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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 SCHG, RBLX, SCHD, VYM, SPY, and represent 18.10% of Strategic Family Wealth Counselors's stock portfolio.
Added to shares of these 10 stocks: VCRB, CGCB, FBTC, SPYM, CGDV, QQQ, DOCN, VTV, CGGO, VT.
Started 9 new stock positions in DOCN, SPYM, MLPX, ITW, SO, S, AVXL, MO, FBTC.
Reduced shares in these 10 stocks: NVDA, AAPL, MSFT, GOOG, AMZN, AVGO, BITB, GOOGL, LLY, META.
Sold out of its positions in SYFI, ADBE, AMD, BFH, ALL, AMP, ELV, BELFB, BITB, SHYM.
Strategic Family Wealth Counselors was a net seller of stock by $-47M.
Strategic Family Wealth Counselors has $381M in assets under management (AUM), dropping by -14.54%.
Central Index Key (CIK): 0001729755

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Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 161 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.0	$15M		527k	29.13	View chart
Roblox Corp Cl A (RBLX)	3.9	$15M		262k	56.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.7	$14M		457k	30.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$13M		85k	148.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.2	$12M		19k	650.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.0	$11M		285k	40.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.9	$11M		428k	25.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.9	$11M	-3%	375k	29.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.8	$11M	-3%	348k	30.96	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.8	$11M		120k	89.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$10M	-2%	52k	191.92	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	2.6	$9.9M	+17%	128k	77.38	View chart
Uber Technologies (UBER)	2.4	$9.0M	-2%	125k	71.93	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.3	$8.9M	+14%	340k	26.26	View chart
Spdr Series Trust State Street Spd (SDY)	2.3	$8.9M		61k	145.94	View chart
Vanguard Index Fds Value Etf (VTV)	2.3	$8.6M	+2%	44k	196.20	View chart
Apple (AAPL)	2.1	$8.2M	-26%	32k	253.79	View chart
NVIDIA Corporation (NVDA)	2.1	$7.9M	-32%	45k	174.40	View chart
First Tr Exchange-traded SHS (FVD)	1.8	$6.8M		145k	47.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$6.5M		15k	426.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$6.2M		248k	25.10	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.6	$6.2M		85k	73.14	View chart
Ishares Tr Core 60/40 Balan (AOR)	1.6	$6.1M		95k	64.35	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.6	$6.0M	-8%	89k	67.59	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.4	$5.5M	+2%	202k	27.23	View chart
Ishares Tr Core High Dv Etf (HDV)	1.3	$5.1M		37k	135.72	View chart
Pfizer (PFE)	1.3	$4.9M	-3%	176k	28.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.3	$4.8M		77k	62.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$4.3M	+2%	85k	50.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$4.2M	+4%	7.0k	597.54	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$4.2M		9.5k	436.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$4.1M	+7%	7.1k	577.17	View chart
Microsoft Corporation (MSFT)	1.0	$3.8M	-41%	10k	370.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$3.3M		12k	287.19	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.8	$3.2M		66k	48.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$3.1M	+3%	158k	19.53	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$3.0M	+7%	22k	138.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$2.9M		11k	261.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$2.9M	-4%	4.1k	697.66	View chart
Amazon (AMZN)	0.7	$2.6M	-37%	12k	208.26	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$2.5M	+16%	58k	42.54	View chart
Visa Com Cl A (V)	0.6	$2.4M	-6%	7.9k	302.25	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$2.2M		16k	138.37	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.6	$2.2M	-3%	28k	77.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$2.1M		23k	92.74	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$2.1M		17k	125.13	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.5	$2.0M		50k	39.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.9M		77k	24.75	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.9M	+13%	56k	33.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$1.8M	-3%	23k	78.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.6M		17k	97.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$1.6M	+7%	80k	19.62	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.4	$1.6M	+2%	35k	44.61	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.4	$1.5M	-4%	80k	18.86	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.5M	-41%	5.1k	294.16	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.5M		32k	46.74	View chart
Spdr Series Trust State Street Spd (SHM)	0.4	$1.4M		30k	47.83	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.4	$1.4M	+10%	36k	39.73	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$1.3M	+6%	25k	52.54	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	-46%	2.2k	572.18	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$1.3M	+4%	56k	22.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M	-60%	4.3k	286.87	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$1.2M		8.0k	145.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.1M		5.3k	211.15	View chart
Tesla Motors (TSLA)	0.3	$1.1M	-32%	3.0k	371.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-54%	3.8k	287.57	View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK)	0.3	$1.0M		59k	17.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.0M	-4%	3.4k	302.25	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$990k	NEW	17k	59.03	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$979k		2.6k	370.68	View chart
Reliance Steel & Aluminum (RS)	0.3	$976k	-6%	3.2k	303.88	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$950k		17k	56.68	View chart
Broadcom (AVGO)	0.2	$932k	-60%	3.0k	309.48	View chart
Johnson & Johnson (JNJ)	0.2	$920k	-45%	3.8k	244.44	View chart
