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 $74.71 million in total holdings as of June 30, 2026.
Stronghold Wealth Management L.L.C. owns shares of 131 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 10.72% of the portfolio was purchased this quarter.
About 6.74% 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 54 stocks.
Stronghold Wealth Management L.L.C. sold shares of 48 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $8,633,408
iShares Core U.S. Aggregate Bond ETF: $3,441,337
iShares Russell 2000 Growth ETF: $2,146,688
iShares Preferred and Income Securities ETF: $2,033,104
Blackstone Secured Lending Fund: $1,921,885

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $591,861 Holding
24703L202 - Dell Technologies: $316,692 Holding
882508104 - Texas Instruments: $278,696 Holding
104674106 - Brady: $266,560 Holding
042068205 - ARM HOLDINGS PLC SPONSORED ADS: $260,964 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP COM SHS: 4,329 shares (about $591.86K)
iShares Russell 1000 Growth ETF: 3,792 shares (about $470.85K)
Dell Technologies: 734 shares (about $316.69K)
Texas Instruments: 935 shares (about $278.70K)
Brady: 2,911 shares (about $266.56K)

Largest Sales this Quarter

Yandex: 1,419 shares (about $391.88K)
Caterpillar: 197 shares (about $209.78K)
Microsoft: 489 shares (about $182.41K)
iShares Russell 3000 ETF: 425 shares (about $181.22K)
Alphabet: 392 shares (about $138.51K)

