Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of March 31, 2026

Portfolio Holdings for Strategic Family Wealth Counselors

Strategic Family Wealth Counselors holds 161 positions in its portfolio as reported in the March 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) 4.0 $15M 527k 29.13
Roblox Corp Cl A (RBLX) 3.9 $15M 262k 56.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $14M 457k 30.68
Vanguard Whitehall Fds High Div Yld (VYM) 3.3 $13M 85k 148.10
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.2 $12M 19k 650.33
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.0 $11M 285k 40.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.9 $11M 428k 25.64
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $11M 375k 29.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $11M 348k 30.96
Wisdomtree Tr Us Largecap Divd (DLN) 2.8 $11M 120k 89.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.6 $10M 52k 191.92
Vanguard Malvern Fds Core Bd Etf (VCRB) 2.6 $9.9M 128k 77.38
Uber Technologies (UBER) 2.4 $9.0M 125k 71.93
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 2.3 $8.9M 340k 26.26
Spdr Series Trust State Street Spd (SDY) 2.3 $8.9M 61k 145.94
Vanguard Index Fds Value Etf (VTV) 2.3 $8.6M 44k 196.20
Apple (AAPL) 2.1 $8.2M 32k 253.79
NVIDIA Corporation (NVDA) 2.1 $7.9M 45k 174.40
First Tr Exchange-traded SHS (FVD) 1.8 $6.8M 145k 47.03
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $6.5M 15k 426.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $6.2M 248k 25.10
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.6 $6.2M 85k 73.14
Ishares Tr Core 60/40 Balan (AOR) 1.6 $6.1M 95k 64.35
Ark Etf Tr Innovation Etf (ARKK) 1.6 $6.0M 89k 67.59
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.4 $5.5M 202k 27.23
Ishares Tr Core High Dv Etf (HDV) 1.3 $5.1M 37k 135.72
Pfizer (PFE) 1.3 $4.9M 176k 28.08
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.3 $4.8M 77k 62.56
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $4.3M 85k 50.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $4.2M 7.0k 597.54
Vanguard Index Fds Growth Etf (VUG) 1.1 $4.2M 9.5k 436.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $4.1M 7.1k 577.17
Microsoft Corporation (MSFT) 1.0 $3.8M 10k 370.18
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.3M 12k 287.19
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.8 $3.2M 66k 48.86
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.8 $3.1M 158k 19.53
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $3.0M 22k 138.32
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.9M 11k 261.91
Vanguard World Inf Tech Etf (VGT) 0.8 $2.9M 4.1k 697.66
Amazon (AMZN) 0.7 $2.6M 12k 208.26
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $2.5M 58k 42.54
Visa Com Cl A (V) 0.6 $2.4M 7.9k 302.25
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $2.2M 16k 138.37
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.6 $2.2M 28k 77.59
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.1M 23k 92.74
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $2.1M 17k 125.13
Reaves Util Income Com Sh Ben Int (UTG) 0.5 $2.0M 50k 39.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.9M 77k 24.75
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.5 $1.9M 56k 33.37
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.8M 23k 78.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.6M 17k 97.23
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $1.6M 80k 19.62
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.4 $1.6M 35k 44.61
Bitwise Funds Trust Crypto Industry (BITQ) 0.4 $1.5M 80k 18.86
JPMorgan Chase & Co. (JPM) 0.4 $1.5M 5.1k 294.16
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.5M 32k 46.74
Spdr Series Trust State Street Spd (SHM) 0.4 $1.4M 30k 47.83
Ssga Active Etf Tr State Street Dou (TOTL) 0.4 $1.4M 36k 39.73
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.3M 25k 52.54
Meta Platforms Cl A (META) 0.3 $1.3M 2.2k 572.18
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $1.3M 56k 22.34
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 4.3k 286.87
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.2M 8.0k 145.74
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.1M 5.3k 211.15
Tesla Motors (TSLA) 0.3 $1.1M 3.0k 371.80
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 3.8k 287.57
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.3 $1.0M 59k 17.90
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.0M 3.4k 302.25
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $990k 17k 59.03
Ishares Tr Russell 3000 Etf (IWV) 0.3 $979k 2.6k 370.68
Reliance Steel & Aluminum (RS) 0.3 $976k 3.2k 303.88
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $950k 17k 56.68
Broadcom (AVGO) 0.2 $932k 3.0k 309.48
Johnson & Johnson (JNJ) 0.2 $920k 3.8k 244.44
Twilio Cl A (TWLO) 0.2 $902k 7.2k 125.82
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $837k 5.8k 144.71
