StockDrifts LogoStockDrifts

Stronghold Wealth Management L.L.C.

Portfolio Manager
Stronghold Wealth Management L.L.C.
Performance
-5.40% (2026 Q1)
AUM (13F)
$66.17M
# of Holdings
119
Performance Rank
Allocation (Top 20)
48.25%

Stronghold Wealth Management L.L.C. Holdings Map

Top 50 Stronghold Wealth Management L.L.C. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STREET SPDR S&P 500 ETF
11.25%11.4K$7.4M
+1.17%(+132)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.3K shares2026-Q1: 11.4K shares
$673.96(+10.14%)
2026-03-31
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
5.06%33.7K$3.3M
+0.79%(+263)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 33.5K shares2026-Q1: 33.7K shares
$100.06(-1.39%)
2026-03-31
MSFT
MICROSOFT CORP COM
2.96%5.3K$2.0M
+0.02%(+1)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.3K shares2026-Q1: 5.3K shares
$500.77(-19.08%)
2026-03-31
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
2.9%63.3K$1.9M
+2.28%(+1.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 61.9K shares2026-Q1: 63.3K shares
$31.28(+0.97%)
2026-03-31
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
2.82%78.8K$1.9M
+0.97%(+755)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 78.0K shares2026-Q1: 78.8K shares
$26.19(-9.39%)
2026-03-31
IWO
ISHARES RUSSELL 2000 GROWTH ETF
2.5%5.3K$1.7M
+0.27%(+14)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.3K shares2026-Q1: 5.3K shares
$321.52(+14.86%)
2026-03-31
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
2.33%13.0K$1.5M
-0.05%(-7)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.0K shares2026-Q1: 13.0K shares
$119.43(-1.55%)
2026-03-31
TLT
ISHARES 20 YEAR TREASURY BOND ETF
2.12%16.2K$1.4M
+0.32%(+51)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.1K shares2026-Q1: 16.2K shares
$88.26(-3.92%)
2026-03-31
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
1.98%15.9K$1.3M
-2.50%(-408)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 16.3K shares2026-Q1: 15.9K shares
$82.89(-0.84%)
2026-03-31
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
1.56%9.5K$1.0M
+2.80%(+258)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.2K shares2026-Q1: 9.5K shares
$110.80(-1.96%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Stronghold Wealth Management L.L.C., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all