Stronghold Wealth Management L.L.C.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Stronghold Wealth Management L.L.C. reported 119 stock positions worth $67.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 11.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 4.9%) and Microsoft (MSFT, 3.8%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002107257
- Portfolio Value
- $67.7M (Q4 2025)
- SEC Filing
- 0002107257-26-000003 ↗ filed Feb 6, 2026
Holdings Value
Holdings 119 stocks · $67.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.40% | 11,316 | $7.7M | — |
| AGG iShares Core U.S. Aggregate | 4.94% | 33,479 | $3.3M | — |
| MSFT Microsoft Corp. | 3.77% | 5,282 | $2.6M | — |
| BXSL Blackstone Secured Lending F | 3.03% | 78,011 | $2.1M | — |
| PFF iShares Preferred & Income S | 2.83% | 61,852 | $1.9M | — |
| IWO iShares Russell 2000 Growth | 2.51% | 5,254 | $1.7M | — |
| IEI iShares 3-7 Year Treasury Bo | 2.30% | 13,021 | $1.6M | — |
| TLT iShares 20+ Year Treasury BD | 2.08% | 16,135 | $1.4M | — |
| SHY iShares 1-3 Year Treasury Bo | 1.99% | 16,297 | $1.3M | — |
| AAPL Apple Inc. | 1.54% | 3,830 | $1.0M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.50% | 9,208 | $1.0M | — |
| DVY iShares Select Dividend ETF | 1.45% | 6,960 | $982K | — |
| JPM JPMorgan Chase & Co. | 1.43% | 2,994 | $965K | — |
| NVDA Nvidia Corp. | 1.37% | 4,984 | $930K | — |
| IWB iShares Russell 1000 ETF | 1.27% | 2,311 | $863K | — |
| META Meta Platforms Inc. Class A | 1.21% | 1,237 | $817K | — |
| GOOGL Alphabet Inc. Class A | 1.18% | 2,551 | $798K | — |
| IWM iShares Russell 2000 ETF | 1.15% | 3,161 | $778K | — |
| AVGO Broadcom Inc. | 1.13% | 2,217 | $767K | — |
| GOOG Alphabet Inc. Class C | 1.12% | 2,424 | $761K | — |
| XLP SS Consumer Staples Sel Sect | 1.07% | 9,322 | $724K | — |
| V Visa Inc. Class A | 1.05% | 2,022 | $709K | — |
| AMZN Amazon.com Inc. | 1.04% | 3,039 | $701K | — |
| IWV iShares Russell 3000 ETF | 1.00% | 1,755 | $679K | — |
| IWY iShares Russell Top 200 Grow | 0.98% | 2,399 | $664K | — |
| WMT Walmart Inc. | 0.96% | 5,830 | $650K | — |
| PLD Prologis Inc. | 0.89% | 4,745 | $606K | — |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.88% | 24,369 | $593K | — |
| IWF iShares Russell 1000 Growth | 0.87% | 1,247 | $590K | — |
| CEMB iShares JP Morgan Em Corpora | 0.87% | 12,835 | $589K | — |
| IWD iShares Russell 1000 Value E | 0.87% | 2,787 | $586K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.85% | 13,502 | $576K | — |
| XOM Exxon Mobil Corp. | 0.85% | 4,764 | $573K | — |
| JNJ Johnson & Johnson | 0.80% | 2,605 | $539K | — |
| SMB Vaneck Short Muni ETF | 0.77% | 29,976 | $522K | — |
| MA Mastercard Inc. Class A | 0.76% | 899 | $513K | — |
| EQIX Equinix Inc. | 0.75% | 660 | $506K | — |
| IWL iShares Russell Top 200 ETF | 0.75% | 2,959 | $505K | — |
| IOO iShares Global 100 ETF | 0.71% | 3,806 | $482K | — |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 823 | $477K | — |
| SHOP Shopify Inc. Class A | 0.70% | 2,926 | $471K | — |
| QCOM Qualcomm Inc. | 0.69% | 2,721 | $465K | — |
| NXP Nuveen Select Tax-Free Inc. | 0.68% | 32,858 | $463K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.67% | 3,930 | $456K | — |
| VDC Vanguard Consumer Staple ETF | 0.65% | 2,081 | $440K | — |
