StrongBox Wealth, LLC
All 13F Filings
- Location
- Lee's Summit, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 350,912
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 267 | 350,912 | 13F-HR | StrongBox Wealth, LLC |
| Q1 2026 | 5/8/2026 | 95 | 312,501 | 13F-HR | StrongBox Wealth, LLC |
| Q4 2025 | 1/21/2026 | 93 | 304,275 | 13F-HR | StrongBox Wealth, LLC |
| Q3 2025 | 10/7/2025 | 90 | 295,529 | 13F-HR | StrongBox Wealth, LLC |
| Q2 2025 | 7/9/2025 | 85 | 263,511 | 13F-HR | StrongBox Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.5 K | 48.6% | 0 | 11.29 K | -11.29 K |
| ETFs | 180.4 K | 51.4% | 49.7 K | 0 | 49.7 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
350,912
Holdings
267
QoQ value change ($000)
38,411
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.