Holdings

StrongBox Wealth, LLC

As of Jun 30, 2026, StrongBox Wealth, LLC reported 148 positions worth US$152M. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Jp Morgan Chase & Co. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Alphabet Inc (google) Class C40,126US$14.3M−179Jun 30, 2026
Broadcom Inc.27,822US$10.5M−601Jun 30, 2026
Jp Morgan Chase & Co.26,280US$8.6M+72Jun 30, 2026
Visa Inc.24,060US$8.25M+198Jun 30, 2026
Microsoft Corp.21,817US$8.14M−414Jun 30, 2026
Costco Wholesale Corporation8,080US$7.56M+28Jun 30, 2026
Rtx Corporation39,106US$7.42M+208Jun 30, 2026
Nvidia Corporation35,593US$7.12M+373Jun 30, 2026
Amazon.com, Inc.28,697US$6.84M+19Jun 30, 2026
Eli Lilly And Company5,631US$6.75M+695Jun 30, 2026