Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SCHD, SCHG, SPY, VYM, and represent 20.25% of Strategic Family Wealth Counselors's stock portfolio.
Added to shares of these 10 stocks: VCRB, SHM, CGCB, BRK.A, SHYM, RS, VNLA, VOO, SPY, FNDF.
Started 9 new stock positions in FULT, PLTR, BSCR, VBK, SHM, BRK.A, SHYM, GLD, AVXL.
Reduced shares in these 10 stocks: , IJT, , FBND, DFS, VLY, PEG, SOXX, , .
Sold out of its positions in BXMT, COP, DFS, SOXX, MPC, MRK, PEG, MDY, VLY.
Strategic Family Wealth Counselors was a net buyer of stock by $8.6M.
Strategic Family Wealth Counselors has $308M in assets under management (AUM), dropping by 0.14%.
Central Index Key (CIK): 0001729755

Tip: Access up to 7 years of quarterly data

Positions held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 137 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Roblox Corp Cl A (RBLX)	5.0	$15M		261k	58.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.4	$14M		482k	27.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.1	$13M		501k	25.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.5	$11M	+3%	19k	559.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.4	$10M		81k	128.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.1	$9.6M		434k	22.08	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.1	$9.4M		275k	34.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.0	$9.3M	+2%	54k	173.23	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$9.3M		353k	26.20	View chart
Uber Technologies (UBER)	3.0	$9.2M		126k	72.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.8	$8.7M		369k	23.43	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.8	$8.6M		108k	79.37	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.6	$8.0M		59k	135.68	View chart
First Tr Value Line Divid In SHS (FVD)	2.3	$7.1M		158k	44.59	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$6.9M	+4%	40k	172.74	View chart
Apple (AAPL)	2.2	$6.8M		30k	222.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.2	$6.7M		89k	74.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$5.4M	-2%	251k	21.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$5.3M		15k	361.08	View chart
Ishares Tr Core 60/40 Balan (AOR)	1.7	$5.1M		89k	57.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.6	$4.9M	+6%	90k	54.76	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.5	$4.6M	-3%	97k	47.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.5	$4.5M	+2%	90k	50.63	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.4	$4.4M	+48%	58k	77.43	View chart
Pfizer (PFE)	1.4	$4.4M		175k	25.34	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.4	$4.3M	-2%	156k	27.30	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.4	$4.2M	+34%	161k	26.28	View chart
Ishares Tr Core High Dv Etf (HDV)	1.4	$4.2M		35k	121.12	View chart
NVIDIA Corporation (NVDA)	1.3	$3.9M		36k	108.38	View chart
Microsoft Corporation (MSFT)	1.1	$3.3M	+2%	8.8k	375.40	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.0	$3.2M	+14%	66k	49.15	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$3.2M		8.6k	370.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$3.1M	+15%	6.0k	513.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$3.1M		6.5k	468.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.8M		11k	258.61	View chart
Visa Com Cl A (V)	0.8	$2.6M	+2%	7.4k	350.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$2.5M	+3%	11k	221.76	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$2.3M	+2%	25k	93.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.9M		3.5k	542.32	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.6	$1.9M		24k	77.56	View chart
Twilio Cl A (TWLO)	0.6	$1.9M	-8%	19k	97.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$1.8M		17k	110.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.7M		15k	115.95	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.7M		14k	116.39	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$1.6M		25k	63.53	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.6M		33k	46.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.5M		78k	19.78	View chart
Amazon (AMZN)	0.5	$1.5M	+3%	7.7k	190.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$1.4M	+2%	17k	85.07	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.5	$1.4M	NEW	30k	47.60	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M	+4%	5.6k	245.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$1.3M	+14%	65k	20.68	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$1.3M	+4%	60k	22.45	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$1.3M		27k	49.52	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$1.2M	+23%	43k	28.33	View chart
Meta Platforms Cl A (META)	0.4	$1.1M	+3%	1.9k	576.39	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$1.0M	+5%	29k	35.88	View chart
Tidal Etf Tr Sp Dwjns Sukuk (SPSK)	0.3	$1.0M	+3%	57k	18.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$989k		7.9k	125.97	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.3	$964k	+2%	79k	12.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$959k	+34%	49k	19.48	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.3	$920k		28k	32.54	View chart
