Strategic Family Wealth Counselors, L.L.C. Top Holdings and 13F Report (2026)

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

Investment Activity

Strategic Family Wealth Counselors, L.L.C. has $380.74 million in total holdings as of March 31, 2026.
Strategic Family Wealth Counselors, L.L.C. owns shares of 161 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 2.34% of the portfolio was purchased this quarter.
About 14.63% of the portfolio was sold this quarter.
This quarter, Strategic Family Wealth Counselors, L.L.C. has purchased 217 new stocks and bought additional shares in 57 stocks.
Strategic Family Wealth Counselors, L.L.C. sold shares of 70 stocks and completely divested from 65 stocks this quarter.

Largest Holdings

Schwab U.S. Large-Cap Growth ETF: $15,355,208
Roblox: $14,787,782
Schwab US Dividend Equity ETF: $14,029,501
Vanguard High Dividend Yield ETF: $12,542,312
SPDR S&P 500 ETF Trust: $12,215,089

Largest New Holdings this Quarter

315948109 - FIDELITY WISE ORIGIN BITCOIN: $989,520 Holding
78464A854 - SPDR Portfolio S&P 500 ETF: $419,822 Holding
25402D102 - DIGITALOCEAN HLDGS INC: $253,051 Holding
02209S103 - Altria Group: $215,995 Holding
842587107 - Southern: $215,137 Holding

Largest Purchases this Quarter

VANGUARD MALVERN FDS: 18,895 shares (about $1.46M)
CAPITAL GRP FIXED INCM ETF T: 42,255 shares (about $1.11M)
FIDELITY WISE ORIGIN BITCOIN: 16,763 shares (about $989.52K)
SPDR Portfolio S&P 500 ETF: 5,485 shares (about $419.82K)
Capital Group Dividend Value ETF: 8,435 shares (about $358.83K)

