Strong Box Wealth, LLC Portfolio Holdings
Strong Box Wealth, LLC
- $277 Million
- Q4 2025
Strong Box Wealth, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $277 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $30.1M, Ishares Barclays 1 3 Year Trea with a value of $13.6M, Ishares Core S&P Mid Cap ETF with a value of $12M, Microsoft Corp with a value of $11M, and Ishares Msci Usa Quality Facto with a value of $10.3M.
Examining the 13F form we can see an increase of $4.3M in the current position value, from $273M to 277M.
Below you can find more details about Strong Box Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$277 Million
ETFs: $130 Million
Technology: $40.5 Million
Financial Services: $21.5 Million
Healthcare: $16.8 Million
Industrials: $15.5 Million
Communication Services: $12 Million
Consumer Cyclical: $11.9 Million
Consumer Defensive: $11.7 Million
Other: $16.1 Million