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Strategic Family Wealth Counselors, L.L.C. Top Holdings and 13F Report (2025)

About Strategic Family Wealth Counselors, L.L.C.

Investment Activity

  • Strategic Family Wealth Counselors, L.L.C. has $351.03 million in total holdings as of June 30, 2025.
  • Strategic Family Wealth Counselors, L.L.C. owns shares of 146 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 3.21% of the portfolio was purchased this quarter.
  • About 1.33% of the portfolio was sold this quarter.
  • This quarter, Strategic Family Wealth Counselors, L.L.C. has purchased 137 new stocks and bought additional shares in 65 stocks.
  • Strategic Family Wealth Counselors, L.L.C. sold shares of 47 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Roblox
$27,502,016
Uber Technologies
$11,619,582

Largest New Holdings this Quarter

92189F643 - VanEck Morningstar Wide Moat ETF
$428,279 Holding
64110L106 - Netflix
$370,940 Holding
025072877 - Avantis U.S. Small Cap Value ETF
$342,263 Holding
68389X105 - Oracle
$252,737 Holding
464287705 - iShares S&P Mid-Cap 400 Value ETF
$240,116 Holding

Largest Purchases this Quarter

Capital Group U.S. Multi-Sector Income ETF
27,205 shares (about $751.40K)
Schwab U.S. Large-Cap Growth ETF
23,792 shares (about $694.96K)
Invesco BulletShares 2026 Corporate Bond ETF
31,432 shares (about $613.55K)
iShares S&P 500 Value ETF
2,472 shares (about $483.08K)
Vanguard Total World Stock ETF
3,550 shares (about $456.24K)

