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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, SCHD, RBLX, SPY, CGGR, and represent 17.48% of Strategic Family Wealth Counselors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$5.7M), VUG, HDV, VGT, VO, SPYM, VTV, BITB, CGCB, VCRB.
Started 24 new stock positions in EEM, IBB, IBM, SOXX, BITB, TCAL, IBOT, DBND, AMD, PANW. CAT, LIN, THNQ, MMM, RONB, INTC, WFC, BBCA, SNOW, AIQ, LRCX, VGMS, RPV, ADX.
Reduced shares in these 10 stocks: FBTC, VPLS, VNLA, JPST, V, TOTL, RS, MUB, GOOGL, NFLX.
Sold out of its positions in DOCN, FBTC, MLPX, Honeywell International, NFLX, S, VOD, WMT.
Strategic Family Wealth Counselors was a net buyer of stock by $32M.
Strategic Family Wealth Counselors has $430M in assets under management (AUM), dropping by 12.93%.
Central Index Key (CIK): 0001729755

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Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 177 positions in its portfolio as reported in the June 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)	4.3	$18M	+2%	541k	33.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.4	$15M		465k	31.71	View chart
Roblox Corp Cl A (RBLX)	3.3	$14M		262k	54.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.3	$14M		19k	746.78	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	3.2	$14M	+3%	294k	47.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.2	$14M		86k	158.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$14M		376k	36.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$13M		347k	36.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.9	$13M		429k	29.43	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.8	$12M	+2%	123k	96.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$11M		53k	212.77	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$11M	+12%	49k	217.93	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	2.5	$11M	+8%	138k	77.23	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.3	$9.7M	+9%	371k	26.18	View chart
Spdr Series Trust St Str Sp Div (SDY)	2.2	$9.4M		62k	152.18	View chart
Apple (AAPL)	2.2	$9.3M		32k	289.36	View chart
NVIDIA Corporation (NVDA)	2.1	$9.0M		45k	200.09	View chart
Uber Technologies (UBER)	2.1	$9.0M		125k	72.16	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.8	$7.7M	+7%	96k	80.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$7.6M	+301%	61k	124.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$7.0M	-2%	243k	28.96	View chart
First Tr Exchange-traded SHS (FVD)	1.6	$7.0M		146k	48.18	View chart
Ishares Tr Core 60 Bala Etf (AOR)	1.6	$6.7M	+2%	97k	69.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.5	$6.3M		85k	74.90	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.3	$5.6M		204k	27.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$5.5M	+6%	7.5k	736.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$5.3M	+9%	7.7k	686.79	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$5.2M	+531%	60k	86.12	View chart
Ishares Tr Core High Dv Etf (HDV)	1.2	$5.1M	+403%	188k	27.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$4.9M		78k	62.20	View chart
Pfizer (PFE)	1.0	$4.2M		176k	24.08	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$4.2M	+749%	35k	119.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$4.0M	+325%	49k	80.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$3.9M	+15%	25k	156.95	View chart
Microsoft Corporation (MSFT)	0.9	$3.8M		10k	373.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$3.6M	-15%	71k	50.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.6M	+5%	12k	303.13	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.7	$3.1M	+9%	64k	49.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$3.1M		159k	19.52	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.7	$2.9M	+21%	68k	42.33	View chart
Amazon (AMZN)	0.6	$2.7M	-7%	11k	238.33	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.6	$2.6M	-21%	52k	48.86	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$2.5M		16k	156.97	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$2.4M		17k	141.89	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.5	$2.3M	+3%	24k	96.46	View chart
