Universe · entity
StrongBox Wealth, LLC
Institutional manager (13F) · CIK 1812155
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $289M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $31M | 608,954 |
| 2 | ISHARES TR | $15M | 178,319 |
| 3 | CAPITAL GROUP INTERNATIONAL | $13M | 380,438 |
| 4 | ALPHABET INC | $11M | 39,529 |
| 5 | ISHARES TR | $11M | 57,322 |
| 6 | INVESCO QQQ TR | $10M | 17,947 |
| 7 | ISHARES TR | $10M | 153,232 |
| 8 | BROADCOM INC | $9M | 28,423 |
| 9 | MICROSOFT CORP | $8M | 22,231 |
| 10 | COSTCO WHOLESALE CORPORATION | $8M | 8,052 |
| 11 | JPMORGAN CHASE & CO | $8M | 26,208 |
| 12 | EATON CORP PLC | $8M | 21,308 |
| 13 | RTX CORPORATION | $8M | 38,898 |
| 14 | J P MORGAN EXCHANGE TRADED F | $7M | 130,367 |
| 15 | VISA INC | $7M | 23,862 |
| 16 | NEXTERA ENERGY INC | $7M | 74,116 |
| 17 | SELECT SECTOR SPDR TR | $7M | 167,883 |
| 18 | CHEVRON CORPORATION | $7M | 32,135 |
| 19 | NVIDIA CORPORATION | $6M | 35,220 |
| 20 | AMAZON COM INC | $6M | 28,678 |
| 21 | J P MORGAN EXCHANGE TRADED F | $6M | 117,124 |
| 22 | VANGUARD SPECIALIZED FUNDS | $6M | 26,988 |
| 23 | LINDE PLC | $5M | 10,879 |
| 24 | AMGEN INC | $5M | 14,884 |
| 25 | APPLE INC | $5M | 19,725 |
| 26 | AMERICAN CENTY ETF TR | $5M | 58,444 |
| 27 | HOME DEPOT INC | $5M | 13,878 |
| 28 | ELI LILLY & CO | $5M | 4,936 |
| 29 | JANUS DETROIT STR TR | $4M | 86,495 |
| 30 | VANGUARD SCOTTSDALE FDS | $4M | 70,402 |
| 31 | VANGUARD WHITEHALL FDS | $4M | 26,691 |
| 32 | RBB FUND TRUST | $4M | 73,476 |
| 33 | CAPITAL GROUP CORE BALANCED | $3M | 98,107 |
| 34 | CAPITAL GROUP DIVIDEND VALUE | $3M | 72,447 |
| 35 | CAPITAL GRP FIXED INCM ETF T | $3M | 112,084 |
| 36 | BLACKSTONE INC | $3M | 26,008 |
| 37 | ABBOTT LABORATORIES | $3M | 27,028 |
| 38 | ORACLE CORP | $2M | 16,445 |
| 39 | COLGATE PALMOLIVE CO | $2M | 22,585 |
| 40 | CISCO SYS INC | $2M | 23,402 |
| 41 | RBB FUND TRUST | $2M | 37,611 |
| 42 | AMERICAN CENTY ETF TR | $2M | 27,403 |
| 43 | META PLATFORMS INC | $2M | 2,882 |
| 44 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 45 | PEPSICO INC | $1M | 8,883 |
| 46 | PALANTIR TECHNOLOGIES INC | $1M | 9,285 |
| 47 | WILLIAMS COS INC | $1M | 17,045 |
| 48 | T ROWE PRICE ETF INC | $1M | 31,364 |
| 49 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,346 |
| 50 | NOVARTIS AG | $1M | 6,789 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.