Strategic Family Wealth Counselors, L.L.C.
Q3 2026 13F filing
Updated 7 days ago170 disclosed positions worth $428.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $19.6M | 546.0K | 4.58% | — |
| 2 | S SCHWAB STRATEGIC TR | $15.3M | 469.3K | 3.56% | — |
| 3 | S STATE STR SPDR S&P 500 ETF T | $14.4M | 18.8K | 3.35% | — |
| 4 | C CAPITAL GROUP GROWTH ETF | $14.1M | 298.2K | 3.30% | — |
| 5 | V VANGUARD WHITEHALL FDS | $13.2M | 84.9K | 3.08% | — |
| 6 | S SCHWAB STRATEGIC TR | $12.9M | 429.6K | 3.01% | — |
| 7 | S SCHWAB STRATEGIC TR | $12.4M | 379.0K | 2.89% | — |
| 8 | B WISDOMTREE TR | $12.1M | 124.9K | 2.83% | — |
| 9 | S SCHWAB STRATEGIC TR | $11.9M | 348.9K | 2.77% | — |
| 10 | I INVESCO EXCHANGE TRADED FD T | $11.2M | 53.8K | 2.61% | — |
| 11 | ? N/A VANGUARD MALVERN FDS | $11M | 149.5K | 2.57% | — |
| 12 | V VANGUARD INDEX FDS | $10.8M | 50.0K | 2.52% | — |
| 13 | A APPLE INC | $10.8M | 32.3K | 2.51% | — |
| 14 | N NVIDIA CORPORATION | $10.3M | 45.1K | 2.40% | — |
| 15 | C CAPITAL GRP FIXED INCM ETF T | $9.5M | 380.0K | 2.22% | — |
| 16 | R ROBLOX CORP | $9.3M | 218.7K | 2.16% | — |
| 17 | S SPDR SERIES TRUST | $8.8M | 60.3K | 2.06% | — |
| 18 | A ARK ETF TR | $8.5M | 95.5K | 1.99% | — |
| 19 | U UBER TECHNOLOGIES INC | $7.8M | 114.2K | 1.83% | — |
| 20 | E ISHARES TR | $7.8M | 62.4K | 1.82% | — |
| 21 | S SCHWAB STRATEGIC TR | $7M | 240.4K | 1.64% | — |
| 22 | F FIRST TR EXCHANGE-TRADED FD | $6.9M | 146.2K | 1.60% | — |
| 23 | E ISHARES TR | $6.7M | 98.1K | 1.57% | — |
| 24 | I INVESCO EXCH TRADED FD TR II | $5.9M | 84.2K | 1.39% | — |
| 25 | Q INVESCO QQQ TR | $5.6M | 7.6K | 1.31% | — |
| 26 | V VANGUARD INDEX FDS | $5.5M | 7.9K | 1.29% | — |
| 27 | M MICROSOFT CORP | $5.4M | 10.4K | 1.25% | — |
| 28 | V VANGUARD INDEX FDS | $5.3M | 58.7K | 1.23% | — |
| 29 | Q PACER FDS TR | $5.2M | 77.8K | 1.21% | — |
| 30 | E ISHARES TR | $5.2M | 185.0K | 1.21% | — |
| 31 | C CAPITAL GRP FIXED INCM ETF T | $5.1M | 193.2K | 1.18% | — |
| 32 | P PFIZER INC | $5M | 175.7K | 1.17% | — |
| 33 | V VANGUARD INTL EQUITY INDEX F | $4.2M | 26.5K | 0.98% | — |
| 34 | V VANGUARD WORLD FD | $4.2M | 33.1K | 0.97% | — |
| 35 | V VANGUARD INDEX FDS | $3.8M | 48.2K | 0.88% | — |
| 36 | J J P MORGAN EXCHANGE TRADED F | $3.6M | 71.3K | 0.84% | — |
| 37 | V VANGUARD INDEX FDS | $3.4M | 11.8K | 0.79% | — |
| 38 | C CAPITAL GROUP DIVIDEND VALUE | $3.3M | 66.7K | 0.76% | — |
| 39 | C CAPITAL GROUP GBL GROWTH EQT | $3.1M | 78.7K | 0.73% | — |
| 40 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.1M | 160.1K | 0.73% | — |
| 41 | A AMAZON COM INC | $2.9M | 11.7K | 0.68% | — |
| 42 | B ISHARES TR | $2.6M | 16.2K | 0.60% | — |
| 43 | ? N/A JANUS DETROIT STR TR | $2.5M | 51.8K | 0.59% | — |
| 44 | G GOLDMAN SACHS ETF TR | $2.4M | 16.2K | 0.55% | — |
| 45 | V VISA INC | $2.3M | 6.4K | 0.54% | — |
| 46 | E ISHARES TR | $2.3M | 23.6K | 0.54% | — |
| 47 | S SPDR SERIES TRUST | $2.2M | 24.6K | 0.52% | — |
| 48 | S SCHWAB STRATEGIC TR | $2.1M | 77.5K | 0.50% | — |
| 49 | T TWILIO INC | $2.1M | 7.2K | 0.49% | — |
| 50 | ? N/A BITWISE FUNDS TRUST | $2M | 80.3K | 0.48% | — |