Strategic Family Wealth Counselors, L.L.C. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Strategic Family Wealth Counselors, L.L.C. held in its portfolio 216 assets valued at $445,512,820 (i.e. $445.51M).
The most valuable assets in the portfolio included: ROBLOX CORP ($20.62M), SCHWAB STRATEGIC TR ($16.80M), and SCHWAB STRATEGIC TR ($13.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 216 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Strategic Family Wealth Counselors, L.L.C. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ROBLOX CORP | 261574 | 20622494 | CL A |
| SCHWAB STRATEGIC TR | 531813 | 16799963 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 460502 | 13216408 | US DIVIDEND EQ |
| SPDR S&P 500 ETF TR | 18807 | 12743111 | TR UNIT |
| CAPITAL GROUP GROWTH ETF | 280490 | 12302281 | SHS CREATION UNI |
| VANGUARD WHITEHALL FDS | 83782 | 12279952 | HIGH DIV YLD |
| NVIDIA CORPORATION | 67382 | 11998641 | COM |
| SCHWAB STRATEGIC TR | 388298 | 11726600 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 436678 | 11694241 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 359910 | 11416347 | US MID-CAP ETF |
| APPLE INC | 43816 | 10809299 | COM |
| UBER TECHNOLOGIES INC | 127998 | 10715993 | COM |
| WISDOMTREE TR | 119283 | 10607869 | US LARGECAP DIVD |
| INVESCO EXCHANGE TRADED FD T | 53800 | 10549111 | S&P500 EQL WGT |
| SPDR SERIES TRUST | 91347 | 10391088 | STATE STREET SPD |
| VANGUARD MALVERN FDS | 108610 | 8449846 | CORE BD ETF |
| VANGUARD INDEX FDS | 42667 | 8351302 | VALUE ETF |
| MICROSOFT CORP | 17536 | 7970333 | COM |
| CAPITAL GRP FIXED INCM ETF T | 297636 | 7875457 | CORE BOND ETF |
| ARK ETF TR | 97318 | 7710488 | INNOVATION ETF |
| FIRST TR EXCHANGE-TRADED FD | 148004 | 6970965 | SHS |
| ISHARES TR | 15014 | 6886206 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 246129 | 6451030 | US BRD MKT ETF |
| INVESCO EXCH TRADED FD TR II | 85971 | 6241522 | S&P500 LOW VOL |
| ISHARES TR | 92928 | 6069140 | CORE 60/40 BALAN |
| CAPITAL GRP FIXED INCM ETF T | 197201 | 5454580 | US MULTI-SECTOR |
| PACER FDS TR | 78552 | 4794032 | US CASH COWS 100 |
| ISHARES TR | 37633 | 4758743 | CORE HIGH DV ETF |
| PFIZER INC | 182254 | 4651122 | COM |
| AMAZON COM INC | 19926 | 4602906 | COM |
| VANGUARD INDEX FDS | 9512 | 4495003 | GROWTH ETF |
| VANGUARD INDEX FDS | 6717 | 4185759 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 82466 | 4179356 | ULTRA SHRT ETF |
| INVESCO QQQ TR | 6593 | 4008845 | UNIT SER 1 |
| ALPHABET INC | 10752 | 3463868 | CAP STK CL C |
| VANGUARD INDEX FDS | 11517 | 3399694 | MID CAP ETF |
| JANUS DETROIT STR TR | 64826 | 3193326 | HENDRSN SHRT ETF |
| VANGUARD WORLD FD | 4281 | 3162201 | INF TECH ETF |
| VANGUARD INDEX FDS | 11065 | 3007485 | SMALL CP ETF |
| INVESCO EXCH TRD SLF IDX FD | 151927 | 2968654 | BULSHS 2026 CB |
| VANGUARD INTL EQUITY INDEX F | 20018 | 2851579 | TT WRLD ST ETF |
| VISA INC | 8511 | 2773101 | COM CL A |
| ALPHABET INC | 8302 | 2673112 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 8690 | 2630811 | COM |
| BROADCOM INC | 7623 | 2535296 | COM |
| META PLATFORMS INC | 4122 | 2490290 | CL A |
| ISHARES TR | 16025 | 2281379 | MSCI ACWI ETF |
| VANGUARD MALVERN FDS | 28729 | 2240463 | CORE-PLUS BD ETF |
| GOLDMAN SACHS ETF TR | 16672 | 2185149 | ACTIVEBETA US LG |
| CAPITAL GROUP DIVIDEND VALUE | 49667 | 2167965 | SHS CREATION UNI |
| ISHARES TR | 23051 | 2157817 | MSCI USA MIN VOL |
| BITWISE 10 CRYPTO INDEX ETF | 34052 | 2043120 | UNIT BENEFICIAL |
| BITWISE FUNDS TRUST | 83930 | 1930390 | CRYPTO INDUSTRY |
| SCHWAB STRATEGIC TR | 77554 | 1921024 | INTL EQTY ETF |
| ISHARES TR | 23872 | 1906679 | EAFE SML CP ETF |
| TESLA INC | 4430 | 1857278 | COM |
| REAVES UTIL INCOME FD | 49691 | 1847027 | COM SH BEN INT |
| CAPITAL GROUP GBL GROWTH EQT | 49396 | 1760467 | SHS CREATION UNI |
| ELI LILLY & CO | 1679 | 1748326 | COM |
| ISHARES TR | 16870 | 1674348 | RUS MID CAP ETF |
| JOHNSON & JOHNSON | 6868 | 1498678 | COM |
| SCHWAB STRATEGIC TR | 31502 | 1489098 | INTL SCEQT ETF |
| INVESCO EXCH TRD SLF IDX FD | 74567 | 1468231 | BULSHS 2027 CB |
| BITWISE BITCOIN ETF TR | 27687 | 1346419 | SHS BEN INT |
| SSGA ACTIVE ETF TR | 32139 | 1290077 | STATE STREET DOU |
| DISNEY WALT CO | 11646 | 1284994 | COM |
| COSTCO WHSL CORP NEW | 1297 | 1250708 | COM |
| WISDOMTREE TR | 23208 | 1238847 | US MIDCAP DIVID |
| CAPITAL GRP FIXED INCM ETF T | 53956 | 1221027 | CORE PLUS INCM |
| AMERICAN EXPRESS CO | 3440 | 1211534 | COM |
| ABBVIE INC | 5602 | 1199052 | COM |
| ISHARES TR | 7999 | 1169694 | RUS MDCP VAL ETF |
| VANGUARD INDEX FDS | 3594 | 1153732 | SML CP GRW ETF |
| ISHARES TR | 5244 | 1120590 | S&P 500 VAL ETF |
| RELIANCE INC | 3430 | 1105349 | COM |
| TIDAL TRUST I | 58330 | 1062770 | SP DWJNS SUKUK |
| UNITEDHEALTH GROUP INC | 3078 | 1041799 | COM |
| MICRON TECHNOLOGY INC | 2842 | 1037330 | COM |
| ISHARES TR | 2674 | 1033127 | RUSSELL 3000 ETF |
| J P MORGAN EXCHANGE TRADED F | 16755 | 965423 | EQUITY PREMIUM |
| BANK AMERICA CORP | 16974 | 884345 | COM |
| MCKESSON CORP | 1058 | 869507 | COM |
| TWILIO INC | 7171 | 858512 | CL A |
| ISHARES TR | 7096 | 857977 | S&P 500 GRWT ETF |
| LAM RESEARCH CORP | 3853 | 856946 | COM NEW |
| MASTERCARD INCORPORATED | 1601 | 851316 | CL A |
| ISHARES TR | 1250 | 850961 | CORE S&P500 ETF |
| AT&T INC | 35576 | 834257 | COM |
| EATON CORP PLC | 2467 | 832835 | SHS |
| FIRST TR EXCHANGE TRADED FD | 11620 | 828599 | RISNG DIVD ACHIV |
| ISHARES TR | 5504 | 819215 | S&P SML 600 GWT |
| TAIWAN SEMICONDUCTOR MFG LTD | 2390 | 781912 | SPONSORED ADS |
| WALMART INC | 6285 | 746139 | COM |
| ETF SER SOLUTIONS | 11426 | 738709 | DEFIANCE CONNECT |
| ORACLE CORP | 3907 | 702947 | COM |
| WELLS FARGO CO NEW | 8105 | 702343 | COM |
| SCHWAB STRATEGIC TR | 14968 | 699006 | FUNDAMENTAL INTL |
