Stronghold Wealth Management L.L.C.

Name: Stronghold Wealth Management L.L.C. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002107257 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗

Stronghold Wealth Management L.L.C. reported 131 positions worth $74.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SPY (11.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$74.7M

2026 Q2

Positions

131

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

34.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 131 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPY	STATE STREET SPDR S&P 500 ETF	SH	$8.6M	11.56%	11,561	—	—
▸ 2	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	SH	$3.4M	4.61%	34,768	—	—
▸ 3	IWO	ISHARES RUSSELL 2000 GROWTH ETF	SH	$2.1M	2.87%	5,449	—	—
▸ 4	PFF	ISHARES PREFERRED & INCOME SECURITIES ETF	SH	$2.0M	2.72%	66,681	—	—
▸ 5	BXSL	BLACKSTONE SECD LENDING FD COMMON STOCK	SH	$1.9M	2.57%	81,058	—	—
▸ 6	MSFT	MICROSOFT CORP COM	SH	$1.8M	2.39%	4,794	—	—
▸ 7	IEI	ISHARES 3-7 YEAR TREASURY BOND ETF	SH	$1.5M	2.06%	13,098	—	—
▸ 8	TLT	ISHARES 20 YEAR TREASURY BOND ETF	SH	$1.4M	1.89%	16,318	—	—
▸ 9	AAPL	APPLE INC COM	SH	$1.4M	1.89%	4,871	—	—
▸ 10	SHY	ISHARES 1-3 YEAR TREASURY BOND ETF	SH	$1.3M	1.76%	16,053	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stronghold Wealth Management L.L.C. hold as of Q2 2026?

Stronghold Wealth Management L.L.C. reported 131 positions worth $74.7M in its Q2 2026 13F filing. Largest positions: SPY (11.6%), AGG (4.6%), IWO (2.9%), PFF (2.7%) and BXSL (2.6%).

What did Stronghold Wealth Management L.L.C. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stronghold Wealth Management L.L.C. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.