StrongBox Wealth, LLC

CIK 0001812155 • 6 13F filings • May 13, 2025 – Jul 23, 2026

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Filer information

Filed by: StrongBox Wealth, LLC, CHIEF COMPLIANCE OFFICER
Address: 3470 Ne Ralph Powell Road, Ste A, Lee's Summit, MO, 64064
Phone: 816-607-5410
AUM: $304.3M

AUM over time

$350.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $304.3M93 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$5.5M	1.8%Prev: 1.5%	43,538 SH	Increased+10,845 SH
ABBVIE INC	COM	$859K	0.3%Prev: 0.3%	3,761 SH	Increased+111 SH
ADVANCED MICRO DEVICES INC	COM	$228K	0.1%	1,065 SH	New
ALPHABET INC	CAP STK CL A	$11.5M	3.8%Prev: 2.9%	36,687 SH	Increased+1,139 SH
ALPHABET INC	CAP STK CL C	$241K	0.1%Prev: 0.1%	769 SH	Increased-105 SH
AMAZON COM INC	COM	$6.4M	2.1%Prev: 2.0%	27,894 SH	Increased+320 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$372K	0.1%	4,829 SH	New
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.8M	0.6%Prev: 0.4%	31,025 SH	Increased+8,205 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$3.1M	1.0%	38,258 SH	New
AMERICAN TOWER CORP NEW	COM	$215K	0.1%Prev: 0.2%	1,225 SH	Decreased-1,438 SH
AMGEN INC	COM	$4.8M	1.6%Prev: 1.4%	14,587 SH	Increased+294 SH
APPLE INC	COM	$5.5M	1.8%Prev: 1.9%	20,125 SH	Decreased-1,750 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.5%Prev: 0.5%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.4%Prev: 0.4%	2,383 SH	Decreased-26 SH
BLACKSTONE INC	COM	$3.4M	1.1%Prev: 1.2%	22,298 SH	Decreased+970 SH
BROADCOM INC	COM	$9.6M	3.2%Prev: 3.2%	27,697 SH	Increased-1,329 SH
CAPITAL GROUP CORE BALANCED	SHS	$3.0M	1.0%Prev: 0.8%	83,515 SH	Increased+12,572 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.8M	0.9%Prev: 0.9%	63,695 SH	Increased+2,377 SH
CAPITAL GROUP INTERNATIONAL	SHS	$12.0M	4.0%Prev: 3.3%	345,267 SH	Increased+53,270 SH
CHEVRON CORP NEW	COM	$5.1M	1.7%Prev: 1.9%	33,730 SH	Decreased-1,750 SH
CHUBB LIMITED	COM	$514K	0.2%Prev: 0.2%	1,647 SH	Increased+49 SH
CISCO SYS INC	COM	$1.8M	0.6%Prev: 0.5%	23,326 SH	Increased+706 SH
COLGATE PALMOLIVE CO	COM	$1.8M	0.6%Prev: 0.6%	22,585 SH	Decreased
COSTCO WHSL CORP NEW	COM	$7.0M	2.3%Prev: 2.2%	8,161 SH	Increased+1,157 SH
CROWDSTRIKE HLDGS INC	CL A	$354K	0.1%Prev: 0.1%	755 SH	Increased+48 SH
DANAHER CORPORATION	COM	$323K	0.1%Prev: 0.1%	1,410 SH	Decreased-483 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$488K	0.2%Prev: 0.2%	11,473 SH	Decreased-2,130 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$323K	0.1%Prev: 0.1%	4,392 SH	Increased
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.0M	0.3%Prev: 0.4%	14,447 SH	Decreased-4,775 SH
EATON CORP PLC	SHS	$7.2M	2.4%Prev: 2.7%	22,557 SH	Decreased+1,031 SH
ELI LILLY & CO	COM	$2.3M	0.7%Prev: 0.5%	2,113 SH	Increased+61 SH
ENTERGY CORP NEW	COM	$578K	0.2%Prev: 0.2%	6,249 SH	Decreased+1 SH
EOG RES INC	COM	$353K	0.1%Prev: 0.2%	3,364 SH	Decreased-1,003 SH
EQUINIX INC	COM	$510K	0.2%Prev: 0.2%	666 SH	Decreased-148 SH
EXXON MOBIL CORP	COM	$522K	0.2%Prev: 0.2%	4,341 SH	Decreased-655 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$834K	0.3%Prev: 0.3%	16,675 SH	Increased+200 SH
GARMIN LTD	SHS	$670K	0.2%	3,305 SH	New
GENUINE PARTS CO	COM	$368K	0.1%Prev: 0.1%	2,995 SH	Increased+801 SH
HOME DEPOT INC	COM	$4.6M	1.5%Prev: 1.7%	13,340 SH	Decreased+1,000 SH
HONEYWELL INTL INC	COM	$486K	0.2%Prev: 0.2%	2,490 SH	Decreased+54 SH
INVESCO QQQ TR	UNIT SER 1	$9.7M	3.2%Prev: 3.2%	15,727 SH	Increased-144 SH
ISHARES TR	1 3 YR TREAS BD	$13.6M	4.5%Prev: 4.5%	164,457 SH	Increased+4,672 SH
ISHARES TR	CORE MSCI EAFE	$578K	0.2%Prev: 0.7%	6,460 SH	Decreased-17,884 SH
ISHARES TR	CORE S&P MCP ETF	$12.4M	4.1%Prev: 3.4%	187,127 SH	Increased+32,334 SH
ISHARES TR	MSCI USA MIN VOL	$847K	0.3%Prev: 0.3%	8,992 SH	Increased+150 SH
ISHARES TR	MSCI USA QLT FCT	$10.6M	3.5%Prev: 3.9%	53,207 SH	Decreased-6,459 SH