Twilio Cl A (TWLO)	0.2	$902k		7.2k	125.82	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$837k	+5%	5.8k	144.71	View chart
Costco Wholesale Corporation (COST)	0.2	$830k	-35%	833.00	996.51	View chart
Walt Disney Company (DIS)	0.2	$829k	-26%	8.6k	96.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$817k		1.3k	653.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$809k		2.4k	337.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$803k		7.1k	113.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$792k		12k	68.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$790k	+34%	3.7k	213.69	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$789k		12k	68.17	View chart
Abbvie (ABBV)	0.2	$738k	-39%	3.4k	217.49	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$732k		15k	48.93	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.2	$690k		36k	19.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$661k	+8%	6.0k	110.47	View chart
At&t (T)	0.2	$597k	-42%	21k	28.99	View chart
Union Pacific Corporation (UNP)	0.2	$594k	-4%	2.4k	242.62	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$587k		5.5k	106.14	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$573k		6.5k	88.49	View chart
UnitedHealth (UNH)	0.1	$549k	-34%	2.0k	270.63	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$544k		27k	20.42	View chart
Verizon Communications (VZ)	0.1	$539k	-12%	11k	50.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$528k		17k	30.50	View chart
American Express Company (AXP)	0.1	$503k	-51%	1.7k	302.48	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$486k	+28%	9.4k	51.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$464k		4.8k	96.70	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$455k		18k	25.79	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$446k	+2%	4.1k	108.98	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$445k	+23%	4.4k	100.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$434k	-36%	2.6k	169.66	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$420k	NEW	5.5k	76.54	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$413k	-5%	8.6k	48.15	View chart
Colgate-Palmolive Company (CL)	0.1	$408k		4.8k	85.23	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$407k		8.2k	49.37	View chart
Amgen (AMGN)	0.1	$406k		1.2k	351.85	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$403k		22k	18.66	View chart
Eli Lilly & Co. (LLY)	0.1	$398k	-74%	433.00	919.77	View chart
Bank of America Corporation (BAC)	0.1	$397k	-52%	8.1k	48.75	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$394k		8.6k	45.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$390k		2.6k	151.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$389k	-6%	2.7k	146.28	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$383k		3.0k	125.93	View chart
Warby Parker Cl A Com (WRBY)	0.1	$365k		17k	21.07	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$358k		4.1k	87.83	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$354k	-14%	17k	21.49	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$350k		8.1k	43.13	View chart
Netflix (NFLX)	0.1	$343k	+3%	3.6k	96.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$341k	+3%	4.4k	77.18	View chart
Merck & Co (MRK)	0.1	$340k	-2%	2.8k	120.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$340k		789.00	430.29	View chart
Target Corporation (TGT)	0.1	$334k	-44%	2.8k	121.22	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$334k		5.4k	61.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$328k	-59%	656.00	499.66	View chart
Cisco Systems (CSCO)	0.1	$325k		4.2k	77.59	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$321k	-11%	1.6k	205.78	View chart
Hershey Company (HSY)	0.1	$319k	-2%	1.5k	207.94	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$318k		19k	16.72	View chart
Texas Instruments Incorporated (TXN)	0.1	$312k	-31%	1.6k	194.14	View chart
Us Bancorp Com New (USB)	0.1	$309k	-36%	5.9k	52.01	View chart
SYSCO Corporation (SYY)	0.1	$291k		4.1k	71.33	View chart
Citigroup Com New (C)	0.1	$290k	-44%	2.6k	113.42	View chart
Viatris (VTRS)	0.1	$289k		21k	13.51	View chart
Fulton Financial (FULT)	0.1	$283k		14k	20.34	View chart
Nextera Energy (NEE)	0.1	$281k	-36%	3.0k	92.88	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$267k		575.00	463.57	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$255k		1.9k	132.50	View chart
Digitalocean Hldgs (DOCN)	0.1	$253k	NEW	3.0k	85.78	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$253k	-34%	1.0k	250.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$249k		2.8k	88.70	View chart
Rbc Cad (RY)	0.1	$243k		1.5k	161.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$242k		1.3k	184.32	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$234k		3.4k	68.91	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$226k		4.1k	55.25	View chart
Altria (MO)	0.1	$216k	NEW	3.3k	65.99	View chart
Southern Company (SO)	0.1	$215k	NEW	2.2k	96.52	View chart
Honeywell International (HON)	0.1	$214k	-10%	945.00	226.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$213k		1.6k	132.90	View chart
Wal-Mart Stores (WMT)	0.1	$213k	-72%	1.7k	124.31	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$211k		342.00	616.44	View chart
Upstart Hldgs (UPST)	0.1	$206k		8.0k	25.65	View chart
Micron Technology (MU)	0.1	$204k	-78%	603.00	337.84	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$203k	NEW	2.8k	73.94	View chart
Illinois Tool Works (ITW)	0.1	$203k	NEW	780.00	260.29	View chart
Sentinelone Cl A (S)	0.1	$191k	NEW	15k	12.88	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$158k	-2%	11k	15.02	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$59k	NEW	19k	3.07	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$22k		12k	1.76	View chart
Milestone Pharmaceuticals (MIST)	0.0	$17k	+9%	14k	1.19	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 2026 Q1 filed May 11, 2026
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

View all past filings

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