Strategic Family Wealth Counselors, L.L.C.

Est. AUM

$380.7M

13F long equity, this entity only

Positions

163

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$15.4M	527127	4.03%	SOLE
2	ROBLOX CORP	CL A	$14.8M	261453	3.88%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.0M	457285	3.68%	SOLE
4	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$12.5M	84688	3.29%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.2M	18783	3.21%	SOLE
6	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$11.4M	284779	3.01%	SOLE
7	SCHWAB STRATEGIC TR	US LRG CAP ETF	$11.0M	428054	2.88%	SOLE
8	SCHWAB STRATEGIC TR	US SML CAP ETF	$10.9M	374539	2.86%	SOLE
9	SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.8M	348073	2.83%	SOLE
10	WISDOMTREE TR	US LARGECAP DIVD	$10.7M	119735	2.81%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$10.1M	52415	2.64%	SOLE
12	VANGUARD MALVERN FDS	CORE BD ETF	$9.9M	127505	2.59%	SOLE
13	UBER TECHNOLOGIES INC	COM	$9.0M	124582	2.35%	SOLE
14	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$8.9M	339891	2.34%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$8.9M	61113	2.34%	SOLE
16	VANGUARD INDEX FDS	VALUE ETF	$8.6M	43847	2.26%	SOLE
17	APPLE INC	COM	$8.2M	32211	2.15%	SOLE
18	NVIDIA CORPORATION	COM	$7.9M	45214	2.07%	SOLE
19	FIRST TR EXCHANGE-TRADED FD	SHS	$6.8M	145156	1.79%	SOLE
20	ISHARES TR	RUS 1000 GRW ETF	$6.5M	15299	1.71%	SOLE
21	SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.2M	247893	1.63%	SOLE
22	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$6.2M	84621	1.63%	SOLE
23	ISHARES TR	CORE 60/40 BALAN	$6.1M	94486	1.60%	SOLE
24	ARK ETF TR	INNOVATION ETF	$6.0M	88952	1.58%	SOLE
25	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$5.5M	201513	1.44%	SOLE
26	ISHARES TR	CORE HIGH DV ETF	$5.1M	37295	1.33%	SOLE
27	PFIZER INC	COM	$4.9M	175678	1.30%	SOLE
28	PACER FDS TR	US CASH COWS 100	$4.8M	77370	1.27%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.3M	84730	1.13%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.2M	7023	1.10%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$4.2M	9538	1.09%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$4.1M	7088	1.07%	SOLE
33	MICROSOFT CORP	COM	$3.8M	10325	1.00%	SOLE
34	VANGUARD INDEX FDS	MID CAP ETF	$3.3M	11597	0.87%	SOLE
35	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$3.2M	66117	0.85%	SOLE
36	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$3.1M	157854	0.81%	SOLE
37	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.0M	21580	0.78%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	11157	0.77%	SOLE
39	VANGUARD WORLD FD	INF TECH ETF	$2.9M	4105	0.75%	SOLE
40	AMAZON COM INC	COM	$2.6M	12418	0.68%	SOLE
41	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.5M	58102	0.65%	SOLE
42	VISA INC	COM CL A	$2.4M	7945	0.63%	SOLE
43	ISHARES TR	MSCI ACWI ETF	$2.2M	16103	0.59%	SOLE
44	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$2.2M	27746	0.57%	SOLE
45	ISHARES TR	MSCI USA MIN VOL	$2.1M	22788	0.55%	SOLE
46	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.1M	16672	0.55%	SOLE
47	REAVES UTIL INCOME FD	COM SH BEN INT	$2.0M	49895	0.51%	SOLE
48	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.9M	77353	0.50%	SOLE
49	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.9M	56140	0.49%	SOLE
50	ISHARES TR	EAFE SML CP ETF	$1.8M	23045	0.47%	SOLE

1–50 of 163

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.