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Stronghold Wealth Management L.L.C. Last Quarter Change: USA Stocks, Unchanged

Stronghold Wealth Management L.L.C. quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stronghold Wealth Management L.L.C. opened 20 positions, added to 33, reduced 30, sold out of 10 and left 2 unchanged. The largest increase in value was XOM (+$591,861); the largest decrease was XOMXXXX (-$705,955).

  • FHN: Country of operation United States; Class Stock; Shares 2026-03-31 9,537; Shares 2026-06-30 9,537.
  • BRKB: Country of operation —; Class Stock; Shares 2026-03-31 678; Shares 2026-06-30 678.

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
FHN
FIRST HORIZON CORPORATION COM
United StatesStock9,5379,5370$217,062$244,529+$27,467
BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock6786780$324,898$339,264+$14,366

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