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Strategic Family Wealth Counselors

Latest statistics and disclosures from Strategic Family Wealth Counselors's latest quarterly 13F-HR filing:

Top 5 stock holdings are RBLX, SCHG, SCHD, SPY, UBER, and represent 23.28% of Strategic Family Wealth Counselors's stock portfolio.
Added to shares of these 10 stocks: VCRB, CGCB, VBK, TOTL, BXMT, BSCS, BSCQ, UTG, BSCR, BINC.
Started 15 new stock positions in VBK, BXMT, HD, ITW, BINC, RY, MRK, BSCS, MDY, WFC. MMM, BSCT, SYFI, S, BSCU.
Reduced shares in these 10 stocks: TWLO, AAPL, FBND, FVD, , ETN, HON, ARKK, USMV, SCHB.
Sold out of its positions in HON, MA, ETN.
Strategic Family Wealth Counselors was a net buyer of stock by $8.2M.
Strategic Family Wealth Counselors has $389M in assets under management (AUM), dropping by 10.72%.
Central Index Key (CIK): 0001729755

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Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 158 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roblox Corp Cl A (RBLX)	9.3	$36M		261k	138.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.3	$17M		522k	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$13M		468k	27.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.2	$13M		19k	666.19	View chart
Uber Technologies (UBER)	3.2	$12M		125k	97.97	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.2	$12M		279k	43.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$12M		436k	26.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$12M	+2%	81k	140.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.7	$11M		375k	27.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.7	$10M		349k	29.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$10M	+2%	54k	189.70	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.5	$9.9M		113k	87.03	View chart
Spdr Series Trust S&p Divid Etf (SDY)	2.3	$8.8M		63k	140.05	View chart
Ark Etf Tr Innovation Etf (ARKK)	2.1	$8.2M		95k	86.30	View chart
Apple (AAPL)	1.9	$7.5M	-5%	29k	254.63	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$7.3M		39k	186.49	View chart
First Tr Exchange-traded SHS (FVD)	1.8	$7.0M	-3%	152k	46.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$6.8M		15k	468.41	View chart
NVIDIA Corporation (NVDA)	1.7	$6.7M		36k	186.58	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.7	$6.5M		88k	73.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$6.4M		247k	25.71	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.6	$6.2M	+25%	79k	78.41	View chart
Ishares Tr Core 60/40 Balan (AOR)	1.5	$6.0M	+2%	93k	64.38	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.4	$5.4M	+18%	204k	26.58	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.3	$5.2M	+3%	189k	27.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$4.6M		79k	57.47	View chart
Ishares Tr Core High Dv Etf (HDV)	1.2	$4.5M		37k	122.45	View chart
Microsoft Corporation (MSFT)	1.2	$4.5M		8.6k	517.95	View chart
Pfizer (PFE)	1.2	$4.5M		176k	25.48	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$4.4M	+4%	9.1k	478.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$4.3M		85k	50.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$3.9M		6.5k	600.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.6M	+5%	5.9k	612.40	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.8	$3.2M		66k	49.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$3.2M	+7%	11k	293.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$2.9M	+9%	3.9k	747.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$2.7M	+2%	11k	254.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$2.6M	+4%	19k	137.80	View chart
Visa Com Cl A (V)	0.7	$2.5M		7.4k	341.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$2.2M	-3%	24k	95.14	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.6	$2.2M	+5%	29k	78.63	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$2.2M		16k	138.24	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$2.2M		17k	130.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$2.2M		33k	65.00	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.5	$2.0M		80k	25.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$2.0M	+24%	100k	19.56	View chart
Amazon (AMZN)	0.5	$1.9M		8.9k	219.57	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$1.8M		24k	76.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.8M		77k	23.28	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.8M		5.7k	315.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$1.7M	+3%	83k	20.69	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$1.6M	+9%	48k	34.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.6M		17k	96.55	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$1.5M	+34%	38k	39.62	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.4	$1.4M		30k	48.22	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$1.4M	+59%	33k	40.57	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$1.3M		29k	45.51	View chart
Meta Platforms Cl A (META)	0.3	$1.3M		1.7k	734.45	View chart
Tesla Motors (TSLA)	0.3	$1.2M		2.7k	444.72	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.2M	-2%	22k	52.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$1.1M		8.0k	139.67	View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK)	0.3	$1.1M		58k	18.48	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$1.0M		2.7k	378.94	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$1.0M	-7%	44k	22.72	View chart
Walt Disney Company (DIS)	0.3	$983k		8.6k	114.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$964k	+53%	49k	19.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$962k		4.7k	206.51	View chart
Twilio Cl A (TWLO)	0.2	$958k	-49%	9.6k	100.09	View chart
