StrongBox Wealth, LLC ETF holdings
Lee'S Summit, MO
Reported $180.8M in 106 ETFs in its Form 13F for June 30, 2026.
ETF value
$180.8M
ETFs held
106
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
51.5%
of $350.9M
Top 10 of 106 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | $31.3M | 618,387 | +9,433 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $15.0M | 182,124 | +3,805 shares |
| CGIE | Capital Group International Equity ETF | $14.0M | 380,063 | −375 shares |
| QQQ | Invesco QQQ Trust | $13.3M | 18,009 | +62 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $12.8M | 58,556 | +1,234 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $11.8M | 152,477 | −755 shares |
| XLRE | State Street Real Estate Select Sector SPDR ETF | $7.4M | 169,102 | +1,219 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $7.2M | 127,988 | −2,379 shares |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $6.5M | 126,661 | +9,537 shares |
| VIG | Vanguard Dividend Appreciation ETF | $6.4M | 27,115 | +127 shares |
96 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001812155. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does StrongBox Wealth, LLC own?
StrongBox Wealth, LLC reported 106 ETF positions worth $180.8M in its Form 13F for June 30, 2026. The largest was JPST, at $31.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.