Stronghold Wealth Management L.L.C.
Filing Date
Global Rank
#7,084
/ 8,610
▲ 84
· as of Mar 2026
Top Industry
Asset Management
11.5%
3Y Alpha vs SPY
-8.6%
Period ended 4 months ago
Filed Apr 30, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.1%
SPY
+10.6%
Annualised alpha
-9.4%
Max drawdown
−7.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.1%
−0.3 pts
Top 5
32.3%
−1.8 pts
Top 10
41.2%
−2.4 pts
HHI
450
Diversified−26
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 22.4% | $9,202,500 |
| Technology | 18.3% | $7,534,133 |
| Unclassified | 18.1% | $7,445,092 |
| Healthcare | 8.4% | $3,443,375 |
| Communication Services | 6.5% | $2,665,637 |
| Industrials | 5.9% | $2,436,782 |
| Consumer Defensive | 5.5% | $2,265,880 |
| Real Estate | 4.7% | $1,927,854 |
| Energy | 4.4% | $1,819,576 |
| Consumer Cyclical | 4.2% | $1,732,531 |
| Utilities | 0.8% | $343,321 |
| Basic Materials | 0.8% | $333,646 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOK | Nokia Corp | +2,065 | 19,136 | $153,853 | |
| BXSL | Blackstone Secured Lending Fund | +755 | 78,766 | $1,865,966 | |
| LYG | Lloyds Banking Group plc | +733 | 26,775 | $134,678 | |
| NVDA | Nvidia Corp | +689 | 5,673 | $989,370 | |
| NBIS | Nebius Group N.V. | +569 | 3,998 | $414,832 | |
| DHR | Danaher Corp /De/ | +439 | 2,313 | $438,544 | |
| VRSK | Verisk Analytics, Inc. | +331 | 1,258 | $238,705 | |
| CMCSA | Comcast Corp | +249 | 7,104 | $203,955 | |
| ZTS | Zoetis Inc. | +226 | 2,346 | $277,320 | |
| AAPL | Apple Inc. | +211 | 4,041 | $1,025,564 | |
| AJG | Arthur J. Gallagher & Co. | +205 | 978 | $211,814 | |
| ETX | Eaton Vance Municipal Income 2028 Term Trust | +169 | 20,197 | $370,816 | |
| HD | Home Depot, Inc. | +154 | 989 | $325,271 | |
| MA | Mastercard Inc | +136 | 1,035 | $517,147 | |
| SPY | Spdr S&P 500 ETF Trust | +132 | 11,448 | $7,445,092 | |
| PFE | Pfizer Inc | +132 | 9,421 | $264,540 | |
| MET | Metlife Inc | +109 | 3,116 | $220,363 | |
| WFC | Wells Fargo & Company/Mn | +106 | 4,360 | $347,099 | |
| QCOM | Qualcomm Inc/De | +94 | 2,815 | $362,514 | |
| UNH | Unitedhealth Group Inc | +90 | 847 | $229,189 | |
| TJX | Tjx Companies Inc /De/ | +72 | 1,973 | $315,088 | |
| TMO | Thermo Fisher Scientific Inc. | +71 | 894 | $439,426 | |
| BAC | Bank Of America Corp /De/ | +70 | 7,059 | $344,126 | |
| META | Meta Platforms, Inc. | +68 | 1,305 | $746,628 | |
| V | Visa Inc. | +68 | 2,090 | $631,680 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −663 | 5,167 | $642,154 | |
| XOM | ExxonMobil Holdings Corp | −603 | 4,161 | $705,954 | |
| VZ | Verizon Communications Inc | −544 | 6,614 | $332,022 | |
| APH | Amphenol Corp /De/ | −500 | 2,207 | $278,853 | |
| COP | Conocophillips | −325 | 2,861 | $377,652 | |
| JNJ | Johnson & Johnson | −268 | 2,337 | $571,255 | |
| JPM | Jpmorgan Chase & Co | −214 | 2,780 | $817,763 | |
| KMI | Kinder Morgan, Inc. | −210 | 7,792 | $261,265 | |
| MRK | Merck & Co., Inc. | −190 | 3,155 | $379,514 | |
| AER | AerCap Holdings N.V. | −166 | 2,124 | $291,369 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −158 | 1,184 | $400,132 | |
| CAT | Caterpillar Inc | −113 | 531 | $376,191 | |
| AMZN | Amazon Com Inc | −104 | 2,935 | $611,271 | |
| SO | Southern Co | −93 | 3,557 | $343,321 | |
| MOG-A | Moog Inc. | −92 | 780 | $228,259 | |
| BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | −77 | 8,661 | $228,477 | |
| PRU | Prudential Financial Inc | −74 | 2,083 | $203,488 | |
| SHOP | Shopify Inc. | −61 | 2,865 | $339,846 | |
| PM | Philip Morris International Inc. | −57 | 2,569 | $424,757 | |
| EQIX | Equinix Inc | −51 | 609 | $596,966 | |
| PH | Parker-Hannifin Corp | −47 | 414 | $370,628 | |
| KO | Coca Cola Co | −36 | 3,965 | $301,537 | |
| WPC | W. P. Carey Inc. | −35 | 5,704 | $387,642 | |
| PEP | Pepsico Inc | −33 | 2,271 | $352,662 | |
| AVGO | Broadcom Inc. | −32 | 2,185 | $676,277 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IMO | Imperial Oil Ltd | 1,870 | $244,633 | |
| T | At&T Inc. | 8,183 | $237,224 | |
| CVX | Chevron Corp | 1,112 | $230,072 | |
| FHN | First Horizon Corp | 9,537 | $217,061 | |
| MO | Altria Group, Inc. | 3,278 | $216,315 | |
| EFX | Equifax Inc | 1,158 | $208,520 | |
| VRSN | Verisign Inc/Ca | 836 | $207,628 | |
| CSX | Csx Corp | 4,978 | $204,346 | |
| AHCO | AdaptHealth Corp. | 14,534 | $172,954 | |
| AEG | Aegon Ltd. | 10,155 | $73,725 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CCJ | Cameco Corp | 2,752 | $251,780 | |
