Advertisement
Screener

Stronghold Wealth Management L.L.C. Historic Quarter Change: USA ETF, Added

Add as a preferred source on Google

Stronghold Wealth Management L.L.C. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Stronghold Wealth Management L.L.C. opened 1 positions, added to 37, reduced 31 and sold out of 2.

  • Q2 2026: Stock SPY; Country of operation —; Class ETF; Shares before 11,448.
  • Q2 2026: Stock IWO; Country of operation —; Class ETF; Shares before 5,268.
  • Q2 2026: Stock IWM; Country of operation —; Class ETF; Shares before 2,985.
  • Q2 2026: Stock IWD; Country of operation —; Class ETF; Shares before 2,714.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2107257), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPY
STATE STREET SPDR S&P 500 ETF		ETF11,44811,561+113$7,445,092$8,633,408+$1,188,3162026-07-24
Q2 2026IWO
ISHARES RUSSELL 2000 GROWTH ETF		ETF5,2685,449+181$1,653,151$2,146,688+$493,5372026-07-24
Q2 2026IWM
ISHARES RUSSELL 2000 ETF		ETF2,9853,050+65$740,280$916,372+$176,0922026-07-24
Q2 2026IWD
ISHARES RUSSELL 1000 VALUE ETF		ETF2,7142,874+160$579,900$696,744+$116,8442026-07-24
Q2 2026PFF
ISHARES PREFERRED & INCOME SECURITIES ETF		ETF63,26066,681+3,421$1,918,043$2,033,104+$115,0612026-07-24
Q2 2026IWF
ISHARES RUSSELL 1000 GROWTH ETF		ETF1,1904,982+3,792$507,416$618,615+$111,1992026-07-24
Q2 2026AGG
ISHARES CORE U.S. AGGREGATE BOND ETF		ETF33,74234,768+1,026$3,349,568$3,441,337+$91,7692026-07-24
Q2 2026LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF		ETF9,4669,877+411$1,031,700$1,077,284+$45,5842026-07-24
Q2 2026EFA
ISHARES MSCI EAFE ETF		ETF2,4272,678+251$235,735$278,191+$42,4562026-07-24
Q2 2026IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF		ETF4,8504,916+66$265,974$296,386+$30,4122026-07-24
Q2 2026XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF		ETF9,3389,543+205$765,529$792,737+$27,2082026-07-24
Q2 2026IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF		ETF6,5046,677+173$293,070$301,199+$8,1292026-07-24
Q2 2026TLT
ISHARES 20 YEAR TREASURY BOND ETF		ETF16,18616,318+132$1,403,164$1,410,202+$7,0382026-07-24
Q2 2026SHY
ISHARES 1-3 YEAR TREASURY BOND ETF		ETF15,88916,053+164$1,311,955$1,318,112+$6,1572026-07-24
Q2 2026IEI
ISHARES 3-7 YEAR TREASURY BOND ETF		ETF13,01413,098+84$1,543,461$1,538,360-$5,1012026-07-24
Q2 2026HYT
BLACKROCK CORPOR HI YLD FD INC COM		CEF19,83120,331+500$168,960$174,033+$5,0732026-07-24
Q2 2026IGF
ISHARES GLOBAL INFRASTRUCTURE ETF		ETF4,0274,078+51$269,809$271,595+$1,7862026-07-24
Q2 2026VPU
VANGUARD UTILITIES ETF		ETF1,7021,720+18$337,234$336,655-$5792026-07-24
Q2 2026TIP
ISHARES TIPS BOND ETF		ETF3,9523,985+33$436,142$436,079-$632026-07-24
Q1 2026SPY
STATE STREET SPDR S&P 500 ETF		ETF11,31611,448+132$7,716,607$7,445,092-$271,5152026-04-30
Q1 2026TIP
ISHARES TIPS BOND ETF		ETF2,8853,952+1,067$317,091$436,142+$119,0512026-04-30
Q1 2026IWV
ISHARES RUSSELL 3000 ETF		ETF1,7552,089+334$678,922$774,351+$95,4292026-04-30
Q1 2026IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF		ETF3,6574,850+1,193$203,219$265,974+$62,7552026-04-30
Q1 2026IWO
ISHARES RUSSELL 2000 GROWTH ETF		ETF5,2545,268+14$1,697,094$1,653,151-$43,9432026-04-30
Q1 2026XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF		ETF9,3229,338+16$724,133$765,529+$41,3962026-04-30
Q1 2026IWB
ISHARES RUSSELL 1000 ETF		ETF2,3112,327+16$863,020$829,715-$33,3052026-04-30
Q1 2026IGF
ISHARES GLOBAL INFRASTRUCTURE ETF		ETF3,9934,027+34$245,010$269,809+$24,7992026-04-30
Q1 2026LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF		ETF9,2089,466+258$1,014,629$1,031,700+$17,0712026-04-30
Q1 2026MMIT
NYLI MACKAY MUNI INTERMEDIATE ETF		ETF24,36925,201+832$592,898$607,470+$14,5722026-04-30
Q1 2026SRLN
STATE STREET BLACKSTONE SENIOR LOAN ETF		ETF6,5946,608+14$272,134$265,245-$6,8892026-04-30
Q1 2026CEMB
ISHARES J.P. MORGAN EM CORPORATE BOND ETF		ETF12,83512,863+28$588,742$582,437-$6,3052026-04-30
Q1 2026AGG
ISHARES CORE U.S. AGGREGATE BOND ETF		ETF33,47933,742+263$3,343,883$3,349,568+$5,6852026-04-30
Q1 2026ETX
EATON VANCE MUN INCOME TERM TR SHS		CEF20,02820,197+169$374,524$370,817-$3,7072026-04-30
Q1 2026TLT
ISHARES 20 YEAR TREASURY BOND ETF		ETF16,13516,186+51$1,406,326$1,403,164-$3,1622026-04-30
Q1 2026PFF
ISHARES PREFERRED & INCOME SECURITIES ETF		ETF61,85263,260+1,408$1,914,938$1,918,043+$3,1052026-04-30
Q1 2026IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF		ETF6,4516,504+53$294,553$293,070-$1,4832026-04-30
Q1 2026SMB
VANECK SHORT MUNI ETF		ETF29,97630,239+263$521,882$523,135+$1,2532026-04-30

Similar Firms

Firm NameCountry13F ValueHoldings
IVY LANE CAPITAL MANAGEMENT, LLCUnited States$0.066B11
SIP Global Opportunity Manager LLCUnited States$0.066B1
Emeth Value Capital, LLCUnited States$0.066B4
Solutions 4 Wealth, LtdUnited States$0.066B55
Myriad Asset Management US LPUnited States$0.067B46
Mosaic Advisors LLCUnited States$0.067B42
Mowery & Schoenfeld Wealth Management, LLCUnited States$0.065B357
Samson Rock Capital LLPUnited Kingdom$0.067B2
ProCore Advisors, LLCUnited States$0.065B73
H&F Corporate Investors IX, Ltd.United States$0.065B1
Advertisement