Institutional Fund
Strongbox Wealth, LLC
Lee'S Summit, MOCIK 18121555 filings on record
Portfolio Value
$312.50M
Q1 2026
Holdings
95
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.7%
from $304.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F9.9%
- Ishares Tr4.7%
- Capital Group International4.1%
- Alphabet Inc3.6%
- Ishares Tr3.5%
- Invesco Qqq Tr3.3%
- Other70.8%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 609.0K | $30.82M | 9.9% | +13.5K | Added |
| 2 | Ishares Tr | 178.3K | $14.72M | 4.7% | +13.9K | Added |
| 3 | Capital Group International | 380.4K | $12.87M | 4.1% | +35.2K | Added |
| 4 | Alphabet Inc | 39.5K | $11.37M | 3.6% | +2.8K | Added |
| 5 | Ishares Tr | 57.3K | $11.00M | 3.5% | +4.1K | Added |
| 6 | Invesco Qqq Tr | 17.9K | $10.36M | 3.3% | +2.2K | Added |
| 7 | Ishares Tr | 153.2K | $10.35M | 3.3% | −33.9K | Reduced |
| 8 | Broadcom Inc | 28.4K | $8.80M | 2.8% | +726 | Added |
| 9 | Microsoft Corp | 22.2K | $8.23M | 2.6% | +638 | Added |
| 10 | Costco Whsl Corp New | 8.1K | $8.02M | 2.6% | −109 | Reduced |
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