Stronghold Wealth Management L.L.C.

DOSSIER · 13F-HR · Q3 2026

Stronghold Wealth Management L.L.C.

$72M in tracked AUM across 229 positions as of Q3 2026.

SW

CIK 0002107257 · last filed Sep 30, 2026

Total AUM

$72M

as of Q3 2026

Holdings

229

—

positions

Whale Score

42

42

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Stronghold Wealth Management L.L.C. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

SPY

STATE STREET SPDR S&P 500 ETF

$9M11K11.8%02

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

$3M34K4.5%03

MSFT

MICROSOFT CORP COM

$2M4K3.2%04

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

$2M82K2.7%05

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF