Strategic Family Wealth Counselors

Strategic Family Wealth Counselors as of June 30, 2026

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