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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 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEBIUS GROUP N.V. SHS CLASS A 2,579.0 $712K 0.95% -1K -35.5% $276.17
22 IWV ISHARES RUSSELL 3000 ETF 1,664.0 $710K 0.95% -425.0 -20.3% $426.40 +2.0%
23 META META PLATFORMS INC CL A Communication Services 1,245.0 $701K 0.94% -60.0 -4.6% $563.29 -0.8%
24 IWD ISHARES RUSSELL 1000 VALUE ETF 2,874.0 $697K 0.93% +160.0 +5.9% $242.43 +6.6%
25 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 2,300.0 $668K 0.90% -84.0 -3.5% $290.62 -2.7%
26 GOOG ALPHABET INC CAP STK CL C 1,891.0 $668K 0.89% -392.0 -17.2% $353.33
27 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,387.0 $662K 0.89% +203.0 +17.1% $477.57 -14.1%
28 PLD PROLOGIS INC. COM Real Estate 4,828.0 $654K 0.88% +56.0 +1.2% $135.47 +5.8%
29 EQIX EQUINIX INC COM Real Estate 607.0 $633K 0.85% $1042.39 +1.2%
30 IWF ISHARES RUSSELL 1000 GROWTH ETF 4,982.0 $619K 0.83% +4K +318.7% $124.17 -2.5%
31 AMZN AMAZON COM INC COM Consumer Cyclical 2,588.0 $617K 0.83% -347.0 -11.8% $238.34 +10.0%
32 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 13,426.0 $609K 0.81% $45.34 -4.7%
33 JNJ JOHNSON & JOHNSON COM Healthcare 2,367.0 $601K 0.81% +30.0 +1.3% $253.97 +7.5%
34 EXXONMOBIL HOLDINGS CORP COM SHS 4,329.0 $592K 0.79% NEW $136.72
35 WMT WALMART INC COM Consumer Defensive 5,208.0 $590K 0.79% +41.0 +0.8% $113.26 -6.0%
36 MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 24,024.0 $585K 0.78% -1K -4.7% $24.35 -1.5%
37 CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 12,787.0 $584K 0.78% -76.0 -0.6% $45.65 -0.8%
38 MA MASTERCARD INCORPORATED CL A Financial Services 1,115.0 $573K 0.77% +80.0 +7.7% $513.60 +16.8%
39 IWL ISHARES RUSSELL TOP 200 ETF 2,923.0 $541K 0.72% -16.0 -0.5% $184.95 +2.1%
40 SMB VANECK SHORT MUNI ETF 30,072.0 $522K 0.70% -167.0 -0.6% $17.35 -0.7%
Page 2 of 7  ·  131 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%