Q2 2026 13F · SEC CIK 1729755

Strategic Family Wealth Counselors, L.L.C.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $429.9M
Reported positions: 177
Top holdings a year, 3 yrs: +15.1%
Assets under management: $1.7B

Strategic Family Wealth Counselors, L.L.C. is a wealth manager that reported 177 positions worth $429.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Schwab U.s. Large-Cap Growth ETF (SCHG, 4.3%), Schwab Strategic Tr (SCHD, 3.4%), Roblox Corporation (RBLX, 3.3%). A portfolio copying its top holdings returned 15.1% a year over the last 3 years, against 20.4% for the S&P 500.

Strategic Family Wealth Counselors, L.L.C. holdings largest 50 of 177 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Strategic Family Wealth Counselors, L.L.C. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHGSchwab U.s. Large-Cap Growth ETF	4.3%	4.0%	540,636	+2.6%	$18.3M
SCHDSchwab Strategic Tr	3.4%	3.7%	464,827	+1.6%	$14.7M
RBLXRoblox Corporation	3.3%	3.9%	261,458	+0.0%	$14.2M
SPYSpdr S&p 500 ETF Tr	3.3%	3.2%	18,782	-0.0%	$14.0M
CGGRCapital Group Growth ETF	3.2%	3.0%	293,910	+3.2%	$13.9M
VYMVym	3.2%	3.3%	86,065	+1.6%	$13.6M
SCHASchwab U.s. Small-Cap ETF	3.2%	2.9%	375,833	+0.3%	$13.6M
SCHMSchwab Strategic Tr	3.0%	2.8%	347,032	-0.3%	$12.8M
SCHXSchwab Stratgc Tr	2.9%	2.9%	429,373	+0.3%	$12.6M
DLNWisdomTree US LargeCap Dividend ETF Tota	2.8%	2.8%	123,010	+2.7%	$11.8M
RSPInvesco S&p 500 Equal Weight ETF	2.6%	2.6%	53,351	+1.8%	$11.4M
VTVVanguard Value ETF	2.5%	2.3%	49,229	+12.3%	$10.7M
VCRBVanguard Malvern Fds	2.5%	2.6%	137,847	+8.1%	$10.6M
CGCBCapital Grp Fixed Incm ETF T	2.3%	2.3%	370,532	+9.0%	$9.7M
SDYSpdr Series Trust	2.2%	2.3%	61,562	+0.7%	$9.4M
AAPLApple Inc	2.2%	2.1%	32,286	+0.2%	$9.3M
NVDANvidia Corporation Com	2.1%	2.1%	45,184	-0.1%	$9.0M
UBERUber Technologies Inc	2.1%	2.4%	124,606	+0.0%	$9.0M
ARKKArk Innovation ETF	1.8%	1.6%	95,605	+7.5%	$7.7M
IWFIshares Russell 1000 Growth ETF	1.8%	1.7%	61,438	+301.6%	$7.6M
SCHBSchwb US Broad	1.6%	1.6%	242,581	-2.1%	$7.0M
FVDFirst Tr Exchange-Traded Fd	1.6%	1.8%	145,624	+0.3%	$7.0M
AORIshares Tr	1.6%	1.6%	96,670	+2.3%	$6.7M
SPLVInvesco Exch Traded Fd Tr II	1.5%	1.6%	84,613	-0.0%	$6.3M
CGMSCapital Grp Fixed Incm ETF T	1.3%	1.4%	203,720	+1.1%	$5.6M
QQQInvesco Qqq Tr	1.3%	1.1%	7,514	+6.0%	$5.5M
VOOVanguard S&p 500 ETF	1.2%	1.1%	7,711	+9.8%	$5.3M
VUGVanguard Indx Fd	1.2%	1.1%	60,250	+531.7%	$5.2M
HDVIshares Tr	1.2%	1.3%	187,624	+403.1%	$5.1M
COWZPacer Fds Tr	1.1%	1.3%	78,004	+0.8%	$4.9M
PFEPfizer Inc	1.0%	1.3%	175,617	-0.0%	$4.2M
VGTVanguard Info Tech	1.0%	0.8%	34,869	+749.4%	$4.2M
VOVanguard Index Fds	0.9%	0.9%	49,344	+325.5%	$4.0M
VTVanguard Total World Stock Index Fund Et	0.9%	0.8%	25,031	+16.0%	$3.9M
MSFTMicrosoft Corp	0.9%	1.0%	10,260	-0.6%	$3.8M
JPSTJ P Morgan Exchange Traded Fd	0.8%	1.1%	71,392	-15.7%	$3.6M
VBVanguard Indx Fd	0.8%	0.8%	11,773	+5.5%	$3.6M
CGDVCapital Group Dividend Value ETF	0.7%	0.6%	63,822	+9.8%	$3.1M
BSCQInvesco Exch Trd Slf Idx Fd	0.7%	0.8%	158,956	+0.7%	$3.1M
CGGOCapital Group Gbl Growth Eqt	0.7%	0.5%	68,082	+21.3%	$2.9M
AMZNAmazon Com Inc Com	0.6%	0.7%	11,448	-7.8%	$2.7M
VNLAJanus Detroit Str Tr	0.6%	0.8%	52,215	-21.0%	$2.6M
ACWIIshares Tr	0.6%	0.6%	16,215	+0.7%	$2.5M
GSLCGoldman Sachs ETF Tr	0.5%	0.5%	16,641	-0.2%	$2.4M
USMVIshares Msci USA Min Volfctr ETF	0.5%	0.6%	23,557	+3.4%	$2.3M
VVisa Inc Com Cl A	0.5%	0.6%	6,428	-19.1%	$2.2M
SCHFSchwab Intl Equity	0.5%	0.5%	77,398	+0.1%	$2.1M
BITQBitwise Funds Trust	0.5%	—	80,328	—	$2.0M
UTGReaves Util Income Fd	0.5%	0.5%	48,173	-3.5%	$2.0M
SCZIshares Msci Eafe Small Cap	0.4%	0.5%	23,024	-0.1%	$1.9M

