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, CGGR, and represent 16.99% of Strategic Family Wealth Counselors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$5.6M), MSFT, AAPL, GOOG, AMZN, CGCB, VCRB, BITW, Crypto Industry Innovators, GOOGL.
- Started 66 new stock positions in GRMN, MA, BITW, VNT, ETN, INTU, MS, MIST, AMD, MDT.
- Reduced shares in these 10 stocks: BITQ, BSCP, IBIT, BRK.A, SHYM, TWLO, S, SCHD, SO, ITW.
- Sold out of its positions in AVXL, BRK.A, BITQ, ITW, BSCP, S, SO.
- Strategic Family Wealth Counselors was a net buyer of stock by $71M.
- Strategic Family Wealth Counselors has $446M in assets under management (AUM), dropping by 14.63%.
- Central Index Key (CIK): 0001729755
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Portfolio Holdings for Strategic Family Wealth Counselors
Strategic Family Wealth Counselors holds 217 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Roblox Corp Cl A (RBLX) | 4.6 | $21M | 262k | 78.84 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.8 | $17M | 532k | 31.59 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.0 | $13M | 461k | 28.70 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $13M | 19k | 677.57 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 2.8 | $12M | 281k | 43.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.8 | $12M | +3% | 84k | 146.57 |
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| NVIDIA Corporation (NVDA) | 2.7 | $12M | +88% | 67k | 178.07 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.6 | $12M | +3% | 388k | 30.20 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.6 | $12M | 437k | 26.78 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.6 | $11M | +3% | 360k | 31.72 |
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| Apple (AAPL) | 2.4 | $11M | +49% | 44k | 246.70 |
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| Uber Technologies (UBER) | 2.4 | $11M | +2% | 128k | 83.72 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 2.4 | $11M | +5% | 119k | 88.93 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.4 | $11M | 54k | 196.08 |
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| Spdr Series Trust State Street Spd (SDY) | 2.0 | $9.0M | 62k | 145.32 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.9 | $8.4M | +37% | 109k | 77.80 |
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| Vanguard Index Fds Value Etf (VTV) | 1.9 | $8.4M | +8% | 43k | 195.73 |
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| Microsoft Corporation (MSFT) | 1.8 | $8.0M | +102% | 18k | 454.51 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 1.8 | $7.9M | +45% | 298k | 26.46 |
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| Ark Etf Tr Innovation Etf (ARKK) | 1.7 | $7.7M | +2% | 97k | 79.23 |
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| First Tr Exchange-traded SHS (FVD) | 1.6 | $7.0M | -2% | 148k | 47.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $6.9M | +3% | 15k | 458.65 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.4 | $6.5M | 246k | 26.21 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.4 | $6.2M | -2% | 86k | 72.60 |
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| Ishares Tr Core 60/40 Balan (AOR) | 1.4 | $6.1M | 93k | 65.31 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.2 | $5.5M | +4% | 197k | 27.66 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.1 | $4.8M | 79k | 61.03 |
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| Ishares Tr Core High Dv Etf (HDV) | 1.1 | $4.8M | 38k | 126.45 |
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| Pfizer (PFE) | 1.0 | $4.7M | +3% | 182k | 25.52 |
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| Amazon (AMZN) | 1.0 | $4.6M | +124% | 20k | 231.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $4.5M | +4% | 9.5k | 472.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $4.2M | +14% | 6.7k | 623.16 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $4.2M | -3% | 83k | 50.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $4.0M | 6.6k | 608.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.5M | +298% | 11k | 322.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $3.4M | +4% | 12k | 295.19 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $3.2M | 65k | 49.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $3.2M | +9% | 4.3k | 738.66 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $3.0M | +4% | 11k | 271.80 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.7 | $3.0M | +51% | 152k | 19.54 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $2.9M | +4% | 20k | 142.45 |
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| Visa Com Cl A (V) | 0.6 | $2.8M | +14% | 8.5k | 325.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.7M | +241% | 8.3k | 321.98 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.6M | +53% | 8.7k | 302.74 |
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| Broadcom (AVGO) | 0.6 | $2.5M | +236% | 7.6k | 332.59 |
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| Meta Platforms Cl A (META) | 0.6 | $2.5M | +138% | 4.1k | 604.15 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $2.3M | 16k | 142.36 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.5 | $2.2M | 29k | 77.99 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.5 | $2.2M | 17k | 131.07 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $2.2M | +220% | 50k | 43.65 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $2.2M | -2% | 23k | 93.61 |
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| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.5 | $2.0M | NEW | 34k | 60.00 |
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| Bitwise Funds Trust Crypto Industry | 0.4 | $1.9M | NEW | 84k | 23.00 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.9M | 78k | 24.77 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.9M | 24k | 79.87 |
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| Tesla Motors (TSLA) | 0.4 | $1.9M | +61% | 4.4k | 419.25 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.4 | $1.8M | +31% | 50k | 37.17 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.4 | $1.8M | +2% | 49k | 35.64 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.7M | +524% | 1.7k | 1041.29 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.7M | 17k | 99.25 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.5M | +82% | 6.9k | 218.21 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $1.5M | +8% | 32k | 47.27 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $1.5M | +52% | 75k | 19.69 |
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| Spdr Series Trust State Street Spd (SHM) | 0.3 | $1.4M | 30k | 48.21 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.3 | $1.3M | NEW | 28k | 48.63 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.3 | $1.3M | -3% | 32k | 40.14 |
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| Walt Disney Company (DIS) | 0.3 | $1.3M | +35% | 12k | 110.34 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | +54% | 1.3k | 964.31 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $1.2M | +3% | 23k | 53.38 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.3 | $1.2M | +21% | 54k | 22.63 |
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| American Express Company (AXP) | 0.3 | $1.2M | +127% | 3.4k | 352.19 |
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| Abbvie (ABBV) | 0.3 | $1.2M | +65% | 5.6k | 214.04 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $1.2M | 8.0k | 146.23 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.2M | +26% | 3.6k | 321.02 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.1M | +12% | 5.2k | 213.69 |
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| Reliance Steel & Aluminum (RS) | 0.2 | $1.1M | +7% | 3.4k | 322.26 |
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| Tidal Trust I Sp Dwjns Sukuk (SPSK) | 0.2 | $1.1M | 58k | 18.22 |
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| UnitedHealth (UNH) | 0.2 | $1.0M | +53% | 3.1k | 338.47 |
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| Micron Technology (MU) | 0.2 | $1.0M | NEW | 2.8k | 365.00 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.0M | 2.7k | 386.36 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $965k | +17% | 17k | 57.62 |
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| Bank of America Corporation (BAC) | 0.2 | $884k | +112% | 17k | 52.10 |
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| McKesson Corporation (MCK) | 0.2 | $870k | NEW | 1.1k | 821.84 |
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| Twilio Cl A (TWLO) | 0.2 | $859k | -25% | 7.2k | 119.72 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $858k | 7.1k | 120.91 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $857k | NEW | 3.9k | 222.41 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $851k | NEW | 1.6k | 531.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $851k | 1.3k | 680.77 |
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| At&t (T) | 0.2 | $834k | +58% | 36k | 23.45 |
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| Eaton Corp SHS (ETN) | 0.2 | $833k | NEW | 2.5k | 337.59 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $829k | 12k | 71.31 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $819k | 5.5k | 148.84 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $782k | 2.4k | 327.16 |
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| Wal-Mart Stores (WMT) | 0.2 | $746k | NEW | 6.3k | 118.72 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.2 | $739k | 11k | 64.65 |
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| Oracle Corporation (ORCL) | 0.2 | $703k | +232% | 3.9k | 179.92 |
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| Wells Fargo & Company (WFC) | 0.2 | $702k | +228% | 8.1k | 86.66 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $699k | 15k | 46.70 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.2 | $691k | +50% | 36k | 19.36 |
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| Booking Holdings (BKNG) | 0.2 | $684k | NEW | 136.00 | 5027.00 |
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| Medtronic SHS (MDT) | 0.1 | $646k | NEW | 6.5k | 98.60 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $593k | 5.5k | 107.24 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $592k | +7% | 2.7k | 215.93 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $592k | +26% | 5.5k | 106.87 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $584k | 6.5k | 90.24 |
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| Union Pacific Corporation (UNP) | 0.1 | $570k | +9% | 2.6k | 221.69 |
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| Travelers Companies (TRV) | 0.1 | $562k | NEW | 2.1k | 269.61 |
