Institutional Fund
Stronghold Wealth Management L.L.C.
Tampa, FLCIK 21072572 filings on record
Portfolio Value
$66.17M
Q1 2026
Holdings
119
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-2.2%
from $67.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr11.3%
- Ishares Tr5.1%
- Microsoft Corp3.0%
- Ishares Tr2.9%
- Blackstone Secd Lending Fd2.8%
- Ishares Tr2.5%
- Other72.5%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 11.4K | $7.45M | 11.3% | +132 | Added |
| 2 | Ishares Tr | 33.7K | $3.35M | 5.1% | +263 | Added |
| 3 | Microsoft Corp | 5.3K | $1.96M | 3.0% | +1 | Added |
| 4 | Ishares Tr | 63.3K | $1.92M | 2.9% | +1.4K | Added |
| 5 | Blackstone Secd Lending Fd | 78.8K | $1.87M | 2.8% | +755 | Added |
| 6 | Ishares Tr | 5.3K | $1.65M | 2.5% | +14 | Added |
| 7 | Ishares Tr | 13.0K | $1.54M | 2.3% | −7 | Reduced |
| 8 | Ishares Tr | 16.2K | $1.40M | 2.1% | +51 | Added |
| 9 | Ishares Tr | 15.9K | $1.31M | 2.0% | −408 | Reduced |
| 10 | Ishares Tr | 9.5K | $1.03M | 1.6% | +258 | Added |
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