Stronghold Wealth Management L.L.C. Top Holdings and 13F Report (2026)

About Stronghold Wealth Management L.L.C.

Investment Activity

Stronghold Wealth Management L.L.C. has $72.37 million in total holdings as of September 30, 2026.
Stronghold Wealth Management L.L.C. owns shares of 125 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
Approximately 6.67% of the portfolio was purchased this quarter.
About 9.64% of the portfolio was sold this quarter.
This quarter, Stronghold Wealth Management L.L.C. has purchased 131 new stocks and bought additional shares in 55 stocks.
Stronghold Wealth Management L.L.C. sold shares of 51 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $8,532,304
iShares Core U.S. Aggregate Bond ETF: $3,221,072
Microsoft: $2,301,382
Blackstone Secured Lending Fund: $1,971,588
iShares Preferred and Income Securities ETF: $1,948,682

Largest New Holdings this Quarter

025072109 - American Century Diversified Corporate Bond ETF: $319,436 Holding
61774R858 - EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF: $303,563 Holding
46431W580 - iShares Inflation Hedged Corporate Bond ETF: $274,504 Holding
47103U209 - Small/Mid Cap Growth Alpha ETF: $258,786 Holding
461202103 - Intuit: $243,176 Holding

Largest Purchases this Quarter

American Century Diversified Corporate Bond ETF: 7,201 shares (about $319.44K)
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF: 6,175 shares (about $303.56K)
iShares Inflation Hedged Corporate Bond ETF: 11,049 shares (about $274.50K)
Small/Mid Cap Growth Alpha ETF: 2,898 shares (about $258.79K)
Intuit: 882 shares (about $243.18K)

