9%
Consumer Cyclical
4.9%
Communication Services
4.3%
Consumer Defensive
3.8%
Utilities
2.1%
Energy
0.7%
Real Estate
0.3%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
JPMORGAN ULTRA-SHORT INCOME ETF

Shares: 618.4K

31.3M

Position Value
2
ISHARES 1-3 YEAR TREASURY BOND ETF

Shares: 182.1K

15M

Position Value
3
Alphabet Inc

Shares: 39.4K

14.1M

Position Value
4
CAPITAL GROUP INTERNATIONAL EQUITY ETF

Shares: 380.1K

14M

Position Value
5
INVESCO QQQ TRUST SERIES I

Shares: 18K

13.3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID