account_balance
Investment manager · 13F filer · SEC CIK 1812155
StrongBox Wealth, LLC
Reported value$374Mas of Sep 30, 2026
Positions351 92 new, 7 sold out
Top 10 weight35.7%JPST alone is 9%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJPMorgan Ultra-Short Income ETF
8.8%Added +6%
AVDEAvantis International Equity ETF
4.2%Added +166%
GOOGLAlphabet Inc.
3.5%Trimmed −3%
QQQInvesco QQQ Trust Series I
3.4%Trimmed −4%
DFSDDimensional Short-Duration Fixed Income ETF
3.1%Added +746%
MSFTMicrosoft Corp
2.8%Trimmed −6%
AVGOBroadcom Inc.
2.6%
FEOEFirst Eagle Overseas Equity ETF
2.5%Added +129%
ETNEaton Corp PLC
2.4%
NVDANVIDIA Corp
2.3%Added +6%
JPMJPMorgan Chase & Co
2.3%Trimmed −2%
JAAAJanus Henderson Aaa Clo ETF
2.2%Added +75%
JPSTJPMorgan Ultra-Short Income ETF
8.8%Added +6%
AVDEAvantis International Equity ETF
4.2%
GOOGLAlphabet Inc.
3.5%−3%
QQQInvesco QQQ Trust Series I
3.4%−4%
DFSDDimensional Short-Duration Fixed Income ETF
3.1%+746%
MSFTMicrosoft Corp
2.8%
AVGOBroadcom Inc.
2.6%
FEOEFirst Eagle Overseas Equity ETF
2.5%
ETNEaton Corp PLC
2.4%
NVDA2.3%JPM2.3%JAAA2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPST JPMorgan Ultra-Short Income ETF 8.8% Added +6%
AVDE Avantis International Equity ETF 4.2% Added +166%
GOOGL Alphabet Inc. 3.5% Trimmed −3%QQQ Invesco QQQ Trust Series I 3.4% Trimmed −4%
DFSD Dimensional Short-Duration Fixed Income ETF 3.1% Added +746%
MSFT Microsoft Corp 2.8% Trimmed −6%AVGO Broadcom Inc. 2.6% HeldFEOE First Eagle Overseas Equity ETF 2.5% Added +129%
ETN Eaton Corp PLC 2.4% HeldNVDA NVIDIA Corp 2.3% Added +6%JPM JPMorgan Chase & Co 2.3% Trimmed −2%JAAA Janus Henderson Aaa Clo ETF 2.2% Added +75%
What changed
Biggest moves since Jun 30, 2026
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