Stronghold Wealth Management L.L.C. - Portfolio overview

Stronghold Wealth Management L.L.C. has 119 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STREET SPDR S&P 500 ETF, 17.44%
  2. PFF - ISHARES PREFERRED & INCOME SECURITIES ETF, 4.49%
  3. BXSL - BLACKSTONE SECD LENDING FD COMMON STOCK, 4.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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