SEC Form 13F

StrongBox Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$350,911,745
Positions267

Largest disclosed positions

IssuerTickerClassReported valueReported amount
JPMORGAN ULTRA-SHORT INCOME ETFJPSTSHS BEN INT$31,271,834618,387
ISHARES 1-3 YEAR TREASURY BOND ETFSHYSHS BEN INT$14,954,243182,124
ALPHABET INC CAP STK CL AGOOGLCOM$14,095,90339,443
CAPITAL GROUP INTERNATIONAL EQUITY ETFCGIESHS BEN INT$13,978,717380,063
INVESCO QQQ TRUST SERIES IQQQSHS BEN INT$13,262,27018,009
ISHARES MSCI USA QUALITY FACTOR ETFQUALSHS BEN INT$12,848,95258,556
ISHARES CORE S&P MID-CAP ETFIJHSHS BEN INT$11,757,575152,477
BROADCOM INC COMAVGOCOM$10,509,76027,822
EATON CORP PLC SHSETNCOM$8,953,20721,011
JPMORGAN CHASE & CO COMJPMCOM$8,602,46826,280

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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