StrongBox Wealth, LLC
RIA/Wealth
StrongBox Wealth, LLC is a RIA/Wealth based in Lee's Summit, MO led by Jonathan Grant Garlow, reporting $456.5M in AUM as of Q3 2025 with 48% ETF concentration.
FounderJonathan Grant Garlow
- Portfolio Value
- $291.8M
- Positions
- 88
- Top Holding
- JPST at 9.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in StrongBox Wealth, LLC's portfolio (42% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.0M | 9.94% | +$910.6K Bought | — 571.6K shares | |
ETF ETF | $13.3M | 4.54% | +$1.5M Bought | — 159.8K shares | |
ETF ETF | $11.6M | 3.98% | +$218.4K Bought | — 59.7K shares | |
Software - Infrastructure Technology | $10.6M | 3.64% | -$82.4K Sold | 0.00% 20.5K shares | |
ETF ETF | $10.5M | 3.59% | +$735.5K Bought | — 174.6K shares | |
ETF ETF | $10.1M | 3.46% | +$552.0K Bought | — 154.8K shares | |
ETF ETF | $9.8M | 3.37% | +$6.6M Bought | — 292.0K shares | |
Semiconductors Technology | $9.6M | 3.28% | -$1.1M Sold | 0.00% 29.0K shares | |
ETF ETF | $9.5M | 3.27% | -$683.3K Sold | — 15.9K shares | |
Internet Content & Information Communication Services | $8.6M | 2.96% | -$885.1K Sold | 0.00% 35.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in StrongBox Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+199.33% | |
+87.49% | |
+72.51% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-80.22% | |
-52.41% | |
-50.79% |
Analytics
Portfolio insights and performance metrics for StrongBox Wealth, LLC
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