Visa Com Cl A (V)	0.5	$2.2M	-19%	6.4k	343.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.1M		77k	27.70	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.5	$2.0M		80k	24.50	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.5	$2.0M	-3%	48k	40.72	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.9M		23k	82.27	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$1.9M	+289%	21k	87.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.9M		17k	110.32	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.7M		5.1k	327.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$1.6M	+3%	83k	19.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.6M	+3%	4.4k	353.36	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$1.5M	+8%	27k	56.52	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.5M		32k	48.12	View chart
Twilio Cl A (TWLO)	0.3	$1.5M		7.2k	206.33	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$1.4M		30k	47.97	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$1.3M		8.0k	164.60	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.3	$1.3M	-2%	34k	37.58	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$1.3M	-41%	16k	77.58	View chart
Meta Platforms Cl A (META)	0.3	$1.3M		2.2k	563.35	View chart
Tesla Motors (TSLA)	0.3	$1.3M		3.0k	420.65	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.3M		3.4k	365.74	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$1.3M		56k	22.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.2M	+3%	5.4k	227.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.2M	+37%	5.1k	242.42	View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK)	0.3	$1.2M	+15%	68k	18.01	View chart
Broadcom (AVGO)	0.3	$1.2M	+3%	3.1k	377.72	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$1.1M		2.4k	477.57	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$1.1M		2.6k	426.40	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.3	$1.1M		12k	95.04	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.1M	+5%	6.1k	178.60	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.2	$1.0M	-27%	26k	39.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.0M	+5%	18k	56.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$984k	-26%	2.8k	357.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$976k		7.1k	137.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$971k	+3%	1.3k	748.64	View chart
Johnson & Johnson (JNJ)	0.2	$956k		3.8k	253.97	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$940k		12k	81.06	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$908k	NEW	29k	31.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$865k	+15%	6.9k	124.76	View chart
Abbvie (ABBV)	0.2	$854k		3.4k	251.64	View chart
Reliance Steel & Aluminum (RS)	0.2	$827k	-31%	2.2k	373.53	View chart
Walt Disney Company (DIS)	0.2	$811k	-2%	8.4k	96.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$790k		15k	52.76	View chart
UnitedHealth (UNH)	0.2	$782k	-7%	1.9k	415.70	View chart
Costco Wholesale Corporation (COST)	0.2	$779k		833.00	935.55	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$764k	+55%	15k	52.34	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$742k	+93%	3.0k	246.24	View chart
Micron Technology (MU)	0.2	$686k		594.00	1154.29	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.2	$666k	+8%	39k	16.95	View chart
Union Pacific Corporation (UNP)	0.2	$665k		2.4k	272.00	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$632k		6.5k	97.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$618k	+2%	18k	34.81	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$586k	+8%	29k	20.37	View chart
Texas Instruments Incorporated (TXN)	0.1	$552k	+15%	1.9k	298.07	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.1	$550k	NEW	12k	45.59	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$548k	+23%	5.5k	100.16	View chart
Warby Parker Cl A Com (WRBY)	0.1	$525k		17k	30.34	View chart
Eli Lilly & Co. (LLY)	0.1	$519k		433.00	1199.43	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$512k		3.0k	168.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$507k		4.9k	103.96	View chart
American Express Company (AXP)	0.1	$502k	-10%	1.5k	338.25	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$480k		4.1k	117.28	View chart
Baron Etf Tr First Princ Etf (RONB)	0.1	$466k	NEW	19k	24.40	View chart
Verizon Communications (VZ)	0.1	$460k		11k	42.34	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$453k		18k	25.73	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$449k		8.6k	52.38	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$445k	+10%	24k	18.58	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$443k		8.3k	53.61	View chart
Colgate-Palmolive Company (CL)	0.1	$438k		4.8k	91.69	View chart
