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Stronghold Wealth Management L.L.C.

hedge fundUpdated 3 days ago

Managed by Stronghold Wealth Management L.L.C. • Latest filing Q3 2026

Portfolio value
$72.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$67.7M
Q1 2026$66.2M
Q2 2026$74.7M
Q3 2026$72.4M

Top holdings

229 positions as of Q3 2026

View filing
S

STATE STREET SPDR S&P 500 ETF

Value
$8.5M
Shares
11.2K
% Port
11.79%
E

ISHARES CORE U.S. AGGREGATE BOND ETF

Value
$2.9M
Shares
31.1K
% Port
4.07%
B

BLACKSTONE SECD LENDING FD COMMON STOCK

Value
$2M
Shares
82.2K
% Port
2.72%
E

ISHARES PREFERRED & INCOME SECURITIES ETF

Value
$1.9M
Shares
66.1K
% Port
2.69%
E

ISHARES RUSSELL 2000 GROWTH ETF

Value
$1.9M
Shares
5.2K
% Port
2.57%
E

ISHARES 3-7 YEAR TREASURY BOND ETF

Value
$1.3M
Shares
11.6K
% Port
1.82%
N

NVIDIA CORPORATION COM

Value
$1.3M
Shares
5.7K
% Port
1.79%
M

MICROSOFT CORP COM

Value
$1.2M
Shares
2.4K
% Port
1.67%
E

ISHARES 20 YEAR TREASURY BOND ETF

Value
$1.2M
Shares
15.3K
% Port
1.64%
A

APPLE INC COM

Value
$1.2M
Shares
3.5K
% Port
1.60%
B

ISHARES 1-3 YEAR TREASURY BOND ETF

Value
$1.1M
Shares
13.2K
% Port
1.48%
G

ALPHABET INC CAP STK CL A

Value
$1M
Shares
3.0K
% Port
1.42%
E

ISHARES SELECT DIVIDEND ETF

Value
$977K
Shares
6.4K
% Port
1.35%
M

MICROSOFT CORP COM

Value
$922K
Shares
1.8K
% Port
1.27%
M

META PLATFORMS INC CL A

Value
$833K
Shares
1.1K
% Port
1.15%
E

ISHARES RUSSELL 1000 ETF

Value
$781K
Shares
1.9K
% Port
1.08%
A

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

Value
$768K
Shares
9.5K
% Port
1.06%
V

VISA INC COM CL A

Value
$766K
Shares
2.1K
% Port
1.06%
A

BROADCOM INC COM

Value
$720K
Shares
2.0K
% Port
0.99%
B

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

Value
$716K
Shares
7.0K
% Port
0.99%

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