Reliance Steel & Aluminum (RS)	0.3	$913k	+91%	3.2k	288.75	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$849k		2.7k	317.64	View chart
Walt Disney Company (DIS)	0.3	$839k	+7%	8.5k	98.70	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$838k	+14%	21k	40.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$798k	NEW	1.00	798442.00	View chart
UnitedHealth (UNH)	0.2	$715k		1.4k	523.88	View chart
Abbvie (ABBV)	0.2	$711k		3.4k	209.52	View chart
At&t (T)	0.2	$687k	+24%	24k	28.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$680k	+4%	12k	58.54	View chart
Verizon Communications (VZ)	0.2	$677k	+19%	15k	45.36	View chart
Tesla Motors (TSLA)	0.2	$674k	-8%	2.6k	259.16	View chart
Costco Wholesale Corporation (COST)	0.2	$670k		708.00	945.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$659k		7.1k	92.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$651k	+21%	11k	57.14	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.2	$601k	NEW	27k	22.67	View chart
Johnson & Johnson (JNJ)	0.2	$598k	+3%	3.6k	165.84	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$583k		5.5k	105.45	View chart
Union Pacific Corporation (UNP)	0.2	$560k		2.4k	236.24	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$541k	+128%	15k	36.14	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$512k	+90%	24k	21.51	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$484k		11k	42.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$477k		3.1k	156.24	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$455k		18k	25.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$452k	+2%	17k	26.58	View chart
Colgate-Palmolive Company (CL)	0.1	$443k		4.7k	93.71	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$440k	+48%	12k	35.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$426k		759.00	561.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$416k		2.2k	190.58	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$416k		8.3k	49.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$397k	+3%	2.4k	166.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$396k	-41%	8.7k	45.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$395k		2.1k	188.19	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$395k		2.0k	197.46	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$389k		9.0k	43.40	View chart
SYSCO Corporation (SYY)	0.1	$383k		5.1k	75.04	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$382k	-49%	3.1k	124.50	View chart
Upstart Hldgs (UPST)	0.1	$368k		8.0k	46.03	View chart
Broadcom (AVGO)	0.1	$365k	+69%	2.2k	167.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$364k		867.00	419.80	View chart
American Express Company (AXP)	0.1	$354k	+11%	1.3k	269.05	View chart
Amgen (AMGN)	0.1	$352k	+5%	1.1k	311.55	View chart
Bank of America Corporation (BAC)	0.1	$346k	+2%	8.3k	41.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$337k		2.2k	154.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$331k		2.5k	134.30	View chart
Paychex (PAYX)	0.1	$329k		2.1k	154.28	View chart
Warby Parker Cl A Com (WRBY)	0.1	$316k		17k	18.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$313k	+45%	4.1k	76.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$310k	-36%	2.6k	118.93	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$303k	-36%	3.0k	100.18	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$300k		3.1k	96.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$295k		3.7k	79.86	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$293k		3.8k	76.50	View chart
Texas Instruments Incorporated (TXN)	0.1	$290k	-26%	1.6k	179.70	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$289k		8.1k	35.65	View chart
Chevron Corporation (CVX)	0.1	$285k	+20%	1.7k	167.29	View chart
Cisco Systems (CSCO)	0.1	$284k	+4%	4.6k	61.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$271k	NEW	14k	19.59	View chart
Target Corporation (TGT)	0.1	$269k	+2%	2.6k	104.36	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$263k		1.5k	172.30	View chart
Hershey Company (HSY)	0.1	$263k		1.5k	171.07	View chart
Palantir Technologies Cl A (PLTR)	0.1	$259k	NEW	3.1k	84.40	View chart
Eli Lilly & Co. (LLY)	0.1	$255k	+14%	309.00	825.91	View chart
Us Bancorp Del Com New (USB)	0.1	$255k		6.0k	42.22	View chart
Fulton Financial (FULT)	0.1	$252k	NEW	14k	18.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$235k		2.5k	93.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$230k	NEW	912.00	251.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$226k	NEW	783.00	288.14	View chart
Nextera Energy (NEE)	0.1	$213k	+6%	3.0k	70.89	View chart
Citigroup Com New (C)	0.1	$212k		3.0k	71.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$211k		385.00	548.12	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$210k		4.2k	49.61	View chart
Viatris (VTRS)	0.1	$187k		22k	8.71	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$102k		11k	9.37	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$90k	NEW	11k	8.58	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$44k		12k	3.59	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 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
Strategic Family Wealth Counselors 2021 Q3 filed Nov. 9, 2021
Strategic Family Wealth Counselors 2021 Q2 filed July 29, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z