Strategic Family Wealth Counselors, L.L.C.
Sector Allocation
- Other69.6%$299.3M
- Technology13.3%$57.1M
- Financials11.3%$48.5M
- Healthcare2.2%$9.3M
- Consumer Discretionary1.2%$5.2M
- Industrials1.2%$5.1M
- Consumer Staples0.5%$2.1M
- Communication Services0.4%$1.7M
- Real Estate0.1%$665,548
- Utilities0.1%$480,054
AUM History
13fpro.ai/research/fund/strategic-family-wealth-counselors-l-l-c-1729755
Conviction and streaks
Stable · top 10 = 32.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$18.3M
- SCHWAB$14.7M
RBLX
$14.2MSPY
$14.0M- CAPITAL$13.9M
- VANGUARD$13.6M
- SCHWAB$13.6M
- SCHWAB$12.8M
- SCHWAB$12.6M
WT
$11.8MIVZ
$11.4M- VANGUARD$10.7M
- VANGUARD$10.6M
- CAPITAL$9.7M
- SPDR$9.4M
AAPL
$9.3MNVDA
$9.0MUBER
$9.0M- ARK$7.7M
- ISHARES$7.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/strategic-family-wealth-counselors-l-l-c-1729755
Strategic Family Wealth Counselors, L.L.C. 13F holdings — Q2 2026
$430.0M portfolio (+12.9% QoQ) · 178 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
Includes $16K of put/call options ($0 puts, $16K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $429.9M. Weights use the stock portfolio.
- 1
SCHWAB STRATEGIC TR - US LCAP GR ETF
$18.3M
4.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$14.7M
3.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $14.2M
3.3% of stocks
+0.0%This quarter+42.2%Since filed10+ qtrsHeld$14.0M
3.3% of stocks
-0.0%This quarter-1.4%Since filed10+ qtrsHeld- 5
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
$13.9M
3.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$13.6M
3.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US SML CAP ETF
$13.6M
3.2% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US MID-CAP ETF
$12.8M
3.0% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US LRG CAP ETF
$12.6M
2.9% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $11.8M
2.8% of stocks
+3%This quarter-8.0%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $18.3M | 4.3% | +3% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $14.7M | 3.4% | +2% | — | — | — | — | |
| 3 | $14.2M | 3.3% | +0.0% | +42.2% | 10+ qtrs | 60.3#865 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $14.0M | 3.3% | -0.0% | -1.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $13.9M | 3.2% | +3% | — | — | — | — | |
| 6 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $13.6M | 3.2% | +2% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US SML CAP ETF | $13.6M | 3.2% | +0.3% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US MID-CAP ETF | $12.8M | 3.0% | -0.3% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.6M | 2.9% | +0.3% | — | — | — | — | |
| 10 | $11.8M | 2.8% | +3% | -8.0% | 10+ qtrs | 61.3#798 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Strategic Family Wealth Counselors, L.L.C. (Q2 2026)
178 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Invesco Ltd. | Financials | $11.4M | 2.6% | 53K | +2% | 10+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 12 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $10.7M | 2.5% | 49K | +12% | — | — | 13F |
| 13 | — | VANGUARD MALVERN FDS - CORE BD ETFetf/fund | — | $10.6M | 2.5% | 138K | +8% | — | — | 13F |
| 14 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETFnote | — | $9.7M | 2.3% | 371K | +9% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $9.4M | 2.2% | 62K | +0.7% | — | — | 13F |
| 16 | Apple Inc. | Technology | $9.3M | 2.2% | 32K | +0.2% | 10+ qtrs | 75.7 | 13F | |
