§ 13F · FUND PROFILE
Strategic Family Wealth Counselors, L.L.C..
AUM · $430M (13F)Positions · 182Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 541K | $18M | 4.3% | +3% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 465K | $15M | 3.4% | +2% |
| 3 | RBLX | ROBLOX CORP | 261K | $14M | 3.3% | ±0% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 19K | $14M | 3.3% | ±0% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 294K | $14M | 3.2% | +3% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 86K | $14M | 3.2% | +2% |
| 7 | SCHA | SCHWAB STRATEGIC TR | 376K | $14M | 3.2% | ±0% |
| 8 | SCHM | SCHWAB STRATEGIC TR | 347K | $13M | 3.0% | ±0% |
| 9 | SCHX | SCHWAB STRATEGIC TR | 429K | $13M | 2.9% | ±0% |
| 10 | DLN | WISDOMTREE TR | 123K | $12M | 2.8% | +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 $430 million in assets. The fund runs a portfolio of 182 positions.
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