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Portfolio (Quarterly) Guide ↗

StrongBox Wealth, LLC

· CIK 0001812155
13F Portfolio $351M AUM 267 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 267 New
Page 4 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAS DIMENSIONAL U.S. SMALL CAP ETF 9,037.0 $744K 0.21% NEW $82.34 -0.9%
62 PPG PPG INDS INC COM Basic Materials 5,980.0 $725K 0.21% NEW $121.29 -7.5%
63 GLD SPDR GOLD SHARES Financial Services 1,949.0 $718K 0.20% NEW $368.38 +10.9%
64 AVMC AVANTIS U.S. MID CAP EQUITY ETF 8,669.0 $696K 0.20% NEW $80.25 -0.6%
65 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 13,975.0 $696K 0.20% NEW $49.78 -0.6%
66 VO VANGUARD MID-CAP ETF 8,512.0 $686K 0.20% NEW $80.57 +1.8%
67 ENTERGY CORP NEW COM 5,748.0 $660K 0.19% NEW $114.87
68 ASML ASML HLDG NV N Y REGISTRY SHS Technology 311.0 $619K 0.18% NEW $1989.44 -14.7%
69 EQIX EQUINIX INC COM Real Estate 590.0 $615K 0.17% NEW $1042.39 +0.4%
70 CRWD CROWDSTRIKE HLDGS INC CL A Technology 792.0 $604K 0.17% NEW $190.79 +21.1%
71 MDT MEDTRONIC PLC SHS Healthcare 7,680.0 $601K 0.17% NEW $78.23 +15.9%
72 CB CHUBB LIMITED COM Financial Services 1,744.0 $594K 0.17% NEW $340.74 -0.6%
73 EXXONMOBIL HOLDINGS CORP COM SHS 3,976.0 $544K 0.15% NEW $136.72
74 AMD ADVANCED MICRO DEVICES INC COM Technology 920.0 $534K 0.15% NEW $580.91 -19.0%
75 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,804.0 $534K 0.15% NEW $190.58 -2.1%
76 IEFA ISHARES CORE MSCI EAFE ETF 5,386.0 $520K 0.15% NEW $96.58 +3.8%
77 WMT WALMART INC COM Consumer Defensive 4,461.0 $505K 0.14% NEW $113.26 -7.4%
78 PG PROCTER & GAMBLE CO COM Consumer Defensive 3,184.0 $467K 0.13% NEW $146.66 -1.1%
79 EOG EOG RES INC COM Energy 3,514.0 $456K 0.13% NEW $129.73 +11.7%
80 TJX TJX COS INC NEW COM Consumer Cyclical 2,977.0 $451K 0.13% NEW $151.50 -11.6%
Page 4 of 14  ·  267 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.6%
Financial Services 20.1%
Healthcare 10.4%
Industrials 10.4%
Communication Services 9.1%
Consumer Cyclical 7.3%
Consumer Defensive 6.6%
Energy 4.2%
Utilities 3.9%
Basic Materials 3.7%