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Stronghold Wealth Management L.L.C. Last Quarter Change: USA ETF, New

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

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stronghold Wealth Management L.L.C. opened 1 positions, added to 19, reduced 16, sold out of 0 and left 4 unchanged. The largest increase in value was SPY (+$1,188,316); the largest decrease was IWV (-$64,821).

  • IYF: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,571.

Two Form 13F-HR filings compared (SEC CIK 2107257): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-24). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
IYF
ISHARES U.S. FINANCIALS ETF
ETF01,571+1,571$0$200,318+$200,318

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