Stronghold Wealth Management L.L.C.

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$66,170
Net value change ($000)
-1,516 (-2.2%)
New positions
10
Sold out positions
10
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IMO 245 NEW
T 237 NEW
CVX 230 NEW
FHN 217 NEW
MO 216 NEW
EFX 209 NEW
VRSN 208 NEW
CSX 204 NEW
AHCO 173 NEW
XOM 133 23.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -598 -23.4%
EMQQ -283 -100.0%
SPY -272 -3.5%
CCJ -252 -100.0%
UBS GROUP AG -227 -100.0%
ABT -225 -100.0%
BDX -222 -100.0%
PB -212 -100.0%
PNC -210 -100.0%
IYF -203 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type