| UBS | UBS Group AG | 4,901 | $226,965 | |
| ABT | Abbott Laboratories | 1,797 | $225,145 | |
| PB | Prosperity Bancshares Inc | 3,073 | $212,375 | |
| PNC | Pnc Financial Services Group, Inc. | 1,008 | $210,399 | |
| NSC | Norfolk Southern Corp | 699 | $201,815 | |
| HOMB | Home Bancshares Inc | 7,224 | $200,682 | |
| BDX | Becton Dickinson & Co | 1,143 | $174,388 | |
| No positions match the current search. | ||||
87 positions ·
$41,150,327 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 87 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 11,448 | $7,445,092 | 18.09% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,283 | $1,955,607 | 4.75% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
Added | 78,766 | $1,865,966 | 4.53% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,041 | $1,025,564 | 2.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,673 | $989,370 | 2.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,780 | $817,763 | 1.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,305 | $746,628 | 1.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,542 | $730,976 | 1.78% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 4,161 | $705,954 | 1.72% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,185 | $676,277 | 1.64% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,167 | $642,154 | 1.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,090 | $631,680 | 1.54% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 4,772 | $630,762 | 1.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,935 | $611,271 | 1.49% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 609 | $596,966 | 1.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,337 | $571,255 | 1.39% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,035 | $517,147 | 1.26% | |
| NXP |
Nuveen Select Tax Free Income Portfolio
Financial Services
|
Held | 32,858 | $471,512 | 1.15% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 3,919 | $464,910 | 1.13% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 894 | $439,426 | 1.07% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 2,313 | $438,544 | 1.07% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,569 | $424,757 | 1.03% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,911 | $415,621 | 1.01% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Added | 3,998 | $414,832 | 1.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,184 | $400,132 | 0.97% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Reduced | 5,704 | $387,642 | 0.94% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,933 | $382,751 | 0.93% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 3,155 | $379,514 | 0.92% | |
| COP |
Conocophillips
Energy
|
Reduced | 2,861 | $377,652 | 0.92% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 531 | $376,191 | 0.91% | |
| ETX |
Eaton Vance Municipal Income 2028 Term Trust
Financial Services
|
Added | 20,197 | $370,816 | 0.90% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 414 | $370,628 | 0.90% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 2,815 | $362,514 | 0.88% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,271 | $352,662 | 0.86% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 4,360 | $347,099 | 0.84% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 359 | $345,253 | 0.84% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 7,059 | $344,126 | 0.84% | |
| SO |
Southern Co
Utilities
|
Reduced | 3,557 | $343,321 | 0.83% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 2,865 | $339,846 | 0.83% | |
| ASML |
Asml Holding NV
Technology
|
Added | 254 | $335,490 | 0.82% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 673 | $333,646 | 0.81% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 6,614 | $332,022 | 0.81% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,274 | $328,455 | 0.80% | |
| C |
Citigroup Inc
Financial Services
|
Added | 2,871 | $325,598 | 0.79% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 989 | $325,271 | 0.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 678 | $324,896 | 0.79% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,973 | $315,088 | 0.77% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 1,734 | $312,484 | 0.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,965 | $301,537 | 0.73% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Reduced | 2,124 | $291,369 | 0.71% |