| ABBV Abbvie Inc. | 0.65% | 1,922 | $439K | — |
| DHR Danaher Corp. | 0.63% | 1,874 | $429K | — |
| PM Philip Morris International | 0.62% | 2,626 | $421K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.60% | 1,342 | $408K | — |
| PH Parker Hannifin Corp. | 0.60% | 461 | $405K | — |
| WFC Wells Fargo & Co. | 0.59% | 4,254 | $396K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 6,989 | $384K | — |
| CSCO Cisco Systems Inc. | 0.56% | 4,946 | $381K | — |
| ETX Eaton Vance Muni Inc. 2028 TM | 0.55% | 20,028 | $375K | — |
| BLK BlackRock Inc. | 0.55% | 349 | $374K | — |
| WPC WP Carey Inc. | 0.55% | 5,739 | $369K | — |
| CAT Caterpillar Inc. | 0.55% | 644 | $369K | — |
| APH Amphenol Corp. Class A | 0.54% | 2,707 | $366K | — |
| MRK Merck & Co. Inc. | 0.52% | 3,345 | $352K | — |
| VPU Vanguard Utilities ETF | 0.51% | 1,860 | $344K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 678 | $341K | — |
| C Citigroup Inc. | 0.49% | 2,870 | $335K | — |
| PEP Pepsico Inc. | 0.49% | 2,304 | $331K | — |
| AER Aercap Holdings NV | 0.49% | 2,290 | $329K | — |
| PG The Procter & Gamble Co. | 0.48% | 2,285 | $327K | — |
| SPGI S&P Global Inc. | 0.47% | 610 | $319K | — |
| SO The Southern Co. | 0.47% | 3,650 | $318K | — |
| TIP iShares Tips Bond ETF | 0.47% | 2,885 | $317K | — |
| COP Conocophillips | 0.44% | 3,186 | $298K | — |
| IYH iShares U.S. Healthcare ETF | 0.44% | 4,541 | $296K | — |
| INTU Intuit Inc. | 0.44% | 445 | $295K | — |
| IGEB iShares Investment Grade SYS | 0.44% | 6,451 | $295K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 1,901 | $292K | — |
| VZ Verizon Communications Inc. | 0.43% | 7,158 | $292K | — |
| HD Home Depot Inc. | 0.42% | 835 | $287K | — |
| NBIS Nebius Group NV | 0.42% | 3,429 | $287K | — |
| EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU | 0.42% | 7,000 | $283K | — |
| KO The Coca-Cola Co. | 0.41% | 4,001 | $280K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.40% | 6,594 | $272K | — |
| ZTS Zoetis Inc. | 0.39% | 2,120 | $267K | — |
| GD General Dynamics Corp. | 0.39% | 785 | $264K | — |
| DLR Digital Realty Trust Inc. | 0.39% | 1,702 | $263K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 882 | $261K | — |
| LIN Linde PLC | 0.38% | 610 | $260K | — |
| CI The Cigna Group | 0.38% | 937 | $258K | — |
| CCJ Cameco Corp. | 0.37% | 2,752 | $252K | — |
| UNH Unitedhealth Group Inc. | 0.37% | 757 | $250K | — |
| EFA iShares MSCI Eafe ETF | 0.37% | 2,586 | $248K | — |
| MCD McDonald's Corp. | 0.36% | 804 | $246K | — |
| IGF iShares Global Infrastructur | 0.36% | 3,993 | $245K | — |
| MRSH Marsh & McLennan Cos | 0.36% | 1,317 | $244K | — |
| PRU Prudential Financial Inc. | 0.36% | 2,157 | $243K | — |
| MET Metlife Inc. | 0.35% | 3,007 | $237K | — |
| MELI MercadoLibre Inc. | 0.35% | 116 | $234K | — |
| PFE Pfizer Inc. | 0.34% | 9,289 | $231K | — |
| UBS UBS Group AG-Reg | 0.34% | 4,901 | $227K | — |
| ABT Abbott Laboratories | 0.33% | 1,797 | $225K | — |
| BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU | 0.33% | 8,738 | $224K | — |
| IYK iShares US Consumer Staples | 0.33% | 3,315 | $222K | — |
| BDX Becton Dickinson and Co. | 0.33% | 1,143 | $222K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.