Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of Dec. 31, 2025

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 217 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roblox Corp Cl A (RBLX) 4.6 $21M 262k 78.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $17M 532k 31.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $13M 461k 28.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $13M 19k 677.57
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.8 $12M 281k 43.86
Vanguard Whitehall Fds High Div Yld (VYM) 2.8 $12M 84k 146.57
NVIDIA Corporation (NVDA) 2.7 $12M 67k 178.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.6 $12M 388k 30.20
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $12M 437k 26.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.6 $11M 360k 31.72
Apple (AAPL) 2.4 $11M 44k 246.70
Uber Technologies (UBER) 2.4 $11M 128k 83.72
Wisdomtree Tr Us Largecap Divd (DLN) 2.4 $11M 119k 88.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $11M 54k 196.08
Spdr Series Trust State Street Spd (SDY) 2.0 $9.0M 62k 145.32
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.9 $8.4M 109k 77.80
Vanguard Index Fds Value Etf (VTV) 1.9 $8.4M 43k 195.73
Microsoft Corporation (MSFT) 1.8 $8.0M 18k 454.51
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 1.8 $7.9M 298k 26.46
Ark Etf Tr Innovation Etf (ARKK) 1.7 $7.7M 97k 79.23
First Tr Exchange-traded SHS (FVD) 1.6 $7.0M 148k 47.10
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $6.9M 15k 458.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $6.5M 246k 26.21
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.4 $6.2M 86k 72.60
Ishares Tr Core 60/40 Balan (AOR) 1.4 $6.1M 93k 65.31
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.2 $5.5M 197k 27.66
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.1 $4.8M 79k 61.03
Ishares Tr Core High Dv Etf (HDV) 1.1 $4.8M 38k 126.45
Pfizer (PFE) 1.0 $4.7M 182k 25.52
Amazon (AMZN) 1.0 $4.6M 20k 231.00
Vanguard Index Fds Growth Etf (VUG) 1.0 $4.5M 9.5k 472.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $4.2M 6.7k 623.16
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $4.2M 83k 50.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $4.0M 6.6k 608.05
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.5M 11k 322.16
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.4M 12k 295.19
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.7 $3.2M 65k 49.26
Vanguard World Inf Tech Etf (VGT) 0.7 $3.2M 4.3k 738.66
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.0M 11k 271.80
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.7 $3.0M 152k 19.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $2.9M 20k 142.45
Visa Com Cl A (V) 0.6 $2.8M 8.5k 325.83
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.7M 8.3k 321.98
JPMorgan Chase & Co. (JPM) 0.6 $2.6M 8.7k 302.74
Broadcom (AVGO) 0.6 $2.5M 7.6k 332.59
Meta Platforms Cl A (META) 0.6 $2.5M 4.1k 604.15
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $2.3M 16k 142.36
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.5 $2.2M 29k 77.99
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $2.2M 17k 131.07
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.5 $2.2M 50k 43.65
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $2.2M 23k 93.61
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.5 $2.0M 34k 60.00
Bitwise Funds Trust Crypto Industry 0.4 $1.9M 84k 23.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.9M 78k 24.77
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.9M 24k 79.87
Tesla Motors (TSLA) 0.4 $1.9M 4.4k 419.25
Reaves Util Income Com Sh Ben Int (UTG) 0.4 $1.8M 50k 37.17
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.4 $1.8M 49k 35.64
Eli Lilly & Co. (LLY) 0.4 $1.7M 1.7k 1041.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.7M 17k 99.25
Johnson & Johnson (JNJ) 0.3 $1.5M 6.9k 218.21
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $1.5M 32k 47.27
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $1.5M 75k 19.69
Spdr Series Trust State Street Spd (SHM) 0.3 $1.4M 30k 48.21
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.3 $1.3M 28k 48.63
