StrongBox Wealth, LLC - Portfolio overview

StrongBox Wealth, LLC has 100 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 9.81%
2. SHY - ISHARES TR, 4.68%
3. CGIE - CAPITAL GROUP INTERNATIONAL, 4.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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