Largest Sales this Quarter

iShares Russell 2000 ETF: 1,314 shares (about $365.15K)
iShares J.P. Morgan EM Corporate Bond ETF: 7,570 shares (about $333.08K)
SPDR S&P 500 ETF Trust: 373 shares (about $284.46K)
Yandex: 961 shares (about $226.68K)
iShares 3-7 Year Treasury Bond ETF: 1,501 shares (about $170.27K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$8,532,304	$284,461 ▼	-3.2%	11,188	11.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$3,221,072	$65,894 ▼	-2.0%	34,071	4.5%	ETF
MSFT Microsoft	$2,301,382	$157,460 ▼	-6.4%	4,487	3.2%	Technology
BXSL Blackstone Secured Lending Fund	$1,971,588	$27,817 ▲	1.4%	82,218	2.7%	Finance
PFF iShares Preferred and Income Securities ETF	$1,948,682	$18,408 ▼	-0.9%	66,057	2.7%	ETF
IWO iShares Russell 2000 Growth ETF	$1,857,665	$87,084 ▼	-4.5%	5,205	2.6%	ETF
AAPL Apple	$1,613,815	$8,326 ▼	-0.5%	4,846	2.2%	Technology
NVDA NVIDIA	$1,389,464	$67,600 ▲	5.1%	6,084	1.9%	Technology
TLT iShares 20+ Year Treasury Bond ETF	$1,326,615	$57,402 ▲	4.5%	17,056	1.8%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$1,315,564	$170,273 ▼	-11.5%	11,597	1.8%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,282,392	$21,112 ▼	-1.6%	15,793	1.8%	ETF
GOOGL Alphabet	$1,196,366	$140,385 ▲	13.3%	3,477	1.7%	Communication Services
DVY iShares Select Dividend ETF	$1,005,487	$13,686 ▲	1.4%	6,612	1.4%	ETF
IWB iShares Russell 1000 ETF	$905,915	$60,339 ▼	-6.2%	2,177	1.3%	ETF
META Meta Platforms	$876,018	$26,832 ▼	-3.0%	1,208	1.2%	Communication Services
JPM JPMorgan Chase & Co.	$844,940	$53,594 ▼	-6.0%	2,554	1.2%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$839,307	$169,925 ▼	-16.8%	8,214	1.2%	ETF
AVGO Broadcom	$778,589	$9,131 ▲	1.2%	2,217	1.1%	Technology
V Visa	$776,512	$34,496 ▼	-4.3%	2,161	1.1%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$767,634	$1,531 ▼	-0.2%	9,524	1.1%	ETF
EXXONMOBIL HOLDINGS CORP COM SHS	$704,382	$163 ▼	0.0%	4,328	1.0%	Stock
IWY iShares Russell Top 200 Growth ETF	$679,473	$1,180 ▲	0.2%	2,304	0.9%	ETF
IWD iShares Russell 1000 Value ETF	$672,882	$39,669 ▼	-5.6%	2,714	0.9%	ETF
IWV iShares Russell 3000 ETF	$668,210	$50,073 ▼	-7.0%	1,548	0.9%	ETF
GOOG Alphabet	$646,043	$1,704 ▲	0.3%	1,896	0.9%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$634,104	$1,369 ▲	0.2%	1,390	0.9%	Technology
EQIX Equinix	$616,052	$2,023 ▲	0.3%	609	0.9%	Real Estate
PLD Prologis	$612,066	$14,802 ▼	-2.4%	4,714	0.8%	Real Estate
MMIT NYLIM MacKay Shields Municipal Intermediate ETF	$603,185	$53,516 ▲	9.7%	26,363	0.8%	ETF
AMZN Amazon.com	$600,202	$44,598 ▼	-6.9%	2,409	0.8%	Consumer Discretionary
IWF iShares Russell 1000 Growth ETF	$596,238	$27,808 ▼	-4.5%	4,760	0.8%	ETF
DHR Danaher	$594,197	$5,096 ▼	-0.9%	2,682	0.8%	Healthcare
JNJ Johnson & Johnson	$592,224	$34,416 ▼	-5.5%	2,237	0.8%	Healthcare
MA Mastercard	$584,558	$30,331 ▼	-4.9%	1,060	0.8%	Finance
TMO Thermo Fisher Scientific	$583,918	$89,107 ▼	-13.2%	865	0.8%	Healthcare
IWL iShares Russell Top 200 ETF	$565,346	$9,508 ▲	1.7%	2,973	0.8%	ETF
TIP iShares TIPS Bond ETF	$558,903	$144,304 ▲	34.8%	5,372	0.8%	ETF
WALMART INC COM	$544,333	$3,118 ▲	0.6%	5,238	0.8%	Stock
IOO iShares Global 100 ETF	$511,380	$6,192 ▼	-1.2%	3,551	0.7%	ETF
SMB VanEck Short Muni ETF	$502,270	$6,548 ▼	-1.3%	29,685	0.7%	ETF
PM Philip Morris International	$485,828	$8,205 ▼	-1.7%	2,546	0.7%	Consumer Staples
BANK OF NY MELLON CORP COM	$483,353	$23,719 ▼	-4.7%	3,342	0.7%	Stock
IWM iShares Russell 2000 ETF	$482,417	$365,147 ▼	-43.1%	1,736	0.7%	ETF
VDC Vanguard Consumer Staples ETF	$478,098	$45,169 ▲	10.4%	2,191	0.7%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$472,511	$172,438 ▲	57.5%	7,741	0.7%	ETF
ASML ASML	$465,599	$28,987 ▲	6.6%	257	0.6%	Technology
IGEB iShares Investment Grade Systematic Bond ETF	$464,100	$178,391 ▲	62.4%	10,846	0.6%	ETF
MRK Merck & Co., Inc.	$460,633	$9,736 ▼	-2.1%	3,170	0.6%	Healthcare
PH Parker-Hannifin	$456,691		0.0%	478	0.6%	Industrials
QCOM Qualcomm	$455,499	$28,158 ▲	6.6%	2,475	0.6%	Technology
