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 | 11.79% | 11.2K | $8.5M | -3.23%(-373) | $674.11(+13.70%) | 2026-09-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 4.45% | 34.1K | $3.2M | -2.00%(-697) | $100.03(-4.92%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.18% | 4.5K | $2.3M | -6.40%(-307) | $500.77(+6.54%) | 2026-09-30 | |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 2.72% | 82.2K | $2.0M | +1.43%(+1.16K) | $26.09(-9.92%) | 2026-09-30 | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 2.69% | 66.1K | $1.9M | -0.94%(-624) | $31.23(-7.64%) | 2026-09-30 | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 2.57% | 5.2K | $1.9M | -4.48%(-244) | $322.38(+6.22%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 2.23% | 4.8K | $1.6M | -0.51%(-25) | $264.04(+29.88%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 1.92% | 6.1K | $1.4M | +5.11%(+296) | $187.12(+16.01%) | 2026-09-30 | |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 1.83% | 17.1K | $1.3M | +4.52%(+738) | $87.98(-9.69%) | 2026-09-30 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1.82% | 11.6K | $1.3M | -11.46%(-1.50K) | $119.42(-4.54%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.18% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.04% |
Stronghold Wealth Management L L C reports $72.37M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are SPY (11.8%), AGG (4.5%) and MSFT (3.2%). The top 20 holdings account for 48.01% of reported assets. Its disclosed equity book has returned +3.18% cumulatively over 3 quarters. Figures reflect the Q3 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