Stronghold Wealth Management L.L.C.

Q3 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$72,372
Net value change ($000)
-2,338 (-3.1%)
New positions
12
Sold out positions
18
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 513 28.7%
KORP 319 NEW
EVSM 304 NEW
LQDI 275 NEW
JSMD 259 NEW
INTU 243 NEW
VYM 242 NEW
RGEN 234 NEW
NVDA 231 19.9%
CVX 213 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWM -434 -47.4%
CEMB -354 -60.6%
NBIS -330 -46.3%
DELL -317 -100.0%
IWO -289 -13.5%
EFA -278 -100.0%
CI -267 -100.0%
BOOT -260 -100.0%
FN -245 -100.0%
FHN -245 -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