ISHARES TR	NATIONAL MUN ETF	$296K	0.1%Prev: 0.1%	2,759 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$7.5M	2.5%Prev: 2.6%	131,739 SH	Decreased-1,971 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$916K	0.3%Prev: 0.3%	18,147 SH	Increased+2,010 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$30.1M	9.9%Prev: 9.8%	595,494 SH	Increased+23,883 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.3M	1.7%Prev: 1.6%	103,916 SH	Increased+9,009 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$3.5M	1.2%Prev: 1.0%	70,143 SH	Increased+13,812 SH
JOHNSON & JOHNSON	COM	$767K	0.3%Prev: 0.2%	3,708 SH	Increased+122 SH
JPMORGAN CHASE & CO.	COM	$8.1M	2.7%Prev: 2.7%	25,187 SH	Increased+199 SH
LINDE PLC	SHS	$4.9M	1.6%Prev: 1.7%	11,448 SH	Decreased+723 SH
MCDONALDS CORP	COM	$215K	0.1%Prev: 0.1%	704 SH	Increased
MCKESSON CORP	COM	$331K	0.1%Prev: 0.1%	403 SH	Increased
MEDTRONIC PLC	SHS	$812K	0.3%Prev: 0.4%	8,454 SH	Decreased-2,966 SH
META PLATFORMS INC	CL A	$1.2M	0.4%Prev: 0.2%	1,743 SH	Increased+739 SH
MICROSOFT CORP	COM	$10.4M	3.4%Prev: 3.6%	21,593 SH	Decreased+1,102 SH
NETFLIX INC	COM	$236K	0.1%Prev: 0.1%	2,520 SH	Decreased+2,268 SH
NEXTERA ENERGY INC	COM	$6.0M	2.0%Prev: 1.9%	75,097 SH	Increased-312 SH
NORTHROP GRUMMAN CORP	COM	$282K	0.1%	495 SH	New
NOVARTIS AG	SPONSORED ADR	$936K	0.3%Prev: 0.3%	6,789 SH	Increased+850 SH
NVIDIA CORPORATION	COM	$4.1M	1.4%Prev: 1.4%	22,239 SH	Increased+519 SH
ORACLE CORP	COM	$4.2M	1.4%Prev: 1.5%	21,605 SH	Decreased+6,201 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.6M	0.5%Prev: 0.6%	8,985 SH	Decreased+10 SH
PALO ALTO NETWORKS INC	COM	$604K	0.2%Prev: 0.3%	3,277 SH	Decreased-633 SH
PEPSICO INC	COM	$1.5M	0.5%Prev: 0.9%	10,690 SH	Decreased-8,279 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$202K	0.1%Prev: 0.1%	2,013 SH	Decreased-2,189 SH
PPG INDS INC	COM	$613K	0.2%Prev: 0.2%	5,980 SH	Decreased
PROCTER AND GAMBLE CO	COM	$455K	0.1%Prev: 0.2%	3,173 SH	Increased+253 SH
PROLOGIS INC.	COM	$403K	0.1%Prev: 0.1%	3,157 SH	Increased-265 SH
RBB FUND TRUST	FIRST EAGLE GBL	$1.5M	0.5%Prev: 0.4%	32,918 SH	Increased+4,755 SH
RBB FUND TRUST	FIRST EAGLE OVER	$3.3M	1.1%Prev: 0.9%	67,550 SH	Increased+12,799 SH
RTX CORPORATION	COM	$7.0M	2.3%Prev: 2.3%	38,406 SH	Increased-2,019 SH
S&P GLOBAL INC	COM	$300K	0.1%Prev: 0.1%	575 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET HEA	$280K	0.1%	1,810 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$8.0M	2.6%	198,040 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$405K	0.1%	2,816 SH	New
SPDR GOLD TR	GOLD SHS	$630K	0.2%Prev: 0.2%	1,589 SH	Increased+90 SH
T ROWE PRICE ETF INC	SMALL MID CAP	$321K	0.1%	8,930 SH	New
UBER TECHNOLOGIES INC	COM	$380K	0.1%Prev: 0.2%	4,646 SH	Decreased-1,091 SH
VANGUARD INDEX FDS	MID CAP ETF	$961K	0.3%Prev: 0.3%	3,310 SH	Decreased-125 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$5.1M	1.7%Prev: 3.5%	84,325 SH	Decreased-90,261 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.9M	1.9%Prev: 2.0%	26,651 SH	Increased-84 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.8M	1.3%Prev: 1.2%	26,558 SH	Increased+458 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.4M	0.5%Prev: 0.7%	15,591 SH	Decreased-6,201 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$740K	0.2%Prev: 0.2%	8,225 SH	Increased+2,222 SH
VERIZON COMMUNICATIONS INC	COM	$258K	0.1%Prev: 0.1%	6,345 SH	Decreased+381 SH
VISA INC	COM CL A	$7.9M	2.6%Prev: 2.5%	22,485 SH	Increased+470 SH
WALMART INC	COM	$501K	0.2%Prev: 0.1%	4,501 SH	Increased+380 SH
WILLIAMS COS INC	COM	$1.2M	0.4%Prev: 0.4%	20,127 SH	Decreased+370 SH

Sold (vs prior filing)

ISHARES TR — $248K
LOCKHEED MARTIN CORP — $238K
SELECT SECTOR SPDR TR — $8.1M
SELECT SECTOR SPDR TR — $267K
SELECT SECTOR SPDR TR — $409K
VANGUARD INDEX FDS — $213K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001172661-26-000233	$304.3M	View
Oct 7, 2025	Q3 2025	13F-HR	0001172661-25-004182	$295.5M	View
Jul 23, 2026	Q2 2026