Largest Sales this Quarter

Pacer US Cash Cows 100 ETF
11,368 shares (about $626.38K)
Schwab US Dividend Equity ETF
16,604 shares (about $440.01K)
Vanguard S&P 500 ETF
513 shares (about $291.40K)
Capital Group Core Plus Income ETF
11,812 shares (about $265.77K)
Invesco S&P 500 Equal Weight ETF
1,360 shares (about $247.17K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStrategic Family Wealth Counselors, L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Roblox Corporation stock logo
RBLX
Roblox
$27,502,0160.0%261,4267.8%Consumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$15,315,207$694,964 4.8%524,3144.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$12,339,206$440,006 -3.4%465,6303.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,628,664$134,693 -1.1%18,8213.3%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$11,619,582$144,242 -1.2%124,5403.3%Computer and Technology
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$11,213,403$33,130 0.3%275,8523.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$10,637,182$30,990 0.3%435,2373.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$10,614,269$113,580 -1.1%79,6213.0%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$9,833,682$76,576 -0.8%350,5772.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$9,559,656$247,165 -2.5%52,6012.7%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$9,487,496$145,374 1.6%375,0002.7%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$9,162,290$261,780 2.9%111,5452.6%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$8,359,924$330,504 4.1%61,5922.4%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$7,031,245$49,349 -0.7%157,2992.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$6,864,903$151,465 -2.2%38,8422.0%ETF
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$6,770,945$70,149 -1.0%96,3291.9%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$6,446,994$62,844 -1.0%88,5331.8%ETF
Apple Inc. stock logo
AAPL
Apple
$6,368,227$131,923 2.1%31,0391.8%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$6,088,150$91,711 -1.5%14,3391.7%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$5,963,164$9,866 -0.2%250,2381.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,670,483$7,584 0.1%35,8911.6%Computer and Technology
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$5,553,626$49,502 0.9%90,2001.6%ETF
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$5,061,586$751,402 17.4%183,2581.4%ETF
VANGUARD MALVERN FDS
$4,896,933$438,560 9.8%63,1211.4%CORE BD ETF
CAPITAL GRP FIXED INCM ETF T
$4,524,180$299,057 7.1%172,0221.3%CORE BOND ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$4,351,715$182,956 -4.0%85,8661.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$4,349,229$626,380 -12.6%78,9331.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,303,483$88,039 -2.0%8,6521.2%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$4,258,968$8,096 0.2%175,7001.2%Medical
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$4,253,540$183,607 4.5%36,3021.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,814,518$59,622 1.6%8,7011.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,603,689$3,861 -0.1%6,5331.0%Finance
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$3,221,486$9,594 -0.3%65,4770.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,144,570$291,395 -8.5%5,5360.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,879,388$160,619 -5.3%10,2900.8%ETF
Visa Inc. stock logo
V
Visa
$2,643,044$3,906 0.1%7,4440.8%Business Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,442,391$204,994 -7.7%10,3060.7%ETF
Twilio Inc. stock logo
TWLO
Twilio
$2,377,391$1,617 0.1%19,1170.7%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,357,800$456,241 24.0%18,3460.7%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,357,793$39,131 1.7%3,5550.7%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,304,044$8,261 -0.4%24,5450.7%ETF
VANGUARD MALVERN FDS
$2,104,806$224,376 11.9%27,0540.6%CORE-PLUS BD ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$2,040,141$204,477 11.1%15,8640.6%Manufacturing
ISHARES BITCOIN TRUST ETF
$2,033,4580.0%33,2210.6%SHS BEN INT
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$2,022,835$728 0.0%16,6650.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,943,577$246,156 14.5%8,8590.6%Retail/Wholesale
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$1,772,508$17,225 -1.0%24,3880.5%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,707,040$6,829 -0.4%77,2420.5%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$1,657,663$313,673 23.3%80,1580.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,638,862$17,685 1.1%5,6530.5%Finance
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$1,574,326$613,552 63.9%80,6520.4%ETF
Bitwise Crypto Industry Innovators ETF stock logo
BITQ
Bitwise Crypto Industry Innovators ETF
$1,565,6110.0%79,3920.4%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,551,5350.0%16,8700.4%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$1,420,2170.0%29,6930.4%Finance
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$1,404,915$17,743 1.3%43,9450.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,296,936$87,840 -6.3%1,7570.4%Computer and Technology
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$1,238,388$852 0.1%29,0770.4%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,152,063$201,533 -14.9%22,9860.3%Finance
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$1,078,368$265,773 -19.8%47,9270.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$1,064,715$10,789 1.0%8,5860.3%Consumer Discretionary
SPSK
SP Funds Dow Jones Global Sukuk ETF
$1,046,352$3,371 0.3%57,4290.3%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$1,037,2990.0%7,8500.3%ETF
REAVES UTIL INCOME FD
$1,015,698$6,802 -0.7%28,0730.3%COM SH BEN INT
Reliance, Inc. stock logo
RS
Reliance
$996,286$3,453 0.3%3,1740.3%Basic Materials
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$938,5740.0%2,6740.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$910,071$483,078 113.1%4,6570.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$868,483$41,931 5.1%2,7340.2%Auto/Tires/Trucks
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$843,760$9,546 1.1%21,0360.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$832,596$131,671 18.8%8410.2%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$786,677$315,416 66.9%1,2670.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$781,2700.0%7,0960.2%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$746,732$349,759 88.1%16,3220.2%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$733,317$325,150 79.7%5,5120.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$728,9770.0%11,6190.2%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.2%Finance
AT&T Inc. stock logo
T
AT&T
$677,023$26,017 -3.7%23,3940.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$645,430$44,940 7.5%2,3410.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$629,067$928 -0.1%3,3890.2%Medical
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$626,140$353,951 130.0%31,8650.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$614,372$188,774 44.4%1,9690.2%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$612,272$33,534 -5.2%14,1500.2%Computer and Technology
Defiance Next Gen Connectivity ETF stock logo
FIVG
Defiance Next Gen Connectivity ETF
$601,785$739 0.1%11,4060.2%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$599,0200.0%14,9680.2%ETF
iShares High Yield Muni Income Active ETF stock logo
HYMU
iShares High Yield Muni Income Active ETF
$591,2150.0%26,5000.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$577,331$104 0.0%5,5260.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$575,418$24,288 4.4%3,7670.2%Medical
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$563,555$84,479 -13.0%9,9130.2%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$541,839$3,681 -0.7%2,3550.2%Transportation
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$541,3120.0%2,3900.2%Computer and Technology
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$526,004$206,498 64.6%6,3070.1%ETF
Upstart Holdings, Inc. stock logo
UPST
Upstart
$516,9230.0%7,9920.1%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$508,285$4,549 0.9%24,0210.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$493,502$47,718 -8.8%2,7820.1%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$491,059$3,357 0.7%12,4350.1%ETF
American Express Company stock logo
AXP
American Express
$482,936$63,158 15.0%1,5140.1%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$471,387$1,384 0.3%17,0360.1%ETF
CGSD
Capital Group Short Duration Income ETF
$457,0530.0%17,6230.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$434,6600.0%2,0000.1%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$433,052$25,051 6.1%2,2300.1%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$431,344$1,273 0.3%4,7450.1%Consumer Staples

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