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Stronghold Wealth Management

Latest statistics and disclosures from Stronghold Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107257

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Positions held by Stronghold Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stronghold Wealth Management

Stronghold Wealth Management holds 119 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
State Street Spdr S&p 500 Etf Etf (SPY)	11.3	$7.4M	11k	650.34	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	5.1	$3.3M	34k	99.27	View chart
Microsoft Corp Stock (MSFT)	3.0	$2.0M	5.3k	370.17	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	2.9	$1.9M	63k	30.32	View chart
Blackstone Secd Lending Cef (BXSL)	2.8	$1.9M	79k	23.69	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	2.5	$1.7M	5.3k	313.81	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	2.3	$1.5M	13k	118.67	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.1	$1.4M	16k	86.69	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	2.0	$1.3M	16k	82.57	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.6	$1.0M	9.5k	108.99	View chart
Apple Stock (AAPL)	1.5	$1.0M	4.0k	253.79	View chart
Ishares Select Dividend Etf Etf (DVY)	1.5	$1.0M	6.8k	151.41	View chart
Nvidia Corporation Stock (NVDA)	1.5	$989k	5.7k	174.40	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.3	$830k	2.3k	356.56	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$818k	2.8k	294.16	View chart
Ishares Russell 3000 Etf Etf (IWV)	1.2	$774k	2.1k	370.68	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	1.2	$766k	9.3k	81.98	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$747k	1.3k	572.14	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.1	$740k	3.0k	248.00	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$731k	2.5k	287.56	View chart
Exxon Mobil Corp Stock (XOM)	1.1	$706k	4.2k	169.66	View chart
Broadcom Stock (AVGO)	1.0	$676k	2.2k	309.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$655k	2.3k	286.86	View chart
Walmart Stock (WMT)	1.0	$642k	5.2k	124.28	View chart
Visa Inc Com Cl A Stock (V)	1.0	$632k	2.1k	302.25	View chart
Prologis Reit (PLD)	1.0	$631k	4.8k	132.18	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.9	$618k	14k	45.89	View chart
Amazon Stock (AMZN)	0.9	$611k	2.9k	208.27	View chart
Nyli Mackay Muni Intermediate Etf Etf (MMIT)	0.9	$608k	25k	24.11	View chart
Equinix Reit (EQIX)	0.9	$597k	609.00	980.24	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.9	$593k	2.4k	248.84	View chart
Ishares J.p. Morgan Em Corporate Bond Etf Etf (CEMB)	0.9	$582k	13k	45.28	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.9	$580k	2.7k	213.67	View chart
Johnson & Johnson Stock (JNJ)	0.9	$571k	2.3k	244.44	View chart
Vaneck Short Muni Etf Etf (SMB)	0.8	$523k	30k	17.30	View chart
Mastercard Incorporated Cl A Stock (MA)	0.8	$517k	1.0k	499.67	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.8	$507k	1.2k	426.40	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.7	$472k	2.9k	160.48	View chart
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP)	0.7	$472k	33k	14.35	View chart
Bank New York Mellon Corp Stock (BK)	0.7	$465k	3.9k	118.63	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.7	$465k	2.1k	224.59	View chart
Ishares Global 100 Etf Etf (IOO)	0.7	$450k	3.7k	120.97	View chart
Thermo Fisher Scientific Stock (TMO)	0.7	$439k	894.00	491.50	View chart
Danaher Corp Del Stock (DHR)	0.7	$439k	2.3k	189.60	View chart
Ishares Tips Bond Etf Etf (TIP)	0.7	$436k	4.0k	110.25	View chart
Philip Morris Intl Stock (PM)	0.6	$425k	2.6k	165.33	View chart
Abbvie Stock (ABBV)	0.6	$416k	1.9k	217.49	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.6	$415k	4.0k	103.76	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.6	$400k	1.2k	337.95	View chart
Wp Carey Reit (WPC)	0.6	$388k	5.7k	67.96	View chart
Cisco Sys Stock (CSCO)	0.6	$383k	4.9k	77.59	View chart
Merck & Co Stock (MRK)	0.6	$380k	3.2k	120.29	View chart
Conocophillips Stock (COP)	0.6	$378k	2.9k	132.00	View chart
Caterpillar Stock (CAT)	0.6	$376k	531.00	708.43	View chart
Eaton Vance Mun Income Term Tr Cef (ETX)	0.6	$371k	20k	18.36	View chart
Parker-hannifin Corp Stock (PH)	0.6	$371k	414.00	895.17	View chart
