StrongBox Wealth, LLC holds a diversified book of 266 stocks worth $350.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Dimensional Short Duration and trimmed Alphabet Inc-CL A. Their largest long position is JPMorgan Ultra-Short Income at 9% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1812155/holdings"
Use Arkolith to show StrongBox Wealth, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning StrongBox Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as StrongBox Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $551.6B |
| LPL Financial LLC | 79 / 80 | $76.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $64.7B |
| HighTower Advisors, LLC | 79 / 80 | $29.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $17.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $16.4B |
| Kestra Advisory Services, LLC | 79 / 80 | $7.8B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.1B |
Ranked by how many of StrongBox Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Ultra-Short Income ETF SHS BEN INT | $31.3M | 618.4K | 8.9% | ▲+1.5% Added · +9K sh | |
| 2 | Ishares 1-3 Year Treasury Bond ETF SHS BEN INT | $15.0M | 182.1K | 4.3% | ▲+2.1% Added · +4K sh | |
| 3 | Alphabet Inc Cap STK CL A COM | $14.1M | 39.4K | 4.0% | ▼−0.2% Reduced · −86 sh | |
| 4 | Capital Group International Equity ETF SHS BEN INT | $14.0M | 380.1K | 4.0% | ▼−0.1% Reduced · −375 sh | |
| 5 | Invesco QQQ Trust Series I SHS BEN INT | $13.3M | 18.0K | 3.8% | ▲+0.3% Added · +62 sh | |
| 6 | Ishares Msci USA Quality Factor ETF SHS BEN INT | $12.8M | 58.6K | 3.7% | ▲+2.1% Added · +1K sh | |
| 7 | Ishares Core S&P Mid-Cap ETF SHS BEN INT | $11.8M | 152.5K | 3.4% | ▼−0.5% Reduced · −755 sh | |
| 8 | Broadcom Inc Com COM | $10.5M | 27.8K | 3.0% | ▼−2.1% Reduced · −601 sh | |
| 9 | Eaton Corp PLC SHS COM | $9.0M | 21.0K | 2.6% | ▼−1.4% Reduced · −297 sh | |
| 10 | JPMorgan Chase & Co Com COM | $8.6M | 26.3K | 2.5% | ▲+0.3% Added · +72 sh | |
| 11 | Visa Inc Com CL A COM | $8.3M | 24.1K | 2.4% | ▲+0.8% Added · +198 sh | |
| 12 | Microsoft Corp Com COM | $8.1M | 21.8K | 2.3% | ▼−1.9% Reduced · −414 sh | |
| 13 | Costco Wholesale Corporation Com COM | $7.6M | 8.1K | 2.2% | ▲+0.3% Added · +28 sh | |
| 14 | State Street Real Estate Select Sector SPDR ETF SHS BEN INT | $7.4M | 169.1K | 2.1% | ▲+0.7% Added · +1K sh | |
| 15 | RTX Corporation Com COM | $7.4M | 39.1K | 2.1% | ▲+0.5% Added · +208 sh | |
| 16 | JPMorgan Equity Premium Income ETF SHS BEN INT | $7.2M | 128.0K | 2.1% | ▼−1.8% Reduced · −2K sh | |
| 17 | Nvidia Corporation Com COM | $7.1M | 35.6K | 2.0% | ▲+1.1% Added · +373 sh | |
| 18 | Amazon Com Inc Com COM | $6.8M | 28.7K | 1.9% | ▲+0.1% Added · +19 sh | |
| 19 | Eli Lilly & Co Com COM | $6.8M | 5.6K | 1.9% | ▲+14% Added · +695 sh | |
| 20 | NextEra Energy Inc Com COM | $6.7M | 76.5K | 1.9% | ▲+3.3% Added · +2K sh | |
| 21 | JPMorgan Ultra-Short Municipal Income ETF SHS BEN INT | $6.5M | 126.7K | 1.8% | ▲+8.1% Added · +10K sh | |
| 22 | Vanguard Dividend Appreciation ETF SHS BEN INT | $6.4M | 27.1K | 1.8% | ▲+0.5% Added · +127 sh | |
