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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VDC VANGUARD CONSUMER STAPLES ETF 2,068.0 $464K 0.70% -13.0 -0.6% $224.59 +1.2%
42 IOO ISHARES GLOBAL 100 ETF 3,723.0 $450K 0.68% -83.0 -2.2% $120.97 +10.7%
43 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 894.0 $439K 0.66% +71.0 +8.6% $491.53 +2.9%
44 DHR DANAHER CORP DEL COM Healthcare 2,313.0 $439K 0.66% +439.0 +23.4% $189.60 +1.9%
45 TIP ISHARES TIPS BOND ETF 3,952.0 $436K 0.66% +1K +37.0% $110.36 -0.8%
46 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,569.0 $425K 0.64% -57.0 -2.2% $165.34 +8.2%
47 ABBV ABBVIE INC COM Healthcare 1,911.0 $416K 0.63% -11.0 -0.6% $217.49 +11.8%
48 NEBIUS GROUP N.V. SHS CLASS A 3,998.0 $415K 0.63% +569.0 +16.6% $103.76
49 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,184.0 $400K 0.60% -158.0 -11.8% $337.95 +28.7%
50 WPC WP CAREY INC COM Real Estate 5,704.0 $388K 0.59% -35.0 -0.6% $67.96 +7.9%
51 CSCO CISCO SYS INC COM Technology 4,933.0 $383K 0.58% $77.59 +53.3%
52 MRK MERCK & CO INC COM Healthcare 3,155.0 $380K 0.57% -190.0 -5.7% $120.29 +4.3%
53 COP CONOCOPHILLIPS COM Energy 2,861.0 $378K 0.57% -325.0 -10.2% $132.00 -19.4%
54 CAT CATERPILLAR INC COM Industrials 531.0 $376K 0.57% -113.0 -17.6% $708.46 +49.2%
55 ETX EATON VANCE MUN INCOME TERM TR SHS Financial Services 20,197.0 $371K 0.56% +169.0 +0.8% $18.36 +1.7%
56 PH PARKER-HANNIFIN CORP COM Industrials 414.0 $371K 0.56% -47.0 -10.2% $895.24 +10.6%
57 QCOM QUALCOMM INC COM Technology 2,815.0 $363K 0.55% +94.0 +3.5% $128.78 +59.1%
58 PEP PEPSICO INC COM Consumer Defensive 2,271.0 $353K 0.53% -33.0 -1.4% $155.29 -10.2%
59 WFC WELLS FARGO & CO COM Financial Services 4,360.0 $347K 0.53% +106.0 +2.5% $79.61 +6.5%
60 BLK BLACKROCK INC COM Financial Services 359.0 $345K 0.52% +10.0 +2.9% $961.71 +1.1%
Page 3 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%