Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of Sept. 30, 2025

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 158 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 9.3 $36M 261k 138.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.3 $17M 522k 31.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $13M 468k 27.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $13M 19k 666.19
Uber Technologies (UBER) 3.2 $12M 125k 97.97
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.2 $12M 279k 43.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $12M 436k 26.34
Vanguard Whitehall Fds High Div Yld (VYM) 2.9 $12M 81k 140.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $11M 375k 27.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $10M 349k 29.64
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.6 $10M 54k 189.70
Wisdomtree Tr Us Largecap Divd (DLN) 2.5 $9.9M 113k 87.03
Spdr Series Trust S&p Divid Etf (SDY) 2.3 $8.8M 63k 140.05
Ark Etf Tr Innovation Etf (ARKK) 2.1 $8.2M 95k 86.30
Apple (AAPL) 1.9 $7.5M 29k 254.63
Vanguard Index Fds Value Etf (VTV) 1.9 $7.3M 39k 186.49
First Tr Exchange-traded SHS (FVD) 1.8 $7.0M 152k 46.24
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $6.8M 15k 468.41
NVIDIA Corporation (NVDA) 1.7 $6.7M 36k 186.58
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.7 $6.5M 88k 73.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $6.4M 247k 25.71
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.6 $6.2M 79k 78.41
Ishares Tr Core 60/40 Balan (AOR) 1.5 $6.0M 93k 64.38
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 1.4 $5.4M 204k 26.58
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.3 $5.2M 189k 27.75
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.2 $4.6M 79k 57.47
Ishares Tr Core High Dv Etf (HDV) 1.2 $4.5M 37k 122.45
Microsoft Corporation (MSFT) 1.2 $4.5M 8.6k 517.95
Pfizer (PFE) 1.2 $4.5M 176k 25.48
Vanguard Index Fds Growth Etf (VUG) 1.1 $4.4M 9.1k 478.92
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $4.3M 85k 50.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $3.9M 6.5k 600.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $3.6M 5.9k 612.40
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.8 $3.2M 66k 49.29
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.2M 11k 293.98
Vanguard World Inf Tech Etf (VGT) 0.8 $2.9M 3.9k 747.68
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.7M 11k 254.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.6M 19k 137.80
Visa Com Cl A (V) 0.7 $2.5M 7.4k 341.39
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.2M 24k 95.14
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $2.2M 29k 78.63
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $2.2M 16k 138.24
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $2.2M 17k 130.28
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $2.2M 33k 65.00
Exchange Traded Concepts Tru Bitwise Crypto (BITQ) 0.5 $2.0M 80k 25.07
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $2.0M 100k 19.56
Amazon (AMZN) 0.5 $1.9M 8.9k 219.57
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.8M 24k 76.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.8M 77k 23.28
JPMorgan Chase & Co. (JPM) 0.5 $1.8M 5.7k 315.43
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $1.7M 83k 20.69
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.4 $1.6M 48k 34.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.6M 17k 96.55
Reaves Util Income Com Sh Ben Int (UTG) 0.4 $1.5M 38k 39.62
Spdr Series Trust Nuveen Ice Short (SHM) 0.4 $1.4M 30k 48.22
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $1.4M 33k 40.57
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $1.3M 29k 45.51
Meta Platforms Cl A (META) 0.3 $1.3M 1.7k 734.45
Tesla Motors (TSLA) 0.3 $1.2M 2.7k 444.72
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.2M 22k 52.30
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.1M 8.0k 139.67
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.3 $1.1M 58k 18.48
Ishares Tr Russell 3000 Etf (IWV) 0.3 $1.0M 2.7k 378.94
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $1.0M 44k 22.72
Walt Disney Company (DIS) 0.3 $983k 8.6k 114.50
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $964k 49k 19.71
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $962k 4.7k 206.51
Twilio Cl A (TWLO) 0.2 $958k 9.6k 100.09
Reliance Steel & Aluminum (RS) 0.2 $895k 3.2k 280.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $857k 7.1k 120.72
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $849k 2.9k 297.57
Ishares Tr Core S&p500 Etf (IVV) 0.2 $837k 1.3k 669.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $815k 14k 57.10
Abbvie (ABBV) 0.2 $786k 3.4k 231.54
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $782k 12k 67.26
