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.
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 |