StrongBox Wealth, LLC

13F filer · CIK 0001812155

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$351MU.S. long equity reported on 13F

Positions172109 new · 0 closed

Net flow last quarter+$6.85MBuys minus sells

Top 10 positions weight26.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026172 positions
GOOGLAlphabet Inc.	$14.1M	4.02%	0.00%	-0.2%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$13.3M	3.78%	Not reported	+0.4%	Q1 2020
AVGOBroadcom Inc.	$10.5M	2.99%	0.00%	-2.1%	Q1 2020
ETNEaton Corp plc	$8.95M	2.55%	0.01%	-1.4%	Q1 2020
JPMJPMorgan Chase & Co	$8.6M	2.45%	0.00%	+0.3%	Q1 2020
VVisa Inc.	$8.25M	2.35%	0.00%	+0.8%	Q1 2020
MSFTMicrosoft Corp	$8.14M	2.32%	0.00%	-1.9%	Q1 2020
COSTCostco Wholesale Corp	$7.56M	2.15%	0.00%	+0.4%	Q1 2020
RTXRTX Corp	$7.42M	2.11%	0.00%	+0.5%	Q2 2020
NVDANvidia Corp	$7.12M	2.03%	0.00%	+1.1%	Q3 2020
AMZNAmazon Com Inc	$6.84M	1.95%	0.00%	+0.1%	Q1 2020
LLYELI LILLY & Co	$6.75M	1.92%	0.00%	+14.1%	Q1 2023
NEENextera Energy Inc	$6.72M	1.91%	0.00%	+3.3%	Q1 2020
LINLinde PLC	$5.72M	1.63%	0.00%	+1.3%	Q4 2020
AAPLApple Inc.	$5.62M	1.60%	0.00%	-1.5%	Q1 2020
AMGNAmgen Inc	$5.47M	1.56%	0.00%	+1.4%	Q1 2020
CVXChevron Corp	$5.45M	1.55%	0.00%	+2.4%	Q2 2021
HDHome Depot, Inc.	$4.77M	1.36%	0.00%	-2.6%	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.25M	1.21%	Not reported	+0.8%	Q1 2020
BXBlackstone Inc.	$3.22M	0.92%	0.00%	+5.4%	Q1 2023
CSCOCisco Systems, Inc.	$2.72M	0.78%	0.00%	-1.1%	Q1 2020
ORCLOracle Corp	$2.42M	0.69%	0.00%	+0.3%	Q4 2024
CLColgate Palmolive Co	$2.07M	0.59%	0.00%	Not reported	Q1 2020