Reliance Steel & Aluminum (RS)	0.2	$895k		3.2k	280.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$857k		7.1k	120.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$849k	NEW	2.9k	297.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$837k		1.3k	669.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$815k	+44%	14k	57.10	View chart
Abbvie (ABBV)	0.2	$786k		3.4k	231.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$782k		12k	67.26	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$780k		5.5k	141.50	View chart
Costco Wholesale Corporation (COST)	0.2	$779k		841.00	925.70	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$754k		1.00	754200.00	View chart
Broadcom (AVGO)	0.2	$747k	-3%	2.3k	329.85	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$704k		11k	61.68	View chart
Johnson & Johnson (JNJ)	0.2	$698k		3.8k	185.42	View chart
UnitedHealth (UNH)	0.2	$692k		2.0k	345.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$668k		2.4k	279.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$656k	-3%	2.7k	243.56	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$651k	+24%	16k	42.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$643k		15k	42.96	View chart
At&t (T)	0.2	$632k	-4%	22k	28.24	View chart
Verizon Communications (VZ)	0.2	$622k		14k	43.95	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.2	$592k		27k	22.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$591k	+2%	2.4k	243.10	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$589k		5.5k	106.49	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$570k	+2%	6.5k	88.14	View chart
Union Pacific Corporation (UNP)	0.1	$557k		2.4k	236.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$519k	+14%	2.6k	203.58	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$519k		24k	21.57	View chart
Palantir Technologies Cl A (PLTR)	0.1	$513k	-4%	2.8k	182.42	View chart
American Express Company (AXP)	0.1	$503k		1.5k	332.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$496k		17k	29.11	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$479k		2.0k	239.64	View chart
Warby Parker Cl A Com (WRBY)	0.1	$477k		17k	27.58	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$468k	+3%	4.7k	99.12	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$458k		18k	25.98	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$442k		8.2k	53.87	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$437k	NEW	24k	18.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$435k	+16%	4.4k	99.53	View chart
SYSCO Corporation (SYY)	0.1	$421k		5.1k	82.34	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$419k		9.1k	46.08	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$418k	NEW	20k	20.57	View chart
Bank of America Corporation (BAC)	0.1	$413k		8.0k	51.59	View chart
Upstart Hldgs (UPST)	0.1	$406k		8.0k	50.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$403k		869.00	463.51	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$399k	-47%	8.6k	46.24	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$381k		3.0k	125.42	View chart
Colgate-Palmolive Company (CL)	0.1	$377k		4.7k	79.94	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$367k	+14%	1.8k	209.37	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$366k		2.6k	142.11	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$362k		4.1k	88.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$345k	+8%	3.1k	112.75	View chart
Amgen (AMGN)	0.1	$341k		1.2k	282.20	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$334k		8.1k	41.11	View chart
Netflix (NFLX)	0.1	$332k		277.00	1198.92	View chart
Oracle Corporation (ORCL)	0.1	$331k		1.2k	281.24	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$320k	NEW	6.0k	53.24	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$319k		4.1k	78.09	View chart
Texas Instruments Incorporated (TXN)	0.1	$295k		1.6k	183.73	View chart
Cisco Systems (CSCO)	0.1	$290k		4.2k	68.42	View chart
Us Bancorp Del Com New (USB)	0.1	$287k		5.9k	48.33	View chart
Hershey Company (HSY)	0.1	$287k		1.5k	187.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$275k	+2%	773.00	355.47	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$260k	NEW	14k	18.81	View chart
Fulton Financial (FULT)	0.1	$259k		14k	18.63	View chart
Paychex (PAYX)	0.1	$256k		2.0k	126.76	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$252k		1.9k	129.72	View chart
Citigroup Com New (C)	0.1	$252k	-20%	2.5k	101.50	View chart
Target Corporation (TGT)	0.1	$246k		2.7k	89.70	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$243k		2.7k	89.33	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$239k		4.3k	55.71	View chart
Nextera Energy (NEE)	0.1	$228k		3.0k	75.49	View chart
Sentinelone Cl A (S)	0.1	$227k	NEW	13k	17.61	View chart
International Business Machines (IBM)	0.1	$227k		804.00	282.16	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$226k		3.4k	66.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$226k		800.00	281.86	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$222k	-7%	2.2k	100.23	View chart
Rbc Cad (RY)	0.1	$221k	NEW	1.5k	147.32	View chart
Viatris (VTRS)	0.1	$212k		21k	9.90	View chart
Home Depot (HD)	0.1	$210k	NEW	517.00	405.56	View chart
Southern Company (SO)	0.1	$208k		2.2k	94.78	View chart
Wells Fargo & Company (WFC)	0.1	$207k	NEW	2.5k	83.81	View chart
Eli Lilly & Co. (LLY)	0.1	$205k	+2%	269.00	763.00	View chart
Illinois Tool Works (ITW)	0.1	$204k	NEW	784.00	260.76	View chart
3M Company (MMM)	0.1	$203k	NEW	1.3k	155.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$203k	NEW	340.00	596.23	View chart
Merck & Co (MRK)	0.1	$202k	NEW	2.4k	83.94	View chart
Ab Active Etfs Short Duration H (SYFI)	0.1	$201k	NEW	5.6k	36.13	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$184k	NEW	11k	16.90	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$130k		15k	8.90	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$126k		11k	11.60	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$38k		12k	3.06	View chart

