MondegarAI
StrongBox Wealth, LLC

Q2 2025 · 13F-HR

StrongBox Wealth, LLCholdings as filed

Filed 2025-07-09 · accession 0001172661-25-002507

$263.5M
Reported value
85
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · StrongBox Wealth, LLC · Q2 2025

AI · grounded in 13F

StrongBox Wealth, LLC established a new position in JPST valued at $28.1M. The fund also initiated new stakes in SHY for $11.8M and QUAL for $10.7M. Additional new positions include MSFT at $10.3M and VGIT at $9.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$28.1M10.6%553,661CommonSOLE
464287457SHYISHARES TR$11.8M4.46%141,855CommonSOLE
46432F339QUALISHARES TR$10.7M4.06%58,543CommonSOLE
594918104MSFTMICROSOFT CORP$10.3M3.90%20,650CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$9.7M3.68%162,334CommonSOLE
46090E103QQQINVESCO QQQ TR$9.4M3.56%17,009CommonSOLE
464287507IJHISHARES TR$9.1M3.44%146,334CommonSOLE
11135F101AVGOBROADCOM INC$8.9M3.38%32,301CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$8.5M3.21%148,751CommonSOLE
G29183103ETNEATON CORP PLC$7.7M2.93%21,608CommonSOLE
92826C839VVISA INC$7.3M2.79%20,692CommonSOLE
02079K305GOOGLALPHABET INC$6.9M2.62%39,189CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.4M2.41%6,425CommonSOLE
023135106AMZNAMAZON COM INC$5.8M2.22%26,624CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.8M2.21%20,107CommonSOLE
037833100AAPLAPPLE INC$5.8M2.21%28,338CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.2M1.99%25,631CommonSOLE
75513E101RTXRTX CORPORATION$5.0M1.88%33,973CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.9M1.87%71,055CommonSOLE
166764100CVXCHEVRON CORP NEW$4.8M1.81%33,302CommonSOLE
G54950103LINLINDE PLC$4.7M1.79%10,073CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$4.5M1.70%88,203CommonSOLE
437076102HDHOME DEPOT INC$4.3M1.63%11,682CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$4.2M1.61%102,602CommonSOLE
002824100ABTABBOTT LABS$4.0M1.53%29,652CommonSOLE
031162100AMGNAMGEN INC$3.5M1.32%12,430CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.4M1.31%21,775CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$3.4M1.28%25,203CommonSOLE
14021M107CGIECAPITAL GROUP INTERNATIONAL$3.2M1.22%97,550CommonSOLE
09260D107BXBLACKSTONE INC$3.2M1.22%21,447CommonSOLE
713448108PEPPEPSICO INC$2.6M0.99%19,772CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$2.4M0.89%36,988CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.3M0.87%58,217CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.3M0.87%44,935CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$2.2M0.85%66,782CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$2.1M0.78%22,793CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.1M0.78%22,585CommonSOLE
68389X105ORCLORACLE CORP$2.0M0.76%9,169CommonSOLE
49177J102KVUEKENVUE INC$2.0M0.74%93,497CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.72%3,920CommonSOLE
46432F842IEFAISHARES TR$1.8M0.69%21,795CommonSOLE
74340W103PLDPROLOGIS INC.$1.8M0.69%17,301CommonSOLE
17275R102CSCOCISCO SYS INC$1.6M0.60%22,719CommonSOLE
532457108LLYELI LILLY & CO$1.5M0.59%1,986CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.55%2CommonSOLE
29444U700EQIXEQUINIX INC$1.3M0.50%1,654CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.46%8,925CommonSOLE
438516106HONHONEYWELL INTL INC$1.2M0.45%5,119CommonSOLE
969457100WMBWILLIAMS COS INC$1.2M0.45%18,872CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.41%12,360CommonSOLE
922908629VOVANGUARD INDEX FDS$968,2120.37%3,460CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$826,3570.31%16,647CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$811,5590.31%16,475CommonSOLE
46429B697USMVISHARES TR$789,1650.30%8,407CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$776,6090.29%3,795CommonSOLE
00287Y109ABBVABBVIE INC$743,5940.28%4,006CommonSOLE
66987V109NVSNOVARTIS AG$694,4760.26%5,739CommonSOLE
693506107PPGPPG INDS INC$680,2250.26%5,980CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$628,3600.24%2,843CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$596,2040.23%14,108CommonSOLE
26875P101EOGEOG RES INC$576,1610.22%4,817CommonSOLE
478160104JNJJOHNSON & JOHNSON$547,5730.21%3,584CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$519,8680.20%5,572CommonSOLE
29364G103ETRENTERGY CORP NEW$519,3780.20%6,248CommonSOLE
30231G102XOMEXXON MOBIL CORP$497,3740.19%4,613CommonSOLE
742718109PGPROCTER AND GAMBLE CO$485,6410.18%3,048CommonSOLE
72201R833MINTPIMCO ETF TR$462,8220.18%4,603CommonSOLE
78463V107GLDSPDR GOLD TR$453,2820.17%1,487CommonSOLE
235851102DHRDANAHER CORPORATION$450,5890.17%2,281CommonSOLE
30303M102METAMETA PLATFORMS INC$429,5680.16%582CommonSOLE
931142103WMTWALMART INC$416,1520.16%4,256CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$365,4950.14%1,443CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$364,0200.14%4,544CommonSOLE
H1467J104CBCHUBB LIMITED$360,1220.14%1,243CommonSOLE
64110L106NFLXNETFLIX INC$337,4610.13%252CommonSOLE
78409V104SPGIS&P GLOBAL INC$303,1920.12%575CommonSOLE
58155Q103MCKMCKESSON CORP$295,3100.11%403CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$292,8530.11%575CommonSOLE
372460105GPCGENUINE PARTS CO$291,0230.11%2,399CommonSOLE
464288414MUBISHARES TR$288,2600.11%2,759CommonSOLE
25434V625DCORDIMENSIONAL ETF TRUST$280,2350.11%4,192CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$262,1450.10%5,339CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$258,0750.10%1,914CommonSOLE
464288679SHVISHARES TR$244,9120.09%2,218CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$223,5520.08%482CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.