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

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$9.49 Million 3.42% of portfolio
27,697
Q4 2025 Reduced 4.58%
$140B
$7.95 Million 2.87% of portfolio
22,557
Q4 2025 Added 4.79%
$168B
$6.44 Million 2.32% of portfolio
75,097
Q4 2025 Reduced 0.41%
$183B
$4.98 Million 1.8% of portfolio
14,587
Q4 2025 Added 2.06%
$98.1B
$3.09 Million 1.11% of portfolio
22,298
Q4 2025 Added 4.55%
$65.7B
$1.78 Million 0.64% of portfolio
22,585
Q1 2022 Reduced 3.21%
$74.3B
$1.23 Million 0.44% of portfolio
20,127
Q4 2025 Added 1.87%
$128B
$813,000 0.29% of portfolio
8,454
Q4 2025 Reduced 25.97%
$61.4B
$672,000 0.24% of portfolio
3,277
Q4 2025 Reduced 16.19%
$37.2B
$641,000 0.23% of portfolio
3,305
Q4 2025 New
$19.3B
$593,000 0.21% of portfolio
6,249
Q4 2025 Added 0.02%
$22.8B
$580,000 0.21% of portfolio
5,980
Q1 2021 Reduced 2.61%
$71.5B
$523,000 0.19% of portfolio
666
Q4 2025 Reduced 18.18%
$123B
$486,000 0.18% of portfolio
1,647
Q4 2025 Added 3.07%
$132B
$488,000 0.18% of portfolio
2,490
Q4 2025 Added 2.22%
$115B
$405,000 0.15% of portfolio
755
Q4 2025 Added 6.79%
$114B
$389,000 0.14% of portfolio
3,157
Q4 2025 Reduced 7.74%
$18B
$381,000 0.14% of portfolio
2,995
Q4 2025 Added 36.51%
$64.7B
$371,000 0.13% of portfolio
3,364
Q4 2025 Reduced 22.97%
$121B
$339,000 0.12% of portfolio
403
Q1 2025 Reduced 8.2%
$160B
$310,000 0.11% of portfolio
1,410
Q4 2025 Reduced 25.52%
$49.1B
$277,000 0.1% of portfolio
2,520
Q4 2025 Added 900.0%
$159B
$281,000 0.1% of portfolio
575
Q1 2024 Reduced 1.71%
$86.7B
$278,000 0.1% of portfolio
495
Q4 2025 New
$172B
$260,000 0.09% of portfolio
6,345
Q4 2025 Added 6.39%
$84B
$221,000 0.08% of portfolio
1,225
Q4 2025 Reduced 54.0%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $277 Million
  • Prior Value $273 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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