Largest Sales this Quarter

NVIDIA: 22,168 shares (about $3.87M)
Apple: 11,605 shares (about $2.95M)
Microsoft: 7,211 shares (about $2.67M)
Alphabet: 6,468 shares (about $1.86M)
Amazon.com: 7,508 shares (about $1.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHG Schwab U.S. Large-Cap Growth ETF	$15,355,208	$136,503 â–¼	-0.9%	527,127	4.0%	ETF
RBLX Roblox	$14,787,782	$6,844 â–¼	0.0%	261,453	3.9%	Consumer Discretionary
SCHD Schwab US Dividend Equity ETF	$14,029,501	$98,698 â–¼	-0.7%	457,285	3.7%	ETF
VYM Vanguard High Dividend Yield ETF	$12,542,312	$134,179 â–²	1.1%	84,688	3.3%	Financial Services
SPY SPDR S&P 500 ETF Trust	$12,215,089	$15,608 â–¼	-0.1%	18,783	3.2%	Finance
CGGR Capital Group Growth ETF	$11,445,269	$172,375 â–²	1.5%	284,779	3.0%	ETF
SCHX Schwab US Large-Cap ETF	$10,975,299	$221,119 â–¼	-2.0%	428,054	2.9%	ETF
SCHA Schwab US Small-Cap ETF	$10,891,590	$400,112 â–¼	-3.5%	374,539	2.9%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$10,776,355	$366,474 â–¼	-3.3%	348,073	2.8%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$10,695,901	$40,377 â–²	0.4%	119,735	2.8%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$10,059,400	$265,807 â–¼	-2.6%	52,415	2.6%	ETF
VANGUARD MALVERN FDS	$9,866,364	$1,462,099 â–²	17.4%	127,505	2.6%	CORE BD ETF
UBER Uber Technologies	$8,961,184	$245,713 â–¼	-2.7%	124,582	2.4%	Computer and Technology
CAPITAL GRP FIXED INCM ETF T	$8,925,529	$1,109,615 â–²	14.2%	339,891	2.3%	CORE BOND ETF
SDY SPDR S&P Dividend ETF	$8,918,810	$78,953 â–¼	-0.9%	61,113	2.3%	ETF
VTV Vanguard Value ETF	$8,602,740	$231,515 â–²	2.8%	43,847	2.3%	ETF
AAPL Apple	$8,174,711	$2,945,190 â–¼	-26.5%	32,211	2.1%	Computer and Technology
NVDA NVIDIA	$7,885,251	$3,866,065 â–¼	-32.9%	45,214	2.1%	Computer and Technology
FVD First Trust Value Line Dividend Index Fund	$6,826,696	$133,942 â–¼	-1.9%	145,156	1.8%	ETF
IWF iShares Russell 1000 Growth ETF	$6,523,376	$121,522 â–²	1.9%	15,299	1.7%	ETF
SCHB Schwab US Broad Market ETF	$6,222,120	$44,276 â–²	0.7%	247,893	1.6%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$6,189,159	$98,739 â–¼	-1.6%	84,621	1.6%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$6,080,187	$100,258 â–²	1.7%	94,486	1.6%	ETF
ARK ETF TR	$6,012,280	$565,459 â–¼	-8.6%	88,952	1.6%	INNOVATION ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$5,487,199	$117,416 â–²	2.2%	201,513	1.4%	ETF
HDV iShares Core High Dividend ETF	$5,061,632	$45,873 â–¼	-0.9%	37,295	1.3%	ETF
PFE Pfizer	$4,933,028	$184,654 â–¼	-3.6%	175,678	1.3%	Medical
COWZ Pacer US Cash Cows 100 ETF	$4,840,284	$73,946 â–¼	-1.5%	77,370	1.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$4,288,202	$114,581 â–²	2.7%	84,730	1.1%	ETF
VOO Vanguard S&P 500 ETF	$4,196,544	$182,848 â–²	4.6%	7,023	1.1%	ETF
VUG Vanguard Growth ETF	$4,165,924	$11,356 â–²	0.3%	9,538	1.1%	ETF
QQQ Invesco QQQ	$4,090,968	$285,698 â–²	7.5%	7,088	1.1%	Finance
MSFT Microsoft	$3,822,139	$2,669,389 â–¼	-41.1%	10,325	1.0%	Computer and Technology
VO Vanguard Mid-Cap ETF	$3,330,559	$22,975 â–²	0.7%	11,597	0.9%	ETF
VNLA Janus Henderson Short Duration Income ETF	$3,230,492	$63,079 â–²	2.0%	66,117	0.8%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$3,082,896	$115,755 â–²	3.9%	157,854	0.8%	ETF
VT Vanguard Total World Stock ETF	$2,984,970	$216,058 â–²	7.8%	21,580	0.8%	ETF
VB Vanguard Small-Cap ETF	$2,922,116	$24,096 â–²	0.8%	11,157	0.8%	ETF
VGT Vanguard Information Technology ETF	$2,863,911	$122,789 â–¼	-4.1%	4,105	0.8%	ETF
AMZN Amazon.com	$2,586,218	$1,563,643 â–¼	-37.7%	12,418	0.7%	Retail/Wholesale
CGDV Capital Group Dividend Value ETF	$2,471,660	$358,825 â–²	17.0%	58,102	0.6%	ETF
V Visa	$2,401,341	$171,071 â–¼	-6.7%	7,945	0.6%	Business Services
ACWI iShares MSCI ACWI ETF	$2,228,231	$10,793 â–²	0.5%	16,103	0.6%	Manufacturing
VANGUARD MALVERN FDS	$2,152,799	$76,271 â–¼	-3.4%	27,746	0.6%	CORE-PLUS BD ETF
USMV iShares MSCI USA Min Vol Factor ETF	$2,113,377	$24,391 â–¼	-1.1%	22,788	0.6%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$2,086,133		0.0%	16,672	0.5%	ETF
REAVES UTIL INCOME FD	$1,959,867	$8,013 â–²	0.4%	49,895	0.5%	COM SH BEN INT
SCHF Schwab International Equity ETF	$1,914,495	$4,975 â–¼	-0.3%	77,353	0.5%	ETF
CGGO Capital Group Global Growth Equity ETF	$1,873,386	$225,047 â–²	13.7%	56,140	0.5%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,806,981	$64,846 â–¼	-3.5%	23,045	0.5%	ETF
