Notify me when StrongBox Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 93 | $304,275,109 | +$21,818,476 | -$14,491,130 | +$7,327,346 | JPST, SHY, IJH, CGIE, GOOGL | 13F-HR | 21 Jan 2026, 10:10 |
| Q3 2025 | 90 | $295,528,528 | +$30,637,969 | -$13,006,812 | +$17,631,157 | JPST, SHY, QUAL, MSFT, VGIT | 13F-HR | 07 Oct 2025, 14:18 |
| Q2 2025 | 85 | $263,510,923 | +$10,709,358 | -$2,750,952 | +$7,958,406 | JPST, SHY, QUAL, MSFT, VGIT | 13F-HR | 09 Jul 2025, 15:48 |
| Q1 2025 | 88 | $239,884,730 | +$16,460,875 | -$8,196,112 | +$8,264,763 | JPST, SHY, QUAL, VGIT, IJH | 13F-HR | 13 May 2025, 14:52 |
| Q4 2024 | 89 | $236,208,705 | +$13,514,108 | -$11,002,685 | +$2,511,423 | JPST, SHY, QUAL, VGIT, MSFT | 13F-HR | 14 Jan 2025, 16:43 |
| Q3 2024 | 87 | $233,391,855 | +$23,528,029 | -$7,041,891 | +$16,486,138 | JPST, SHY, MSFT, QUAL, JEPI | 13F-HR | 12 Nov 2024, 14:47 |
| Q2 2024 | 87 | $211,768,162 | +$26,988,485 | -$7,366,598 | +$19,621,887 | JPST, MSFT, QUAL, JEPI, QQQ | 13F-HR | 12 Aug 2024, 10:19 |
| Q1 2024 | 81 | $189,696,852 | +$18,519,025 | -$9,344,873 | +$9,174,152 | JPST, JEPI, MSFT, SHY, VGIT | Restatement | 14 May 2024, 12:13 |
| Q4 2023 | 77 | $171,368,923 | +$10,633,524 | -$8,705,945 | +$1,927,579 | JPST, JEPI, VGIT, VIG, MSFT | 13F-HR | 08 Jan 2024, 14:30 |
| Q3 2023 | 81 | $157,088,819 | +$10,327,472 | -$7,048,465 | +$3,279,007 | JPST, JEPI, VIG, AAPL, MSFT | 13F-HR | 10 Oct 2023, 12:06 |
| Q2 2023 | 84 | $158,505,749 | +$12,799,965 | -$10,409,240 | +$2,390,725 | JPST, JEPI, VIG, AAPL, MSFT | 13F-HR | 24 Jul 2023, 11:00 |
| Q1 2023 | 86 | $149,007,139 | +$12,824,591 | -$9,162,975 | +$3,661,616 | JPST, JEPI, VIG, AAPL, QQQ | 13F-HR | 21 Apr 2023, 15:57 |
| Q4 2022 | 78 | $141,365,965 | +$8,747,224 | -$13,270,108 | -$4,522,884 | JPST, JEPI, VIG, XLRE, QQQ | 13F-HR | 18 Jan 2023, 17:45 |
| Q3 2022 | 79 | $137,963,000 | +$16,048,277 | -$22,240,220 | -$6,191,943 | JPST, JEPI, AAPL, VTIP, XLRE | 13F-HR | 14 Oct 2022, 17:16 |
| Q2 2022 | 82 | $154,688,000 | +$17,969,462 | -$14,895,042 | +$3,074,420 | LDUR, JPST, QUAL, XLRE, AAPL | 13F-HR | 15 Jul 2022, 10:05 |
| Q1 2022 | 87 | $175,384,000 | +$24,840,120 | -$40,325,217 | -$15,485,097 | LDUR, JPST, QUAL, QQQ, AAPL | 13F-HR | 14 Apr 2022, 16:25 |
| Q4 2021 | 100 | $200,187,000 | +$14,131,066 | -$6,050,255 | +$8,080,811 | LDUR, TIP, QUAL, QQQ, AAPL | 13F-HR | 13 Jan 2022, 19:18 |
| Q3 2021 | 100 | $178,238,000 | +$13,955,100 | -$9,330,385 | +$4,624,715 | TIP, LDUR, QQQ, QUAL, JPST | 13F-HR | 12 Nov 2021, 10:01 |
| Q2 2021 | 97 | $174,474,000 | +$21,434,760 | -$17,248,358 | +$4,186,402 | TIP, QQQ, QUAL, JPST, XLRE | 13F-HR | 09 Aug 2021, 21:50 |
| Q1 2021 | 97 | $161,364,000 | +$18,630,283 | -$13,663,854 | +$4,966,429 | JPST, TIP, QQQ, MINT, BSV | 13F-HR | 28 May 2021, 09:41 |
| Q4 2020 | 89 | $154,334,000 | +$17,316,328 | -$6,173,265 | +$11,143,063 | JPST, MINT, BSV, TIP, QQQ | 13F-HR | 02 Feb 2021, 06:58 |
| Q3 2020 | 80 | $136,541,000 | +$30,818,109 | -$7,424,787 | +$23,393,322 | MINT, JPST, TIP, BSV, QQQ | 13F-HR | 20 Oct 2020, 16:43 |
| Q2 2020 | 81 | $109,706,000 | +$17,260,525 | -$7,086,216 | +$10,174,309 | MINT, JPST, QQQ, BIV, USMV | 13F-HR | 29 Jul 2020, 21:01 |
| Q1 2020 | 77 | $88,153,000 | $0 | $0 | $0 | MINT, JPST, QQQ, BIV, USMV | 13F-HR | 14 May 2020, 19:07 |