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Portfolio (Quarterly) Guide ↗

Stronghold Wealth Management L.L.C.

· CIK 0002107257
13F Portfolio $66M AUM 228 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 49 Added 39 Reduced 10 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC COM Healthcare 847.0 $229K 0.35% +90.0 +11.9% $270.59 +53.6%
42 MELI MERCADOLIBRE INC COM Consumer Cyclical 132.0 $228K 0.34% +16.0 +13.8% $1729.02 -6.3%
43 IBM INTERNATIONAL BUSINESS MACHS COM Technology 913.0 $221K 0.33% +31.0 +3.5% $242.39 +6.6%
44 MET METLIFE INC COM Financial Services 3,116.0 $220K 0.33% +109.0 +3.6% $70.72 +19.7%
45 AJG GALLAGHER ARTHUR J & CO COM Financial Services 978.0 $212K 0.32% +205.0 +26.5% $216.58 +0.6%
46 INTU INTUIT COM Technology 474.0 $205K 0.31% +29.0 +6.5% $432.38 -41.0%
47 CMCSA COMCAST CORP NEW CL A Communication Services 7,104.0 $204K 0.31% +249.0 +3.6% $28.71 -21.0%
48 NOK NOKIA CORP SPONSORED ADR Technology 19,136.0 $154K 0.23% +2K +12.1% $8.04 +73.8%
49 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 26,775.0 $135K 0.20% +733.0 +2.8% $5.03 +14.3%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.9%
Technology 18.5%
Healthcare 8.4%
Communication Services 7.1%
Consumer Defensive 5.6%
Industrials 5.4%
Real Estate 4.7%
Energy 4.5%
Consumer Cyclical 4.2%
Utilities 0.8%