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CIK: 0002107257
Total reported value
$74.7M
$74.7M
119 檔
23.5%
In Q4 2025, Stronghold Wealth Management L.L.C.'s U.S. equity holdings reached a combined market value of $74.7M, distributed across 119 disclosed stock positions.
During Q4 2025, Stronghold Wealth Management L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.40% | +0.31% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.94% | -0.45% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.57% | — | |
| 4 | BXSL | Blackstone Secured Lending F | Stock-Financials | 3.03% | -0.25% | — | |
| 5 | PFF | Ishares Preferred & Income S | ETF-Other | 2.83% | -0.18% | — | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.51% | +0.37% | — | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.30% | -0.27% | — | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.08% | -0.23% | — | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.99% | -0.22% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.34% | — | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.50% | -0.12% | — | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.45% | -0.19% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.05% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.05% | — | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.28% | +0.02% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.19% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.37% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.15% | +0.11% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.09% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | -0.10% | — | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.07% | -0.10% | — | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | +0.09% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.09% | — | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.00% | -0.22% | — | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.98% | -0.01% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.18% | — | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 0.89% | -0.07% | — | |
| 28 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.88% | -0.14% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.06% | — | |
| 30 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 0.87% | -0.10% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.87% | +0.05% | — | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.85% | -0.12% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -1.07% | EXIT | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.06% | — | |
| 35 | SMB | Vaneck Short Muni ETF | ETF-Other | 0.77% | -0.09% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.01% | — | |
| 37 | EQIX | Equinix Inc | Stock-Real Estate | 0.75% | -0.05% | — | |
| 38 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.75% | +0.01% | — | |
| 39 | IOO | Ishares Global 100 ETF | ETF-Other | 0.71% | -0.02% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | +0.01% | — | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | -0.20% | — | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.02% | — | |
| 43 | NXP | Nuveen Select Tax-free Inc | Stock-Other | 0.68% | -0.08% | — | |
| 44 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.67% | -0.02% | — | |
| 45 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.65% | -0.10% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | — | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.63% | +0.03% | — | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.01% | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.29% | — | |
| 50 | PH | Parker Hannifin CORP | Stock-Industrials | 0.60% | +0.07% | — |
According to official SEC Form 13F filings, Stronghold Wealth Management L.L.C. reported a total U.S. public equity portfolio value of $74.7M across 119 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AGG, MSFT) accounted for 23.5% of total reported equity market value during Q4 2025.
During Q4 2025, Stronghold Wealth Management L.L.C.'s top holdings by market value included SPY (11.4%)、AGG (4.9%)、MSFT (3.8%). The largest single position, SPY, represented 11.4% of total portfolio value.
In Q4 2025, Stronghold Wealth Management L.L.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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