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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 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP COM Energy 4,161.0 $706K 1.07% -603.0 -12.7% $169.66 -18.9%
22 AVGO BROADCOM INC COM Technology 2,185.0 $676K 1.02% -32.0 -1.4% $309.51 +22.4%
23 GOOG ALPHABET INC CAP STK CL C Communication Services 2,283.0 $655K 0.99% -141.0 -5.8% $286.86 +19.3%
24 WMT WALMART INC COM Consumer Defensive 5,167.0 $642K 0.97% -663.0 -11.4% $124.28 -6.8%
25 V VISA INC COM CL A Financial Services 2,090.0 $632K 0.95% +68.0 +3.4% $302.24 +9.4%
26 PLD PROLOGIS INC. COM Real Estate 4,772.0 $631K 0.95% +27.0 +0.6% $132.18 +6.3%
27 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 13,465.0 $618K 0.93% $45.89 -0.0%
28 AMZN AMAZON COM INC COM Consumer Cyclical 2,935.0 $611K 0.92% -104.0 -3.4% $208.27 +9.0%
29 MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 25,201.0 $607K 0.92% +832.0 +3.4% $24.10 +1.2%
30 EQIX EQUINIX INC COM Real Estate 609.0 $597K 0.90% -51.0 -7.7% $980.24 +11.0%
31 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 2,384.0 $593K 0.90% -15.0 -0.6% $248.84 +10.9%
32 CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 12,863.0 $582K 0.88% $45.28 +0.9%
33 IWD ISHARES RUSSELL 1000 VALUE ETF 2,714.0 $580K 0.88% -73.0 -2.6% $213.67 +14.5%
34 JNJ JOHNSON & JOHNSON COM Healthcare 2,337.0 $571K 0.86% -268.0 -10.3% $244.44 +0.2%
35 SMB VANECK SHORT MUNI ETF 30,239.0 $523K 0.79% +263.0 +0.9% $17.30 +0.3%
36 MA MASTERCARD INCORPORATED CL A Financial Services 1,035.0 $517K 0.78% +136.0 +15.1% $499.66 -2.1%
37 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,190.0 $507K 0.77% -57.0 -4.6% $426.40 -72.3%
38 IWL ISHARES RUSSELL TOP 200 ETF 2,939.0 $472K 0.71% -20.0 -0.7% $160.48 +12.6%
39 NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT Financial Services 32,858.0 $472K 0.71% $14.35 -0.8%
40 BK BANK NEW YORK MELLON CORP COM Financial Services 3,919.0 $465K 0.70% $118.63 +23.4%
Page 2 of 6  ·  119 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%