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Strongbox Wealth, LLC
StrongBox Wealth, LLC is a registered investment adviser headquartered in Lees Summit, Missouri. Incorporated in Delaware, the firm was founded in 2019 and currently has approximately 6-7 employees. StrongBox Wealth primarily serves individual investors—including high net worth individuals—as well as some pension and profit sharing plans and charitable organizations. The firm provides customized asset management and investment advisory services.
Investment Strategy
StrongBox Wealth, LLC focuses on personalized, discretionary asset management for individual and high net worth clients, with modest allocation to pension plans, businesses, and charities. The firm builds diversified portfolios and adjusts equity and fixed income allocations based on market opportunities, aiming for long-term capital growth and risk management across sectors such as technology, consumer, industrial, and energy. Its filings indicate active equity selection and risk-conscious portfolio construction.
Latest 13F Filing Activity
Strongbox Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 88 equity positions with a total 13F market value of $296M. The fund increased holdings in Capital Group International, Select Sector SPDR TR, Oracle Corp. among other positions. Strongbox Wealth, LLC reduced exposure to Kenvue Inc., Prologis Inc., Dimensional Etf Trust among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 9.81% | $29.0M | 571,611 | $50.31 | $50.73 | +$938.3K |
S SHY | ISHARES TR | 4.49% | $13.3M | 159,785 | $82.40 | $82.96 | +$1.5M |
Q QUAL | ISHARES TR | 3.93% | $11.6M | 59,666 | $137.83 | $194.50 | +$902.1K |
M MSFT | MICROSOFT CORP | 3.59% | $10.6M | 20,491 | $249.64 | $517.95 | +$342.0K |
V VGIT | VANGUARD SCOTTSDALE FDS | 3.55% | $10.5M | 174,586 | $58.86 | $60.03 | +$771.2K |
Industry Allocation
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