Strategic Family Wealth Counselors, L.L.C.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Strategic Family Wealth Counselors, L.L.C. reported 177 stock positions worth $429.9 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 4.3% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 3.4%) and Roblox Class A (RBLX, 3.3%). Compared with Q1 2026, it opened 24 new positions, sold out of 8, added to 76 and reduced 38. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +290%) and the biggest sale Pfizer (PFE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- FAIRFIELD, NJ
- CIK
- 0001729755
- Portfolio Value
- $429.9M (Q2 2026)
- SEC Filing
- 0001729755-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 177 stocks · $429.9M
| SCHG Schwab US Large-Cap Growth | 4.26% | 540,636 | $18.3M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 3.43% | 464,827 | $14.7M | Add +1.6% |
| RBLX Roblox Corp. Class A | 3.31% | 261,458 | $14.2M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.26% | 18,782 | $14.0M | Reduce -0.0% |
| CGGR Cap Group Growth Equity | 3.23% | 293,910 | $13.9M | Add +3.2% |
| VYM Vanguard High DVD Yield ETF | 3.16% | 86,065 | $13.6M | Add +1.6% |
| SCHA Schwab US Small-Cap ETF | 3.16% | 375,833 | $13.6M | Add +0.3% |
| SCHM Schwab US Mid Cap ETF | 2.98% | 347,032 | $12.8M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 2.94% | 429,373 | $12.6M | Add +0.3% |
| DLN Wisdomtree US Largecap Divid | 2.76% | 123,010 | $11.8M | Add +2.7% |
| RSP Invesco S&P 500 Equal Weight | 2.64% | 53,351 | $11.4M | Add +1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.50% | 49,229 | $10.7M | Add +12.3% |
| VCRB Vanguard Core Bond ETF | 2.48% | 137,847 | $10.6M | Add +8.1% |
| CGCB Cap Group Core Bond | 2.26% | 370,532 | $9.7M | Add +9.0% |
| SDY SS SPDR S&P Dividend ETF | 2.18% | 61,562 | $9.4M | Add +0.7% |
| AAPL Apple Inc. | 2.17% | 32,286 | $9.3M | Add +0.2% |
| NVDA Nvidia Corp. | 2.10% | 45,184 | $9.0M | Reduce -0.1% |
| UBER Uber Technologies Inc. | 2.09% | 124,606 | $9.0M | Add +0.0% |
| ARKK ARK Innovation ETF | 1.80% | 95,605 | $7.7M | Add +7.5% |
| IWF iShares Russell 1000 Growth | 1.77% | 61,438 | $7.6M | Add +0.4% |
| SCHB Schwab US Broad Market ETF | 1.63% | 242,581 | $7.0M | Reduce -2.1% |
| FVD First Trust Value Line DVD | 1.63% | 145,624 | $7.0M | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 1.56% | 96,670 | $6.7M | Add +2.3% |
| SPLV Invesco S&P 500 Low Volatili | 1.47% | 84,613 | $6.3M | Reduce -0.0% |
| CGMS Cap Group US Multi-Sect Bond | 1.29% | 203,720 | $5.6M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.29% | 7,514 | $5.5M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 1.23% | 7,711 | $5.3M | Add +9.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.21% | 60,250 | $5.2M | Add +5.3% |
| HDV iShares Core High Dividend E | 1.20% | 187,624 | $5.1M | Add +0.6% |
| COWZ Pacer US Cash Cows 100 ETF | 1.13% | 78,004 | $4.9M | Add +0.8% |
| PFE Pfizer Inc. | 0.98% | 175,617 | $4.2M | Reduce -0.0% |
| VGT Vanguard Info Tech ETF | 0.97% | 34,869 | $4.2M | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.92% | 49,344 | $4.0M | Add +6.4% |
| VT Vanguard Tot World STK ETF | 0.91% | 25,031 | $3.9M | Add +16.0% |
| MSFT Microsoft Corp. | 0.89% | 10,260 | $3.8M | Reduce -0.6% |
| JPST JPMorgan Ultra-Short Income | 0.84% | 71,392 | $3.6M | Reduce -15.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.83% | 11,773 | $3.6M | Add +5.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.73% | 63,822 | $3.1M | Add +9.8% |
