Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stronghold Wealth Management L.L.C. (CIK 2107257) reported $74.7M across 131 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($8.6M, 11.56%), AGG ($3.4M, 4.61%), IWO ($2.1M, 2.87%), PFF ($2.0M, 2.72%), BXSL ($1.9M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF | $8.6M | 11.56% | 11,561 | Added |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $3.4M | 4.61% | 34,768 | Added |
| 3 | IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2.1M | 2.87% | 5,449 | Added |
| 4 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $2.0M | 2.72% | 66,681 | Added |
| 5 | BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $1.9M | 2.57% | 81,058 | Added |
| 6 | MSFT | MICROSOFT CORP COM | $1.8M | 2.39% | 4,794 | Trimmed |
| 7 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.5M | 2.06% | 13,098 | Added |
| 8 | AAPL | APPLE INC COM | $1.4M | 1.89% | 4,871 | Added |
| 9 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | $1.4M | 1.89% | 16,318 | Added |
| 10 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.3M | 1.76% | 16,053 | Added |
| 11 | NVDA | NVIDIA CORPORATION COM | $1.2M | 1.55% | 5,788 | Added |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $1.1M | 1.47% | 3,069 | Added |
| 13 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $1.1M | 1.44% | 9,877 | Added |
| 14 | DVY | ISHARES SELECT DIVIDEND ETF | $1.0M | 1.36% | 6,522 | Trimmed |
| 15 | IWB | ISHARES RUSSELL 1000 ETF | $950,859 | 1.27% | 2,322 | Trimmed |
| 16 | IWM | ISHARES RUSSELL 2000 ETF | $916,372 | 1.23% | 3,050 | Added |
| 17 | JPM | JPMORGAN CHASE & CO COM | $889,028 | 1.19% | 2,716 | Trimmed |
| 18 | AVGO | BROADCOM INC COM | $827,651 | 1.11% | 2,191 | Added |
| 19 | XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $792,737 | 1.06% | 9,543 | Added |
| 20 | V | VISA INC COM CL A | $774,355 | 1.04% | 2,257 | Added |
| 21 | IWV | ISHARES RUSSELL 3000 ETF | $709,530 | 0.95% | 1,664 | Trimmed |
| 22 | NBIS | NEBIUS GROUP N.V. SHS CLASS A | $712,242 | 0.95% | 2,579 | Trimmed |
| 23 | META | META PLATFORMS INC CL A | $701,296 | 0.94% | 1,245 | Trimmed |
| 24 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $696,744 | 0.93% | 2,874 | Added |
| 25 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $668,426 | 0.89% | 2,300 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30