| 23 | Avantis International Equity ETF SHS BEN INT | $5.8M | 65.2K | 1.7% | ▲+12% Added · +7K sh | |
| 24 | Linde PLC SHS COM | $5.7M | 11.0K | 1.6% | ▲+1.3% Added · +137 sh | |
| 25 | Apple Inc Com COM | $5.6M | 19.4K | 1.6% | ▼−1.4% Reduced · −287 sh | |
| 26 | Amgen Inc Com COM | $5.5M | 15.1K | 1.6% | ▲+1.4% Added · +214 sh | |
| 27 | Chevron Corporation Com COM | $5.5M | 32.9K | 1.6% | ▲+2.4% Added · +770 sh | |
| 28 | Janus Henderson Aaa Clo ETF SHS BEN INT | $4.8M | 95.0K | 1.4% | ▲+9.8% Added · +9K sh | |
| 29 | Home Depot Inc Com COM | $4.8M | 13.5K | 1.4% | ▼−2.6% Reduced · −367 sh | |
| 30 | Vanguard High Dividend Yield Index ETF SHS BEN INT | $4.2M | 26.9K | 1.2% | ▲+0.7% Added · +199 sh | |
| 31 | First Eagle Overseas Equity ETF SHS BEN INT | $4.1M | 77.2K | 1.2% | ▲+5.1% Added · +4K sh | |
| 32 | Vanguard Intermediate-Term Treasury ETF SHS BEN INT | $4.0M | 67.2K | 1.1% | ▼−4.5% Reduced · −3K sh | |
| 33 | Capital Group Core Balanced ETF SHS BEN INT | $3.9M | 101.9K | 1.1% | ▲+3.9% Added · +4K sh | |
| 34 | Capital Group Municipal Income ETF SHS BEN INT | $3.7M | 133.8K | 1.0% | ▲+19% Added · +22K sh | |
| 35 | Capital Group Dividend Value ETF SHS BEN INT | $3.6M | 73.3K | 1.0% | ▲+1.2% Added · +874 sh | |
| 36 | Blackstone Inc Com COM | $3.2M | 27.4K | 0.9% | ▲+5.3% Added · +1K sh | |
| 37 | Cisco Sys Inc Com COM | $2.7M | 23.2K | 0.8% | ▼−1.1% Reduced · −247 sh | |
| 38 | Oracle Corp Com COM | $2.4M | 16.5K | 0.7% | ▲+0.3% Added · +54 sh | |
| 39 | Avantis U.s Small Cap Equity ETF SHS BEN INT | $2.2M | 30.2K | 0.6% | ▲+10% Added · +3K sh | |
| 40 | Colgate Palmolive Co Com COM | $2.1M | 22.6K | 0.6% | —Held | |
| 41 | Abbott Laboratories Com COM | $1.9M | 21.0K | 0.5% | ▼−22% Reduced · −6K sh | |
| 42 | First Eagle Global Equity ETF SHS BEN INT | $1.8M | 37.6K | 0.5% | ▲+0.1% Added · +22 sh | |
| 43 | T. Rowe Price Small-Mid Cap ETF SHS BEN INT | $1.5M | 35.2K | 0.4% | ▲+12% Added · +4K sh | |
| 44 | Meta Platforms Inc CL A COM | $1.5M | 2.7K | 0.4% | ▼−6.5% Reduced · −186 sh | |
| 45 | Berkshire Hathaway Inc Del CL A COM | $1.5M | 2 | 0.4% | —Held | |
| 46 | Dimensional Short-Duration Fixed Income ETF SHS BEN INT | $1.4M | 29.4K | 0.4% | ▲New New position | |
| 47 | Williams Cos Inc Com COM | $1.3M | 17.1K | 0.4% | ▲+0.6% Added · +100 sh | |
| 48 | Palo Alto Networks Inc Com COM | $1.2M | 3.5K | 0.3% | ▼−1.9% Reduced · −70 sh | |
| 49 | Pepsico Inc Com COM | $1.2M | 8.8K | 0.3% | ▼−1.4% Reduced · −126 sh | |
| 50 | Abbvie Inc Com COM | $1.1M | 4.4K | 0.3% | ▲+1.4% Added · +60 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 267 | $350.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 95 | $312.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 93 | $304.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 90 | $295.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 85 | $263.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 88 | $239.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 89 | $236.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 87 | $233.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.