| BSCQ Invesco Bulletshares 2026 CB | 0.72% | 158,956 | $3.1M | Add +0.7% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.67% | 68,082 | $2.9M | Add +21.3% |
| AMZN Amazon.com Inc. | 0.63% | 11,448 | $2.7M | Reduce -7.8% |
| VNLA Janus Henderson Short Durati | 0.59% | 52,215 | $2.6M | Reduce -21.0% |
| ACWI iShares MSCI Acwi ETF | 0.59% | 16,215 | $2.5M | Add +0.7% |
| GSLC Goldman Activebeta US LC ETF | 0.55% | 16,641 | $2.4M | Reduce -0.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.53% | 23,557 | $2.3M | Add +3.4% |
| V Visa Inc. Class A | 0.51% | 6,428 | $2.2M | Reduce -19.1% |
| SCHF Schwab Intl Equity ETF | 0.50% | 77,398 | $2.1M | Add +0.1% |
| BITQ Bitwise Crypto Indu Inno ETF | 0.46% | 80,328 | $2.0M | No change |
| UTG Reaves Utility Income Fund | 0.46% | 48,173 | $2.0M | Reduce -3.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.44% | 23,024 | $1.9M | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.44% | 21,374 | $1.9M | Add +289.7% |
| IWR iShares Russell Mid-Cap ETF | 0.43% | 16,870 | $1.9M | No change |
| JPM JPMorgan Chase & Co. | 0.38% | 5,056 | $1.7M | Reduce -0.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.38% | 82,648 | $1.6M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 0.36% | 4,414 | $1.6M | Add +3.0% |
| DON Wisdomtree US Midcap Dividen | 0.35% | 26,862 | $1.5M | Add +8.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.35% | 31,544 | $1.5M | Reduce -0.7% |
| TWLO Twilio Inc. Class A | 0.34% | 7,171 | $1.5M | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.33% | 29,693 | $1.4M | No change |
| IWS iShares Russell Mid-Cap Valu | 0.31% | 7,999 | $1.3M | No change |
| BITW Bitwise 10 Crypto Index ETF | 0.30% | 34,052 | $1.3M | Reduce -2.0% |
| VPLS Vanguard Core-Plus Bond ETF | 0.29% | 16,319 | $1.3M | Reduce -41.2% |
| META Meta Platforms Inc. Class A | 0.29% | 2,242 | $1.3M | Add +1.8% |
| TSLA Tesla Inc. | 0.29% | 2,997 | $1.3M | Add +0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.29% | 3,439 | $1.3M | No change |
| CGCP Cap Group Core Plus Income | 0.29% | 56,295 | $1.3M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.29% | 5,439 | $1.2M | Add +3.1% |
| IWD iShares Russell 1000 Value E | 0.29% | 5,085 | $1.2M | Add +37.5% |
| SPSK SP Funds Dow Jones Global Su | 0.28% | 67,931 | $1.2M | Add +15.8% |
| AVGO Broadcom Inc. | 0.28% | 3,130 | $1.2M | Add +3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 2,399 | $1.1M | Add +0.3% |
| IWV iShares Russell 3000 ETF | 0.26% | 2,640 | $1.1M | No change |
| UFOX Defiance Space and Connectiv | 0.26% | 11,579 | $1.1M | Add +0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.25% | 6,091 | $1.1M | Add +5.4% |
| TOTL SS Doubleline TR Tact ETF | 0.24% | 25,810 | $1.0M | Reduce -27.4% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 17,774 | $1.0M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 0.23% | 2,754 | $984K | Reduce -26.6% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 7,096 | $976K | No change |
| IVV iShares Core S&P 500 ETF | 0.23% | 1,297 | $971K | Add +3.8% |
| JNJ Johnson & Johnson | 0.22% | 3,765 | $956K | No change |
| RDVY First Trust Rising Dividend | 0.22% | 11,593 | $940K | No change |
| BITB Bitwise Bitcoin ETF | 0.21% | 28,488 | $908K | New |
| AVUV Avantis US Small Cap Value | 0.20% | 6,934 | $865K | Add +15.9% |
| ABBV Abbvie Inc. | 0.20% | 3,394 | $854K | No change |
| RS Reliance Inc. | 0.19% | 2,215 | $827K | Reduce -31.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 8,425 | $811K | Reduce -2.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.18% | 14,968 | $790K | No change |
| UNH Unitedhealth Group Inc. | 0.18% | 1,880 | $782K | Reduce -7.3% |
