# EDGAR Filing Document

**Accession Number:** 0001812155
**File Stem:** 0001085146-23-000215
**Filing Date:** 2023-1
**Character Count:** 12259
**Document Hash:** 20a754064e8b524592987d2480700996
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000215.hdr.sgml**: 20230119

**ACCESSION NUMBER**: 0001085146-23-000215

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230119

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230119

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** StrongBox Wealth, LLC
- **CENTRAL INDEX KEY:** 0001812155
- **IRS NUMBER:** 842323078
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20269
- **FILM NUMBER:** 23535384

**BUSINESS ADDRESS:**
- **STREET 1:** 3470 NE RALPH POWELL ROAD
- **STREET 2:** STE A
- **CITY:** LEE'S SUMMIT
- **STATE:** MO
- **ZIP:** 64064
- **BUSINESS PHONE:** (816) 607-5410

**MAIL ADDRESS:**
- **STREET 1:** 3470 NE RALPH POWELL ROAD
- **STREET 2:** STE A
- **CITY:** LEE'S SUMMIT
- **STATE:** MO
- **ZIP:** 64064

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** StrongBox Wealth LLC<br>**Address:** 3470 NE RALPH POWELL ROAD<br>STE A<br>LEE'S SUMMIT, MO 64064

**Form 13F File Number:** 028-20269

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Charles S. Cooper III<br>**Title:** Chief Compliance Officer<br>**Phone:** 816-607-5410

**Signature, Place, and Date of Signing:**

/s/Charles S. Cooper III  Lees Summit, MO  01-18-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 78

