DOSSIER · 13F-HR · Q2 2026

Stronghold Wealth Management L.L.C.

$75M in tracked AUM across 244 positions as of Q2 2026.

SW
CIK 0002107257 · last filed Jun 30, 2026
Total AUM
$75M
as of Q2 2026
Holdings
244
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Stronghold Wealth Management L.L.C. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STREET SPDR S&P 500 ETF
$9M12K11.6%
02
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$3M35K4.6%
03
IWO
ISHARES RUSSELL 2000 GROWTH ETF
$2M5K2.9%
04
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
$2M67K2.7%
05
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
$2M81K2.6%
06
MSFT
MICROSOFT CORP COM
$2M5K2.4%
07
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
$2M13K2.1%
08
TLT
ISHARES 20 YEAR TREASURY BOND ETF
$1M16K1.9%
09
AAPL
APPLE INC COM
$1M5K1.9%
10
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
$1M16K1.8%

Filing history

2026Q2Jun 30
$75M 12.9%
244 positionsView →
2026Q1Mar 31
$66M 2.2%
228 positionsView →
2025Q4Dec 31
$68M
228 positionsView →