Stronghold Wealth Management L.L.C.
Top Portfolio Positions
85 positions ·
$40,611,393 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
11,448 | $7,445,092 | 18.33% | |
| MSFT |
Microsoft Corp
Technology
|
5,283 | $1,955,607 | 4.82% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
78,766 | $1,865,966 | 4.59% | |
| AAPL |
Apple Inc.
Technology
|
4,041 | $1,025,564 | 2.53% | |
| NVDA |
Nvidia Corp
Technology
|
5,673 | $989,370 | 2.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,780 | $817,763 | 2.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,305 | $746,628 | 1.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,542 | $730,976 | 1.80% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,161 | $705,954 | 1.74% | |
| AVGO |
Broadcom Inc.
Technology
|
2,185 | $676,277 | 1.67% |
Portfolio Trend
Holdings in OIA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,479 | 25,811 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $155,124 | 25,811 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||