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CIK: 0001729755
Total reported value
$430.0M
$430.0M
161 檔
16.0%
As reported in its official Q1 2026 Form 13F filing, Strategic Family Wealth Counselors, L.L.C.'s tracked investment portfolio stood at $430.0M with 161 total positions.
In Q1 2026, Strategic Family Wealth Counselors, L.L.C. adopted a defensive or profit-taking posture, trimming 66 positions and completely liquidating 65 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.03% | +0.23% | -0.88% | |
| 2 | RBLX | Roblox CORP -class A | Stock-Comm Services | 3.88% | -0.57% | -0.05% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.68% | -0.25% | -0.70% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.29% | -0.13% | +1.08% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.21% | +0.05% | -0.13% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 3.01% | +0.22% | +1.53% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.88% | +0.06% | -1.97% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.86% | +0.30% | -3.54% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.83% | +0.15% | -3.29% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.81% | -0.05% | +0.38% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.64% | — | -2.57% | |
| 12 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.59% | -0.11% | +17.40% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 2.35% | -0.26% | -2.67% | |
| 14 | CGCB | Cap Group Core Bond | ETF-Other | 2.34% | -0.08% | +14.20% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.34% | -0.16% | -0.88% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 2.26% | +0.24% | +2.77% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.02% | -26.49% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.03% | -32.90% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-Other | 1.79% | -0.16% | -1.92% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.71% | +0.06% | +1.90% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.63% | — | +0.72% | |
| 22 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.63% | -0.16% | -1.57% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.60% | -0.04% | +1.68% | |
| 24 | ARKK | Ark Innovation ETF | ETF-Other | 1.58% | +0.22% | -8.60% | |
| 25 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.44% | -0.15% | +2.19% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-Other | 1.33% | -0.13% | -0.90% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.30% | -0.32% | -3.61% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.27% | -0.14% | -1.50% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.13% | -0.29% | +2.75% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.13% | +4.56% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.12% | +0.27% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.22% | +7.51% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.11% | -41.12% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | +0.05% | +0.69% | |
| 35 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.85% | -0.26% | +1.99% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.81% | -0.09% | +3.90% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.78% | +0.13% | +7.80% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.06% | +0.83% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | +0.22% | -4.11% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.05% | -37.68% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.65% | +0.08% | +16.98% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.12% | -6.65% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.59% | — | +0.49% | |
| 44 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.57% | -0.28% | -3.42% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.56% | -0.03% | -1.14% | |
| 46 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.55% | — | — | |
| 47 | UTG | Reaves Utility Income Fund | Stock-Other | 0.51% | -0.05% | +0.41% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | — | -0.26% | |
| 49 | CGGO | Cap Group Global Growth | ETF-Other | 0.49% | +0.18% | +13.65% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.47% | -0.03% | -3.46% |
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 161 disclosed positions in Q1 2026.
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 SCHG, RBLX, SCHD) accounted for 16.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
FBTC
市值: $989.5K
Top Position Liquidated / Trimmed
BITB
前期市值: $1.3M
During Q1 2026, Strategic Family Wealth Counselors, L.L.C.'s top holdings by market value included SCHG (4.0%)、RBLX (3.9%)、SCHD (3.7%). The largest single position, SCHG, represented 4.0% of total portfolio value.
In Q1 2026, Strategic Family Wealth Counselors, L.L.C. made 184 total portfolio adjustments, initiating 9 new buys, adding to 44 positions, trimming 66 holdings, and fully liquidating 65 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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