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	$8,633,408	$84,385 ▲	1.0%	11,561	11.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$3,441,337	$101,553 ▲	3.0%	34,768	4.6%	ETF
IWO iShares Russell 2000 Growth ETF	$2,146,688	$71,307 ▲	3.4%	5,449	2.9%	ETF
PFF iShares Preferred and Income Securities ETF	$2,033,104	$104,306 ▲	5.4%	66,681	2.7%	ETF
BXSL Blackstone Secured Lending Fund	$1,921,885	$54,343 ▲	2.9%	81,058	2.6%	Finance
MSFT Microsoft	$1,788,258	$182,407 ▼	-9.3%	4,794	2.4%	Technology
IEI iShares 3-7 Year Treasury Bond ETF	$1,538,360	$9,866 ▲	0.6%	13,098	2.1%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,410,202	$11,407 ▲	0.8%	16,318	1.9%	ETF
AAPL Apple	$1,409,472	$240,169 ▲	20.5%	4,871	1.9%	Technology
SHY iShares 1-3 Year Treasury Bond ETF	$1,318,112	$13,466 ▲	1.0%	16,053	1.8%	ETF
NVDA NVIDIA	$1,158,121	$23,010 ▲	2.0%	5,788	1.6%	Technology
GOOGL Alphabet	$1,096,768	$188,334 ▲	20.7%	3,069	1.5%	Communication Services
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,077,284	$44,828 ▲	4.3%	9,877	1.4%	ETF
DVY iShares Select Dividend ETF	$1,019,388	$38,606 ▼	-3.6%	6,522	1.4%	ETF
IWB iShares Russell 1000 ETF	$950,859	$2,048 ▼	-0.2%	2,322	1.3%	ETF
IWM iShares Russell 2000 ETF	$916,372	$19,529 ▲	2.2%	3,050	1.2%	ETF
JPM JPMorgan Chase & Co.	$889,028	$20,949 ▼	-2.3%	2,716	1.2%	Finance
AVGO Broadcom	$827,651	$2,267 ▲	0.3%	2,191	1.1%	Technology
XLP Consumer Staples Select Sector SPDR Fund	$792,737	$17,029 ▲	2.2%	9,543	1.1%	ETF
V Visa	$774,355	$57,296 ▲	8.0%	2,257	1.0%	Finance
YNDX Yandex	$712,242	$391,885 ▼	-35.5%	2,579	1.0%	Technology
IWV iShares Russell 3000 ETF	$709,530	$181,220 ▼	-20.3%	1,664	0.9%	ETF
META Meta Platforms	$701,296	$33,797 ▼	-4.6%	1,245	0.9%	Communication Services
IWD iShares Russell 1000 Value ETF	$696,744	$38,789 ▲	5.9%	2,874	0.9%	ETF
IWY iShares Russell Top 200 Growth ETF	$668,426	$24,412 ▼	-3.5%	2,300	0.9%	ETF
GOOG Alphabet	$668,147	$138,505 ▼	-17.2%	1,891	0.9%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$662,389	$96,947 ▲	17.1%	1,387	0.9%	Technology
PLD Prologis	$654,049	$7,586 ▲	1.2%	4,828	0.9%	Real Estate
EQIX Equinix	$632,731	$2,085 ▼	-0.3%	607	0.8%	Real Estate
IWF iShares Russell 1000 Growth ETF	$618,615	$470,853 ▲	318.7%	4,982	0.8%	ETF
AMZN Amazon.com	$616,824	$82,704 ▼	-11.8%	2,588	0.8%	Consumer Discretionary
XLU Utilities Select Sector SPDR Fund	$608,735	$1,768 ▼	-0.3%	13,426	0.8%	ETF
JNJ Johnson & Johnson	$601,147	$7,619 ▲	1.3%	2,367	0.8%	Healthcare
EXXONMOBIL HOLDINGS CORP COM SHS	$591,861	$591,861 ▲	New Holding	4,329	0.8%	Stock
WALMART INC COM	$589,858	$4,644 ▲	0.8%	5,208	0.8%	Stock
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$584,984	$28,660 ▼	-4.7%	24,024	0.8%	ETF
CEMB iShares J.P. Morgan EM Corporate Bond ETF	$583,727	$3,469 ▼	-0.6%	12,787	0.8%	ETF
MA Mastercard	$572,664	$41,088 ▲	7.7%	1,115	0.8%	Finance
IWL iShares Russell Top 200 ETF	$540,609	$2,959 ▼	-0.5%	2,923	0.7%	ETF
SMB VanEck Short Muni ETF	$521,749	$2,897 ▼	-0.6%	30,072	0.7%	ETF
DHR Danaher	$515,248	$74,668 ▲	16.9%	2,705	0.7%	Healthcare
BANK OF NY MELLON CORP COM	$507,003	$59,724 ▼	-10.5%	3,506	0.7%	Stock
TMO Thermo Fisher Scientific	$499,856	$51,640 ▲	11.5%	997	0.7%	Healthcare
IOO iShares Global 100 ETF	$490,940	$17,621 ▼	-3.5%	3,594	0.7%	ETF
ASML ASML	$479,455	$25,863 ▼	-5.1%	241	0.6%	Technology
ABBV AbbVie	$472,831	$8,052 ▼	-1.7%	1,879	0.6%	Healthcare
NXP Nuveen Sl Tfip	$469,640	$558 ▼	-0.1%	32,819	0.6%	Finance
PM Philip Morris International	$468,376	$3,618 ▲	0.8%	2,589	0.6%	Consumer Staples
PH Parker-Hannifin	$467,542	$62,600 ▲	15.5%	478	0.6%	Industrials
