Stronghold Wealth Management L.L.C.

Q2 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$74,710
Net value change ($000)
+8,540 (12.9%)
New positions
23
Sold out positions
11
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 1,188 16.0%
EXXONMOBIL HOLDINGS CORP COM SHS 592 NEW
IWO 494 29.9%
AAPL 383 37.3%
GOOGL 366 50.1%
DELL 317 NEW
NBIS 297 71.6%
TXN 279 NEW
BRC 267 NEW
TSM 262 65.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -706 -100.0%
ZTS -277 -100.0%
IMO -245 -100.0%
T -237 -100.0%
MRSH -234 -100.0%
CVX -230 -100.0%
MELI -228 -100.0%
EFX -209 -100.0%
INTU -205 -100.0%
CMCSA -204 -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