| 17 | NVIDIA CORP | Technology | $9.0M | 2.1% | 45K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Uber Technologies, Inc | Technology | $9.0M | 2.1% | 125K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ARK ETF TR - INNOVATION ETFetf/fund | — | $7.7M | 1.8% | 96K | +7% | — | — | 13F |
| 20 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $7.6M | 1.8% | 61K | +302% | — | — | 13F |
| 21 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $7.0M | 1.6% | 243K | -2% | — | — | 13F |
| 22 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $7.0M | 1.6% | 146K | +0.3% | — | — | 13F |
| 23 | — | ISHARES TR - CORE 60 BALA ETFetf/fund | — | $6.7M | 1.6% | 97K | +2% | — | — | 13F |
| 24 | Invesco Ltd. | Financials | $6.3M | 1.5% | 85K | -0.0% | 10+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 25 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund | — | $5.6M | 1.3% | 204K | +1% | — | — | 13F |
| 26 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $5.5M | 1.3% | 7,514 | +6% | |||
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.3M | 1.2% | 7,711 | +10% | |||
| 28 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $5.2M | 1.2% | 60K | +532% | |||
| 29 | — | ISHARES TR - CORE HIGH DV ETF | — | $5.1M | 1.2% | 188K | +403% | |||
| 30 | — | PACER FDS TR - US CASH COWS 100 | — | $4.9M | 1.1% | 78K | +0.8% | |||
| 31 | $PFE | PFIZER INC | Healthcare | $4.2M | 1.0% | 176K | -0.0% | |||
| 32 | — | VANGUARD WORLD FD - INF TECH ETF | — | $4.2M | 1.0% | 35K | +749% | |||
| 33 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $4.0M | 0.9% | 49K | +325% | |||
| 34 | $DOV | DOVER Corp | Industrials | $3.9M | 0.9% | 25K | +16% | |||
| 35 | $MSFT | MICROSOFT CORP | Technology | $3.8M | 0.9% | 10K | -0.6% | |||
| 36 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $3.6M | 0.8% | 71K | -16% | |||
| 37 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.6M | 0.8% | 12K | +6% | |||
| 38 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $3.1M | 0.7% | 64K | +10% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $3.1M | 0.7% | 159K | +0.7% | |||
| 40 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $2.9M | 0.7% | 68K | +21% | |||
| 41 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.7M | 0.6% | 11K | -8% | |||
| 42 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | — | $2.6M | 0.6% | 52K | -21% | |||
| 43 | — | ISHARES TR - MSCI ACWI ETF | — | $2.5M | 0.6% | 16K | +0.7% | |||
| 44 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $2.4M | 0.6% | 17K | -0.2% | |||
| 45 | — | ISHARES TR - MSCI USA MIN ETF | — | $2.3M | 0.5% | 24K | +3% | |||
| 46 | $V | VISA INC. | Financials | $2.2M | 0.5% | 6,428 | -19% | |||
| 47 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $2.1M | 0.5% | 77K | +0.1% | |||
| 48 | — | BITWISE FUNDS TRUST - CRYPTO INDUSTRY | — | $2.0M | 0.5% | 80K | — | |||
| 49 | $UTG | REAVES UTILITY INCOME FUND | Other | $2.0M | 0.5% | 48K | -3% | |||
| 50 | — | ISHARES TR - EAFE SML CP ETF | — | $1.9M | 0.4% | 23K | -0.1% | |||
| 51 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.9M | 0.4% | 21K | +290% | |||
| 52 | — | ISHARES TR - RUS MID CAP ETF | — | $1.9M | 0.4% | 17K | — | |||
| 53 | $JPM | JPMORGAN CHASE & CO | Financials | $1.7M | 0.4% | 5,056 | -0.2% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.4% | 83K | +3% | |||
| 55 | $GOOG | Alphabet Inc. | Technology | $1.6M | 0.4% | 4,414 | +3% | |||
| 56 | $WT | WisdomTree, Inc. | Financials | $1.5M | 0.3% | 27K | +9% | |||
| 57 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $1.5M | 0.3% | 32K | -0.7% | |||
| 58 | $TWLO | TWILIO INC | Technology | $1.5M | 0.3% | 7,171 | — | |||
| 59 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $1.4M | 0.3% | 30K | — | |||
| 60 | — | ISHARES TR - RUS MDCP VAL ETF | — | $1.3M | 0.3% | 7,999 | — | |||
| 61 | $BITW | Bitwise 10 Crypto Index ETF | Financials | $1.3M | 0.3% | 34K | -2% | |||
| 62 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | — | $1.3M | 0.3% | 16K | -41% | |||
| 63 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.3% | 2,242 | +2% | |||
| 64 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.3% | 2,997 | +0.3% | |||
| 65 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $1.3M | 0.3% | 3,439 | — | |||
| 66 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $1.3M | 0.3% | 56K | +0.1% | |||
| 67 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.2M | 0.3% | 5,439 | +3% | |||
| 68 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.2M | 0.3% | 5,085 | +37% | |||
| 69 | — | TIDAL TRUST I - SP DWJNS SUKUK | — | $1.2M | 0.3% | 68K | +16% | |||
| 70 | $AVGO | Broadcom Inc. | Technology | $1.2M | 0.3% | 3,130 | +4% | |||
| 71 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1M | 0.3% | 2,399 | +0.3% | |||
| 72 | — | ISHARES TR - RUSSELL 3000 ETF | — | $1.1M | 0.3% | 2,640 | — | |||
| 73 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | — | $1.1M | 0.3% | 12K | +0.1% | |||
| 74 | — | ISHARES TR - S&P SML 600 GWT | — | $1.1M | 0.3% | 6,091 | +5% | |||
| 75 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $1.0M | 0.2% | 26K | -27% | |||
| 76 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.0M | 0.2% | 18K | +6% | |||
| 77 | $GOOGL | Alphabet Inc. | Technology | $984K | 0.2% | 2,754 | -27% | |||
| 78 | — | ISHARES TR - S&P 500 GRWT ETF | — | $976K | 0.2% | 7,096 | — | |||
| 79 | — | ISHARES TR - CORE S&P500 ETF | — | $971K | 0.2% | 1,297 | +4% | |||
| 80 | $JNJ | JOHNSON & JOHNSON | Healthcare | $956K | 0.2% | 3,765 | — | |||
| 81 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $940K | 0.2% | 12K | — | |||
| 82 | $BITB | Bitwise Bitcoin ETF | Financials | $908K | 0.2% | 28K | New | |||
| 83 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $865K | 0.2% | 6,934 | +16% | |||
| 84 | $ABBV | AbbVie Inc. | Healthcare | $854K | 0.2% | 3,394 | — | |||
| 85 | $RS | RELIANCE, INC. | Consumer Discretionary | $827K | 0.2% | 2,215 | -31% | |||
| 86 | $DIS | Walt Disney Co | Communication Services | $811K | 0.2% | 8,425 | -2% | |||
| 87 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $790K | 0.2% | 15K | — | |||
| 88 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $782K | 0.2% | 1,880 | -7% | |||
| 89 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $779K | 0.2% | 833 | — | |||
| 90 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $763K | 0.2% | 15K | +56% | |||
| 91 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $742K | 0.2% | 3,013 | +93% | |||
| 92 | $MU | MICRON TECHNOLOGY INC | Technology | $686K | 0.2% | 594 | -1% | |||
| 93 | $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | Real Estate | $666K | 0.1% | 39K | +9% | |||
| 94 | $UNP | UNION PACIFIC CORP | Industrials | $664K | 0.1% | 2,443 | -0.2% | |||
| 95 | — | ISHARES TR - CORE 80 20 ETF | — | $632K | 0.1% | 6,472 | — | |||
| 96 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $618K | 0.1% | 18K | +2% | |||
| 97 | $IVZ | Invesco Ltd. | Financials | $586K | 0.1% | 29K | +8% | |||
| 98 | $TXN | TEXAS INSTRUMENTS INC | Technology | $552K | 0.1% | 1,853 | +15% | |||
| 99 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | — | $550K | 0.1% | 12K | New | |||
| 100 | $GS | GOLDMAN SACHS GROUP INC | Financials | $548K | 0.1% | 5,467 | +23% | |||
| 101 | $WRBY | Warby Parker Inc. | Healthcare | $525K | 0.1% | 17K | — | |||
| 102 | $LLY | ELI LILLY & Co | Healthcare | $519K | 0.1% | 433 | — | |||
| 103 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | — | $512K | 0.1% | 3,040 | — | |||
| 104 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $507K | 0.1% | 4,876 | +2% | |||
| 105 | $AXP | AMERICAN EXPRESS CO | Financials | $502K | 0.1% | 1,484 | -11% | |||
| 106 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $480K | 0.1% | 4,094 | — | |||
| 107 | — | BARON ETF TR - FIRST PRINC ETF | — | $465K | 0.1% | 19K | New | |||
| 108 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $460K | 0.1% | 11K | +1% | |||
| 109 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | — | $453K | 0.1% | 18K | — | |||
| 110 | $WT | WisdomTree, Inc. | Financials | $449K | 0.1% | 8,578 | +0.1% | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $445K | 0.1% | 24K | +11% | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $443K | 0.1% | 8,262 | +0.2% | |||
| 113 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $438K | 0.1% | 4,781 | — | |||
| 114 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $436K | 0.1% | 7,653 | -6% | |||
| 115 | $T | AT&T INC. | Communication Services | $428K | 0.1% | 21K | +0.3% | |||
| 116 | $AMGN | AMGEN INC | Healthcare | $418K | 0.1% | 1,153 | — | |||
| 117 | $CSCO | CISCO SYSTEMS, INC. | Technology | $410K | 0.1% | 3,493 | -17% | |||
| 118 | — | VANGUARD MALVERN FDS - MULTI SECTOR | — | $403K | 0.1% | 7,853 | New | |||
| 119 | — | ISHARES TR - SELECT DIVID ETF | — | $402K | 0.1% | 2,572 | — | |||
| 120 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $399K | 0.1% | 6,081 | New | |||
| 121 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $393K | 0.1% | 8,638 | — | |||
| 122 | $WT | WisdomTree, Inc. | Financials | $392K | 0.1% | 4,102 | +0.7% | |||
| 123 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $390K | 0.1% | 16K | — | |||
| 124 | $LRCX | LAM RESEARCH CORP | Technology | $387K | 0.1% | 893 | New | |||
| 125 | — | ISHARES TR - ISHARES SEMICDTR | — | $381K | 0.1% | 594 | New | |||
| 126 | $GS | GOLDMAN SACHS GROUP INC | Financials | $371K | 0.1% | 8,117 | — | |||
| 127 | $MRK | Merck & Co., Inc. | Healthcare | $361K | 0.1% | 2,806 | -0.8% | |||
| 128 | $TGT | TARGET CORP | Consumer Staples | $360K | 0.1% | 2,756 | +0.0% | |||
| 129 | $USB | US BANCORP \DE\ | Financials | $359K | 0.1% | 5,940 | — | |||
| 130 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $356K | 0.1% | 612 | New | |||
| 131 | $SYY | SYSCO CORP | Consumer Discretionary | $348K | 0.1% | 4,162 | +2% | |||
| 132 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $344K | 0.1% | 2,519 | -1% | |||
| 133 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $344K | 0.1% | 4,490 | +2% | |||
| 134 | $PLTR | Palantir Technologies Inc. | Technology | $342K | 0.1% | 2,928 | +10% | |||
| 135 | $INTC | INTEL CORP | Technology | $341K | 0.1% | 2,439 | New | |||
| 136 | $VTRS | Viatris Inc | Healthcare | $340K | 0.1% | 21K | — | |||
| 137 | $FULT | FULTON FINANCIAL CORP | Financials | $337K | 0.1% | 14K | — | |||
| 138 | $MA | Mastercard Inc | Financials | $335K | 0.1% | 652 | -0.6% | |||
| 139 | $VRT | Vertiv Holdings Co | Technology | $321K | 0.1% | 958 | -5% | |||
| 140 | $IVZ | Invesco Ltd. | Financials | $319K | 0.1% | 19K | +0.8% | |||
| 141 | $RY | ROYAL BANK OF CANADA | Financials | $310K | 0.1% | 1,499 | — | |||
| 142 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $305K | 0.1% | 1,600 | — | |||
| 143 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $301K | 0.1% | 576 | +0.2% | |||
| 144 | — | T ROWE PRICE EXCHANGE-TRADED - CAP APP PREM ETF | — | $295K | 0.1% | 13K | New | |||
| 145 | $GLD | SPDR GOLD TRUST | Financials | $291K | 0.1% | 789 | — | |||
| 146 | — | VANECK ETF TRUST - ROBOTICS ETF | — | $287K | 0.1% | 4,179 | New | |||
| 147 | — | ISHARES TR - S&P MC 400VL ETF | — | $284K | 0.1% | 1,925 | — | |||
| 148 | $UPST | Upstart Holdings, Inc. | Financials | $283K | 0.1% | 7,992 | -0.4% | |||
| 149 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $276K | 0.1% | 2,863 | +2% | |||
| 150 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $273K | 0.1% | 3,309 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 76 added to, 39 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
$BITBBitwise Bitcoin ETF$908K
first bought this quarter
- DOUBLELINE ETF TRUST - OPPO CORE BD ETF$550K
first bought this quarter
- BARON ETF TR - FIRST PRINC ETF$465K
first bought this quarter
- VANGUARD MALVERN FDS - MULTI SECTOR$403K
first bought this quarter
- GLOBAL X FDS - ARTIFICIAL ETF$399K
first bought this quarter
$LRCXLAM RESEARCH CORP$387K
first bought this quarter
+17 more in the Excel export
Added to (76)
- ISHARES TR - RUS 1000 GRW ETF+302%
now $7.6M
- VANGUARD INDEX FDS - GROWTH ETF+532%
now $5.2M
- ISHARES TR - CORE HIGH DV ETF+403%
now $5.1M
- VANGUARD WORLD FD - INF TECH ETF+749%
now $4.2M
- VANGUARD INDEX FDS - MID CAP ETF+325%
now $4.0M
- SPDR SERIES TRUST - ST STR P500ETF+290%
now $1.9M
+70 more in the Excel export
Trimmed (39)
- VANGUARD MALVERN FDS - CORE-PLUS BD ETF-41%
now $1.3M
- JANUS DETROIT STR TR - HENDRSN SHRT ETF-21%
now $2.6M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-16%
now $3.6M
$VVISA INC.-19%
now $2.2M · held 10+ qtrs, 2 trims in a row
- SSGA ACTIVE ETF TR - ST STR TOTAL ETF-27%
now $1.0M
$RSRELIANCE, INC.-31%
now $827K · held 10+ qtrs, 2 trims in a row
+33 more in the Excel export
Holdings by quarter
Every 13F Strategic Family Wealth Counselors, L.L.C. has filed, 30 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Strategic Family Wealth Counselors, L.L.C.'s top 20 holdings: 69/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+1.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Strategic Family Wealth Counselors, L.L.C. disclosed 178 positions worth $430.0M in its Form 13F-HR for Q2 2026 — $429.9M in common stock plus $15,540 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 23 new positions and exited 9 — including a new stake in $BITB and a full exit from $FBTC. The portfolio is most concentrated in Other (69.6% of disclosed assets). All figures are sourced directly from Strategic Family Wealth Counselors, L.L.C.’s Form 13F-HR filing with the SEC under CIK 1729755.
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AI-Powered Hedge Fund Analysis: Strategic Family Wealth Counselors, L.L.C.
13F Pro is an AI hedge fund tracker and stock research platform. For Strategic Family Wealth Counselors, L.L.C. (SEC CIK: 1729755), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Strategic Family Wealth Counselors, L.L.C.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.