ABTAbbott Laboratories	$1.9M	0.54%	0.00%	-22.4%	Q1 2020
METAMeta Platforms, Inc.	$1.52M	0.43%	Not reported	-6.5%	Q3 2023
BRK.ABerkshire Hathaway Inc	$1.5M	0.43%	Not reported	Not reported	Q1 2020
WMBWilliams Companies, Inc.	$1.27M	0.36%	0.00%	+0.6%	Q4 2024
PANWPalo Alto Networks Inc	$1.2M	0.34%	0.00%	-2.0%	Q1 2024
PEPPepsico Inc	$1.19M	0.34%	0.00%	-1.4%	Q1 2020
ABBVAbbVie Inc.	$1.11M	0.32%	0.00%	+1.4%	Q1 2020
BRK.BBerkshire Hathaway Inc	$1.07M	0.31%	Not reported	-8.4%	Q2 2021
NVSNovartis AG	$1.06M	0.30%	0.00%	Not reported	Q1 2020
PLTRPalantir Technologies Inc.	$1.05M	0.30%	0.00%	-2.6%	Q4 2021
JNJJohnson & Johnson	$942K	0.27%	0.00%	0.0%	Q1 2020
GRMNGarmin Ltd	$785K	0.22%	0.00%	Not reported	Q4 2025
LMTLockheed Martin Corp	$746K	0.21%	0.00%	+281.0%	Q1 2020
PPGPPG Industries Inc	$725K	0.21%	0.00%	Not reported	Q1 2020
GLDSPDR Gold Trust	$718K	0.20%	0.00%	+4.6%	Q4 2020
AVMCaVINCI MEDIA CORP	$696K	0.20%	Not reported	-0.1%	Q1 2026
ETREntergy Corp	$660K	0.19%	0.00%	Not reported	Q3 2024
ASMLAsml Holding NV	$619K	0.18%	0.00%	+11.5%	Q1 2026
EQIXEquinix Inc	$615K	0.18%	0.00%	Not reported	Q1 2020
CRWDCrowdStrike Holdings, Inc.	$604K	0.17%	0.00%	+0.6%	Q1 2021
MDTMedtronic plc	$601K	0.17%	0.00%	-5.1%	Q1 2020
CBChubb Ltd	$594K	0.17%	0.00%	+0.9%	Q1 2023
XOMExxonMobil Holdings Corp	$544K	0.15%	0.00%	-2.5%	Q4 2022
AMDAdvanced Micro Devices Inc	$534K	0.15%	0.00%	-13.6%	Q4 2023
WMTWalmart Inc.	$505K	0.14%	0.00%	-0.9%	Q1 2020
PGPROCTER & GAMBLE Co	$467K	0.13%	0.00%	+4.0%	Q1 2020
EOGEog Resources Inc	$456K	0.13%	0.00%	-2.8%	Q3 2021

