Stronghold Wealth Management L.L.C.
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 72,372
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 125 | 72,372 | 13F-HR | Stronghold Wealth Management L.L.C. |
| Q2 2026 | 7/24/2026 | 131 | 74,710 | 13F-HR | Stronghold Wealth Management L.L.C. |
| Q1 2026 | 4/30/2026 | 119 | 66,170 | 13F-HR | Stronghold Wealth Management L.L.C. |
| Q4 2025 | 2/6/2026 | 119 | 67,686 | 13F-HR | Stronghold Wealth Management L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.62 K | 53.4% | 0 | 1.261 K | -1.261 K |
| ETFs | 33.75 K | 46.6% | 0 | 1.071 K | -1.071 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
72,372
Holdings
125
QoQ value change ($000)
-2,338
(-3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.