Ssga Active Etf Tr State Street Dou (TOTL) 0.3 $1.3M 32k 40.14
Walt Disney Company (DIS) 0.3 $1.3M 12k 110.34
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.3k 964.31
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.2M 23k 53.38
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $1.2M 54k 22.63
American Express Company (AXP) 0.3 $1.2M 3.4k 352.19
Abbvie (ABBV) 0.3 $1.2M 5.6k 214.04
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.2M 8.0k 146.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.2M 3.6k 321.02
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.1M 5.2k 213.69
Reliance Steel & Aluminum (RS) 0.2 $1.1M 3.4k 322.26
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.2 $1.1M 58k 18.22
UnitedHealth (UNH) 0.2 $1.0M 3.1k 338.47
Micron Technology (MU) 0.2 $1.0M 2.8k 365.00
Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.0M 2.7k 386.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $965k 17k 57.62
Bank of America Corporation (BAC) 0.2 $884k 17k 52.10
McKesson Corporation (MCK) 0.2 $870k 1.1k 821.84
Twilio Cl A (TWLO) 0.2 $859k 7.2k 119.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $858k 7.1k 120.91
Lam Research Corp Com New (LRCX) 0.2 $857k 3.9k 222.41
Mastercard Incorporated Cl A (MA) 0.2 $851k 1.6k 531.74
Ishares Tr Core S&p500 Etf (IVV) 0.2 $851k 1.3k 680.77
At&t (T) 0.2 $834k 36k 23.45
Eaton Corp SHS (ETN) 0.2 $833k 2.5k 337.59
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $829k 12k 71.31
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $819k 5.5k 148.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $782k 2.4k 327.16
Wal-Mart Stores (WMT) 0.2 $746k 6.3k 118.72
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $739k 11k 64.65
Oracle Corporation (ORCL) 0.2 $703k 3.9k 179.92
Wells Fargo & Company (WFC) 0.2 $702k 8.1k 86.66
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $699k 15k 46.70
Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $691k 36k 19.36
Booking Holdings (BKNG) 0.2 $684k 136.00 5027.00
Medtronic SHS (MDT) 0.1 $646k 6.5k 98.60
Ishares Tr National Mun Etf (MUB) 0.1 $593k 5.5k 107.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $592k 2.7k 215.93
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $592k 5.5k 106.87
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $584k 6.5k 90.24
Union Pacific Corporation (UNP) 0.1 $570k 2.6k 221.69
Travelers Companies (TRV) 0.1 $562k 2.1k 269.61
Progressive Corporation (PGR) 0.1 $546k 2.7k 203.92
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $542k 26k 20.53
Target Corporation (TGT) 0.1 $540k 4.9k 109.34
General Motors Company (GM) 0.1 $539k 6.9k 77.81
Globe Life (GL) 0.1 $537k 3.9k 137.00
Linde SHS (LIN) 0.1 $530k 1.2k 432.99
Exxon Mobil Corporation (XOM) 0.1 $524k 4.0k 130.46
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $520k 17k 30.53
Garmin SHS (GRMN) 0.1 $519k 2.6k 200.73
Citigroup Com New (C) 0.1 $517k 4.6k 112.80
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $507k 4.8k 105.54
Us Bancorp Del Com New (USB) 0.1 $505k 9.3k 54.38
Morgan Stanley Com New (MS) 0.1 $505k 2.8k 182.10
Intuit (INTU) 0.1 $495k 935.00 528.95
Verizon Communications (VZ) 0.1 $482k 12k 39.08
Palantir Technologies Cl A (PLTR) 0.1 $479k 2.8k 168.53
Select Sector Spdr Tr State Street Con (XLY) 0.1 $477k 4.0k 119.12
Warby Parker Cl A Com (WRBY) 0.1 $468k 17k 26.79
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $458k 18k 26.01
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $451k 9.1k 49.60
FedEx Corporation (FDX) 0.1 $449k 1.5k 301.03
Texas Instruments Incorporated (TXN) 0.1 $447k 2.4k 189.59
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $437k 8.2k 53.20
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $436k 987.00 442.08
Deere & Company (DE) 0.1 $433k 851.00 508.41
Regal-beloit Corporation (RRX) 0.1 $423k 2.8k 152.26
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $415k 19k 21.50
Dollar General (DG) 0.1 $413k 2.8k 146.62
Popular Com New (BPOP) 0.1 $410k 3.3k 124.97
Colgate-Palmolive Company (CL) 0.1 $409k 4.8k 85.44
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $403k 22k 18.77
Comcast Corp Cl A (CMCSA) 0.1 $400k 14k 28.16