IWR iShares Russell Mid-Cap ETF	$1,640,271		0.0%	16,870	0.4%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,567,620	$104,248 â–²	7.1%	79,879	0.4%	ETF
BITWISE 10 CRYPTO INDEX ETF	$1,550,718	$31,760 â–²	2.1%	34,764	0.4%	UNIT BENEFICIAL
BITWISE FUNDS TRUST	$1,514,987	$67,934 â–¼	-4.3%	80,328	0.4%	CRYPTO INDUSTRY
JPM JPMorgan Chase & Co.	$1,490,803	$1,065,448 â–¼	-41.7%	5,068	0.4%	Finance
SCHC Schwab International Small-Cap Equity ETF	$1,484,742	$12,339 â–²	0.8%	31,766	0.4%	ETF
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$1,420,217		0.0%	29,693	0.4%	Finance
TOTL SPDR Doubleline Total Return Tactical ETF	$1,412,347	$135,478 â–²	10.6%	35,549	0.4%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$1,300,485	$81,123 â–²	6.7%	24,752	0.3%	Finance
META Meta Platforms	$1,259,946	$1,098,591 â–¼	-46.6%	2,202	0.3%	Computer and Technology
CGCP Capital Group Core Plus Income ETF	$1,256,673	$51,293 â–²	4.3%	56,252	0.3%	ETF
GOOG Alphabet	$1,228,932	$1,855,446 â–¼	-60.2%	4,284	0.3%	Computer and Technology
IWS iShares Russell Mid-Cap Value ETF	$1,165,775		0.0%	7,999	0.3%	ETF
IVE iShares S&P 500 Value ETF	$1,113,606	$6,335 â–²	0.6%	5,274	0.3%	ETF
TSLA Tesla	$1,110,553	$536,501 â–¼	-32.6%	2,987	0.3%	Auto/Tires/Trucks
GOOGL Alphabet	$1,079,267	$1,308,176 â–¼	-54.8%	3,753	0.3%	Computer and Technology
SPSK SP Funds Dow Jones Global Sukuk ETF	$1,049,629	$5,513 â–²	0.5%	58,638	0.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$1,039,423	$46,848 â–¼	-4.3%	3,439	0.3%	ETF
FIDELITY WISE ORIGIN BITCOIN	$989,520	$989,520 â–²	New Holding	16,763	0.3%	SHS
IWV iShares Russell 3000 ETF	$978,596	$12,603 â–¼	-1.3%	2,640	0.3%	ETF
RS Reliance	$976,375	$65,943 â–¼	-6.3%	3,213	0.3%	Basic Materials
JEPI JPMorgan Equity Premium Income ETF	$950,430	$737 â–²	0.1%	16,768	0.2%	ETF
AVGO Broadcom	$932,164	$1,427,028 â–¼	-60.5%	3,012	0.2%	Computer and Technology
JNJ Johnson & Johnson	$920,330	$758,508 â–¼	-45.2%	3,765	0.2%	Medical
TWLO Twilio	$902,256		0.0%	7,171	0.2%	Computer and Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$836,569	$40,085 â–²	5.0%	5,781	0.2%	ETF
COST Costco Wholesale	$830,095	$462,382 â–¼	-35.8%	833	0.2%	Retail/Wholesale
DIS Walt Disney	$829,236	$293,182 â–¼	-26.1%	8,604	0.2%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$816,802		0.0%	1,250	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$808,715	$1,014 â–²	0.1%	2,393	0.2%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$802,629		0.0%	7,096	0.2%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$791,542	$1,843 â–¼	-0.2%	11,593	0.2%	Manufacturing
IWD iShares Russell 1000 Value ETF	$790,442	$204,288 â–²	34.9%	3,699	0.2%	ETF
FIVG Defiance Next Gen Connectivity ETF	$788,759	$9,817 â–²	1.3%	11,570	0.2%	ETF
ABBV AbbVie	$738,162	$480,219 â–¼	-39.4%	3,394	0.2%	Medical
FNDF Schwab Fundamental International Equity ETF	$732,385		0.0%	14,968	0.2%	ETF
BXMT Blackstone Mortgage Trust	$690,152	$6,511 â–²	1.0%	36,039	0.2%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$661,163	$49,601 â–²	8.1%	5,985	0.2%	ETF
T AT&T	$597,050	$434,300 â–¼	-42.1%	20,595	0.2%	Computer and Technology
UNP Union Pacific	$593,692	$29,842 â–¼	-4.8%	2,447	0.2%	Transportation
MUB iShares National Muni Bond ETF	$586,654	$106 â–²	0.0%	5,527	0.2%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$572,708		0.0%	6,472	0.2%	ETF
UNH UnitedHealth Group	$548,575	$284,436 â–¼	-34.1%	2,027	0.1%	Medical
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$543,583	$4,207 â–²	0.8%	26,616	0.1%	ETF
VZ Verizon Communications	$538,784	$80,017 â–¼	-12.9%	10,733	0.1%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$528,443	$8,845 â–²	1.7%	17,326	0.1%	ETF
AXP American Express	$503,327	$537,205 â–¼	-51.6%	1,664	0.1%	Finance
BINC iShares Flexible Income Active ETF	$486,273	$106,405 â–²	28.0%	9,364	0.1%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$464,161		0.0%	4,800	0.1%	ETF
CGSD Capital Group Short Duration Income ETF	$454,498		0.0%	17,623	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Strategic Family Wealth Counselors, L.L.C. Top Holdings and 13F Report (2026)

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

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Strategic Family Wealth Counselors, L.L.C. Top Holdings and 13F Report (2026)

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

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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