Strategic Family Wealth Counselors

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

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

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

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

View all past filings