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

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

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).

IWB: Country of operation —; Class ETF; Shares 2026-03-31 2,327; Shares 2026-06-30 2,322.
IWY: Country of operation —; Class ETF; Shares 2026-03-31 2,384; Shares 2026-06-30 2,300.
IWL: Country of operation —; Class ETF; Shares 2026-03-31 2,939; Shares 2026-06-30 2,923.
IWV: Country of operation —; Class ETF; Shares 2026-03-31 2,089; Shares 2026-06-30 1,664.

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.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
IWB ISHARES RUSSELL 1000 ETF	ETF	2,327	2,322	-5	$829,715	$950,859	+$121,144
IWY ISHARES RUSSELL TOP 200 GROWTH ETF	ETF	2,384	2,300	-84	$593,235	$668,426	+$75,191
IWL ISHARES RUSSELL TOP 200 ETF	ETF	2,939	2,923	-16	$471,647	$540,609	+$68,962
IWV ISHARES RUSSELL 3000 ETF	ETF	2,089	1,664	-425	$774,351	$709,530	-$64,821
IOO ISHARES GLOBAL 100 ETF	ETF	3,723	3,594	-129	$450,371	$490,940	+$40,569
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF	ETF	25,201	24,024	-1,177	$607,470	$584,984	-$22,486
IYH ISHARES U.S. HEALTHCARE ETF	ETF	4,541	4,466	-75	$279,907	$299,267	+$19,360
BUI BLACKROCK UTILS INFRASTRUCTURE COM	CEF	8,661	8,477	-184	$228,477	$245,918	+$17,441
VDC VANGUARD CONSUMER STAPLES ETF	ETF	2,068	1,984	-84	$464,452	$447,372	-$17,080
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	13,465	13,426	-39	$617,909	$608,735	-$9,174
ETX EATON VANCE MUN INCOME TERM TR SHS	CEF	20,197	19,420	-777	$370,817	$364,125	-$6,692
DVY ISHARES SELECT DIVIDEND ETF	ETF	6,769	6,522	-247	$1,024,894	$1,019,388	-$5,506
IYK ISHARES U.S. CONSUMER STAPLES ETF	ETF	3,194	3,149	-45	$223,676	$228,806	+$5,130
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT	CEF	32,858	32,819	-39	$471,512	$469,640	-$1,872
SMB VANECK SHORT MUNI ETF	ETF	30,239	30,072	-167	$523,135	$521,749	-$1,386
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF	ETF	12,863	12,787	-76	$582,437	$583,727	+$1,290

Similar Firms

Firm Name	Country	13F Value	Holdings
IVY LANE CAPITAL MANAGEMENT, LLC	United States	$0.066B	11
SIP Global Opportunity Manager LLC	United States	$0.066B	1
Emeth Value Capital, LLC	United States	$0.066B	4
Solutions 4 Wealth, Ltd	United States	$0.066B	55
Myriad Asset Management US LP	United States	$0.067B	46
Mosaic Advisors LLC	United States	$0.067B	42
Mowery & Schoenfeld Wealth Management, LLC	United States	$0.065B	357
Samson Rock Capital LLP	United Kingdom	$0.067B	2
ProCore Advisors, LLC	United States	$0.065B	73
H&F Corporate Investors IX, Ltd.	United States	$0.065B	1