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| Progressive Corporation (PGR) | 0.1 | $546k | NEW | 2.7k | 203.92 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $542k | +29% | 26k | 20.53 |
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| Target Corporation (TGT) | 0.1 | $540k | +79% | 4.9k | 109.34 |
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| General Motors Company (GM) | 0.1 | $539k | NEW | 6.9k | 77.81 |
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| Globe Life (GL) | 0.1 | $537k | NEW | 3.9k | 137.00 |
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| Linde SHS (LIN) | 0.1 | $530k | NEW | 1.2k | 432.99 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $524k | +31% | 4.0k | 130.46 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $520k | 17k | 30.53 |
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| Garmin SHS (GRMN) | 0.1 | $519k | NEW | 2.6k | 200.73 |
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| Citigroup Com New (C) | 0.1 | $517k | +84% | 4.6k | 112.80 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $507k | 4.8k | 105.54 |
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| Us Bancorp Del Com New (USB) | 0.1 | $505k | +56% | 9.3k | 54.38 |
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| Morgan Stanley Com New (MS) | 0.1 | $505k | NEW | 2.8k | 182.10 |
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| Intuit (INTU) | 0.1 | $495k | NEW | 935.00 | 528.95 |
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| Verizon Communications (VZ) | 0.1 | $482k | -12% | 12k | 39.08 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $479k | 2.8k | 168.53 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $477k | +100% | 4.0k | 119.12 |
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| Warby Parker Cl A Com (WRBY) | 0.1 | $468k | 17k | 26.79 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.1 | $458k | 18k | 26.01 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $451k | 9.1k | 49.60 |
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| FedEx Corporation (FDX) | 0.1 | $449k | NEW | 1.5k | 301.03 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $447k | +46% | 2.4k | 189.59 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $437k | 8.2k | 53.20 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $436k | NEW | 987.00 | 442.08 |
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| Deere & Company (DE) | 0.1 | $433k | NEW | 851.00 | 508.41 |
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| Regal-beloit Corporation (RRX) | 0.1 | $423k | NEW | 2.8k | 152.26 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $415k | -19% | 19k | 21.50 |
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| Dollar General (DG) | 0.1 | $413k | NEW | 2.8k | 146.62 |
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| Popular Com New (BPOP) | 0.1 | $410k | NEW | 3.3k | 124.97 |
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| Colgate-Palmolive Company (CL) | 0.1 | $409k | 4.8k | 85.44 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $403k | +55% | 22k | 18.77 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $400k | NEW | 14k | 28.16 |
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| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.1 | $400k | 3.0k | 131.51 |
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| Nextera Energy (NEE) | 0.1 | $398k | +57% | 4.8k | 83.51 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $397k | 8.6k | 45.95 |
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| Servicenow (NOW) | 0.1 | $390k | NEW | 3.1k | 125.40 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $387k | +21% | 7.3k | 52.84 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $382k | 1.8k | 217.77 |
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| Amgen (AMGN) | 0.1 | $381k | -4% | 1.2k | 331.00 |
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| International Business Machines (IBM) | 0.1 | $380k | +62% | 1.3k | 291.35 |
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| Valero Energy Corporation (VLO) | 0.1 | $380k | NEW | 2.1k | 184.73 |
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| Ge Vernova (GEV) | 0.1 | $377k | NEW | 551.00 | 684.86 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $376k | 2.6k | 146.25 |
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| ConocoPhillips (COP) | 0.1 | $371k | NEW | 3.9k | 95.51 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $367k | -78% | 7.2k | 50.76 |
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| Stryker Corporation (SYK) | 0.1 | $366k | NEW | 1.0k | 359.61 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $364k | 4.1k | 89.52 |
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| Qualcomm (QCOM) | 0.1 | $364k | NEW | 2.4k | 154.07 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $359k | +62% | 3.6k | 100.10 |
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| Upstart Hldgs (UPST) | 0.1 | $357k | 8.0k | 44.61 |
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| McDonald's Corporation (MCD) | 0.1 | $356k | NEW | 1.2k | 302.84 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $353k | 8.1k | 43.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $340k | 778.00 | 437.23 |