Q1 2026Reported May 8, 202662 positions
GOOGLAlphabet Inc.	$11.4M	3.64%	0.00%	+7.8%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$10.4M	3.31%	Not reported	+14.1%	Q1 2020
AVGOBroadcom Inc.	$8.8M	2.82%	0.00%	+2.6%	Q1 2020
MSFTMicrosoft Corp	$8.23M	2.63%	0.00%	+3.0%	Q1 2020
COSTCostco Wholesale Corp	$8.02M	2.57%	0.00%	-1.3%	Q1 2020
JPMJPMorgan Chase & Co	$7.71M	2.47%	0.00%	+4.1%	Q1 2020
ETNEaton Corp plc	$7.62M	2.44%	0.01%	-5.5%	Q1 2020
RTXRTX Corp	$7.5M	2.40%	0.00%	+1.3%	Q2 2020
VVisa Inc.	$7.21M	2.31%	0.00%	+6.1%	Q1 2020
NEENextera Energy Inc	$6.88M	2.20%	0.00%	-1.3%	Q1 2020
CVXChevron Corp	$6.65M	2.13%	0.00%	-4.7%	Q2 2021
NVDANvidia Corp	$6.14M	1.97%	0.00%	+58.4%	Q3 2020
AMZNAmazon Com Inc	$5.97M	1.91%	0.00%	+2.8%	Q1 2020
LINLinde PLC	$5.39M	1.73%	0.00%	-5.0%	Q4 2020
AMGNAmgen Inc	$5.24M	1.68%	0.00%	+2.0%	Q1 2020
AAPLApple Inc.	$5.01M	1.60%	0.00%	-2.0%	Q1 2020
HDHome Depot, Inc.	$4.56M	1.46%	0.00%	+4.0%	Q1 2020
LLYELI LILLY & Co	$4.54M	1.45%	0.00%	+133.6%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.95M	1.26%	Not reported	+0.5%	Q1 2020
BXBlackstone Inc.	$2.99M	0.96%	0.00%	+16.6%	Q1 2023
ABTAbbott Laboratories	$2.77M	0.89%	0.00%	-37.9%	Q1 2020
ORCLOracle Corp	$2.42M	0.77%	0.00%	-23.9%	Q4 2024
CLColgate Palmolive Co	$1.92M	0.62%	0.00%	Not reported	Q1 2020
CSCOCisco Systems, Inc.	$1.82M	0.58%	0.00%	+0.3%	Q1 2020
METAMeta Platforms, Inc.	$1.65M	0.53%	Not reported	+65.4%	Q3 2023
BRK.ABerkshire Hathaway Inc	$1.44M	0.46%	Not reported	Not reported	Q1 2020
PEPPepsico Inc	$1.38M	0.44%	0.00%	-16.9%	Q1 2020
PLTRPalantir Technologies Inc.	$1.36M	0.43%	0.00%	+3.3%	Q4 2021
WMBWilliams Companies, Inc.	$1.24M	0.40%	0.00%	-15.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.12M	0.36%	Not reported	-1.6%	Q2 2021
NVSNovartis AG	$1.04M	0.33%	0.00%	Not reported	Q1 2020
ABBVAbbVie Inc.	$946K	0.30%	0.00%	+15.6%	Q1 2020
JNJJohnson & Johnson	$907K	0.29%	0.00%	0.0%	Q1 2020
GLDSPDR Gold Trust	$802K	0.26%	0.00%	+17.3%	Q4 2020
NOCNorthrop Grumman Corp	$789K	0.25%	0.00%	+133.7%	Q4 2025
GRMNGarmin Ltd	$767K	0.25%	0.00%	Not reported	Q4 2025
MDTMedtronic plc	$701K	0.22%	0.00%	-4.3%	Q1 2020
XOMExxonMobil Holdings Corp	$692K	0.22%	0.00%	-6.1%	Q4 2022
ETREntergy Corp	$646K	0.21%	0.00%	-8.0%	Q3 2024
PPGPPG Industries Inc	$639K	0.20%	0.00%	Not reported	Q1 2020
AVMCaVINCI MEDIA CORP	$627K	0.20%	Not reported	New	Q1 2026
HONHoneywell International Inc	$582K	0.19%	0.00%	+3.5%	Q1 2020
EQIXEquinix Inc	$578K	0.19%	0.00%	-11.4%	Q1 2020
PANWPalo Alto Networks Inc	$575K	0.18%	0.00%	+9.4%	Q1 2024
CBChubb Ltd	$564K	0.18%	0.00%	+5.0%	Q1 2023
WMTWalmart Inc.	$559K	0.18%	0.00%	Not reported	Q1 2020
EOGEog Resources Inc	$522K	0.17%	0.00%	+7.4%	Q3 2021
PGPROCTER & GAMBLE Co	$442K	0.14%	0.00%	-3.5%	Q1 2020
TJXTJX Companies Inc	$428K	0.14%	0.00%	New	Q1 2026
PLDPrologis, Inc.	$373K	0.12%	0.00%	-10.6%	Q4 2021

