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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 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 350.0 $62K 0.02% NEW $178.24 +12.3%
162 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 325.0 $62K 0.02% NEW $191.75 -7.1%
163 EVUS ISHARES ESG AWARE MSCI USA VALUE ETF 1,699.0 $60K 0.02% NEW $35.11 +6.0%
164 GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 1,154.0 $58K 0.02% NEW $50.58 -0.0%
165 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 146.0 $58K 0.02% NEW $397.68 -6.0%
166 WELL WELLTOWER INC COM Real Estate 250.0 $57K 0.02% NEW $226.97 +3.4%
167 LEU CENTRUS ENERGY CORP CL A Energy 326.0 $55K 0.02% NEW $167.87 +3.3%
168 ALL ALLSTATE CORP COM Financial Services 228.0 $54K 0.01% NEW $237.94 +8.7%
169 QBTS D-WAVE QUANTUM INC COM Technology 2,255.0 $54K 0.01% NEW $23.99 -28.1%
170 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 181.0 $53K 0.01% NEW $293.18 +4.9%
171 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 984.0 $52K 0.01% NEW $53.11 +19.6%
172 SBUX STARBUCKS CORP COM Consumer Cyclical 503.0 $51K 0.01% NEW $102.37 +3.9%
173 LUV SOUTHWEST AIRLS CO COM Industrials 1,000.0 $51K 0.01% NEW $51.42 -24.9%
174 MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND 1,038.0 $47K 0.01% NEW $45.76 -2.6%
175 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 572.0 $47K 0.01% NEW $82.84 -1.6%
176 SCHW SCHWAB CHARLES CORP COM Financial Services 508.0 $47K 0.01% NEW $92.27 +19.2%
177 XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 889.0 $46K 0.01% NEW $52.15 -2.3%
178 IDA IDACORP INC COM Utilities 304.0 $46K 0.01% NEW $151.30 -10.2%
179 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 740.0 $45K 0.01% NEW $60.79 +4.1%
180 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 94.0 $45K 0.01% NEW $477.57 -12.8%
Page 9 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%