§ 13F · FUND PROFILE
Strategic Family Wealth Counselors, L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $351.0T (13F)Positions · 147Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RBLX | ROBLOX CORP | 262K | $20.6T | 4.6% | ±0% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 532K | $16.8T | 3.8% | +2% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 461K | $13.2T | 3.0% | −2% |
| 4 | SPY | SPDR S&P 500 ETF TR | 19K | $12.7T | 2.9% | ±0% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 280K | $12.3T | 2.8% | +1% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 84K | $12.3T | 2.8% | +3% |
| 7 | NVDA | NVIDIA CORPORATION | 67K | $12.0T | 2.7% | +88% |
| 8 | SCHA | SCHWAB STRATEGIC TR | 388K | $11.7T | 2.6% | +4% |
| 9 | SCHX | SCHWAB STRATEGIC TR | 437K | $11.7T | 2.6% | ±0% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 360K | $11.4T | 2.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Family Wealth Counselors, L.L.C. is a Other fund managing $351034.6 trillion in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed