Universe · entity
Strategic Family Wealth Counselors, L.L.C.
Institutional manager (13F) · CIK 1729755
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $316M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $15M | 527,127 |
| 2 | ROBLOX CORP | $15M | 261,453 |
| 3 | SCHWAB STRATEGIC TR | $14M | 457,285 |
| 4 | VANGUARD WHITEHALL FDS | $13M | 84,688 |
| 5 | STATE STR SPDR S&P 500 ETF T | $12M | 18,783 |
| 6 | CAPITAL GROUP GROWTH ETF | $11M | 284,779 |
| 7 | SCHWAB STRATEGIC TR | $11M | 428,054 |
| 8 | SCHWAB STRATEGIC TR | $11M | 374,539 |
| 9 | SCHWAB STRATEGIC TR | $11M | 348,073 |
| 10 | WISDOMTREE TR | $11M | 119,735 |
| 11 | INVESCO EXCHANGE TRADED FD T | $10M | 52,415 |
| 12 | VANGUARD MALVERN FDS | $10M | 127,505 |
| 13 | UBER TECHNOLOGIES INC | $9M | 124,582 |
| 14 | CAPITAL GRP FIXED INCM ETF T | $9M | 339,891 |
| 15 | SPDR SERIES TRUST | $9M | 61,113 |
| 16 | VANGUARD INDEX FDS | $9M | 43,847 |
| 17 | APPLE INC | $8M | 32,211 |
| 18 | NVIDIA CORPORATION | $8M | 45,214 |
| 19 | FIRST TR EXCHANGE-TRADED FD | $7M | 145,156 |
| 20 | ISHARES TR | $7M | 15,299 |
| 21 | SCHWAB STRATEGIC TR | $6M | 247,893 |
| 22 | INVESCO EXCH TRADED FD TR II | $6M | 84,621 |
| 23 | ISHARES TR | $6M | 94,486 |
| 24 | ARK ETF TR | $6M | 88,952 |
| 25 | CAPITAL GRP FIXED INCM ETF T | $5M | 201,513 |
| 26 | ISHARES TR | $5M | 37,295 |
| 27 | PFIZER INC | $5M | 175,678 |
| 28 | PACER FDS TR | $5M | 77,370 |
| 29 | J P MORGAN EXCHANGE TRADED F | $4M | 84,730 |
| 30 | VANGUARD INDEX FDS | $4M | 7,023 |
| 31 | VANGUARD INDEX FDS | $4M | 9,538 |
| 32 | INVESCO QQQ TR | $4M | 7,088 |
| 33 | MICROSOFT CORP | $4M | 10,325 |
| 34 | VANGUARD INDEX FDS | $3M | 11,597 |
| 35 | JANUS DETROIT STR TR | $3M | 66,117 |
| 36 | INVESCO EXCH TRD SLF IDX FD | $3M | 157,854 |
| 37 | VANGUARD INTL EQUITY INDEX F | $3M | 21,580 |
| 38 | VANGUARD INDEX FDS | $3M | 11,157 |
| 39 | VANGUARD WORLD FD | $3M | 4,105 |
| 40 | AMAZON COM INC | $3M | 12,418 |
| 41 | CAPITAL GROUP DIVIDEND VALUE | $2M | 58,102 |
| 42 | VISA INC | $2M | 7,945 |
| 43 | ISHARES TR | $2M | 16,103 |
| 44 | VANGUARD MALVERN FDS | $2M | 27,746 |
| 45 | ISHARES TR | $2M | 22,788 |
| 46 | GOLDMAN SACHS ETF TR | $2M | 16,672 |
| 47 | REAVES UTIL INCOME FD | $2M | 49,895 |
| 48 | SCHWAB STRATEGIC TR | $2M | 77,353 |
| 49 | CAPITAL GROUP GBL GROWTH EQT | $2M | 56,140 |
| 50 | ISHARES TR | $2M | 23,045 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.