Costco Wholesale Corporation (COST) 0.2 $830k 833.00 996.51
Walt Disney Company (DIS) 0.2 $829k 8.6k 96.38
Ishares Tr Core S&p500 Etf (IVV) 0.2 $817k 1.3k 653.44
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $809k 2.4k 337.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $803k 7.1k 113.11
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $792k 12k 68.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $790k 3.7k 213.69
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $789k 12k 68.17
Abbvie (ABBV) 0.2 $738k 3.4k 217.49
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $732k 15k 48.93
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.2 $690k 36k 19.15
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $661k 6.0k 110.47
At&t (T) 0.2 $597k 21k 28.99
Union Pacific Corporation (UNP) 0.2 $594k 2.4k 242.62
Ishares Tr National Mun Etf (MUB) 0.2 $587k 5.5k 106.14
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $573k 6.5k 88.49
UnitedHealth (UNH) 0.1 $549k 2.0k 270.63
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $544k 27k 20.42
Verizon Communications (VZ) 0.1 $539k 11k 50.20
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $528k 17k 30.50
American Express Company (AXP) 0.1 $503k 1.7k 302.48
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $486k 9.4k 51.93
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $464k 4.8k 96.70
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $455k 18k 25.79
Select Sector Spdr Tr State Street Con (XLY) 0.1 $446k 4.1k 108.98
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $445k 4.4k 100.19
Exxon Mobil Corporation (XOM) 0.1 $434k 2.6k 169.66
Spdr Series Trust State Street Spd (SPYM) 0.1 $420k 5.5k 76.54
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $413k 8.6k 48.15
Colgate-Palmolive Company (CL) 0.1 $408k 4.8k 85.23
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $407k 8.2k 49.37
Amgen (AMGN) 0.1 $406k 1.2k 351.85
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $403k 22k 18.66
Eli Lilly & Co. (LLY) 0.1 $398k 433.00 919.77
Bank of America Corporation (BAC) 0.1 $397k 8.1k 48.75
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $394k 8.6k 45.62
Ishares Tr Select Divid Etf (DVY) 0.1 $390k 2.6k 151.42
Palantir Technologies Cl A (PLTR) 0.1 $389k 2.7k 146.28
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.1 $383k 3.0k 125.93
Warby Parker Cl A Com (WRBY) 0.1 $365k 17k 21.07
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $358k 4.1k 87.83
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $354k 17k 21.49
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $350k 8.1k 43.13
Netflix (NFLX) 0.1 $343k 3.6k 96.15
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $341k 4.4k 77.18
Merck & Co (MRK) 0.1 $340k 2.8k 120.30
Spdr Gold Tr Gold Shs (GLD) 0.1 $340k 789.00 430.29
Target Corporation (TGT) 0.1 $334k 2.8k 121.22
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $334k 5.4k 61.26
Mastercard Incorporated Cl A (MA) 0.1 $328k 656.00 499.66
Cisco Systems (CSCO) 0.1 $325k 4.2k 77.59
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $321k 1.6k 205.78
Hershey Company (HSY) 0.1 $319k 1.5k 207.94
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $318k 19k 16.72
Texas Instruments Incorporated (TXN) 0.1 $312k 1.6k 194.14
Us Bancorp Com New (USB) 0.1 $309k 5.9k 52.01
SYSCO Corporation (SYY) 0.1 $291k 4.1k 71.33
Citigroup Com New (C) 0.1 $290k 2.6k 113.42
Viatris (VTRS) 0.1 $289k 21k 13.51
Fulton Financial (FULT) 0.1 $283k 14k 20.34
Nextera Energy (NEE) 0.1 $281k 3.0k 92.88
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $267k 575.00 463.57
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $255k 1.9k 132.50
Digitalocean Hldgs (DOCN) 0.1 $253k 3.0k 85.78
Vertiv Holdings Com Cl A (VRT) 0.1 $253k 1.0k 250.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $249k 2.8k 88.70
Rbc Cad (RY) 0.1 $243k 1.5k 161.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $242k 1.3k 184.32
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.1 $234k 3.4k 68.91
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $226k 4.1k 55.25
Altria (MO) 0.1 $216k 3.3k 65.99
Southern Company (SO) 0.1 $215k 2.2k 96.52
Honeywell International (HON) 0.1 $214k 945.00 226.03
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $213k 1.6k 132.90
Wal-Mart Stores (WMT) 0.1 $213k 1.7k 124.31
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $211k 342.00 616.44
Upstart Hldgs (UPST) 0.1 $206k 8.0k 25.65
Micron Technology (MU) 0.1 $204k 603.00 337.84
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $203k 2.8k 73.94
Illinois Tool Works (ITW) 0.1 $203k 780.00 260.29
Sentinelone Cl A (S) 0.1 $191k 15k 12.88
Vodafone Group Sponsored Adr (VOD) 0.0 $158k 11k 15.02
Anavex Life Sciences Corp Com New (AVXL) 0.0 $59k 19k 3.07
Clover Health Investments Com Cl A (CLOV) 0.0 $22k 12k 1.76
Milestone Pharmaceuticals (MIST) 0.0 $17k 14k 1.19