Q4 2025Reported Jan 21, 202660 positions
GOOGLAlphabet Inc.	$11.5M	3.77%	0.00%	+3.2%	Q1 2020
MSFTMicrosoft Corp	$10.4M	3.43%	0.00%	+5.4%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$9.66M	3.18%	Not reported	-0.9%	Q1 2020
AVGOBroadcom Inc.	$9.59M	3.15%	0.00%	-4.6%	Q1 2020
JPMJPMorgan Chase & Co	$8.12M	2.67%	0.00%	+0.8%	Q1 2020
VVisa Inc.	$7.89M	2.59%	0.00%	+2.1%	Q1 2020
ETNEaton Corp plc	$7.18M	2.36%	0.01%	+4.8%	Q1 2020
RTXRTX Corp	$7.04M	2.31%	0.00%	-5.0%	Q2 2020
COSTCostco Wholesale Corp	$7.04M	2.31%	0.00%	+16.5%	Q1 2020
AMZNAmazon Com Inc	$6.44M	2.12%	0.00%	+1.2%	Q1 2020
NEENextera Energy Inc	$6.03M	1.98%	0.00%	-0.4%	Q1 2020
AAPLApple Inc.	$5.47M	1.80%	0.00%	-8.0%	Q1 2020
ABTAbbott Laboratories	$5.45M	1.79%	0.00%	+33.2%	Q1 2020
CVXChevron Corp	$5.14M	1.69%	0.00%	-4.9%	Q2 2021
LINLinde PLC	$4.88M	1.60%	0.00%	+6.7%	Q4 2020
AMGNAmgen Inc	$4.77M	1.57%	0.00%	+2.1%	Q1 2020
HDHome Depot, Inc.	$4.59M	1.51%	0.00%	+8.1%	Q1 2020
ORCLOracle Corp	$4.21M	1.38%	0.00%	+40.3%	Q4 2024
NVDANvidia Corp	$4.15M	1.36%	0.00%	+2.4%	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.81M	1.25%	Not reported	+1.8%	Q1 2020
BXBlackstone Inc.	$3.44M	1.13%	0.00%	+4.6%	Q1 2023
LLYELI LILLY & Co	$2.27M	0.75%	0.00%	+3.0%	Q1 2023
CSCOCisco Systems, Inc.	$1.8M	0.59%	0.00%	+3.1%	Q1 2020
CLColgate Palmolive Co	$1.78M	0.59%	0.00%	Not reported	Q1 2020
PLTRPalantir Technologies Inc.	$1.6M	0.52%	0.00%	+0.1%	Q4 2021
PEPPepsico Inc	$1.53M	0.50%	0.00%	-43.6%	Q1 2020
BRK.ABerkshire Hathaway Inc	$1.51M	0.50%	Not reported	Not reported	Q1 2020
WMBWilliams Companies, Inc.	$1.21M	0.40%	0.00%	+1.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.2M	0.39%	Not reported	-1.1%	Q2 2021
METAMeta Platforms, Inc.	$1.15M	0.38%	Not reported	+73.6%	Q3 2023
NVSNovartis AG	$936K	0.31%	0.00%	+14.3%	Q1 2020
ABBVAbbVie Inc.	$859K	0.28%	0.00%	+3.0%	Q1 2020
MDTMedtronic plc	$812K	0.27%	0.00%	-26.0%	Q1 2020
JNJJohnson & Johnson	$767K	0.25%	0.00%	+3.4%	Q1 2020
GRMNGarmin Ltd	$670K	0.22%	0.00%	New	Q4 2025
GLDSPDR Gold Trust	$630K	0.21%	0.00%	+6.0%	Q4 2020
PPGPPG Industries Inc	$613K	0.20%	0.00%	Not reported	Q1 2020
PANWPalo Alto Networks Inc	$604K	0.20%	0.00%	-16.2%	Q1 2024
ETREntergy Corp	$578K	0.19%	0.00%	0.0%	Q3 2024
XOMExxonMobil Holdings Corp	$522K	0.17%	0.00%	-13.1%	Q4 2022
CBChubb Ltd	$514K	0.17%	0.00%	+3.1%	Q1 2023
EQIXEquinix Inc	$510K	0.17%	0.00%	-18.2%	Q1 2020
WMTWalmart Inc.	$501K	0.16%	0.00%	+9.2%	Q1 2020
HONHoneywell International Inc	$486K	0.16%	0.00%	+2.2%	Q1 2020
PGPROCTER & GAMBLE Co	$455K	0.15%	0.00%	+8.7%	Q1 2020
PLDPrologis, Inc.	$403K	0.13%	0.00%	-7.7%	Q4 2021
UBERUber Technologies, Inc	$380K	0.12%	0.00%	-19.0%	Q2 2024
GPCGenuine Parts Co	$368K	0.12%	0.00%	+36.5%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$354K	0.12%	0.00%	+6.8%	Q1 2021
EOGEog Resources Inc	$353K	0.12%	0.00%	-23.0%	Q3 2021