**Form 13F Information Table Value Total:** $141365965

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 1278131 | 11642 | SH |  | SOLE |  | 11642 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 2594616 | 16055 | SH |  | SOLE |  | 16055 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 | BBG001S7SBP9 | 250473 | 1155 | SH |  | SOLE |  | 1155 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 2897561 | 32841 | SH |  | SOLE |  | 32841 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 2052540 | 24435 | SH |  | SOLE |  | 24435 | 0 | 0 |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 025072794 | BBG00RJWH4B0 | 2717736 | 46220 | SH |  | SOLE |  | 46220 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | BBG001S5NPQ6 | 1234085 | 5825 | SH |  | SOLE |  | 5825 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | BBG001SPHYW3 | 292342 | 1918 | SH |  | SOLE |  | 1918 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4355463 | 33522 | SH |  | SOLE |  | 33522 | 0 | 0 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | BBG001S5ND74 | 1508255 | 16244 | SH |  | SOLE |  | 16244 | 0 | 0 |
| AVALONBAY CMNTYS INC | COM | 053484101 | BBG001S7J2H8 | 907581 | 5619 | SH |  | SOLE |  | 5619 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | BBG001S902J2 | 1406133 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 2145002 | 6944 | SH |  | SOLE |  | 6944 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 1638810 | 2931 | SH |  | SOLE |  | 2931 | 0 | 0 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | BBG001S5P686 | 1593010 | 51404 | SH |  | SOLE |  | 51404 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 2899481 | 16154 | SH |  | SOLE |  | 16154 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 1423817 | 29887 | SH |  | SOLE |  | 29887 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 1779472 | 22585 | SH |  | SOLE |  | 22585 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 2533622 | 5550 | SH |  | SOLE |  | 5550 | 0 | 0 |
| CROWN CASTLE INC | COM | 22822V101 | BBG001S7W5T3 | 205336 | 1514 | SH |  | SOLE |  | 1514 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 3091803 | 11649 | SH |  | SOLE |  | 11649 | 0 | 0 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 542810 | 1266 | SH |  | SOLE |  | 1266 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 3040592 | 19373 | SH |  | SOLE |  | 19373 | 0 | 0 |
| EOG RES INC | COM | 26875P101 | BBG001S5ZB93 | 2687410 | 20749 | SH |  | SOLE |  | 20749 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 | BBG001SKBNS9 | 736254 | 1124 | SH |  | SOLE |  | 1124 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 251981 | 2285 | SH |  | SOLE |  | 2285 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 2531628 | 8015 | SH |  | SOLE |  | 8015 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 691118 | 3225 | SH |  | SOLE |  | 3225 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | BBG007HL81B6 | 918577 | 62150 | SH |  | SOLE |  | 62150 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 4356850 | 16362 | SH |  | SOLE |  | 16362 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 236022 | 5054 | SH |  | SOLE |  | 5054 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | BBG001TG5H89 | 642360 | 6625 | SH |  | SOLE |  | 6625 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 4071650 | 50162 | SH |  | SOLE |  | 50162 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 1024039 | 4233 | SH |  | SOLE |  | 4233 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 527618 | 5575 | SH |  | SOLE |  | 5575 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 455312 | 6315 | SH |  | SOLE |  | 6315 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 3089143 | 27107 | SH |  | SOLE |  | 27107 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 6672246 | 122449 | SH |  | SOLE |  | 122449 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | BBG00GP26NW0 | 14389738 | 287048 | SH |  | SOLE |  | 287048 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | BBG00M8D2458 | 1306582 | 25855 | SH |  | SOLE |  | 25855 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 4153450 | 23512 | SH |  | SOLE |  | 23512 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 2422370 | 18064 | SH |  | SOLE |  | 18064 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | BBG001S5S0N9 | 346878 | 1666 | SH |  | SOLE |  | 1666 | 0 | 0 |
| LINDE PLC | SHS | G5494J103 | BBG00GVR8YR8 | 1285802 | 3942 | SH |  | SOLE |  | 3942 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 392932 | 808 | SH |  | SOLE |  | 808 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 286165 | 3682 | SH |  | SOLE |  | 3682 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 4290684 | 17891 | SH |  | SOLE |  | 17891 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 2381430 | 28486 | SH |  | SOLE |  | 28486 | 0 | 0 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 345314 | 2951 | SH |  | SOLE |  | 2951 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | BBG001SF5LW6 | 225984 | 2491 | SH |  | SOLE |  | 2491 | 0 | 0 |
| NUTRIEN LTD | COM | 67077M108 | BBG00JM9SM69 | 211568 | 2897 | SH |  | SOLE |  | 2897 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 1935049 | 10711 | SH |  | SOLE |  | 10711 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | BBG001T618D9 | 561322 | 5690 | SH |  | SOLE |  | 5690 | 0 | 0 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | BBG005VLSHH1 | 1676603 | 17787 | SH |  | SOLE |  | 17787 | 0 | 0 |
| PIONEER NAT RES CO | COM | 723787107 | BBG001S7V1J4 | 525297 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| PPG INDS INC | COM | 693506107 | BBG001S5VC13 | 751925 | 5980 | SH |  | SOLE |  | 5980 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 420566 | 2775 | SH |  | SOLE |  | 2775 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 | BBG001S5NMN6 | 1929374 | 17115 | SH |  | SOLE |  | 17115 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | BBG001S5X5Q9 | 2997930 | 29706 | SH |  | SOLE |  | 29706 | 0 | 0 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | BBG00B597137 | 5018109 | 135882 | SH |  | SOLE |  | 135882 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | BBG001S7SCQ6 | 221888 | 1633 | SH |  | SOLE |  | 1633 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 230842 | 1855 | SH |  | SOLE |  | 1855 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 307218 | 1811 | SH |  | SOLE |  | 1811 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 1075735 | 2029 | SH |  | SOLE |  | 2029 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 1088528 | 14647 | SH |  | SOLE |  | 14647 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 315800 | 4195 | SH |  | SOLE |  | 4195 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 1438899 | 7060 | SH |  | SOLE |  | 7060 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 232759 | 2822 | SH |  | SOLE |  | 2822 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 2878550 | 61626 | SH |  | SOLE |  | 61626 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 5401239 | 35570 | SH |  | SOLE |  | 35570 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 1754981 | 16218 | SH |  | SOLE |  | 16218 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | BBG00C863MQ1 | 1490921 | 21412 | SH |  | SOLE |  | 21412 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | BBG00C868SD7 | 495027 | 8310 | SH |  | SOLE |  | 8310 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 1083342 | 27496 | SH |  | SOLE |  | 27496 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 3534070 | 17010 | SH |  | SOLE |  | 17010 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 205077 | 1446 | SH |  | SOLE |  | 1446 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 | BBG001S5XDC7 | 223805 | 2387 | SH |  | SOLE |  | 2387 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 | BBG0039320P7 | 251333 | 1715 | SH |  | SOLE |  | 1715 | 0 | 0 |

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