| BLACKSTONE MTG TR INC | 35699 | 691137 | COM CL A |
| BOOKING HOLDINGS INC | 136 | 683672 | COM |
| MEDTRONIC PLC | 6548 | 645633 | SHS |
| ISHARES TR | 5526 | 592601 | NATIONAL MUN ETF |
| ISHARES TR | 2743 | 592287 | RUS 1000 VAL ETF |
| AMERICAN CENTY ETF TR | 5536 | 591632 | US SML CP VALU |
| ISHARES TR | 6472 | 584033 | CORE 80/20 AGGRE |
| UNION PAC CORP | 2570 | 569743 | COM |
| TRAVELERS COMPANIES INC | 2083 | 561598 | COM |
| PROGRESSIVE CORP | 2677 | 545894 | COM |
| INVESCO EXCH TRD SLF IDX FD | 26410 | 542189 | INVSCO BLSH 28 |
| TARGET CORP | 4937 | 539812 | COM |
| GENERAL MTRS CO | 6922 | 538601 | COM |
| GLOBE LIFE INC | 3920 | 537040 | COM |
| LINDE PLC | 1224 | 529980 | SHS |
| EXXON MOBIL CORP | 4016 | 523927 | COM |
| SCHWAB STRATEGIC TR | 17036 | 520109 | US LCAP VA ETF |
| GARMIN LTD | 2586 | 519088 | SHS |
| CITIGROUP INC | 4582 | 516868 | COM NEW |
| VANECK ETF TRUST | 4800 | 506593 | MRNGSTR WDE MOAT |
| US BANCORP DEL | 9294 | 505408 | COM NEW |
| MORGAN STANLEY | 2773 | 504963 | COM NEW |
| INTUIT | 935 | 494568 | COM |
| VERIZON COMMUNICATIONS INC | 12327 | 481746 | COM |
| PALANTIR TECHNOLOGIES INC | 2842 | 478962 | CL A |
| SELECT SECTOR SPDR TR | 4000 | 476480 | STATE STREET CON |
| WARBY PARKER INC | 17449 | 467459 | CL A COM |
| CAPITAL GRP FIXED INCM ETF T | 17623 | 458374 | SHORT DURATION |
| WISDOMTREE TR | 9095 | 451114 | ITL HDG QTLY DIV |
| FEDEX CORP | 1492 | 449137 | COM |
| TEXAS INSTRS INC | 2357 | 446864 | COM |
| SELECT SECTOR SPDR TR | 8219 | 437270 | STATE STREET FIN |
| VERTEX PHARMACEUTICALS INC | 987 | 436333 | COM |
| DEERE & CO | 851 | 432658 | COM |
| REGAL REXNORD CORPORATION | 2775 | 422522 | COM |
| SCHWAB STRATEGIC TR | 19314 | 415251 | US REIT ETF |
| DOLLAR GEN CORP NEW | 2814 | 412584 | COM |
| POPULAR INC | 3281 | 410027 | COM NEW |
| COLGATE PALMOLIVE CO | 4781 | 408510 | COM |
| INVESCO EXCH TRD SLF IDX FD | 21450 | 402624 | BULETSHS 2029 |
| COMCAST CORP NEW | 14200 | 399872 | CL A |
| INVESCO EXCHANGE TRADED FD T | 3040 | 399790 | LARGE CAP GROWTH |
| NEXTERA ENERGY INC | 4763 | 397758 | COM |
| FIDELITY MERRIMACK STR TR | 8638 | 396916 | TOTAL BD ETF |
| SERVICENOW INC | 3113 | 390370 | COM |
| BLACKROCK ETF TRUST II | 7315 | 386525 | ISHARES FLEXIBLE |
| VANGUARD INDEX FDS | 1755 | 382191 | EXTEND MKT ETF |
| AMGEN INC | 1151 | 380981 | COM |
| INTERNATIONAL BUSINESS MACHS | 1304 | 379920 | COM |
| VALERO ENERGY CORP | 2055 | 379620 | COM |
| GE VERNOVA INC | 551 | 377358 | COM |
| ISHARES TR | 2572 | 376158 | SELECT DIVID ETF |
| CONOCOPHILLIPS | 3888 | 371357 | COM |
| ISHARES BITCOIN TRUST ETF | 7232 | 367096 | SHS BEN INT |
| STRYKER CORPORATION | 1018 | 366083 | COM |
| WISDOMTREE TR | 4071 | 364427 | US QTLY DIV GRT |
| QUALCOMM INC | 2359 | 363451 | COM |
| GOLDMAN SACHS ETF TR | 3588 | 359159 | ACCES TREASURY |
| UPSTART HLDGS INC | 7992 | 356523 | COM |
| MCDONALDS CORP | 1174 | 355534 | COM |
