account_balance

Investment manager · 13F filer · SEC CIK 2107257

Stronghold Wealth Management L.l.c.

Reported value$72.4Mas of Sep 30, 2026
Positions125 12 new, 18 sold out
Top 10 weight35.2%SPY alone is 12%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 11.8% Trimmed −3%
AGG iShares Core U.S. Aggregate Bond ETF 4.5% Trimmed −2%
MSFT Microsoft Corp 3.2% Trimmed −6%BXSL Blackstone Secured Lending Fund 2.7% Held
PFF iShares Preferred & Income Securities ETF 2.7% Held
IWO iShares Russell 2000 Growth ETF 2.6% Trimmed −4%
AAPL Apple Inc. 2.2% HeldNVDA NVIDIA Corp 1.9% Added +5%
TLT iShares 20 Year Treasury Bond ETF 1.8% Added +5%
IEI iShares 3-7 Year Treasury Bond ETF 1.8% Trimmed −11%
SHY iShares 1-3 Year Treasury Bond ETF 1.8% Held
GOOGL Alphabet Inc. 1.7% Added +13%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • KORP $319K
  • EVSM $304K
  • LQDI $275K
  • JSMD $259K
arrow_upwardAdded
  • IGEB +62%
  • HYT +60%
  • IDMO +57%
  • IGF +44%
arrow_downwardTrimmed
  • CEMB −59%
  • IWM −43%
  • NBIS −37%
  • XLU −24%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist