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Strategic Family Wealth Counselors, L.L.C. — 13F Holdings & Portfolio

CIK 1729755 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Strategic Family Wealth Counselors, L.L.C. manages $430.0M in 13F-reported U.S. long-equity assets across 182 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHG (4.26%), SCHD (3.43%), RBLX (3.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions, exited 8, added to 103, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
100 PASSAIC AVENUE
FAIRFIELD, NJ 07004
Phone
(973) 575-3444
Filing Manager
Strategic Family Wealth Counselors, L.L.C.
FAIRFIELD, NJ
Signatory
Joseph L. Sluck
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$430.0M

Long-equity book

Holdings

182

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+24 / −8 / ↑103 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$2.9M +19.1%
  • SCHWAB STRATEGIC TR$2.7M +24.7%
  • CAPITAL GROUP GROWTH ETF$2.4M +21.2%
  • VANGUARD INDEX FDS$2.1M +24.7%
  • SCHWAB STRATEGIC TR$2.0M +18.7%
Show all 103 →

Top Trims

  • VANGUARD MALVERN FDS-$886.8K -41.2%
  • PFIZER INC-$704.2K -14.3%
  • JANUS DETROIT STR TR-$679.0K -21.0%
  • J P MORGAN EXCHANGE TRADED F-$677.9K -15.8%
  • SSGA ACTIVE ETF TR-$393.6K -27.9%
Show all 21 →

New Positions

  • BITWISE BITCOIN ETF TR$907.6K
  • DOUBLELINE ETF TRUST$550.3K
  • BARON ETF TR$465.5K
  • VANGUARD MALVERN FDS$402.8K
  • GLOBAL X FDS$399.0K
Show all 24 →

Exited Positions

  • FIDELITY WISE ORIGIN BITCOIN$989.5K
  • NETFLIX INC.$343.0K
  • DIGITALOCEAN HLDGS INC$253.1K
  • HONEYWELL INTL INC$213.6K
  • WALMART INC$212.6K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHG 808524300 $18.3M 4.26% 540,636 SH
2 SCHWAB STRATEGIC TR SCHD 808524797 $14.7M 3.43% 464,827 SH
3 ROBLOX CORP RBLX 771049103 $14.2M 3.31% 261,458 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $14.0M 3.26% 18,782 SH
5 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $13.9M 3.23% 293,910 SH
6 VANGUARD WHITEHALL FDS VYM 921946406 $13.6M 3.16% 86,065 SH
7 SCHWAB STRATEGIC TR SCHA 808524607 $13.6M 3.16% 375,833 SH
8 SCHWAB STRATEGIC TR SCHM 808524508 $12.8M 2.98% 347,032 SH
9 SCHWAB STRATEGIC TR SCHX 808524201 $12.6M 2.94% 429,373 SH
10 WISDOMTREE TR DLN 97717W307 $11.8M 2.76% 123,010 SH
11 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $11.4M 2.64% 53,351 SH
12 VANGUARD INDEX FDS VTV 922908744 $10.7M 2.50% 49,229 SH
13 VANGUARD MALVERN FDS VCRB 922020748 $10.6M 2.48% 137,847 SH
14 CAPITAL GRP FIXED INCM ETF T CGCB 14020Y508 $9.7M 2.26% 370,532 SH
15 SPDR SERIES TRUST SDY 78464A763 $9.4M 2.18% 61,562 SH
16 APPLE INC AAPL 037833100 $9.3M 2.17% 32,286 SH
17 NVIDIA CORPORATION NVDA 67066G104 $9.0M 2.10% 45,184 SH
18 UBER TECHNOLOGIES INC UBER 90353T100 $9.0M 2.09% 124,606 SH
19 ARK ETF TR ARKK 00214Q104 $7.7M 1.80% 95,605 SH
20 ISHARES TR IWF 464287614 $7.6M 1.77% 61,438 SH
21 SCHWAB STRATEGIC TR SCHB 808524102 $7.0M 1.63% 242,581 SH
22 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $7.0M 1.63% 145,624 SH
23 ISHARES TR AOR 464289867 $6.7M 1.56% 96,670 SH
24 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $6.3M 1.47% 84,613 SH
25 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $5.6M 1.29% 203,720 SH
26 INVESCO QQQ TR QQQ 46090E103 $5.5M 1.29% 7,514 SH
27 VANGUARD INDEX FDS VOO 922908363 $5.3M 1.23% 7,711 SH
28 ISHARES TR HDV 46429B663 $5.1M 1.20% 187,624 SH
29 VANGUARD INDEX FDS VUG 922908736 $5.0M 1.17% 58,367 SH
30 PACER FDS TR COWZ 69374H881 $4.9M 1.13% 78,004 SH
31 PFIZER INC PFE 717081103 $4.2M 0.98% 175,617 SH
32 VANGUARD WORLD FD VGT 92204A702 $3.9M 0.92% 33,013 SH
33 VANGUARD INTL EQUITY INDEX F VT 922042742 $3.9M 0.91% 25,031 SH
34 VANGUARD INDEX FDS VO 922908629 $3.9M 0.90% 47,846 SH
35 MICROSOFT CORP MSFT 594918104 $3.8M 0.89% 10,260 SH
36 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $3.6M 0.84% 71,392 SH
37 VANGUARD INDEX FDS VB 922908751 $3.6M 0.83% 11,773 SH
38 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $3.1M 0.73% 63,822 SH
39 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $3.1M 0.72% 158,956 SH
40 CAPITAL GROUP GBL GROWTH EQT CGGO 14020X104 $2.9M 0.67% 68,082 SH
41 AMAZON COM INC AMZN 023135106 $2.7M 0.63% 11,448 SH
42 JANUS DETROIT STR TR VNLA 47103U886 $2.6M 0.59% 52,215 SH
43 ISHARES TR ACWI 464288257 $2.5M 0.59% 16,215 SH
44 GOLDMAN SACHS ETF TR GSLC 381430503 $2.4M 0.55% 16,641 SH
45 ISHARES TR USMV 46429B697 $2.3M 0.53% 23,557 SH
46 VISA INC V 92826C839 $2.2M 0.51% 6,428 SH
47 SCHWAB STRATEGIC TR SCHF 808524805 $2.1M 0.50% 77,398 SH
48 BITWISE FUNDS TRUST BITQ 09175C103 $2.0M 0.46% 80,328 SH
49 REAVES UTIL INCOME FD UTG 756158101 $2.0M 0.46% 48,173 SH
50 ISHARES TR SCZ 464288273 $1.9M 0.44% 23,024 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $430.0M 182 0001729755-26-000003
2026-03-31 2026-05-11 $380.7M 163 0001729755-26-000002
2025-12-31 2026-02-04 $445.5M 217 0001729755-26-000001
2025-09-30 2025-11-10 $388.7M 164 0001729755-25-000002