Institutions / Strategic Family Wealth Counselors, L.L.C.
Strategic Family Wealth Counselors, L.L.C.
CIK 1729755 · Institution · as of Dec 31, 2025
Portfolio value
$445.51M
Positions
217
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 217 →
| Company | Value | % of portfolio |
|---|---|---|
| ROBLOX Corp | $20.62M | 4.6% |
| Schwab Strategic Tr | $16.80M | 3.8% |
| Schwab Strategic Tr | $13.22M | 3.0% |
| SPDR S&P 500 ETF Tr | $12.74M | 2.9% |
| Capital Group Growth ETF | $12.30M | 2.8% |
| Vanguard Whitehall Fds | $12.28M | 2.8% |
| NVIDIA Corp | $12.00M | 2.7% |
| Schwab Strategic Tr | $11.73M | 2.6% |
| Schwab Strategic Tr | $11.69M | 2.6% |
| Schwab Strategic Tr | $11.42M | 2.6% |
| Apple Inc. | $10.81M | 2.4% |
| Uber Technologies, Inc | $10.72M | 2.4% |
| WisdomTree Trust | $10.61M | 2.4% |
| Invesco Exchange Traded Fd T | $10.55M | 2.4% |
| SPDR Series Trust | $8.96M | 2.0% |
| Vanguard Malvern Fds | $8.45M | 1.9% |
| Vanguard Index Fds | $8.35M | 1.9% |
| Microsoft Corp | $7.97M | 1.8% |
| Capital Grp Fixed Incm ETF T | $7.88M | 1.8% |
| Ark ETF Tr | $7.71M | 1.7% |
| First Tr Exchange-Traded Fd | $6.97M | 1.6% |
| iShares Tr | $6.89M | 1.5% |
| Schwab Strategic Tr | $6.45M | 1.4% |
| Invesco Exch Traded Fd Tr II | $6.24M | 1.4% |
| iShares Tr | $6.07M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.