Stronghold Wealth Management L.L.C. quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Stronghold Wealth Management L.L.C. opened 2 positions, added to 2, reduced 2, sold out of 1 and left 0 unchanged. The largest increase in value was TSM (+$262,256); the largest decrease was AEG (-$73,725).
- ARM: Country of operation —; Class ADR; Shares 2026-03-31 0; Shares 2026-06-30 736.
- SIMO: Country of operation —; Class ADR; Shares 2026-03-31 0; Shares 2026-06-30 628.
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.
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 |