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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 7 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FWD AB DISRUPTORS ETF 865.0 $128K 0.04% NEW $148.12 -13.6%
122 IAU ISHARES GOLD TRUST Financial Services 1,650.0 $125K 0.04% NEW $75.51 +10.3%
123 CTVA CORTEVA INC COM Basic Materials 1,470.0 $124K 0.04% NEW $84.69 +0.4%
124 EXEL EXELIXIS INC COM Healthcare 2,273.0 $124K 0.04% NEW $54.41 -0.5%
125 ANET ARISTA NETWORKS INC COM SHS Technology 724.0 $123K 0.04% NEW $169.88 +14.6%
126 APH AMPHENOL CORP CL A Technology 682.0 $120K 0.03% NEW $176.32 -11.0%
127 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 942.0 $101K 0.03% NEW $107.21 +4.1%
128 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 598.0 $98K 0.03% NEW $164.27 +2.1%
129 BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT Utilities 2,666.0 $97K 0.03% NEW $36.49 +3.5%
130 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 828.0 $97K 0.03% NEW $117.38 -0.4%
131 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 801.0 $95K 0.03% NEW $118.99 +1.4%
132 URI UNITED RENTALS INC COM Industrials 84.0 $95K 0.03% NEW $1132.89 -9.8%
133 EMR EMERSON ELEC CO COM Industrials 631.0 $90K 0.03% NEW $143.15 +6.8%
134 DIS DISNEY WALT CO COM Communication Services 925.0 $89K 0.03% NEW $96.25 +11.9%
135 QQMG INVESCO ESG NASDAQ 100 ETF 1,731.0 $89K 0.03% NEW $51.23 -2.7%
136 BA BOEING CO COM Industrials 392.0 $85K 0.02% NEW $216.47 -4.3%
137 IVV ISHARES CORE S&P 500 ETF 112.0 $84K 0.02% NEW $748.89 +2.8%
138 SDY STATE STREET SPDR S&P DIVIDEND ETF 540.0 $82K 0.02% NEW $152.18 +2.9%
139 XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 1,395.0 $79K 0.02% NEW $56.79 +3.5%
140 MS MORGAN STANLEY COM NEW Financial Services 378.0 $79K 0.02% NEW $209.04 +2.0%
Page 7 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%