Q3 2025Reported Oct 7, 202558 positions
MSFTMicrosoft Corp	$10.6M	3.59%	0.00%	-0.8%	Q1 2020
AVGOBroadcom Inc.	$9.58M	3.24%	0.00%	-10.1%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$9.53M	3.22%	Not reported	-6.7%	Q1 2020
GOOGLAlphabet Inc.	$8.64M	2.92%	0.00%	-9.3%	Q1 2020
ETNEaton Corp plc	$8.06M	2.73%	0.01%	-0.4%	Q1 2020
JPMJPMorgan Chase & Co	$7.88M	2.67%	0.00%	+24.3%	Q1 2020
VVisa Inc.	$7.52M	2.54%	0.00%	+6.4%	Q1 2020
RTXRTX Corp	$6.76M	2.29%	0.00%	+19.0%	Q2 2020
COSTCostco Wholesale Corp	$6.48M	2.19%	0.00%	+9.0%	Q1 2020
AMZNAmazon Com Inc	$6.05M	2.05%	0.00%	+3.6%	Q1 2020
NEENextera Energy Inc	$5.69M	1.93%	0.00%	+6.1%	Q1 2020
AAPLApple Inc.	$5.57M	1.88%	0.00%	-22.8%	Q1 2020
CVXChevron Corp	$5.51M	1.86%	0.00%	+6.5%	Q2 2021
LINLinde PLC	$5.09M	1.72%	0.00%	+6.5%	Q4 2020
HDHome Depot, Inc.	$5M	1.69%	0.00%	+5.6%	Q1 2020
ABTAbbott Laboratories	$4.38M	1.48%	0.00%	+10.3%	Q1 2020
ORCLOracle Corp	$4.33M	1.47%	0.00%	+68.0%	Q4 2024
NVDANvidia Corp	$4.05M	1.37%	0.00%	-0.3%	Q3 2020
AMGNAmgen Inc	$4.03M	1.36%	0.00%	+15.0%	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.68M	1.24%	Not reported	+3.6%	Q1 2020
BXBlackstone Inc.	$3.64M	1.23%	0.00%	-0.6%	Q1 2023
PEPPepsico Inc	$2.66M	0.90%	0.00%	-4.1%	Q1 2020
CLColgate Palmolive Co	$1.81M	0.61%	0.00%	Not reported	Q1 2020
PLTRPalantir Technologies Inc.	$1.64M	0.55%	0.00%	+0.6%	Q4 2021
LLYELI LILLY & Co	$1.57M	0.53%	0.00%	+3.3%	Q1 2023
CSCOCisco Systems, Inc.	$1.55M	0.52%	0.00%	-0.4%	Q1 2020
BRK.ABerkshire Hathaway Inc	$1.51M	0.51%	Not reported	Not reported	Q1 2020
WMBWilliams Companies, Inc.	$1.25M	0.42%	0.00%	+4.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.21M	0.41%	Not reported	-38.6%	Q2 2021
MDTMedtronic plc	$1.09M	0.37%	0.00%	-7.6%	Q1 2020
ABBVAbbVie Inc.	$845K	0.29%	0.00%	-8.9%	Q1 2020
PANWPalo Alto Networks Inc	$796K	0.27%	0.00%	+3.0%	Q1 2024
NVSNovartis AG	$762K	0.26%	0.00%	+3.5%	Q1 2020
METAMeta Platforms, Inc.	$737K	0.25%	Not reported	+72.5%	Q3 2023
JNJJohnson & Johnson	$665K	0.23%	0.00%	+0.1%	Q1 2020
EQIXEquinix Inc	$638K	0.22%	0.00%	-50.8%	Q1 2020
PPGPPG Industries Inc	$629K	0.21%	0.00%	Not reported	Q1 2020
ETREntergy Corp	$582K	0.20%	0.00%	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$563K	0.19%	0.00%	+8.3%	Q4 2022
UBERUber Technologies, Inc	$562K	0.19%	0.00%	+3.0%	Q2 2024
GLDSPDR Gold Trust	$533K	0.18%	0.00%	+0.8%	Q4 2020
HONHoneywell International Inc	$513K	0.17%	0.00%	-52.4%	Q1 2020
AMTAmerican Tower Corp	$512K	0.17%	0.00%	-6.3%	Q1 2020
EOGEog Resources Inc	$490K	0.17%	0.00%	-9.3%	Q3 2021
CBChubb Ltd	$451K	0.15%	0.00%	+28.6%	Q1 2023
PGPROCTER & GAMBLE Co	$449K	0.15%	0.00%	-4.2%	Q1 2020
WMTWalmart Inc.	$425K	0.14%	0.00%	-3.2%	Q1 2020
PLDPrologis, Inc.	$392K	0.13%	0.00%	-80.2%	Q4 2021
DHRDanaher Corp	$375K	0.13%	0.00%	-17.0%	Q1 2020
CRWDCrowdStrike Holdings, Inc.	$347K	0.12%	0.00%	+23.0%	Q1 2021

Premium opens every quarter this fund has filed