ABBV AbbVie	$447,319	$44,209 ▼	-9.0%	1,710	0.6%	Healthcare
NXP Nuveen Sl Tfip	$440,759		0.0%	32,819	0.6%	Finance
CSCO Cisco Systems	$422,878	$10,332 ▲	2.5%	3,929	0.6%	Technology
BAC Bank of America	$418,784	$33,964 ▲	8.8%	7,694	0.6%	Finance
XLU Utilities Select Sector SPDR Fund	$401,341	$128,180 ▼	-24.2%	10,176	0.6%	ETF
PG Procter & Gamble	$386,300	$2,179 ▲	0.6%	2,659	0.5%	Consumer Staples
YNDX Yandex	$381,654	$226,681 ▼	-37.3%	1,618	0.5%	Technology
WPC W.P. Carey	$373,432	$2,456 ▲	0.7%	5,778	0.5%	Real Estate
COP ConocoPhillips	$364,187	$1,502 ▼	-0.4%	2,910	0.5%	Energy
IGF iShares Global Infrastructure ETF	$360,434	$109,392 ▲	43.6%	5,855	0.5%	ETF
BLACKROCK INC COM	$355,586	$23,282 ▲	7.0%	336	0.5%	Stock
KO Coca-Cola	$344,923	$5,940 ▲	1.8%	4,007	0.5%	Consumer Staples
WFC Wells Fargo & Company	$343,014	$8,805 ▼	-2.5%	4,285	0.5%	Finance
SRLN SPDR Blackstone Senior Loan ETF	$342,830	$75,933 ▲	28.5%	8,488	0.5%	ETF
BRK.B Berkshire Hathaway	$337,610		0.0%	678	0.5%	Finance
ETX Eaton Vance Municipal Income 2028 Term Trust	$332,695	$8,126 ▼	-2.4%	18,957	0.5%	Finance
LINDE PLC SHS	$330,831	$1,424 ▼	-0.4%	697	0.5%	Stock
SHOPIFY INC CL A SUB VTG SHS	$326,705	$21,207 ▲	6.9%	2,203	0.5%	Stock
IYH iShares U.S. Healthcare ETF	$319,587		0.0%	4,466	0.4%	ETF
KORP American Century Diversified Corporate Bond ETF	$319,436	$319,436 ▲	New Holding	7,201	0.4%	ETF
MOG.A Moog	$318,527	$13,351 ▼	-4.0%	835	0.4%	Industrials
VZ Verizon Communications	$313,475	$4,174 ▲	1.3%	6,834	0.4%	Communication Services
DLR Digital Realty Trust	$304,896	$1,404 ▲	0.5%	1,737	0.4%	Real Estate
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF	$303,563	$303,563 ▲	New Holding	6,175	0.4%	ETF
PFE Pfizer	$301,998	$30,802 ▲	11.4%	10,589	0.4%	Healthcare
ARM HOLDINGS PLC SPONSORED ADS	$300,088	$86,898 ▲	40.8%	1,036	0.4%	ADR
TXN Texas Instruments	$297,176	$35,291 ▲	13.5%	1,061	0.4%	Technology
VPU Vanguard Utilities ETF	$295,146	$1,026 ▲	0.3%	1,726	0.4%	ETF
SO Southern	$295,089	$580 ▲	0.2%	3,560	0.4%	Utilities
PEP PepsiCo	$294,624	$6,336 ▲	2.2%	2,325	0.4%	Consumer Staples
AER AerCap	$293,785	$2,727 ▲	0.9%	2,047	0.4%	Industrials
MET MetLife	$292,179	$1,601 ▼	-0.5%	3,103	0.4%	Finance
UNH UnitedHealth Group	$289,626	$20,189 ▼	-6.5%	789	0.4%	Healthcare
VRSK Verisk Analytics	$284,002	$1,343 ▲	0.5%	1,692	0.4%	Industrials
HD Home Depot	$282,783	$4,267 ▲	1.5%	994	0.4%	Consumer Discretionary
NOK Nokia	$281,406	$60,627 ▲	27.5%	27,752	0.4%	Technology
NFLX Netflix	$280,616	$51,280 ▲	22.4%	4,033	0.4%	Communication Services
CAT Caterpillar	$279,723	$8,919 ▲	3.3%	345	0.4%	Industrials
C Citigroup	$277,217	$49,720 ▼	-15.2%	2,141	0.4%	Finance
LQDI iShares Inflation Hedged Corporate Bond ETF	$274,504	$274,504 ▲	New Holding	11,049	0.4%	ETF
ETN Eaton	$267,710	$24,064 ▼	-8.2%	623	0.4%	Industrials
APH Amphenol	$266,810	$138,084 ▲	107.3%	3,165	0.4%	Technology
JSMD Small/Mid Cap Growth Alpha ETF	$258,786	$258,786 ▲	New Holding	2,898	0.4%	ETF
HYT BlackRock Corporate High Yield Fund	$254,918	$95,523 ▲	59.9%	32,515	0.4%	Finance
VRSN VeriSign	$252,963	$3,666 ▼	-1.4%	897	0.3%	Technology
BDX Becton, Dickinson and Company	$251,316	$2,327 ▼	-0.9%	1,404	0.3%	Healthcare
TJX TJX Companies	$249,272	$662 ▼	-0.3%	1,884	0.3%	Consumer Discretionary
INTU Intuit	$243,176	$243,176 ▲	New Holding	882	0.3%	Technology
KMI Kinder Morgan	$242,647	$4,342 ▲	1.8%	8,048	0.3%	Energy
VYM Vanguard High Dividend Yield ETF	$241,957	$241,957 ▲	New Holding	1,559	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Stronghold Wealth Management L.L.C. Top Holdings and 13F Report (2026)

About Stronghold Wealth Management L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

About MarketBeat

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Stronghold Wealth Management L.L.C. Top Holdings and 13F Report (2026)

About Stronghold Wealth Management L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStronghold Wealth Management L.L.C.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools