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Strategic Family Wealth Counselors, L.L.C.
Updated 7 days agoManaged by Strategic Family Wealth Counselors, L.L.C. • Latest filing Q3 2026
Portfolio value
$428.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $388.7M |
| Q4 2025 | $445.5M |
| Q1 2026 | $380.7M |
| Q2 2026 | $430M |
| Q3 2026 | $428.6M |
Top holdings
170 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $19.6M | 546.0K | 4.58% | — | |
| 2 | $15.3M | 469.3K | 3.56% | — | |
| 3 | $14.4M | 18.8K | 3.35% | — | |
| 4 | $14.1M | 298.2K | 3.30% | — | |
| 5 | $13.2M | 84.9K | 3.08% | — | |
| 6 | $12.9M | 429.6K | 3.01% | — | |
| 7 | $12.4M | 379.0K | 2.89% | — | |
| 8 | $12.1M | 124.9K | 2.83% | — | |
| 9 | $11.9M | 348.9K | 2.77% | — | |
| 10 | $11.2M | 53.8K | 2.61% | — | |
| 11 | ? N/A VANGUARD MALVERN FDS | $11M | 149.5K | 2.57% | — |
| 12 | $10.8M | 50.0K | 2.52% | — | |
| 13 | $10.8M | 32.3K | 2.51% | — | |
| 14 | $10.3M | 45.1K | 2.40% | — | |
| 15 | $9.5M | 380.0K | 2.22% | — | |
| 16 | $9.3M | 218.7K | 2.16% | — | |
| 17 | $8.8M | 60.3K | 2.06% | — | |
| 18 | $8.5M | 95.5K | 1.99% | — | |
| 19 | $7.8M | 114.2K | 1.83% | — | |
| 20 | $7.8M | 62.4K | 1.82% | — |