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $400k 3.0k 131.51
Nextera Energy (NEE) 0.1 $398k 4.8k 83.51
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $397k 8.6k 45.95
Servicenow (NOW) 0.1 $390k 3.1k 125.40
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $387k 7.3k 52.84
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $382k 1.8k 217.77
Amgen (AMGN) 0.1 $381k 1.2k 331.00
International Business Machines (IBM) 0.1 $380k 1.3k 291.35
Valero Energy Corporation (VLO) 0.1 $380k 2.1k 184.73
Ge Vernova (GEV) 0.1 $377k 551.00 684.86
Ishares Tr Select Divid Etf (DVY) 0.1 $376k 2.6k 146.25
ConocoPhillips (COP) 0.1 $371k 3.9k 95.51
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $367k 7.2k 50.76
Stryker Corporation (SYK) 0.1 $366k 1.0k 359.61
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $364k 4.1k 89.52
Qualcomm (QCOM) 0.1 $364k 2.4k 154.07
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $359k 3.6k 100.10
Upstart Hldgs (UPST) 0.1 $357k 8.0k 44.61
McDonald's Corporation (MCD) 0.1 $356k 1.2k 302.84
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $353k 8.1k 43.50
Spdr Gold Tr Gold Shs (GLD) 0.1 $340k 778.00 437.23
salesforce (CRM) 0.1 $339k 1.5k 220.07
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $330k 4.3k 77.52
Adobe Systems Incorporated (ADBE) 0.1 $329k 1.1k 290.37
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $319k 19k 16.83
Merck & Co (MRK) 0.1 $318k 2.9k 109.46
SYSCO Corporation (SYY) 0.1 $314k 4.1k 76.52
Hershey Company (HSY) 0.1 $314k 1.6k 198.91
Ameriprise Financial (AMP) 0.1 $311k 631.00 492.58
Vontier Corporation (VNT) 0.1 $311k 8.5k 36.67
Cisco Systems (CSCO) 0.1 $308k 4.2k 73.35
Advanced Micro Devices (AMD) 0.1 $304k 1.3k 231.92
Lowe's Companies (LOW) 0.1 $304k 1.1k 268.40
Nutanix Cl A (NTNX) 0.1 $302k 7.0k 43.21
Netflix (NFLX) 0.1 $301k 3.5k 87.26
Allstate Corporation (ALL) 0.1 $300k 1.6k 193.55
Intuitive Surgical Com New (ISRG) 0.1 $285k 541.00 527.44
Delta Air Lines Inc Del Com New (DAL) 0.1 $281k 4.2k 67.46
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $279k 575.00 484.96
Fulton Financial (FULT) 0.1 $274k 14k 19.67
Ryder System (R) 0.1 $273k 1.5k 188.00
Viatris (VTRS) 0.1 $271k 21k 12.66
Home Depot (HD) 0.1 $269k 717.00 375.35
Vertiv Holdings Com Cl A (VRT) 0.1 $268k 1.5k 175.21
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $264k 1.9k 136.44
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $259k 5.4k 47.60
Kroger (KR) 0.1 $259k 4.1k 63.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $255k 2.8k 90.90
Anthem (ELV) 0.1 $255k 694.00 367.06
Rbc Cad (RY) 0.1 $251k 1.5k 167.44
Regeneron Pharmaceuticals (REGN) 0.1 $245k 334.00 733.78
Snowflake Com Shs (SNOW) 0.1 $241k 1.2k 206.21
Flowserve Corporation (FLS) 0.1 $241k 3.2k 75.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $240k 1.3k 182.70
Boeing Company (BA) 0.1 $238k 954.00 248.91
Willis Towers Watson SHS (WTW) 0.1 $235k 731.00 321.79
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $232k 3.4k 68.26
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $230k 4.1k 56.62
Everest Re Group (EG) 0.1 $229k 717.00 320.00
Honeywell International (HON) 0.1 $228k 1.1k 215.07
Alliance Data Systems Corporation (BFH) 0.1 $227k 3.2k 69.94
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $227k 1.6k 141.84
Procter & Gamble Company (PG) 0.1 $226k 1.5k 147.00
Bel Fuse CL B (BELFB) 0.0 $222k 1.1k 201.17
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $221k 3.1k 72.22
Paychex (PAYX) 0.0 $217k 2.0k 107.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $215k 341.00 630.92
Prologis (PLD) 0.0 $208k 1.6k 130.81
Insmed Com Par $.01 (INSM) 0.0 $207k 1.3k 163.51
3M Company (MMM) 0.0 $205k 1.3k 156.12
Raytheon Technologies Corp (RTX) 0.0 $203k 1.0k 196.36
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.0 $202k 9.1k 22.34
Palo Alto Networks (PANW) 0.0 $201k 1.1k 184.06
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $200k 594.00 337.16
Ab Active Etfs Short Duration H (SYFI) 0.0 $200k 5.6k 36.03
Vodafone Group Sponsored Adr (VOD) 0.0 $146k 11k 13.50
Clover Health Investments Com Cl A (CLOV) 0.0 $32k 12k 2.59
Milestone Pharmaceuticals (MIST) 0.0 $26k 13k 2.01