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $780k 5.5k 141.50
Costco Wholesale Corporation (COST) 0.2 $779k 841.00 925.70
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $754k 1.00 754200.00
Broadcom (AVGO) 0.2 $747k 2.3k 329.85
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $704k 11k 61.68
Johnson & Johnson (JNJ) 0.2 $698k 3.8k 185.42
UnitedHealth (UNH) 0.2 $692k 2.0k 345.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $668k 2.4k 279.29
Alphabet Cap Stk Cl C (GOOG) 0.2 $656k 2.7k 243.56
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $651k 16k 42.03
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $643k 15k 42.96
At&t (T) 0.2 $632k 22k 28.24
Verizon Communications (VZ) 0.2 $622k 14k 43.95
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.2 $592k 27k 22.34
Alphabet Cap Stk Cl A (GOOGL) 0.2 $591k 2.4k 243.10
Ishares Tr National Mun Etf (MUB) 0.2 $589k 5.5k 106.49
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $570k 6.5k 88.14
Union Pacific Corporation (UNP) 0.1 $557k 2.4k 236.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $519k 2.6k 203.58
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $519k 24k 21.57
Palantir Technologies Cl A (PLTR) 0.1 $513k 2.8k 182.42
American Express Company (AXP) 0.1 $503k 1.5k 332.16
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $496k 17k 29.11
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $479k 2.0k 239.64
Warby Parker Cl A Com (WRBY) 0.1 $477k 17k 27.58
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $468k 4.7k 99.12
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $458k 18k 25.98
Select Sector Spdr Tr Financial (XLF) 0.1 $442k 8.2k 53.87
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $437k 24k 18.41
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $435k 4.4k 99.53
SYSCO Corporation (SYY) 0.1 $421k 5.1k 82.34
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $419k 9.1k 46.08
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $418k 20k 20.57
Bank of America Corporation (BAC) 0.1 $413k 8.0k 51.59
Upstart Hldgs (UPST) 0.1 $406k 8.0k 50.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $403k 869.00 463.51
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $399k 8.6k 46.24
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $381k 3.0k 125.42
Colgate-Palmolive Company (CL) 0.1 $377k 4.7k 79.94
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $367k 1.8k 209.37
Ishares Tr Select Divid Etf (DVY) 0.1 $366k 2.6k 142.11
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $362k 4.1k 88.96
Exxon Mobil Corporation (XOM) 0.1 $345k 3.1k 112.75
Amgen (AMGN) 0.1 $341k 1.2k 282.20
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $334k 8.1k 41.11
Netflix (NFLX) 0.1 $332k 277.00 1198.92
Oracle Corporation (ORCL) 0.1 $331k 1.2k 281.24
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $320k 6.0k 53.24
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $319k 4.1k 78.09
Texas Instruments Incorporated (TXN) 0.1 $295k 1.6k 183.73
Cisco Systems (CSCO) 0.1 $290k 4.2k 68.42
Us Bancorp Del Com New (USB) 0.1 $287k 5.9k 48.33
Hershey Company (HSY) 0.1 $287k 1.5k 187.09
Spdr Gold Tr Gold Shs (GLD) 0.1 $275k 773.00 355.47
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $260k 14k 18.81
Fulton Financial (FULT) 0.1 $259k 14k 18.63
Paychex (PAYX) 0.1 $256k 2.0k 126.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $252k 1.9k 129.72
Citigroup Com New (C) 0.1 $252k 2.5k 101.50
Target Corporation (TGT) 0.1 $246k 2.7k 89.70
Select Sector Spdr Tr Energy (XLE) 0.1 $243k 2.7k 89.33
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $239k 4.3k 55.71
Nextera Energy (NEE) 0.1 $228k 3.0k 75.49
Sentinelone Cl A (S) 0.1 $227k 13k 17.61
International Business Machines (IBM) 0.1 $227k 804.00 282.16
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $226k 3.4k 66.32
Select Sector Spdr Tr Technology (XLK) 0.1 $226k 800.00 281.86
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $222k 2.2k 100.23
Rbc Cad (RY) 0.1 $221k 1.5k 147.32
Viatris (VTRS) 0.1 $212k 21k 9.90
Home Depot (HD) 0.1 $210k 517.00 405.56
Southern Company (SO) 0.1 $208k 2.2k 94.78
Wells Fargo & Company (WFC) 0.1 $207k 2.5k 83.81
Eli Lilly & Co. (LLY) 0.1 $205k 269.00 763.00
Illinois Tool Works (ITW) 0.1 $204k 784.00 260.76
3M Company (MMM) 0.1 $203k 1.3k 155.18
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $203k 340.00 596.23
Merck & Co (MRK) 0.1 $202k 2.4k 83.94
Ab Active Etfs Short Duration H (SYFI) 0.1 $201k 5.6k 36.13
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $184k 11k 16.90
Anavex Life Sciences Corp Com New (AVXL) 0.0 $130k 15k 8.90
Vodafone Group Sponsored Adr (VOD) 0.0 $126k 11k 11.60
Clover Health Investments Com Cl A (CLOV) 0.0 $38k 12k 3.06