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 $66.17 million in total holdings as of March 31, 2026.
Stronghold Wealth Management L.L.C. owns shares of 119 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 5.34% of the portfolio was purchased this quarter.
About 5.05% of the portfolio was sold this quarter.
This quarter, Stronghold Wealth Management L.L.C. has purchased 119 new stocks and bought additional shares in 56 stocks.
Stronghold Wealth Management L.L.C. sold shares of 46 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $7,445,092
iShares Core U.S. Aggregate Bond ETF: $3,349,568
Microsoft: $1,955,608
iShares Preferred and Income Securities ETF: $1,918,043
Blackstone Secured Lending Fund: $1,865,967

Largest New Holdings this Quarter

453038408 - Imperial Oil: $244,633 Holding
00206R102 - AT&T: $237,225 Holding
166764100 - Chevron: $230,073 Holding
320517105 - First Horizon: $217,062 Holding
02209S103 - Altria Group: $216,315 Holding

Largest Purchases this Quarter

Imperial Oil: 1,870 shares (about $244.63K)
AT&T: 8,183 shares (about $237.23K)
Chevron: 1,112 shares (about $230.07K)
First Horizon: 9,537 shares (about $217.06K)
Altria Group: 3,278 shares (about $216.32K)

Largest Sales this Quarter

ExxonMobil: 603 shares (about $102.30K)
WALMART INC COM: 663 shares (about $82.40K)
Caterpillar: 113 shares (about $80.06K)
Johnson & Johnson: 268 shares (about $65.51K)
Amphenol: 500 shares (about $63.18K)