What Strategic Family Wealth Counselors, L.L.C. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +2.1% /yr; S&P 500 +20.1%
3 years: +15.1% /yr; S&P 500 +20.4%
5 years: +1.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$429.9M	177
Q1 2026	$380.6M	161
Q4 2025	$445.5M	217
Q3 2025	$388.6M	158
Q2 2025	$351.0M	146
Q1 2025	$307.6M	137
Q4 2024	$307.1M	137
Q3 2024	$285.8M	133
Q2 2024	$263.0M	124
Q1 2024	$253.1M	118
Q4 2023	$238.6M	117
Q3 2023	$208.1M	110

Questions about Strategic Family Wealth Counselors, L.L.C.'s portfolio

What stocks does Strategic Family Wealth Counselors, L.L.C. own?

Strategic Family Wealth Counselors, L.L.C.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 177 positions worth $429.9M. The largest are Schwab U.s. Large-Cap Growth ETF (SCHG) at 4.3%, Schwab Strategic Tr (SCHD) at 3.4%, Roblox Corporation (RBLX) at 3.3%, Spdr S&p 500 ETF Tr (SPY) at 3.3% and Capital Group Growth ETF (CGGR) at 3.2%.

What did Strategic Family Wealth Counselors, L.L.C. buy last quarter?

In Q2 2026, Strategic Family Wealth Counselors, L.L.C. added Vanguard Info Tech (VGT) (+749.4% shares), Vanguard Indx Fd (VUG) (+531.7% shares) and Ishares Tr (HDV) (+403.1% shares), compared with its Q1 2026 filing.

What did Strategic Family Wealth Counselors, L.L.C. sell last quarter?

In Q2 2026, Strategic Family Wealth Counselors, L.L.C. cut from its top 50 Vanguard Malvern Fds (VPLS), Janus Detroit Str Tr (VNLA) (-21.0% shares), Visa Inc Com Cl A (V) (-19.1% shares) and J P Morgan Exchange Traded Fd (JPST) (-15.7% shares), compared with its Q1 2026 filing.

How has Strategic Family Wealth Counselors, L.L.C.'s portfolio performed?

A portfolio copying Strategic Family Wealth Counselors, L.L.C.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.1% against +20.1%. Over 5 years: +1.3% a year against +11.6%.

When is Strategic Family Wealth Counselors, L.L.C.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Strategic Family Wealth Counselors, L.L.C.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Strategic Family Wealth Counselors, L.L.C. manage?

Strategic Family Wealth Counselors, L.L.C. reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $429.9M.