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CIK: 0001729755
Total reported value
$430.0M
$430.0M
146 檔
18.2%
According to the latest 13F quarterly dataset, Strategic Family Wealth Counselors, L.L.C. managed an equity portfolio of $430.0M at the end of Q2 2025, spanning 146 distinct U.S. exchange-listed positions.
During Q2 2025, Strategic Family Wealth Counselors, L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBLX | Roblox CORP -class A | Stock-Comm Services | 7.83% | -0.57% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.36% | +0.23% | +4.75% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.52% | -0.25% | -3.44% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.31% | +0.05% | -1.15% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 3.31% | -0.26% | -1.23% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 3.19% | +0.22% | +0.30% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.03% | +0.06% | +0.29% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.02% | -0.13% | -1.06% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.80% | +0.15% | -0.77% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.72% | — | -2.52% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.70% | +0.30% | +1.56% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.61% | -0.05% | +2.94% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.38% | -0.16% | +4.12% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-Other | 2.00% | -0.16% | -0.70% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.96% | +0.24% | -2.16% | |
| 16 | ARKK | Ark Innovation ETF | ETF-Other | 1.93% | +0.22% | -1.03% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.84% | -0.16% | -0.97% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.02% | +2.12% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.73% | +0.06% | -1.48% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.70% | — | -0.17% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.03% | +0.13% | |
| 22 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.58% | -0.04% | +0.90% | |
| 23 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.44% | -0.15% | +17.43% | |
| 24 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.40% | -0.11% | +9.84% | |
| 25 | CGCB | Cap Group Core Bond | ETF-Other | 1.29% | -0.08% | +7.08% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.24% | -0.29% | -4.03% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.24% | -0.14% | -12.59% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.11% | -2.00% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.21% | -0.32% | +0.19% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-Other | 1.21% | -0.13% | +4.51% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.12% | +1.59% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | +0.22% | -0.11% | |
| 33 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.92% | -0.26% | -0.30% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.13% | -8.48% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.82% | +0.05% | -5.28% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.12% | +0.15% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | +0.06% | -7.74% | |
| 38 | TWLO | Twilio Inc - A | Stock-Tech | 0.68% | +0.10% | +0.07% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.67% | +0.13% | +23.99% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | +0.22% | +1.69% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.66% | -0.03% | -0.36% | |
| 42 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.60% | -0.28% | +11.93% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.58% | — | +11.14% | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.58% | — | — | |
| 45 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.58% | — | +0.04% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.05% | +14.50% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.50% | -0.03% | -0.96% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | — | -0.40% | |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.47% | — | +23.34% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.01% | +1.09% |
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 146 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RBLX, SCHG, SCHD) accounted for 18.2% of total reported equity market value during Q2 2025.
During Q2 2025, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included RBLX (7.8%)、SCHG (4.4%)、SCHD (3.5%). The largest single position, RBLX, represented 7.8% of total portfolio value.
In Q2 2025, Strategic Family Wealth Counselors, L.L.C. made 0 total portfolio adjustments, initiating 0 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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