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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002107257

Stronghold Wealth Management L.L.C.

TAMPA, FL · File #028-26105

Latest AUM
$67.7M
Positions
228
Top-10 Concentration
50.3%
Filings
1

Sector Allocation

Technology
10.2%$6.9M
Financials
9.4%$6.4M
Healthcare
4.1%$2.8M
Industrials
3.2%$2.2M
Energy
1.6%$1.1M
Real Estate
0.7%$505,665
Utilities
0.5%$318,280
Materials
0.4%$260,098

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1STATE STR SPDR S&P 500 ETF TR TR UNITSPY11,316$7.7M16.96%
2ISHARES CORE U.S. AGGREGATE BOND ETF46428722630,711$3.1M6.74%
3BLACKSTONE SECD LENDING FD COMMON STOCKBX78,011$2.1M4.51%
4ISHARES PREFERRED & INCOME SECURITIES ETF46428868761,852$1.9M4.21%
5ISHARES RUSSELL 2000 GROWTH ETF4642876485,122$1.7M3.64%
6MICROSOFT CORP COMMSFT3,254$1.6M3.46%
7ISHARES 3-7 YEAR TREASURY BOND ETF46428866113,015$1.6M3.41%
8ISHARES 20 YEAR TREASURY BOND ETF46428743214,489$1.3M2.78%
9ISHARES 1-3 YEAR TREASURY BOND ETF46428745713,783$1.1M2.51%
10ISHARES SELECT DIVIDEND ETF4642871686,757$953,6832.10%
11MICROSOFT CORP COMMSFT1,903$920,3292.02%
12ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872428,090$891,4371.96%
13NVIDIA CORPORATION COMNVDA4,667$870,3961.91%
14JPMORGAN CHASE & CO. COMVYLD2,458$792,0171.74%
15META PLATFORMS INC CL AMETA1,197$790,1281.74%
16ISHARES RUSSELL 1000 ETF4642876222,011$750,9881.65%
17STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y3089,322$724,1331.59%
18BROADCOM INC COMAVGO2,066$715,0431.57%
19VISA INC COM CL AV1,943$681,4301.50%
20ISHARES RUSSELL 3000 ETF4642876891,755$678,9221.49%