Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Street Spdr S&p 500 Etf | $8.6M | 11.6% | |
| AGGIshares Core U.s. Aggregate Bond Etf | $3.4M | 4.6% | +3.0% |
| IWOIshares Russell 2000 Growth Etf | $2.1M | 2.9% | +3.4% |
| PFFIshares Preferred & Income Securities Etf | $2.0M | 2.7% | +5.4% |
| BXSLBlackstone Secd Lending Fd Common Stock | $1.9M | 2.6% | +2.9% |
| MSFTMicrosoft Corp Com | $1.8M | 2.4% | −9.3% |
| IEIIshares 3-7 Year Treasury Bond Etf | $1.5M | 2.1% | |
| TLTIshares 20 Year Treasury Bond Etf | $1.4M | 1.9% | |
| AAPLApple Inc Com | $1.4M | 1.9% | +20.5% |
| SHYIshares 1-3 Year Treasury Bond Etf | $1.3M | 1.8% | +1.0% |
| NVDANvidia Corporation Com | $1.2M | 1.6% | +2.0% |
| GOOGLAlphabet Inc Cap Stk Cl A | $1.1M | 1.5% | +20.7% |
| LQDIshares Iboxx $ Investment Grade Corporate Bond Etf | $1.1M | 1.4% | +4.3% |
| DVYIshares Select Dividend Etf | $1.0M | 1.4% | −3.6% |
| IWBIshares Russell 1000 Etf | $951K | 1.3% | |
| IWMIshares Russell 2000 Etf | $916K | 1.2% | +2.2% |
| JPMJpmorgan Chase & Co Com | $889K | 1.2% | −2.3% |
| AVGOBroadcom Inc Com | $828K | 1.1% | |
| XLPState Street Consumer Staples Select Sector Spdr Etf | $793K | 1.1% | +2.2% |
| VVisa Inc Com Cl A | $774K | 1.0% | +8.0% |
| Nebius Group N.v. Shs Class ACUSIP N97284108 | $712K | 1.0% | −35.5% |
| IWVIshares Russell 3000 Etf | $710K | 0.9% | −20.3% |
| METAMeta Platforms Inc Cl A | $701K | 0.9% | −4.6% |
| IWDIshares Russell 1000 Value Etf | $697K | 0.9% | +5.9% |
| IWYIshares Russell Top 200 Growth Etf | $668K | 0.9% | −3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Nebius Group N.v. Shs Class ACUSIP N97284108 | December 31, 2025 | +229.9% | $712K |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | December 31, 2025 | +57.2% | $662K |
| EQIXEquinix Inc Com | December 31, 2025 | +36.1% | $633K |
| JNJJohnson & Johnson Com | December 31, 2025 | +22.7% | $601K |
| IWMIshares Russell 2000 Etf | December 31, 2025 | +22.1% | $916K |
| IWOIshares Russell 2000 Growth Etf | December 31, 2025 | +22.0% | $2.1M |
| IWDIshares Russell 1000 Value Etf | December 31, 2025 | +15.3% | $697K |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2025 | +14.2% | $1.1M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2025 | +12.6% | $668K |
| DVYIshares Select Dividend Etf | December 31, 2025 | +10.7% | $1.0M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $706K
- ZTSZoetis Inc Cl A was $277K
- IMOImperial Oil Ltd Com New was $245K
- TAt&t Inc Com was $237K
- MRSHMarsh & Mclennan Cos Inc Com was $234K
- CVXChevron Corporation Com was $230K
- MELIMercadolibre Inc Com was $228K
- EFXEquifax Inc Com was $209K
- INTUIntuit Com was $205K
- CMCSAComcast Corp New Cl A was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stronghold Wealth Management L.L.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2107257&type=13F-HR&dateb=&owner=include&count=40CIK 2107257
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2107257/000210725726000005/Filed July 24, 2026 · accession 0002107257-26-000005