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Portfolio (Quarterly) Guide ↗

Stronghold Wealth Management L.L.C.

· CIK 0002107257
13F Portfolio $75M AUM 244 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 50 Added 39 Reduced 11 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TGTX TG THERAPEUTICS INC COM Healthcare 3,691.0 $203K 0.27% NEW $54.94 +1.9%
22 STRL STERLING INFRASTRUCTURE INC COM Industrials 240.0 $201K 0.27% NEW $839.36 -40.8%
23 IYF ISHARES U.S. FINANCIALS ETF 1,571.0 $200K 0.27% NEW $127.51 +7.7%
Page 2 of 2  ·  23 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 41.0%
Technology 21.3%
Healthcare 9.1%
Industrials 7.2%
Communication Services 5.0%
Consumer Defensive 5.0%
Real Estate 4.4%
Consumer Cyclical 4.3%
Energy 1.2%
Basic Materials 0.8%