CSCO Cisco Systems	$450,224	$129,206 ▼	-22.3%	3,833	0.6%	Technology
VDC Vanguard Consumer Staples ETF	$447,372	$18,941 ▼	-4.1%	1,984	0.6%	ETF
TIP iShares TIPS Bond ETF	$436,079	$3,611 ▲	0.8%	3,985	0.6%	ETF
QCOM Qualcomm	$429,083	$91,102 ▼	-17.5%	2,322	0.6%	Technology
MRK Merck & Co., Inc.	$415,955	$10,537 ▲	2.6%	3,237	0.6%	Healthcare
WPC W.P. Carey	$410,410	$2,574 ▲	0.6%	5,740	0.5%	Real Estate
BAC Bank of America	$402,849	$627 ▲	0.2%	7,070	0.5%	Finance
PG Procter & Gamble	$387,716	$54,257 ▲	16.3%	2,644	0.5%	Consumer Staples
MOG.A Moog	$368,741	$38,146 ▲	11.5%	870	0.5%	Industrials
ETX Eaton Vance Municipal Income 2028 Term Trust	$364,125	$14,569 ▼	-3.8%	19,420	0.5%	Finance
LINDE PLC SHS	$363,258	$14,011 ▲	4.0%	700	0.5%	Stock
WFC Wells Fargo & Company	$363,203	$2,892 ▲	0.8%	4,395	0.5%	Finance
CAT Caterpillar	$355,676	$209,785 ▼	-37.1%	334	0.5%	Industrials
C Citigroup	$353,400	$48,426 ▼	-12.1%	2,525	0.5%	Finance
UNH UnitedHealth Group	$350,792	$1,247 ▼	-0.4%	844	0.5%	Healthcare
HD Home Depot	$345,274	$3,527 ▼	-1.0%	979	0.5%	Consumer Discretionary
SO Southern	$340,058	$383 ▼	-0.1%	3,553	0.5%	Utilities
BRK.B Berkshire Hathaway	$339,264		0.0%	678	0.5%	Finance
VPU Vanguard Utilities ETF	$336,655	$3,523 ▲	1.1%	1,720	0.5%	ETF
KO CocaCola	$320,041	$2,194 ▼	-0.7%	3,938	0.4%	Consumer Staples
DELL Dell Technologies	$316,692	$316,692 ▲	New Holding	734	0.4%	Technology
DLR Digital Realty Trust	$310,494	$898 ▼	-0.3%	1,729	0.4%	Real Estate
PEP PepsiCo	$308,035	$542 ▲	0.2%	2,275	0.4%	Consumer Staples
COP ConocoPhillips	$303,772	$6,342 ▲	2.1%	2,922	0.4%	Energy
VRSK Verisk Analytics	$302,329	$76,480 ▲	33.9%	1,684	0.4%	Industrials
BLACKROCK INC COM	$301,930	$43,270 ▼	-12.5%	314	0.4%	Stock
IGEB iShares Investment Grade Systematic Bond ETF	$301,199	$7,804 ▲	2.7%	6,677	0.4%	ETF
IYH iShares U.S. Healthcare ETF	$299,267	$5,026 ▼	-1.7%	4,466	0.4%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$296,386	$3,979 ▲	1.4%	4,916	0.4%	ETF
AER Aercap	$295,642	$13,995 ▼	-4.5%	2,028	0.4%	Industrials
ETN Eaton	$289,335	$8,949 ▼	-3.0%	679	0.4%	Industrials
NOK Nokia	$289,146	$35,019 ▲	13.8%	21,773	0.4%	Technology
TJX TJX Companies	$286,184	$12,726 ▼	-4.3%	1,889	0.4%	Consumer Discretionary
VZ Verizon Communications	$285,499	$5,462 ▲	2.0%	6,743	0.4%	Communication Services
TXN Texas Instruments	$278,696	$278,696 ▲	New Holding	935	0.4%	Technology
EFA iShares MSCI EAFE ETF	$278,191	$26,074 ▲	10.3%	2,678	0.4%	ETF
IGF iShares Global Infrastructure ETF	$271,595	$3,397 ▲	1.3%	4,078	0.4%	ETF
APH Amphenol	$269,241	$119,898 ▼	-30.8%	1,527	0.4%	Technology
CI Cigna Group	$266,858	$3,308 ▲	1.3%	968	0.4%	Healthcare
BRC Brady	$266,560	$266,560 ▲	New Holding	2,911	0.4%	Industrials
SRLN SPDR Blackstone Senior Loan ETF	$266,236		0.0%	6,608	0.4%	ETF
MET MetLife	$263,983	$338 ▲	0.1%	3,120	0.4%	Finance
ARM HOLDINGS PLC SPONSORED ADS	$260,964	$260,964 ▲	New Holding	736	0.3%	ADR
BOOT Boot Barn	$260,368	$260,368 ▲	New Holding	1,585	0.3%	Consumer Discretionary
IBM International Business Machines	$253,933	$2,812 ▼	-1.1%	903	0.3%	Technology
KMI Kinder Morgan	$252,691	$3,581 ▲	1.4%	7,904	0.3%	Energy
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust	$245,918	$5,338 ▼	-2.1%	8,477	0.3%	Finance
FN Fabrinet	$245,067	$245,067 ▲	New Holding	436	0.3%	Technology
CMI Cummins	$244,631	$244,631 ▲	New Holding	343	0.3%	Industrials
FHN First Horizon	$244,529		0.0%	9,537	0.3%	Finance
MOD Modine Manufacturing	$240,585	$240,585 ▲	New Holding	901	0.3%	Industrials

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

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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