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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 4 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO & CO COM Financial Services 4,395.0 $363K 0.49% +35.0 +0.8% $82.64 +2.5%
62 CAT CATERPILLAR INC COM Industrials 334.0 $356K 0.48% -197.0 -37.1% $1064.90 -23.8%
63 C CITIGROUP INC COM NEW Financial Services 2,525.0 $353K 0.47% -346.0 -12.1% $139.96 -5.9%
64 UNH UNITEDHEALTH GROUP INC COM Healthcare 844.0 $351K 0.47% $415.63 -4.1%
65 HD HOME DEPOT INC COM Consumer Cyclical 979.0 $345K 0.46% -10.0 -1.0% $352.68 -4.3%
66 SO SOUTHERN CO COM Utilities 3,553.0 $340K 0.46% $95.71 -5.9%
67 BERKSHIRE HATHAWAY INC DEL CL B NEW 678.0 $339K 0.45% $500.39
68 VPU VANGUARD UTILITIES ETF 1,720.0 $337K 0.45% +18.0 +1.1% $195.73 -4.5%
69 KO COCA COLA CO COM Consumer Defensive 3,938.0 $320K 0.43% -27.0 -0.7% $81.27 +13.2%
70 DELL DELL TECHNOLOGIES INC CL C Technology 734.0 $317K 0.42% NEW $431.46 +0.4%
71 DLR DIGITAL RLTY TR INC COM Real Estate 1,729.0 $310K 0.42% $179.58 +5.0%
72 PEP PEPSICO INC COM Consumer Defensive 2,275.0 $308K 0.41% $135.40 +6.8%
73 COP CONOCOPHILLIPS COM Energy 2,922.0 $304K 0.41% +61.0 +2.1% $103.96 +28.3%
74 VRSK VERISK ANALYTICS INC COM Industrials 1,684.0 $302K 0.41% +426.0 +33.9% $179.53 +5.6%
75 BLK BLACKROCK INC COM Financial Services 314.0 $302K 0.40% -45.0 -12.5% $961.56 +21.9%
76 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 6,677.0 $301K 0.40% +173.0 +2.7% $45.11 -2.0%
77 IYH ISHARES U.S. HEALTHCARE ETF 4,466.0 $299K 0.40% -75.0 -1.6% $67.01 +10.2%
78 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 4,916.0 $296K 0.40% +66.0 +1.4% $60.29 +3.9%
79 AER AERCAP HOLDINGS NV SHS Industrials 2,028.0 $296K 0.40% -96.0 -4.5% $145.78 +1.2%
80 ETN EATON CORP PLC SHS Industrials 679.0 $289K 0.39% -21.0 -3.0% $426.12 -4.1%
Page 4 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%