Stronghold Wealth Management L.L.C.

Q4 2025 13F Detailed Holdings

Location
Tampa, FL
Holdings as of
12/31/2025
Value ($000)
$67,686
Num holdings
228
Date filed
2/5/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Atria Investments, Inc 028-14921
2 ENVESTNET ASSET MANAGEMENT INC 028-13411
3 MFS Institutional Advisors, Inc. 028-13173
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 028-03128