StockDriftsStockDriftsTop 50 Stronghold Wealth Management L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 11.56% | 11.6K | $8.6M | +0.99%(+113) | $674.11(+15.02%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 4.61% | 34.8K | $3.4M | +3.04%(+1.03K) | $100.03(-2.62%) | 2026-06-30 | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 2.87% | 5.4K | $2.1M | +3.44%(+181) | $322.38(+22.45%) | 2026-06-30 | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 2.72% | 66.7K | $2.0M | +5.41%(+3.42K) | $31.23(-1.24%) | 2026-06-30 | |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 2.57% | 81.1K | $1.9M | +2.91%(+2.29K) | $26.12(-5.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.39% | 4.8K | $1.8M | -9.26%(-489) | $500.77(-2.94%) | 2026-06-30 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 2.06% | 13.1K | $1.5M | +0.65%(+84) | $119.42(-2.35%) | 2026-06-30 | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 1.89% | 16.3K | $1.4M | +0.82%(+132) | $88.25(-7.62%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 1.89% | 4.9K | $1.4M | +20.54%(+830) | $264.04(+15.66%) | 2026-06-30 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 1.76% | 16.1K | $1.3M | +1.03%(+164) | $82.88(-1.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.25% |
Stronghold Wealth Management L.L.C. reports $74.71M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are SPY (11.6%), AGG (4.6%) and IWO (2.9%). The top 20 holdings account for 47.04% of reported assets. Its disclosed equity book has returned +2.03% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stronghold Wealth Management L.L.C.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107257). View Stronghold Wealth Management L.L.C.’s 13F filings on SEC