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	$7,445,092	$85,845 â–²	1.2%	11,448	11.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$3,349,568	$26,108 â–²	0.8%	33,742	5.1%	Finance
MSFT Microsoft	$1,955,608	$370 â–²	0.0%	5,283	3.0%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$1,918,043	$42,691 â–²	2.3%	63,260	2.9%	ETF
BXSL Blackstone Secured Lending Fund	$1,865,967	$17,886 â–²	1.0%	78,766	2.8%	Finance
IWO iShares Russell 2000 Growth ETF	$1,653,151	$4,393 â–²	0.3%	5,268	2.5%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$1,543,461	$830 â–¼	-0.1%	13,014	2.3%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,403,164	$4,421 â–²	0.3%	16,186	2.1%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,311,955	$33,689 â–¼	-2.5%	15,889	2.0%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,031,700	$28,119 â–²	2.8%	9,466	1.6%	Finance
AAPL Apple	$1,025,565	$53,550 â–²	5.5%	4,041	1.5%	Computer and Technology
DVY iShares Select Dividend ETF	$1,024,894	$28,919 â–¼	-2.7%	6,769	1.5%	ETF
NVDA NVIDIA	$989,372	$120,162 â–²	13.8%	5,673	1.5%	Computer and Technology
IWB iShares Russell 1000 ETF	$829,715	$5,705 â–²	0.7%	2,327	1.3%	ETF
JPM JPMorgan Chase & Co.	$817,765	$62,950 â–¼	-7.1%	2,780	1.2%	Finance
IWV iShares Russell 3000 ETF	$774,351	$123,807 â–²	19.0%	2,089	1.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$765,529	$1,312 â–²	0.2%	9,338	1.2%	ETF
META Meta Platforms	$746,630	$38,905 â–²	5.5%	1,305	1.1%	Computer and Technology
IWM iShares Russell 2000 ETF	$740,280	$43,648 â–¼	-5.6%	2,985	1.1%	Finance
GOOGL Alphabet	$730,978	$2,588 â–¼	-0.4%	2,542	1.1%	Computer and Technology
XOM ExxonMobil	$705,955	$102,305 â–¼	-12.7%	4,161	1.1%	Energy
AVGO Broadcom	$676,280	$9,904 â–¼	-1.4%	2,185	1.0%	Computer and Technology
GOOG Alphabet	$654,902	$40,447 â–¼	-5.8%	2,283	1.0%	Computer and Technology
WALMART INC COM	$642,155	$82,398 â–¼	-11.4%	5,167	1.0%	Stock
V Visa	$631,682	$20,552 â–²	3.4%	2,090	1.0%	Business Services
PLD Prologis	$630,763	$3,569 â–²	0.6%	4,772	1.0%	Finance
XLU Utilities Select Sector SPDR Fund	$617,909	$1,698 â–¼	-0.3%	13,465	0.9%	ETF
AMZN Amazon.com	$611,272	$21,660 â–¼	-3.4%	2,935	0.9%	Retail/Wholesale
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$607,470	$20,055 â–²	3.4%	25,201	0.9%	ETF
EQIX Equinix	$596,966	$49,992 â–¼	-7.7%	609	0.9%	Finance
IWY iShares Russell Top 200 Growth ETF	$593,235	$3,733 â–¼	-0.6%	2,384	0.9%	ETF
CEMB iShares J.P. Morgan EM Corporate Bond ETF	$582,437	$1,268 â–²	0.2%	12,863	0.9%	ETF
IWD iShares Russell 1000 Value ETF	$579,900	$15,598 â–¼	-2.6%	2,714	0.9%	ETF
JNJ Johnson & Johnson	$571,256	$65,510 â–¼	-10.3%	2,337	0.9%	Medical
SMB VanEck Short Muni ETF	$523,135	$4,550 â–²	0.9%	30,239	0.8%	ETF
MA Mastercard	$517,148	$67,954 â–²	15.1%	1,035	0.8%	Business Services
IWF iShares Russell 1000 Growth ETF	$507,416	$24,305 â–¼	-4.6%	1,190	0.8%	ETF
IWL iShares Russell Top 200 ETF	$471,647	$3,210 â–¼	-0.7%	2,939	0.7%	ETF
NXP Nuveen Sl Tfip	$471,512		0.0%	32,858	0.7%	Finance
BANK NEW YORK MELLON CORP COM	$464,911	$1,305 â–¼	-0.3%	3,919	0.7%	Stock
VDC Vanguard Consumer Staples ETF	$464,452	$2,920 â–¼	-0.6%	2,068	0.7%	ETF
IOO iShares Global 100 ETF	$450,371	$10,041 â–¼	-2.2%	3,723	0.7%	ETF
TMO Thermo Fisher Scientific	$439,428	$34,899 â–²	8.6%	894	0.7%	Medical
DHR Danaher	$438,545	$83,234 â–²	23.4%	2,313	0.7%	Medical
TIP iShares TIPS Bond ETF	$436,142	$117,754 â–²	37.0%	3,952	0.7%	ETF
PM Philip Morris International	$424,759	$9,424 â–¼	-2.2%	2,569	0.6%	Consumer Staples
ABBV AbbVie	$415,624	$2,392 â–¼	-0.6%	1,911	0.6%	Medical
YNDX Yandex	$414,832	$59,039 â–²	16.6%	3,998	0.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$400,133	$53,396 â–¼	-11.8%	1,184	0.6%	Computer and Technology
WPC W.P. Carey	$387,644	$2,379 â–¼	-0.6%	5,704	0.6%	Finance
