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Stronghold Wealth Management - Q3 2026 13F Filings

ST

Stronghold Wealth Management L.L.C.

CIK: 0002107257
Address: Florida Tampa 1005 W. Cleveland Street
$72.37 M
Portfolio Value
125
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. KORP American Century Diversified Corporate Bond Etf
+$319,436
2. EVSM Eaton Vance Short Duration Municipal Income Etf
+$303,563
3. LQDI Ishares Inflation Hedged Corporate Bond Etf
+$274,504
4. JSMD Janus Henderson Small/Mid Cap Growth Alpha Etf
+$258,786
5. INTU Intuit
+$243,176

Top Sells

Q3 2026
1. IWM Ishares Russell 2000 Etf
−$365,147.43
2. CEMB Ishares Jp Morgan Em Corporate Bond Etf
−$333,080
3. DELL Dell Technologies
−$316,692
4. SPY Spdr S&P 500 Etf Trust
−$284,460.98
5. EFA Ishares Msci Eafe Etf
−$278,191

Asset Allocation

Stocks/ETFs
-3.35%
$69.67 M 96.26%
Options
$0 0.00%
Debt
$0 0.00%
Other
+2.93%
$2.7 M 3.74%

Sector Allocation (Stocks)

Stronghold Wealth Management Q3 2026 Filing Summary

Stronghold Wealth Management L.L.C. filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 72.37 M reflecting a -3.13% change from the prior quarter, spanning 125 assets. The top 10 holdings comprised 36.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 18 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Stronghold Wealth Management’s Q3 2026 Filing

Stronghold Wealth Management submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Stronghold Wealth Management reported a managed portfolio value of 72.37 M, consisting of 229 individual positions.

This page displays the raw filing documents. To see which stocks Stronghold Wealth Management bought or sold during Q3 2026, please visit Stronghold Wealth Management's Portfolio Analysis page.