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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  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETX EATON VANCE MUN INCOME TERM TR SHS Financial Services 19,420.0 $364K 0.49% -777.0 -3.9% $18.75 -3.5%
22 CAT CATERPILLAR INC COM Industrials 334.0 $356K 0.48% -197.0 -37.1% $1064.90 -23.8%
23 C CITIGROUP INC COM NEW Financial Services 2,525.0 $353K 0.47% -346.0 -12.1% $139.96 -5.9%
24 HD HOME DEPOT INC COM Consumer Cyclical 979.0 $345K 0.46% -10.0 -1.0% $352.68 -4.3%
25 KO COCA COLA CO COM Consumer Defensive 3,938.0 $320K 0.43% -27.0 -0.7% $81.27 +13.2%
26 BLK BLACKROCK INC COM Financial Services 314.0 $302K 0.40% -45.0 -12.5% $961.56 +21.9%
27 IYH ISHARES U.S. HEALTHCARE ETF 4,466.0 $299K 0.40% -75.0 -1.6% $67.01 +10.2%
28 AER AERCAP HOLDINGS NV SHS Industrials 2,028.0 $296K 0.40% -96.0 -4.5% $145.78 +1.2%
29 ETN EATON CORP PLC SHS Industrials 679.0 $289K 0.39% -21.0 -3.0% $426.12 -4.1%
30 TJX TJX COS INC NEW COM Consumer Cyclical 1,889.0 $286K 0.38% -84.0 -4.3% $151.50 -7.1%
31 APH AMPHENOL CORP CL A Technology 1,527.0 $269K 0.36% -680.0 -30.8% $176.32 -11.8%
32 IBM INTERNATIONAL BUSINESS MACHS COM Technology 903.0 $254K 0.34% -10.0 -1.1% $281.21 -17.8%
33 BUI BLACKROCK UTILS INFRASTRUCTURE COM Financial Services 8,477.0 $246K 0.33% -184.0 -2.1% $29.01 -7.7%
34 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,060.0 $235K 0.32% -805.0 -28.1% $114.18 +31.2%
35 SPGI S&P GLOBAL INC COM Financial Services 576.0 $235K 0.31% -44.0 -7.1% $407.26 +6.9%
36 IYK ISHARES U.S. CONSUMER STAPLES ETF 3,149.0 $229K 0.31% -45.0 -1.4% $72.66 +4.9%
37 GD GENERAL DYNAMICS CORP COM Industrials 621.0 $220K 0.29% -161.0 -20.6% $354.24 +8.3%
38 CSX CSX CORP COM Industrials 4,330.0 $206K 0.28% -648.0 -13.0% $47.53 +8.2%
39 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 26,618.0 $155K 0.21% -157.0 -0.6% $5.83 +3.6%
Page 2 of 2  ·  39 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%