Past Filings by Strategic Family Wealth Counselors

SEC 13F filings are viewable for Strategic Family Wealth Counselors going back to 2018

Strategic Family Wealth Counselors 2025 Q3 filed Nov. 10, 2025
Strategic Family Wealth Counselors 2025 Q2 filed Aug. 13, 2025
Strategic Family Wealth Counselors 2025 Q1 filed May 8, 2025
Strategic Family Wealth Counselors 2024 Q4 filed Feb. 7, 2025
Strategic Family Wealth Counselors 2024 Q3 filed Nov. 1, 2024
Strategic Family Wealth Counselors 2024 Q2 filed Aug. 14, 2024
Strategic Family Wealth Counselors 2024 Q1 filed May 14, 2024
Strategic Family Wealth Counselors 2023 Q4 filed Jan. 29, 2024
Strategic Family Wealth Counselors 2023 Q3 filed Nov. 13, 2023
Strategic Family Wealth Counselors 2023 Q2 filed Aug. 10, 2023
Strategic Family Wealth Counselors 2023 Q1 filed May 16, 2023
Strategic Family Wealth Counselors 2022 Q4 filed Jan. 26, 2023
Strategic Family Wealth Counselors 2022 Q3 filed Nov. 14, 2022
Strategic Family Wealth Counselors 2022 Q2 filed Aug. 11, 2022
Strategic Family Wealth Counselors 2022 Q1 filed May 4, 2022
Strategic Family Wealth Counselors 2021 Q4 filed Feb. 8, 2022

View all past filings

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