| COST Costco Wholesale Corp. | 0.18% | 833 | $779K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.18% | 14,587 | $763K | Add +55.8% |
| VXF Vanguard Extended Market ETF | 0.17% | 3,013 | $742K | Add +93.0% |
| MU Micron Technology Inc. | 0.16% | 594 | $686K | Reduce -1.5% |
| BXMT Blackstone Mortgage Tru Class A | 0.15% | 39,265 | $666K | Add +8.9% |
| UNP Union Pacific Corp. | 0.15% | 2,443 | $664K | Reduce -0.2% |
| AOA iShares Core 80/20 Aggressiv | 0.15% | 6,472 | $632K | No change |
| SCHV Schwab US Large-Cap Value | 0.14% | 17,756 | $618K | Add +2.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.14% | 28,782 | $586K | Add +8.1% |
| TXN Texas Instruments Inc. | 0.13% | 1,853 | $552K | Add +15.4% |
| DBND Doubleline Oppor Cor BND-Usd | 0.13% | 12,071 | $550K | New |
| GBIL Goldman Sachs Access Treasur | 0.13% | 5,467 | $548K | Add +23.1% |
Options reported separately and not counted above: AVXL calls ($16K).
Portfolio Sells Q1 2026 → Q2 2026
| PFE Pfizer Inc. | Reduce -0.0% | 0.98% | −0.31 |
| JPST JPMorgan Ultra-Short Income | Reduce -15.7% | 0.84% | −0.29 |
| VPLS Vanguard Core-Plus Bond ETF | Reduce -41.2% | 0.29% | −0.27 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.26 |
| VNLA Janus Henderson Short Durati | Reduce -21.0% | 0.59% | −0.26 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.0% | 1.47% | −0.15 |
| TOTL SS Doubleline TR Tact ETF | Reduce -27.4% | 0.24% | −0.13 |
| V Visa Inc. Class A | Reduce -19.1% | 0.51% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.6% | 0.89% | −0.11 |
| BITW Bitwise 10 Crypto Index ETF | Reduce -2.0% | 0.30% | −0.11 |
| MUB iShares National Muni Bond E | Reduce -62.6% | 0.05% | −0.10 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.09 |
| DOCN Digitalocean Holdings Inc. | Sold out | 0.00% | −0.07 |
| RS Reliance Inc. | Reduce -31.1% | 0.19% | −0.06 |
| UTG Reaves Utility Income Fund | Reduce -3.5% | 0.46% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -26.6% | 0.23% | −0.05 |
| MLPX Global X MLP & Energy Infras | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -7.8% | 0.63% | −0.04 |
| VOD Vodafone Group PLC-SP ADR | Sold out | 0.00% | −0.04 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.7% | 0.35% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.1% | 0.44% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.08% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.1% | 0.19% | −0.03 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.03 |
| XLE SS Energy Select Sector | Reduce -7.5% | 0.06% | −0.03 |
| HSY The Hershey Co. | Reduce -0.2% | 0.06% | −0.02 |
| AXP American Express Co. | Reduce -10.8% | 0.12% | −0.02 |
| C Citigroup Inc. | Reduce -24.3% | 0.06% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 0.08% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.38% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Reduce -6.0% | 0.10% | −0.00 |
| MO Altria Group Inc. | Reduce -1.0% | 0.05% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.15% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -2.1% | 1.63% | −0.00 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.2% | 0.55% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Reduce -5.0% | 0.07% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -16.7% | 0.10% | +0.01 |
| UPST Upstart Holdings Inc. | Reduce -0.4% | 0.07% | +0.01 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.10% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 0.18% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 3.26% | +0.05 |
