StrongBox Wealth, LLC

CIK

1812155

Location

Lee's Summit, MO

Portfolio Value

Small $160,486,081

Diversification

Diversified

Filing Date

Global Rank

#4,678 / 8,603 ▲ 169 · as of Mar 2026

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.2%

SPY

+76.0%

Annualised alpha

-3.0%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.2 pts

Top 5

29.1%

−2.0 pts

Top 10

52.2%

−1.4 pts

HHI

391

Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.3%	$35,771,695	12
Financial Services	12.4%	$19,831,170	6
Industrials	10.4%	$16,756,740	5
Healthcare	10.4%	$16,740,143	9
Communication Services	8.5%	$13,586,041	4
Consumer Defensive	7.7%	$12,329,128	5
Consumer Cyclical	7.0%	$11,184,053	4
Unclassified	7.0%	$11,160,709	2
Energy	5.2%	$8,411,741	3
Utilities	4.7%	$7,529,739	2
Basic Materials	3.8%	$6,032,515	2
Real Estate	0.7%	$1,152,407	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+12,981	35,220	$6,142,368
BX	Blackstone Inc.	+3,710	26,008	$2,990,659
GOOGL	Alphabet Inc.	+2,842	39,529	$11,366,959
LLY	ELI LILLY & Co	+2,823	4,936	$4,539,984
QQQ	Invesco Qqq Trust, Series 1	+2,220	17,947	$10,358,649
V	Visa Inc.	+1,377	23,862	$7,212,050
META	Meta Platforms, Inc.	+1,139	2,882	$1,648,878
JPM	Jpmorgan Chase & Co	+1,021	26,208	$7,709,345
AMZN	Amazon Com Inc	+784	28,678	$5,972,767
AVGO	Broadcom Inc.	+726	28,423	$8,797,202
NOC	Northrop Grumman Corp /De/	+662	1,157	$789,351
MSFT	Microsoft Corp	+638	22,231	$8,229,249
ABBV	AbbVie Inc.	+588	4,349	$945,864
HD	Home Depot, Inc.	+538	13,878	$4,564,335
RTX	RTX Corp	+492	38,898	$7,503,424
PANW	Palo Alto Networks Inc	+309	3,586	$574,907
PLTR	Palantir Technologies Inc.	+300	9,285	$1,358,209
AMGN	Amgen Inc	+297	14,884	$5,236,935
GLD	Spdr Gold Trust	+275	1,864	$802,060
EOG	Eog Resources Inc	+250	3,614	$522,475
VZ	Verizon Communications Inc	+187	6,532	$327,906
HON	Honeywell International Inc	+86	2,576	$610,648
CB	Chubb Ltd	+82	1,729	$563,532
CSCO	Cisco Systems, Inc.	+76	23,402	$1,815,761
CRWD	CrowdStrike Holdings, Inc.	+32	787	$76,813
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−16,510	27,028	$2,774,964
ORCL	Oracle Corp	−5,160	16,445	$2,419,223
WMB	Williams Companies, Inc.	−3,082	17,045	$1,240,535
PEP	Pepsico Inc	−1,807	8,883	$1,379,441
CVX	Chevron Corp	−1,595	32,135	$6,648,731
ETN	Eaton Corp plc	−1,249	21,308	$7,621,232
NEE	Nextera Energy Inc	−981	74,116	$6,883,894
LIN	Linde PLC	−569	10,879	$5,393,373
ETR	Entergy Corp /De/	−501	5,748	$645,845
AAPL	Apple Inc.	−400	19,725	$5,006,007
MDT	Medtronic plc	−364	8,090	$700,998
PLD	Prologis, Inc.	−335	2,822	$373,011
PG	PROCTER & GAMBLE Co	−112	3,061	$442,130
COST	Costco Wholesale Corp /New	−109	8,052	$8,023,254
EQIX	Equinix Inc	−76	590	$578,341
AMT	American Tower Corp /Ma/	−60	1,165	$201,055
DHR	Danaher Corp /De/	−51	1,359	$257,666
BRK-B	Berkshire Hathaway Inc	−37	2,346	$1,124,203
MCK	Mckesson Corp	−10	393	$340,086
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TJX	Tjx Companies Inc /De/	2,681	$428,155
ASML	Asml Holding NV	279	$368,511
LMT	Lockheed Martin Corp	384	$232,085
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	4,646	$379,624
GPC	Genuine Parts Co	2,995	$368,265
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $160,486,081 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	39,529	+2,842	$11,366,959	−1.0%	7.08%
QQQ	Invesco Qqq Trust, Series 1	Added	17,947	+2,220	$10,358,649	+7.2%	6.45%
AVGO	Broadcom Inc. Technology	Added	28,423	+726	$8,797,202	−8.2%	5.48%
