Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
StrongBox Wealth, LLC (CIK 1812155) reported $312.5M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($30.8M, 9.86%), SHY ($14.7M, 4.71%), CGIE ($12.9M, 4.12%), GOOGL ($11.4M, 3.64%), QUAL ($11.0M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $30.8M | 9.86% | 608,954 | Added |
| 2 | SHY | ISHARES TR | $14.7M | 4.71% | 178,319 | Added |
| 3 | CGIE | CAPITAL GROUP INTERNATIONAL | $12.9M | 4.12% | 380,438 | Added |
| 4 | GOOGL | ALPHABET INC | $11.4M | 3.64% | 39,529 | Added |
| 5 | QUAL | ISHARES TR | $11.0M | 3.52% | 57,322 | Added |
| 6 | QQQ | INVESCO QQQ TR | $10.4M | 3.31% | 17,947 | Added |
| 7 | IJH | ISHARES TR | $10.3M | 3.31% | 153,232 | Trimmed |
| 8 | AVGO | BROADCOM INC | $8.8M | 2.82% | 28,423 | Added |
| 9 | MSFT | MICROSOFT CORP | $8.2M | 2.63% | 22,231 | Added |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $8.0M | 2.57% | 8,052 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $7.7M | 2.47% | 26,208 | Added |
| 12 | ETN | EATON CORP PLC | $7.6M | 2.44% | 21,308 | Trimmed |
| 13 | RTX | RTX CORPORATION | $7.5M | 2.40% | 38,898 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.4M | 2.36% | 130,367 | Trimmed |
| 15 | V | VISA INC | $7.2M | 2.31% | 23,862 | Added |
| 16 | NEE | NEXTERA ENERGY INC | $6.9M | 2.20% | 74,116 | Trimmed |
| 17 | XLRE | SELECT SECTOR SPDR TR | $6.9M | 2.19% | 167,883 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $6.6M | 2.13% | 32,135 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $6.1M | 1.97% | 35,220 | Added |
| 20 | JMST | J P MORGAN EXCHANGE TRADED F | $6.0M | 1.91% | 117,124 | Added |
| 21 | AMZN | AMAZON COM INC | $6.0M | 1.91% | 28,678 | Added |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $5.8M | 1.86% | 26,988 | Added |
| 23 | LIN | LINDE PLC | $5.4M | 1.73% | 10,879 | Trimmed |
| 24 | AMGN | AMGEN INC | $5.2M | 1.68% | 14,884 | Added |
| 25 | AAPL | APPLE INC | $5.0M | 1.60% | 19,725 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31