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CIK: 0001729755
Total reported value
$430.0M
$430.0M
217 檔
17.6%
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 Q4 2025, spanning 217 distinct U.S. exchange-listed positions.
In Q4 2025, Strategic Family Wealth Counselors, L.L.C. displayed an active expansion posture, initiating 66 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBLX | Roblox CORP -class A | Stock-Comm Services | 4.63% | -0.57% | +0.06% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.77% | +0.23% | +1.83% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.97% | -0.25% | -1.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | +0.05% | -0.03% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 2.76% | +0.22% | +0.54% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.76% | -0.13% | +3.04% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | +0.03% | +88.06% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.63% | +0.30% | +3.65% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.62% | +0.06% | +0.26% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.56% | +0.15% | +3.03% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.02% | +49.60% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 2.41% | -0.26% | +2.20% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.38% | -0.05% | +5.22% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.37% | — | +0.25% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.01% | -0.16% | -1.82% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.90% | -0.11% | +37.35% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.87% | +0.24% | +8.92% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.11% | +102.80% | |
| 19 | CGCB | Cap Group Core Bond | ETF-Other | 1.77% | -0.08% | +45.86% | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 1.73% | +0.22% | +2.90% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-Other | 1.56% | -0.16% | -2.47% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.55% | +0.06% | +3.82% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.45% | — | -0.37% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.40% | -0.16% | -2.59% | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.36% | -0.04% | +0.11% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.22% | -0.15% | +4.39% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.08% | -0.14% | -1.12% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 1.07% | -0.13% | +1.97% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.32% | +3.85% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.05% | +124.62% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 1.01% | +0.12% | +4.22% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.13% | +14.51% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.94% | -0.29% | -3.01% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.22% | +1.79% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.04% | +298.96% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | +0.05% | +4.51% | |
| 37 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.72% | -0.26% | -1.44% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.71% | +0.22% | +9.54% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.06% | +4.28% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.67% | -0.09% | +51.30% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.64% | +0.13% | +4.64% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.12% | +14.36% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.05% | +241.37% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.01% | +53.75% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.04% | +236.41% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.04% | +138.40% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.51% | — | +0.11% | |
| 48 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.50% | -0.28% | +0.68% | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.49% | — | +0.03% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.49% | +0.08% | +220.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +88.06% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +102.80% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +298.96% | Add |
| 4 | AMZN | Amazon.com Inc | +0.5% | +124.62% | Add |
| 5 | AAPL | Apple Inc | +0.5% | +49.60% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +241.37% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +236.41% | Add |
| 8 | CGCB | Cap Group Core Bond | +0.4% | +45.86% | Add |
| 9 | LLY | Eli Lilly & Co | +0.3% | +524.16% | Add |
| 10 | CGDV | Cap Group Dividend Value | +0.3% | +220.64% | Add |
| 11 | VCRB | Vanguard Core Bond ETF | +0.3% | +37.35% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +138.40% | Add |
| 13 | BSCQ | Invesco Bulletshares 2026 Cb | +0.2% | +51.30% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | +82.37% | Add |
| 15 | AXP | American Express Co | +0.1% | +127.21% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +53.75% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +61.97% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | +228.80% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +112.23% | Add |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +52.46% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +54.22% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | +232.51% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +65.01% | Add |
| 24 | TGT | Target CORP | +0.1% | +79.85% | Add |
| 25 | C | Citigroup Inc | +0.1% | +84.53% | Add |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | +53.59% | Add |
| 27 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | +50.55% | Add |
| 28 | VBK | Vanguard Small-cap Grwth ETF | 0% | +26.02% | Add |
| 29 | DIS | Walt Disney Co/the | 0% | +35.64% | Add |
| 30 | USB | US Bancorp | 0% | +56.46% | Add |
| 31 | UTG | Reaves Utility Income Fund | 0% | +31.58% | Add |
| 32 | T | At&t Inc | 0% | +58.91% | Add |
| 33 | XOM | Exxon Mobil CORP | 0% | +31.33% | Add |
| 34 | NEE | Nextera Energy Inc | 0% | +57.72% | Add |
| 35 | IBM | Intl Business Machines CORP | 0% | +62.19% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +14.51% | Add |
| 37 | RS | Reliance Inc | 0% | +7.66% | Add |
| 38 | AVUV | Avantis US Small Cap Value | 0% | +26.80% | Add |
| 39 | TXN | Texas Instruments Inc | 0% | +46.85% | Add |
| 40 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +55.06% | Add |
| 41 | GBIL | Goldman Sachs Access Treasur | 0% | +62.21% | Add |
| 42 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +74.22% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | +21.02% | Add |
| 44 | CGCP | Cap Group Core Plus Income | 0% | +21.49% | Add |
| 45 | JEPI | Jpmorgan Equity Premium Inco | 0% | +17.35% | Add |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +29.84% | Add |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +21.73% | Add |
| 49 | GLD | Spdr Gold Shares | 0% | +0.65% | Add |
| 50 | HD | Home Depot Inc | 0% | +38.68% | Add |
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 217 disclosed positions in Q4 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, SCHG, SCHD) accounted for 17.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BITW
市值: $2.0M
Top Position Liquidated / Trimmed
EXCHANGE TRADED CONCEPTS TRU
前期市值: $2.0M
During Q4 2025, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included RBLX (4.6%)、SCHG (3.8%)、SCHD (3.0%). The largest single position, RBLX, represented 4.6% of total portfolio value.
In Q4 2025, Strategic Family Wealth Counselors, L.L.C. made 187 total portfolio adjustments, initiating 66 new buys, adding to 91 positions, trimming 23 holdings, and fully liquidating 7 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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