§ 13F · FUND PROFILE
Strategic Family Wealth Counselors, L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $389M (13F)Positions · 164Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 527K | $15M | 4.0% | −1% |
| 2 | RBLX | ROBLOX CORP | 261K | $15M | 3.9% | ±0% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 457K | $14M | 3.7% | −1% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 85K | $13M | 3.3% | +1% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 19K | $12M | 3.2% | ±0% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 285K | $11M | 3.0% | +2% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 428K | $11M | 2.9% | −2% |
| 8 | SCHA | SCHWAB STRATEGIC TR | 375K | $11M | 2.9% | −4% |
| 9 | SCHM | SCHWAB STRATEGIC TR | 348K | $11M | 2.8% | −3% |
| 10 | DLN | WISDOMTREE TR | 120K | $11M | 2.8% | ±0% |
§ 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 $389 million in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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