Stronghold Wealth Management L.L.C.
•CIK: 2107257•Filing: Q4 2025
**Stronghold Wealth Management L.L.C.** manages $68M across a diversified portfolio of 119 positions. The strategy exhibits a notable allocation to core market indices and fixed income, evidenced by top holdings including SPY ($7.7M) and AGG ($3.3M). Further concentration is visible in technology and real estate, with significant positions in MSFT ($2.6M), BXSL ($2.1M), and PFF ($1.9M). This structure suggests a balanced approach targeting stability alongside growth exposure.
Total AUM
$67.7M
QoQ Performance
N/A
Positions
119
Top 10 Concentration
36.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY11.4%
AGG4.9%
MSFT3.8%
BXSL3.0%
PFF2.8%
IWO2.5%
IEI2.3%
TLT2.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other55.9%
Technology13.4%
ETF11.4%
Financial6.2%
Healthcare4.7%
Consumer2.8%
Real Estate1.6%
Energy1.3%