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CIK: 0001729755
Total reported value
$430.0M
$430.0M
158 檔
21.0%
During the Q3 2025 filing period, Strategic Family Wealth Counselors, L.L.C. (CIK: 0001729755) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $430.0M across 158 reported positions.
In Q3 2025, Strategic Family Wealth Counselors, L.L.C. displayed an active expansion posture, initiating 23 new positions and adding to 71 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 | 9.32% | -0.57% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.29% | +0.23% | -0.39% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.29% | -0.25% | +0.56% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.22% | +0.05% | -0.04% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 3.16% | -0.26% | +0.56% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 3.15% | +0.22% | +1.14% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.95% | +0.06% | +0.07% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.95% | -0.13% | +2.12% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.69% | +0.30% | -0.10% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.66% | +0.15% | -0.36% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.62% | — | +2.03% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.54% | -0.05% | +1.64% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.26% | -0.16% | +1.96% | |
| 14 | ARKK | Ark Innovation ETF | ETF-Other | 2.10% | +0.22% | -1.82% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.02% | -5.64% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.88% | +0.24% | +0.85% | |
| 17 | FVD | First Trust Value Line Dvd | ETF-Other | 1.81% | -0.16% | -3.52% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.74% | +0.06% | +0.85% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.03% | -0.17% | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.67% | -0.16% | -0.31% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.63% | — | -1.28% | |
| 22 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.60% | -0.11% | +25.28% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.54% | -0.04% | +2.91% | |
| 24 | CGCB | Cap Group Core Bond | ETF-Other | 1.40% | -0.08% | +18.62% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.35% | -0.15% | +3.08% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.17% | -0.14% | +0.65% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 1.16% | -0.13% | +1.67% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.11% | -0.06% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.15% | -0.32% | -0.12% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 1.13% | +0.12% | +4.90% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.11% | -0.29% | -0.98% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.22% | -0.86% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.13% | +5.96% | |
| 34 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.83% | -0.26% | +0.45% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.05% | +7.09% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | +0.22% | +9.93% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | +0.06% | +2.96% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.68% | +0.13% | +4.28% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.12% | -0.03% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.03% | -3.82% | |
| 41 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.58% | -0.28% | +5.47% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.57% | — | +0.90% | |
| 43 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.56% | — | +0.01% | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.56% | — | +0.43% | |
| 45 | ✓ | Exchange Traded Concepts Tru | Stock-Other | 0.52% | — | +1.32% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.51% | -0.09% | +24.50% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.05% | +0.14% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.47% | -0.03% | -1.87% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | — | -0.00% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.01% | -0.02% |
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 158 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including RBLX, SCHG, SCHD) accounted for 21.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
MOAT
市值: $467.7K
Top Position Liquidated / Trimmed
CVX
前期市值: $284.9K
During Q3 2025, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included RBLX (9.3%)、SCHG (4.3%)、SCHD (3.3%). The largest single position, RBLX, represented 9.3% of total portfolio value.
In Q3 2025, Strategic Family Wealth Counselors, L.L.C. made 143 total portfolio adjustments, initiating 23 new buys, adding to 71 positions, trimming 47 holdings, and fully liquidating 2 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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