MSFT	Microsoft Corp Technology	Added	22,231	+638	$8,229,249	−21.2%	5.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	8,052	-109	$8,023,254	+14.0%	5.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	26,208	+1,021	$7,709,345	−5.0%	4.80%
ETN	Eaton Corp plc Industrials	Reduced	21,308	-1,249	$7,621,232	+6.1%	4.75%
RTX	RTX Corp Industrials	Added	38,898	+492	$7,503,424	+6.5%	4.68%
V	Visa Inc. Financial Services	Added	23,862	+1,377	$7,212,050	−8.5%	4.49%
NEE	Nextera Energy Inc Utilities	Reduced	74,116	-981	$6,883,894	+14.2%	4.29%
CVX	Chevron Corp Energy	Reduced	32,135	-1,595	$6,648,731	+29.3%	4.14%
NVDA	Nvidia Corp Technology	Added	35,220	+12,981	$6,142,368	+48.1%	3.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,678	+784	$5,972,767	−7.2%	3.72%
LIN	Linde PLC Basic Materials	Reduced	10,879	-569	$5,393,373	+10.5%	3.36%
AMGN	Amgen Inc Healthcare	Added	14,884	+297	$5,236,935	+9.7%	3.26%
AAPL	Apple Inc. Technology	Reduced	19,725	-400	$5,006,007	−8.5%	3.12%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,878	+538	$4,564,335	−0.6%	2.84%
LLY	ELI LILLY & Co Healthcare	Added	4,936	+2,823	$4,539,984	+99.9%	2.83%
BX	Blackstone Inc. Financial Services	Added	26,008	+3,710	$2,990,659	−13.0%	1.86%
ABT	Abbott Laboratories Healthcare	Reduced	27,028	-16,510	$2,774,964	−49.1%	1.73%
ORCL	Oracle Corp Technology	Reduced	16,445	-5,160	$2,419,223	−42.6%	1.51%
CL	Colgate Palmolive Co Consumer Defensive	Held	22,585	0	$1,924,919	+7.9%	1.20%
CSCO	Cisco Systems, Inc. Technology	Added	23,402	+76	$1,815,761	+1.1%	1.13%
META	Meta Platforms, Inc. Communication Services	Added	2,882	+1,139	$1,648,878	+43.3%	1.03%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,883	-1,807	$1,379,441	−10.1%	0.86%
PLTR	Palantir Technologies Inc. Technology	Added	9,285	+300	$1,358,209	−15.0%	0.85%
WMB	Williams Companies, Inc. Energy	Reduced	17,045	-3,082	$1,240,535	+2.5%	0.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,346	-37	$1,124,203	−6.1%	0.70%
NVS	Novartis AG Healthcare	Held	6,789	0	$1,037,019	+10.8%	0.65%
ABBV	AbbVie Inc. Healthcare	Added	4,349	+588	$945,864	+10.1%	0.59%
JNJ	Johnson & Johnson Healthcare	Added	3,709	+1	$906,627	+18.1%	0.56%
GLD	Spdr Gold Trust	Added	1,864	+275	$802,060	+27.4%	0.50%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,157	+662	$789,351	+179.7%	0.49%
GRMN	Garmin Ltd Technology	Held	3,305	0	$766,793	+14.4%	0.48%
MDT	Medtronic plc Healthcare	Reduced	8,090	-364	$700,998	−13.7%	0.44%
ETR	Entergy Corp /De/ Utilities	Reduced	5,748	-501	$645,845	+11.8%	0.40%
PPG	Ppg Industries Inc Basic Materials	Held	5,980	0	$639,142	+4.3%	0.40%
HON	Honeywell International Inc Industrials	Added	2,576	+86	$610,648	+19.9%	0.38%
EQIX	Equinix Inc Real Estate	Reduced	590	-76	$578,341	+13.3%	0.36%
PANW	Palo Alto Networks Inc Technology	Added	3,586	+309	$574,907	−4.8%	0.36%
CB	Chubb Ltd Financial Services	Added	1,729	+82	$563,532	+9.6%	0.35%
WMT	Walmart Inc. Consumer Defensive	Held	4,501	0	$559,384	+11.6%	0.35%
EOG	Eog Resources Inc Energy	Added	3,614	+250	$522,475	+47.9%	0.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,061	-112	$442,130	−2.8%	0.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	2,681	NEW	$428,155	NEW	0.27%
PLD	Prologis, Inc. Real Estate	Reduced	2,822	-335	$373,011	−7.4%	0.23%
ASML	Asml Holding NV Technology	NEW	279	NEW	$368,511	NEW	0.23%
MCK	Mckesson Corp Healthcare	Reduced	393	-10	$340,086	+2.9%	0.21%
VZ	Verizon Communications Inc Communication Services	Added	6,532	+187	$327,906	+26.9%	0.20%
DHR	Danaher Corp /De/ Healthcare	Reduced	1,359	-51	$257,666	−20.2%	0.16%