| GOLDMAN SACHS ETF TR | 8117 | 353105 | ACTIVEBETA INT |
| SPDR GOLD TR | 778 | 340165 | GOLD SHS |
| SALESFORCE INC | 1542 | 339348 | COM |
| VANGUARD BD INDEX FDS | 4257 | 330003 | INTERMED TERM |
| ADOBE INC | 1132 | 328699 | COM |
| INVESCO EXCH TRD SLF IDX FD | 18939 | 318748 | INVSCO 30 CORP |
| MERCK & CO INC | 2908 | 318307 | COM |
| SYSCO CORP | 4101 | 313809 | COM |
| HERSHEY CO | 1576 | 313490 | COM |
| AMERIPRISE FINL INC | 631 | 310818 | COM |
| VONTIER CORPORATION | 8476 | 310815 | COM |
| CISCO SYS INC | 4193 | 307557 | COM |
| ADVANCED MICRO DEVICES INC | 1311 | 304047 | COM |
| LOWES COS INC | 1131 | 303560 | COM |
| NUTANIX INC | 6994 | 302211 | CL A |
| NETFLIX INC | 3454 | 301396 | COM |
| ALLSTATE CORP | 1552 | 300390 | COM |
| INTUITIVE SURGICAL INC | 541 | 285345 | COM NEW |
| DELTA AIR LINES INC DEL | 4161 | 280701 | COM NEW |
| SPDR DOW JONES INDL AVERAGE | 575 | 278854 | UT SER 1 |
| FULTON FINL CORP PA | 13913 | 273669 | COM |
| RYDER SYS INC | 1450 | 272600 | COM |
| VIATRIS INC | 21394 | 270848 | COM |
| HOME DEPOT INC | 717 | 269128 | COM |
| VERTIV HOLDINGS CO | 1531 | 268245 | COM CL A |
| ISHARES TR | 1935 | 264011 | S&P MC 400VL ETF |
| SELECT SECTOR SPDR TR | 5440 | 258955 | STATE STREET ENE |
| KROGER CO | 4100 | 258915 | COM |
| VANGUARD INDEX FDS | 2809 | 255338 | REAL ESTATE ETF |
| ELEVANCE HEALTH INC FORMERLY | 694 | 254740 | COM |
| ROYAL BK CDA | 1500 | 251160 | COM |
| REGENERON PHARMACEUTICALS | 334 | 245083 | COM |
| SNOWFLAKE INC | 1168 | 240853 | COM SHS |
| FLOWSERVE CORP | 3170 | 240603 | COM |
| VANGUARD INDEX FDS | 1311 | 239518 | MCAP VL IDXVIP |
| BOEING CO | 954 | 237456 | COM |
| WILLIS TOWERS WATSON PLC LTD | 731 | 235228 | SHS |
| J P MORGAN EXCHANGE TRADED F | 3402 | 232221 | BETABULDRS JAPAN |
| FIDELITY COVINGTON TRUST | 4055 | 229582 | HIGH DIVID ETF |
| EVEREST GROUP LTD | 717 | 229440 | COM |
| HONEYWELL INTL INC | 1061 | 228189 | COM |
| BREAD FINANCIAL HOLDINGS INC | 3248 | 227165 | COM |
| SELECT SECTOR SPDR TR | 1600 | 226944 | STATE STREET TEC |
| PROCTER AND GAMBLE CO | 1540 | 226380 | COM |
| BEL FUSE INC | 1105 | 222293 | CL B |
| EXCHANGE TRADED CONCEPTS TRU | 3057 | 220776 | ROBO GLB ETF |
| PAYCHEX INC | 2024 | 217418 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 341 | 215143 | UTSER1 S&PDCRP |
| PROLOGIS INC. | 1588 | 207726 | COM |
| INSMED INC | 1266 | 207004 | COM PAR $.01 |
| 3M CO | 1310 | 204517 | COM |
| RTX CORPORATION | 1032 | 202644 | COM |
| BLACKROCK ETF TRUST II | 9050 | 202177 | SHORT DURATION H |
| PALO ALTO NETWORKS INC | 1091 | 200809 | COM |
| ISHARES TR | 594 | 200271 | ISHARES SEMICDTR |
| AB ACTIVE ETFS INC | 5554 | 200111 | SHORT DURATION H |
| VODAFONE GROUP PLC NEW | 10799 | 145787 | SPONSORED ADR |
| CLOVER HEALTH INVESTMENTS CO | 12263 | 31761 | COM CL A |
| MILESTONE PHARMACEUTICALS IN | 12675 | 25477 | COM |
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