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| salesforce (CRM) | 0.1 | $339k | NEW | 1.5k | 220.07 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $330k | +4% | 4.3k | 77.52 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $329k | NEW | 1.1k | 290.37 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $319k | +74% | 19k | 16.83 |
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| Merck & Co (MRK) | 0.1 | $318k | +21% | 2.9k | 109.46 |
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| SYSCO Corporation (SYY) | 0.1 | $314k | -19% | 4.1k | 76.52 |
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| Hershey Company (HSY) | 0.1 | $314k | +2% | 1.6k | 198.91 |
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| Ameriprise Financial (AMP) | 0.1 | $311k | NEW | 631.00 | 492.58 |
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| Vontier Corporation (VNT) | 0.1 | $311k | NEW | 8.5k | 36.67 |
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| Cisco Systems (CSCO) | 0.1 | $308k | 4.2k | 73.35 |
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| Advanced Micro Devices (AMD) | 0.1 | $304k | NEW | 1.3k | 231.92 |
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| Lowe's Companies (LOW) | 0.1 | $304k | NEW | 1.1k | 268.40 |
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| Nutanix Cl A (NTNX) | 0.1 | $302k | NEW | 7.0k | 43.21 |
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| Netflix (NFLX) | 0.1 | $301k | +1146% | 3.5k | 87.26 |
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| Allstate Corporation (ALL) | 0.1 | $300k | NEW | 1.6k | 193.55 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $285k | NEW | 541.00 | 527.44 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $281k | NEW | 4.2k | 67.46 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $279k | -33% | 575.00 | 484.96 |
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| Fulton Financial (FULT) | 0.1 | $274k | 14k | 19.67 |
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| Ryder System (R) | 0.1 | $273k | NEW | 1.5k | 188.00 |
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| Viatris (VTRS) | 0.1 | $271k | 21k | 12.66 |
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| Home Depot (HD) | 0.1 | $269k | +38% | 717.00 | 375.35 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $268k | NEW | 1.5k | 175.21 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $264k | 1.9k | 136.44 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $259k | +100% | 5.4k | 47.60 |
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| Kroger (KR) | 0.1 | $259k | NEW | 4.1k | 63.15 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $255k | NEW | 2.8k | 90.90 |
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| Anthem (ELV) | 0.1 | $255k | NEW | 694.00 | 367.06 |
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| Rbc Cad (RY) | 0.1 | $251k | 1.5k | 167.44 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $245k | NEW | 334.00 | 733.78 |
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| Snowflake Com Shs (SNOW) | 0.1 | $241k | NEW | 1.2k | 206.21 |
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| Flowserve Corporation (FLS) | 0.1 | $241k | NEW | 3.2k | 75.90 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $240k | NEW | 1.3k | 182.70 |
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| Boeing Company (BA) | 0.1 | $238k | NEW | 954.00 | 248.91 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $235k | NEW | 731.00 | 321.79 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $232k | 3.4k | 68.26 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $230k | -5% | 4.1k | 56.62 |
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| Everest Re Group (EG) | 0.1 | $229k | NEW | 717.00 | 320.00 |
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| Honeywell International (HON) | 0.1 | $228k | NEW | 1.1k | 215.07 |
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| Alliance Data Systems Corporation (BFH) | 0.1 | $227k | NEW | 3.2k | 69.94 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $227k | +100% | 1.6k | 141.84 |
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| Procter & Gamble Company (PG) | 0.1 | $226k | NEW | 1.5k | 147.00 |
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| Bel Fuse CL B (BELFB) | 0.0 | $222k | NEW | 1.1k | 201.17 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $221k | NEW | 3.1k | 72.22 |
|
| Paychex (PAYX) | 0.0 | $217k | 2.0k | 107.42 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $215k | 341.00 | 630.92 |
|
|
| Prologis (PLD) | 0.0 | $208k | NEW | 1.6k | 130.81 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $207k | NEW | 1.3k | 163.51 |
|
| 3M Company (MMM) | 0.0 | $205k | 1.3k | 156.12 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $203k | NEW | 1.0k | 196.36 |
|
| Blackrock Etf Trust Ii Short Duration H (SHYM) | 0.0 | $202k | -65% | 9.1k | 22.34 |
|
| Palo Alto Networks (PANW) | 0.0 | $201k | NEW | 1.1k | 184.06 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $200k | NEW | 594.00 | 337.16 |
|
| Ab Active Etfs Short Duration H (SYFI) | 0.0 | $200k | 5.6k | 36.03 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $146k | 11k | 13.50 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $32k | 12k | 2.59 |
|
|
| Milestone Pharmaceuticals (MIST) | 0.0 | $26k | NEW | 13k | 2.01 |
|
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 Q4 filed Feb. 4, 2026
- 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