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StrongBox Wealth, LLC
Updated 3 days agoManaged by Strongbox Wealth, Llc • Latest filing Q3 2026
Portfolio value
$374.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $304.3M |
| Q1 2026 | $312.5M |
| Q2 2026 | $350.9M |
| Q3 2026 | $374.2M |
Top holdings
351 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $33M | 655.7K | 8.83% | — | |
| 2 | ? N/A AVANTIS INTERNATIONAL EQUITY ETF | $15.6M | 173.1K | 4.17% | — |
| 3 | $13.1M | 38.1K | 3.51% | — | |
| 4 | $12.8M | 17.3K | 3.43% | — | |
| 5 | $11.6M | 248.6K | 3.09% | — | |
| 6 | $10.5M | 20.4K | 2.80% | — | |
| 7 | $9.6M | 27.3K | 2.57% | — | |
| 8 | ? N/A FIRST EAGLE OVERSEAS EQUITY ETF | $9.5M | 176.6K | 2.54% | — |
| 9 | $9.1M | 21.2K | 2.43% | — | |
| 10 | $8.6M | 37.8K | 2.31% | — | |
| 11 | $8.5M | 25.7K | 2.27% | — | |
| 12 | $8.4M | 166.2K | 2.24% | — | |
| 13 | $8.4M | 23.3K | 2.24% | — | |
| 14 | $8.2M | 9.0K | 2.18% | — | |
| 15 | $8.1M | 112.4K | 2.16% | — | |
| 16 | $7.9M | 31.6K | 2.11% | — | |
| 17 | $7.8M | 6.8K | 2.09% | — | |
| 18 | ? N/A AVANTIS EMERGING MARKETS EQUITY ETF | $7.6M | 81.0K | 2.04% | — |
| 19 | $7.6M | 41.0K | 2.04% | — | |
| 20 | $7.2M | 128.9K | 1.94% | — |