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CIK: 0001729755
Total reported value
$430.0M
$430.0M
137 檔
14.5%
The Q1 2025 SEC filing reveals that Strategic Family Wealth Counselors, L.L.C. held a total portfolio value of $430.0M, covering 137 public equity positions.
In Q1 2025, Strategic Family Wealth Counselors, L.L.C. displayed an active expansion posture, initiating 137 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBLX | Roblox CORP -class A | Stock-Comm Services | 4.95% | -0.57% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.38% | -0.25% | +1.91% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.07% | +0.23% | +0.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.46% | +0.05% | +3.61% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.37% | -0.13% | +1.89% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.12% | +0.06% | +0.04% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 3.06% | +0.22% | +1.97% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.04% | — | +2.51% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.01% | +0.15% | +0.95% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 2.99% | -0.26% | +1.05% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.81% | +0.30% | +0.38% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.80% | -0.05% | +1.62% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.61% | -0.16% | +1.60% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-Other | 2.30% | -0.16% | +0.68% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.23% | +0.24% | +4.04% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.02% | +1.82% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.17% | -0.16% | +0.24% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.75% | — | -2.36% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.71% | +0.06% | +0.99% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.67% | -0.04% | +0.13% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.61% | -0.14% | +6.41% | |
| 22 | ARKK | Ark Innovation ETF | ETF-Other | 1.51% | +0.22% | -3.41% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.47% | -0.29% | +2.31% | |
| 24 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.45% | -0.11% | +48.88% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.44% | -0.32% | -0.04% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.39% | -0.15% | -2.11% | |
| 27 | CGCB | Cap Group Core Bond | ETF-Other | 1.37% | -0.08% | +34.20% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 1.37% | -0.13% | +1.11% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.03% | -1.29% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.11% | +2.66% | |
| 31 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.05% | -0.26% | +14.93% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.12% | +1.30% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.13% | +15.53% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.22% | -0.76% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | +0.05% | -1.41% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.12% | +2.06% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | +0.06% | +3.42% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.03% | +2.64% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.22% | +1.95% | |
| 40 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.61% | -0.28% | +0.34% | |
| 41 | TWLO | Twilio Inc - A | Stock-Tech | 0.61% | +0.10% | -8.69% | |
| 42 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.60% | — | +0.02% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | +0.13% | +0.07% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | — | +0.91% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.51% | -0.03% | -0.23% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.51% | — | +1.68% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | — | +0.60% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.05% | +3.44% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.47% | — | +2.22% | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.46% | -0.04% | — |
According to official SEC Form 13F filings, Strategic Family Wealth Counselors, L.L.C. reported a total U.S. public equity portfolio value of $430.0M across 137 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RBLX, SCHD, SCHG) accounted for 14.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
RBLX
市值: $15.2M
During Q1 2025, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included RBLX (5.0%)、SCHD (4.4%)、SCHG (4.1%). The largest single position, RBLX, represented 5.0% of total portfolio value.
In Q1 2025, Strategic Family Wealth Counselors, L.L.C. made 137 total portfolio adjustments, initiating 137 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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