| MU Micron Technology Inc. | Reduce -1.5% | 0.16% | +0.11 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.3% | 2.98% | +0.14 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +289.7% | 0.44% | +0.33 |
| SCHA Schwab US Small-Cap ETF | Add +0.3% | 3.16% | +0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +12.3% | 2.50% | +0.24 |
| SCHG Schwab US Large-Cap Growth | Add +2.6% | 4.26% | +0.22 |
| CGGR Cap Group Growth Equity | Add +3.2% | 3.23% | +0.22 |
| ARKK ARK Innovation ETF | Add +7.5% | 1.80% | +0.22 |
| VGT Vanguard Info Tech ETF | Add +6.2% | 0.97% | +0.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.0% | 1.29% | +0.21 |
| BITB Bitwise Bitcoin ETF | New | 0.21% | +0.21 |
| CGGO Cap Group Global Growth | Add +21.3% | 0.67% | +0.18 |
| VT Vanguard Tot World STK ETF | Add +16.0% | 0.91% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +9.8% | 1.23% | +0.13 |
| DBND Doubleline Oppor Cor BND-Usd | New | 0.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.3% | 1.21% | +0.11 |
| RONB Baron First Principles ETF | New | 0.11% | +0.11 |
| VGMS Vanguard Multi-Sector | New | 0.09% | +0.09 |
| AIQ Global X Art Intel & Tech | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| SOXX iShares Semiconductor ETF | New | 0.09% | +0.09 |
| VXF Vanguard Extended Market ETF | Add +93.0% | 0.17% | +0.09 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| CGDV Cap Group Dividend Value | Add +9.8% | 0.73% | +0.08 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| IWD iShares Russell 1000 Value E | Add +37.5% | 0.29% | +0.08 |
| TCAL T Rowe Pre CPT Apr PR in ETF | New | 0.07% | +0.07 |
| IBOT Vaneck Robotics ETF | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.5% | 0.83% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +0.4% | 1.77% | +0.06 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| THNQ Robo Global Artificial Intel | New | 0.06% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 2.94% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 0.27% | +0.05 |
| IBB iShares Biotechnology ETF | New | 0.05% | +0.05 |
| SNOW Snowflake Inc. | New | 0.05% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +55.8% | 0.18% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.4% | 0.92% | +0.05 |
| MMM 3M Co. | New | 0.05% | +0.05 |
| UFOX Defiance Space and Connectiv | Add +0.1% | 0.26% | +0.05 |
| BBCA JPMorgan Betabuilders Canada | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| ADX Adams Diversified Equity | New | 0.05% | +0.05 |
| RPV Invesco S&P 500 Pure Value E | New | 0.05% | +0.05 |
| EEM iShares MSCI Emerging Market | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | Add +15.4% | 0.13% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 0.36% | +0.04 |
| IJT iShares S&P Small-Cap 600 GR | Add +5.4% | 0.25% | +0.03 |
| AVGO Broadcom Inc. | Add +3.9% | 0.28% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| S Sentinelone Inc. Class A | call | Sold out | 7,000 | $90Kbefore exit |
| AVXL Anavex Life Sciences Corp. | call | Reduce -45.5% | 6,000 | $16K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $429.9M | SCHG, SCHD, RBLX, SPY, CGGR |
| Q1 2026 | 161 | $380.6M | SCHG, RBLX, SCHD, VYM, SPY |
| Q4 2025 | 217 | $445.5M | RBLX, SCHG, SCHD, SPY, CGGR |
| Q3 2025 | 158 | $388.6M | RBLX, SCHG, SCHD, SPY, UBER |
| Q2 2025 | 146 | $351.0M | RBLX, SCHG, SCHD, SPY, UBER |
| Q1 2025 | 137 | $307.6M | RBLX, SCHD, SCHG, SPY, VYM |
| Q4 2024 | 137 | $307.1M | RBLX, SCHG, SCHD, SPY, VYM |
| Q3 2024 | 133 | $285.8M | SCHD, SCHG, RBLX, SPY, SCHX |
| Q2 2024 | 124 | $263.0M | RBLX, SCHG, SCHD, SCHX, UBER |
| Q1 2024 | 118 | $253.1M | RBLX, SCHG, SCHD, UBER, SCHX |