Stronghold Wealth Management

Stronghold Wealth Management as of March 31, 2026

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