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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MS MORGAN STANLEY COM NEW Financial Services 1,140.0 $238K 0.32% NEW $209.04 +2.4%
102 MO ALTRIA GROUP INC COM Consumer Defensive 3,276.0 $236K 0.32% $71.95 -4.8%
103 NFLX NETFLIX INC. COM Communication Services 3,296.0 $235K 0.32% NEW $71.40 +12.1%
104 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,060.0 $235K 0.32% -805.0 -28.1% $114.18 +31.2%
105 NPO ENPRO INC COM Industrials 624.0 $235K 0.32% NEW $376.93 -19.2%
106 PNC PNC FINL SVCS GROUP INC COM Financial Services 953.0 $235K 0.31% NEW $246.22 -1.0%
107 SPGI S&P GLOBAL INC COM Financial Services 576.0 $235K 0.31% -44.0 -7.1% $407.26 +6.9%
108 DAL DELTA AIR LINES INC COM NEW Industrials 2,492.0 $233K 0.31% NEW $93.66 -11.9%
109 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 737.0 $233K 0.31% NEW $316.09 -11.4%
110 PFE PFIZER INC COM Healthcare 9,509.0 $229K 0.31% +88.0 +0.9% $24.08 +16.2%
111 VRSN VERISIGN INC COM Technology 910.0 $229K 0.31% +74.0 +8.8% $251.56 +15.6%
112 IYK ISHARES U.S. CONSUMER STAPLES ETF 3,149.0 $229K 0.31% -45.0 -1.4% $72.66 +4.9%
113 AJG GALLAGHER ARTHUR J & CO COM Financial Services 993.0 $228K 0.30% +15.0 +1.5% $229.57 +18.5%
114 PRU PRUDENTIAL FINL INC COM Financial Services 2,094.0 $226K 0.30% +11.0 +0.5% $107.93 +13.7%
115 GD GENERAL DYNAMICS CORP COM Industrials 621.0 $220K 0.29% -161.0 -20.6% $354.24 +8.3%
116 MCD MCDONALDS CORP COM Consumer Cyclical 811.0 $219K 0.29% $270.31 +0.8%
117 BDX BECTON DICKINSON & CO COM Healthcare 1,417.0 $214K 0.29% NEW $151.33 +26.0%
118 SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR Technology 628.0 $209K 0.28% NEW $333.33 -27.0%
119 UBS UBS GROUP AG SHS Financial Services 4,183.0 $207K 0.28% NEW $49.56 +8.4%
120 FITB FIFTH THIRD BANCORP COM Financial Services 3,663.0 $206K 0.28% NEW $56.37 -2.6%
Page 6 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%