Long-term investor
Strongbox Wealth, LLC @strongboxwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001812155).
Record
- Tracked since 2025-06-30 (445 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months n/a · 1 year +11.8% · all +11.8%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPST · 8.9% · long · since 2025-06-30
- SHY · 4.3% · long · since 2025-06-30
- GOOGL · 4.0% · long · since 2025-06-30
- CGIE · 4.0% · long · since 2025-06-30
- 46090E103 · 3.8% · long · since 2025-06-30
- QUAL · 3.7% · long · since 2025-06-30
- IJH · 3.4% · long · since 2025-06-30
- AVGO · 3.0% · long · since 2025-06-30
- G29183103 · 2.6% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- V · 2.4% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30