Qualcomm Stock (QCOM)	0.5	$363k	2.8k	128.78	View chart
Pepsico Stock (PEP)	0.5	$353k	2.3k	155.29	View chart
Wells Fargo & Co Stock (WFC)	0.5	$347k	4.4k	79.61	View chart
Blackrock Stock (BLK)	0.5	$345k	359.00	961.67	View chart
Bank Of Amer Corp Stock (BAC)	0.5	$344k	7.1k	48.75	View chart
Southern Stock (SO)	0.5	$343k	3.6k	96.52	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.5	$340k	2.9k	118.62	View chart
Vanguard Utilities Etf Etf (VPU)	0.5	$337k	1.7k	198.14	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.5	$336k	254.00	1320.82	View chart
Linde Stock (LIN)	0.5	$334k	673.00	495.73	View chart
Verizon Communications Stock (VZ)	0.5	$332k	6.6k	50.20	View chart
Procter & Gamble Stock (PG)	0.5	$329k	2.3k	144.44	View chart
Citigroup Stock (C)	0.5	$326k	2.9k	113.42	View chart
Home Depot Stock (HD)	0.5	$325k	989.00	328.90	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$325k	678.00	479.20	View chart
Tjx Cos Stock (TJX)	0.5	$315k	2.0k	159.70	View chart
Digital Rlty Tr Reit (DLR)	0.5	$313k	1.7k	180.21	View chart
Coca Cola Stock (KO)	0.5	$302k	4.0k	76.05	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.4	$293k	6.5k	45.06	View chart
Aercap Holdings Nv Stock (AER)	0.4	$291k	2.1k	137.20	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.4	$280k	4.5k	61.64	View chart
Amphenol Corp Cl A Stock (APH)	0.4	$279k	2.2k	126.35	View chart
Zoetis Inc Cl A Stock (ZTS)	0.4	$277k	2.3k	118.21	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.4	$270k	4.0k	67.00	View chart
General Dynamics Corp Stock (GD)	0.4	$268k	782.00	343.17	View chart
Invesco S&p International Developed Momentum Etf Etf (IDMO)	0.4	$266k	4.9k	54.84	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.4	$265k	6.6k	40.14	View chart
Pfizer Stock (PFE)	0.4	$265k	9.4k	28.08	View chart
S&p Global Stock (SPGI)	0.4	$264k	620.00	425.33	View chart
Kinder Morgan Inc Del Stock (KMI)	0.4	$261k	7.8k	33.53	View chart
The Cigna Group Stock (CI)	0.4	$255k	956.00	266.75	View chart
Mcdonalds Corp Stock (MCD)	0.4	$253k	813.00	310.79	View chart
Eaton Corp Stock (ETN)	0.4	$250k	700.00	357.67	View chart
Imperial Oil Stock (IMO)	0.4	$245k	1.9k	130.82	View chart
Verisk Analytics Stock (VRSK)	0.4	$239k	1.3k	189.75	View chart
At&t Stock (T)	0.4	$237k	8.2k	28.99	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$236k	2.4k	97.13	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.4	$234k	1.3k	173.45	View chart
Chevron Corporation Stock (CVX)	0.3	$230k	1.1k	206.90	View chart
Unitedhealth Group Stock (UNH)	0.3	$229k	847.00	270.62	View chart
Blackrock Utils Infrastructure Cef (BUI)	0.3	$229k	8.7k	26.38	View chart
Moog Inc Cl A Stock (MOG.A)	0.3	$228k	780.00	292.64	View chart
Mercadolibre Stock (MELI)	0.3	$228k	132.00	1729.00	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.3	$224k	3.2k	70.03	View chart
International Business Machs Stock (IBM)	0.3	$221k	913.00	242.39	View chart
Metlife Stock (MET)	0.3	$220k	3.1k	70.73	View chart
First Horizon Corporation Stock (FHN)	0.3	$217k	9.5k	22.76	View chart
Altria Group Stock (MO)	0.3	$216k	3.3k	65.99	View chart
Gallagher Arthur J & Co Stock (AJG)	0.3	$212k	978.00	216.58	View chart
Equifax Stock (EFX)	0.3	$209k	1.2k	180.07	View chart
Verisign Stock (VRSN)	0.3	$208k	836.00	248.36	View chart
Intuit Stock (INTU)	0.3	$205k	474.00	432.37	View chart
Csx Corp Stock (CSX)	0.3	$204k	5.0k	41.06	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$204k	7.1k	28.70	View chart
Prudential Finl Stock (PRU)	0.3	$204k	2.1k	97.69	View chart
Adapthealth Corp Stock (AHCO)	0.3	$173k	15k	11.90	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.3	$169k	20k	8.52	View chart
Invesco Muni Income Opp Trst Cef (OIA)	0.2	$159k	26k	6.14	View chart
Nokia Corp Adr (NOK)	0.2	$154k	19k	8.04	View chart
Blackrock Muniyild Qult Cef (MQY)	0.2	$150k	14k	10.98	View chart
Lloyds Banking Group Adr (LYG)	0.2	$135k	27k	5.03	View chart
Blackrock Floating Rate Inc Tr Cef (BGT)	0.2	$126k	12k	10.76	View chart
Aegon Ltd Amer Reg 1 Cert Adr (AEG)	0.1	$74k	10k	7.26	View chart

Past Filings by Stronghold Wealth Management

SEC 13F filings are viewable for Stronghold Wealth Management going back to 2026

Stronghold Wealth Management 2026 Q1 filed April 30, 2026

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