CSCO Cisco Systems	$382,751	$1,009 â–¼	-0.3%	4,933	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$379,515	$22,855 â–¼	-5.7%	3,155	0.6%	Medical
COP ConocoPhillips	$377,652	$42,900 â–¼	-10.2%	2,861	0.6%	Energy
CAT Caterpillar	$376,192	$80,056 â–¼	-17.5%	531	0.6%	Industrials
ETX Eaton Vance Municipal Income 2028 Term Trust	$370,817	$3,103 â–²	0.8%	20,197	0.6%	Financial Services
PH Parker-Hannifin	$370,629	$42,076 â–¼	-10.2%	414	0.6%	Industrials
QCOM Qualcomm	$362,516	$12,105 â–²	3.5%	2,815	0.5%	Computer and Technology
PEP PepsiCo	$352,664	$5,125 â–¼	-1.4%	2,271	0.5%	Consumer Staples
WFC Wells Fargo & Company	$347,100	$8,439 â–²	2.5%	4,360	0.5%	Finance
BLACKROCK INC COM	$345,253	$9,617 â–²	2.9%	359	0.5%	Stock
BAC Bank of America	$344,126	$3,412 â–²	1.0%	7,059	0.5%	Finance
SO Southern	$343,321	$8,976 â–¼	-2.5%	3,557	0.5%	Utilities
SHOPIFY INC CL A SUB VTG SHS	$339,846	$7,236 â–¼	-2.1%	2,865	0.5%	Stock
VPU Vanguard Utilities ETF	$337,234	$31,306 â–¼	-8.5%	1,702	0.5%	ETF
ASML ASML	$335,490	$77,929 â–²	30.3%	254	0.5%	Computer and Technology
LINDE PLC SHS	$333,646	$31,233 â–²	10.3%	673	0.5%	Stock
VZ Verizon Communications	$332,023	$27,309 â–¼	-7.6%	6,614	0.5%	Computer and Technology
PG Procter & Gamble	$328,457	$1,589 â–¼	-0.5%	2,274	0.5%	Consumer Staples
C Citigroup	$325,600	$113 â–²	0.0%	2,871	0.5%	Financial Services
HD Home Depot	$325,272	$50,649 â–²	18.4%	989	0.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$324,898		0.0%	678	0.5%	Finance
TJX TJX Companies	$315,088	$11,498 â–²	3.8%	1,973	0.5%	Retail/Wholesale
DLR Digital Realty Trust	$312,484	$5,767 â–²	1.9%	1,734	0.5%	Finance
KO CocaCola	$301,538	$2,738 â–¼	-0.9%	3,965	0.5%	Consumer Staples
IGEB iShares Investment Grade Systematic Bond ETF	$293,070	$2,388 â–²	0.8%	6,504	0.4%	ETF
AER Aercap	$291,371	$22,772 â–¼	-7.2%	2,124	0.4%	Transportation
IYH iShares U.S. Healthcare ETF	$279,907		0.0%	4,541	0.4%	ETF
APH Amphenol	$278,855	$63,175 â–¼	-18.5%	2,207	0.4%	Computer and Technology
ZTS Zoetis	$277,321	$26,715 â–²	10.7%	2,346	0.4%	Medical
IGF iShares Global Infrastructure ETF	$269,809	$2,278 â–²	0.9%	4,027	0.4%	Manufacturing
GD General Dynamics	$268,397	$1,030 â–¼	-0.4%	782	0.4%	Aerospace
IDMO Invesco S&P International Developed Momentum ETF	$265,974	$65,424 â–²	32.6%	4,850	0.4%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$265,245	$562 â–²	0.2%	6,608	0.4%	ETF
PFE Pfizer	$264,542	$3,707 â–²	1.4%	9,421	0.4%	Medical
SPGI S&P Global	$263,711	$4,253 â–²	1.6%	620	0.4%	Finance
KMI Kinder Morgan	$261,266	$7,041 â–¼	-2.6%	7,792	0.4%	Energy
CI Cigna Group	$255,013	$5,068 â–²	2.0%	956	0.4%	Medical
MCD McDonald's	$252,672	$2,797 â–²	1.1%	813	0.4%	Retail/Wholesale
ETN Eaton	$250,369	$6,796 â–²	2.8%	700	0.4%	Industrials
IMO Imperial Oil	$244,633	$244,633 â–²	New Holding	1,870	0.4%	Energy
VRSK Verisk Analytics	$238,706	$62,807 â–²	35.7%	1,258	0.4%	Business Services
T AT&T	$237,225	$237,225 â–²	New Holding	8,183	0.4%	Computer and Technology
EFA iShares MSCI EAFE ETF	$235,735	$15,444 â–¼	-6.1%	2,427	0.4%	Finance
MARSH & MCLENNAN COS INC COM	$233,984	$5,550 â–²	2.4%	1,349	0.4%	Stock
CVX Chevron	$230,073	$230,073 â–²	New Holding	1,112	0.3%	Energy
UNH UnitedHealth Group	$229,190	$24,353 â–²	11.9%	847	0.3%	Medical
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust	$228,477	$2,031 â–¼	-0.9%	8,661	0.3%	Financial Services
MOG.A Moog	$228,259	$26,923 â–¼	-10.6%	780	0.3%	Aerospace
MELI MercadoLibre	$228,230	$27,664 â–²	13.8%	132	0.3%	Retail/Wholesale
IYK iShares U.S. Consumer Staples ETF	$223,676	$8,474 â–¼	-3.7%	3,194	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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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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