Strong Box Wealth, LLC Portfolio Holdings
Strong Box Wealth, LLC
- $273 Million
- Q3 2025
Strong Box Wealth, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Million distributed in 90 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 $29M, Ishares Barclays 1 3 Year Trea with a value of $13.3M, Ishares Msci Usa Quality Facto with a value of $11.6M, Microsoft Corp with a value of $10.6M, and Vanguard Intermediate Term Tre with a value of $10.5M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $250M to 273M.
Below you can find more details about Strong Box Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
ETFs: $131 Million
Technology: $39 Million
Financial Services: $22.5 Million
Industrials: $15.6 Million
Healthcare: $14 Million
Consumer Defensive: $11.8 Million
Consumer Cyclical: $11.6 Million
Communication Services: $10.2 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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