Bank of America Corporation (BAC)	0.1	$436k	-6%	7.7k	56.98	View chart
At&t (T)	0.1	$428k		21k	20.70	View chart
Amgen (AMGN)	0.1	$418k		1.2k	362.12	View chart
Cisco Systems (CSCO)	0.1	$410k	-16%	3.5k	117.46	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.1	$403k	NEW	7.9k	51.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$402k		2.6k	156.31	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$399k	NEW	6.1k	65.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$393k		8.6k	45.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$392k		4.1k	95.63	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$390k		17k	23.68	View chart
Lam Research Corp Com New (LRCX)	0.1	$387k	NEW	893.00	433.33	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$381k	NEW	594.00	640.72	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$371k		8.1k	45.70	View chart
Merck & Co (MRK)	0.1	$361k		2.8k	128.51	View chart
Target Corporation (TGT)	0.1	$360k		2.8k	130.59	View chart
Us Bancorp Com New (USB)	0.1	$359k		5.9k	60.40	View chart
Advanced Micro Devices (AMD)	0.1	$356k	NEW	612.00	580.91	View chart
SYSCO Corporation (SYY)	0.1	$348k	+2%	4.2k	83.58	View chart
Exxon Mobil Corporation (XOM)	0.1	$344k		2.5k	136.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$344k		4.5k	76.70	View chart
Palantir Technologies Cl A (PLTR)	0.1	$342k	+10%	2.9k	116.67	View chart
Intel Corporation (INTC)	0.1	$341k	NEW	2.4k	139.61	View chart
Viatris (VTRS)	0.1	$340k		21k	15.88	View chart
Fulton Financial (FULT)	0.1	$337k		14k	24.19	View chart
Mastercard Incorporated Cl A (MA)	0.1	$335k		652.00	513.60	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$321k	-4%	958.00	334.92	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$320k		19k	16.64	View chart
Rbc Cad (RY)	0.1	$310k		1.5k	206.97	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$305k		1.6k	190.52	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$301k		576.00	522.54	View chart
T Rowe Price Exchange-traded Cap App Prem Etf (TCAL)	0.1	$295k	NEW	13k	22.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$291k		789.00	368.38	View chart
Vaneck Etf Trust Robotics Etf (IBOT)	0.1	$287k	NEW	4.2k	68.78	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$284k		1.9k	147.73	View chart
Upstart Hldgs (UPST)	0.1	$283k		8.0k	35.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$276k		2.9k	96.43	View chart
Wells Fargo & Company (WFC)	0.1	$273k	NEW	3.3k	82.63	View chart
Citigroup Com New (C)	0.1	$271k	-24%	1.9k	139.98	View chart
International Business Machines (IBM)	0.1	$270k	NEW	961.00	281.21	View chart
Hershey Company (HSY)	0.1	$269k		1.5k	175.49	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$268k	-7%	5.0k	53.11	View chart
Nextera Energy (NEE)	0.1	$265k		3.0k	87.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$259k		1.3k	197.54	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$256k		3.4k	75.31	View chart
Caterpillar (CAT)	0.1	$249k	NEW	234.00	1064.90	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$249k		4.1k	60.28	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	0.1	$245k	NEW	2.7k	91.20	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$241k		342.00	704.29	View chart
Altria (MO)	0.1	$233k		3.2k	71.95	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$223k	-62%	2.1k	107.62	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$221k	NEW	1.2k	190.23	View chart
Southern Company (SO)	0.1	$215k		2.2k	95.72	View chart
Snowflake Com Shs (SNOW)	0.0	$215k	NEW	843.00	254.50	View chart
Palo Alto Networks (PANW)	0.0	$214k	NEW	628.00	341.02	View chart
3M Company (MMM)	0.0	$212k	NEW	1.3k	161.91	View chart
Illinois Tool Works (ITW)	0.0	$211k		780.00	270.47	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.0	$209k	NEW	2.1k	99.40	View chart
Linde SHS (LIN)	0.0	$208k	NEW	401.00	518.36	View chart
Adams Express Company (ADX)	0.0	$207k	NEW	8.1k	25.55	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$206k	NEW	1.8k	113.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$204k	NEW	3.0k	68.41	View chart
Clover Health Investments Com Cl A (CLOV)	0.0	$64k		12k	5.24	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$36k	-26%	14k	2.59	View chart
Milestone Pharmaceuticals (MIST)	0.0	$19k		14k	1.34	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 Q2 filed Aug. 14, 2026
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

View all past filings

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