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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP COM Financial Services 7,059.0 $344K 0.52% +70.0 +1.0% $48.75 +19.4%
62 SO SOUTHERN CO COM Utilities 3,557.0 $343K 0.52% -93.0 -2.5% $96.52 -0.6%
63 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,865.0 $340K 0.51% -61.0 -2.1% $118.62 -5.9%
64 VPU VANGUARD UTILITIES ETF 1,702.0 $337K 0.51% -158.0 -8.5% $198.14 +0.0%
65 ASML ASML HLDG NV N Y REGISTRY SHS Technology 254.0 $335K 0.51% +59.0 +30.3% $1320.83 +39.4%
66 LIN LINDE PLC SHS Basic Materials 673.0 $334K 0.50% +63.0 +10.3% $495.76 +5.3%
67 VZ VERIZON COMMUNICATIONS INC COM Communication Services 6,614.0 $332K 0.50% -544.0 -7.6% $50.20 -8.2%
68 PG PROCTER & GAMBLE CO COM Consumer Defensive 2,274.0 $328K 0.50% $144.44 +2.8%
69 C CITIGROUP INC COM NEW Financial Services 2,871.0 $326K 0.49% $113.41 +27.8%
70 HD HOME DEPOT INC COM Consumer Cyclical 989.0 $325K 0.49% +154.0 +18.4% $328.89 +4.9%
71 BERKSHIRE HATHAWAY INC DEL CL B NEW 678.0 $325K 0.49% $479.20
72 TJX TJX COS INC NEW COM Consumer Cyclical 1,973.0 $315K 0.48% +72.0 +3.8% $159.70 -2.7%
73 DLR DIGITAL RLTY TR INC COM Real Estate 1,734.0 $312K 0.47% +32.0 +1.9% $180.21 +6.8%
74 KO COCA COLA CO COM Consumer Defensive 3,965.0 $302K 0.46% -36.0 -0.9% $76.05 +5.7%
75 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 6,504.0 $293K 0.44% +53.0 +0.8% $45.06 +0.3%
76 AER AERCAP HOLDINGS NV SHS Industrials 2,124.0 $291K 0.44% -166.0 -7.2% $137.18 +9.4%
77 IYH ISHARES U.S. HEALTHCARE ETF 4,541.0 $280K 0.42% $61.64 +6.5%
78 APH AMPHENOL CORP CL A Technology 2,207.0 $279K 0.42% -500.0 -18.5% $126.35 +30.7%
79 ZTS ZOETIS INC CL A Healthcare 2,346.0 $277K 0.42% +226.0 +10.7% $118.21 -34.2%
80 IGF ISHARES GLOBAL INFRASTRUCTURE ETF 4,027.0 $270K 0.41% +34.0 +0.8% $67.00 +0.5%
Page 4 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%