Strategic Family Wealth Counselors, L.L.C.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Strategic Family Wealth Counselors, L.L.C. reported 146 stock positions worth $351.0 million. Its top holding was Roblox Class A (RBLX) at 7.8% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 4.4%) and Schwab US DVD Equity ETF (SCHD, 3.5%). Compared with Q1 2025, it opened 11 new positions, sold out of 2, added to 65 and reduced 47. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −3%).

Most Recent 13F
Q2 2026
Location
FAIRFIELD, NJ
CIK
0001729755
Portfolio Value
$351.0M (Q2 2025)
SEC Filing
0001221073-25-000080 ↗ filed Aug 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $253.1M Q1 2024 Q2 2024: $263.0M Q2 2024 Q3 2024: $285.8M Q3 2024 Q4 2024: $307.1M Q4 2024 Q1 2025: $307.6M Q1 2025 Q2 2025: $351.0M $351.0M Q2 2025 Q3 2025: $388.6M Q3 2025 Q4 2025: $445.5M Q4 2025 Q1 2026: $380.6M Q1 2026 Q2 2026: $429.9M Q2 2026

Holdings 146 stocks · $351.0M
RBLX Roblox Corp. Class A 7.84% 261,426 $27.5M No change
SCHG Schwab US Large-Cap Growth 4.36% 524,314 $15.3M Add +4.8%
SCHD Schwab US DVD Equity ETF 3.52% 465,630 $12.3M Reduce -3.4%
SPY SS SPDR S&P 500 ETF Trust-US 3.31% 18,821 $11.6M Reduce -1.1%
UBER Uber Technologies Inc. 3.31% 124,540 $11.6M Reduce -1.2%
CGGR Cap Group Growth Equity 3.19% 275,852 $11.2M Add +0.3%
SCHX Schwab US Large-Cap ETF 3.03% 435,237 $10.6M Add +0.3%
VYM Vanguard High DVD Yield ETF 3.02% 79,621 $10.6M Reduce -1.1%
SCHM Schwab US Mid Cap ETF 2.80% 350,577 $9.8M Reduce -0.8%
RSP Invesco S&P 500 Equal Weight 2.72% 52,601 $9.6M Reduce -2.5%
SCHA Schwab US Small-Cap ETF 2.70% 375,000 $9.5M Add +1.6%
DLN Wisdomtree US Largecap Divid 2.61% 111,545 $9.2M Add +2.9%
SDY SS SPDR S&P Dividend ETF 2.38% 61,592 $8.4M Add +4.1%
FVD First Trust Value Line DVD 2.00% 157,299 $7.0M Reduce -0.7%
VTV Vanguard Mrngstr Val ETF-Aui 1.96% 38,842 $6.9M Reduce -2.2%
ARKK ARK Innovation ETF 1.93% 96,329 $6.8M Reduce -1.0%
SPLV Invesco S&P 500 Low Volatili 1.84% 88,533 $6.4M Reduce -1.0%
AAPL Apple Inc. 1.81% 31,039 $6.4M Add +2.1%
IWF iShares Russell 1000 Growth 1.73% 14,339 $6.1M Reduce -1.5%
SCHB Schwab US Broad Market ETF 1.70% 250,238 $6.0M Reduce -0.2%
NVDA Nvidia Corp. 1.62% 35,891 $5.7M Add +0.1%
AOR iShares Core 60/40 Balanced 1.58% 90,200 $5.6M Add +0.9%
CGMS Cap Group US Multi-Sect Bond 1.44% 183,258 $5.1M Add +17.4%
VCRB Vanguard Core Bond ETF 1.40% 63,121 $4.9M Add +9.8%
CGCB Cap Group Core Bond 1.29% 172,022 $4.5M Add +7.1%
JPST JPMorgan Ultra-Short Income 1.24% 85,866 $4.4M Reduce -4.0%
COWZ Pacer US Cash Cows 100 ETF 1.24% 78,933 $4.3M Reduce -12.6%
MSFT Microsoft Corp. 1.23% 8,652 $4.3M Reduce -2.0%
PFE Pfizer Inc. 1.21% 175,700 $4.3M Add +0.2%
HDV iShares Core High Dividend E 1.21% 36,302 $4.3M Add +4.5%
VUG Vanguard Mrngstar GR ETF-Sui 1.09% 8,701 $3.8M Add +1.6%
QQQ Invesco QQQ Trust Series 1 1.03% 6,533 $3.6M Reduce -0.1%
VNLA Janus Henderson Short Durati 0.92% 65,477 $3.2M Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.90% 5,536 $3.1M Reduce -8.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.82% 10,290 $2.9M Reduce -5.3%
V Visa Inc. Class A 0.75% 7,444 $2.6M Add +0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.70% 10,306 $2.4M Reduce -7.7%
TWLO Twilio Inc. Class A 0.68% 19,117 $2.4M Add +0.1%
VT Vanguard Tot World STK ETF 0.67% 18,346 $2.4M Add +24.0%
VGT Vanguard Info Tech ETF 0.67% 3,555 $2.4M Add +1.7%
USMV iShares MSCI USA Min Vol Fac 0.66% 24,545 $2.3M Reduce -0.4%
VPLS Vanguard Core-Plus Bond ETF 0.60% 27,054 $2.1M Add +11.9%
ACWI iShares MSCI Acwi ETF 0.58% 15,864 $2.0M Add +11.1%
IBIT iShares Bitcoin Trust ETF 0.58% 33,221 $2.0M No change
GSLC Goldman Activebeta US LC ETF 0.58% 16,665 $2.0M Add +0.0%
AMZN Amazon.com Inc. 0.55% 8,859 $1.9M Add +14.5%
SCZ iShares MSCI Eafe Small-Cap 0.51% 24,388 $1.8M Reduce -1.0%
SCHF Schwab Intl Equity ETF 0.49% 77,242 $1.7M Reduce -0.4%
BSCP Invesco Bulletshares 2025 CB 0.47% 80,158 $1.7M Add +23.3%
JPM JPMorgan Chase & Co. 0.47% 5,653 $1.6M Add +1.1%
BSCQ Invesco Bulletshares 2026 CB 0.45% 80,652 $1.6M Add +63.9%
EXCHANGE TRADED CONCEPTS TRU 0.45% 79,392 $1.6M No change
IWR iShares Russell Mid-Cap ETF 0.44% 16,870 $1.6M No change
SHM SS SPDR N Ice St Muni ETF 0.40% 29,693 $1.4M No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.40% 43,945 $1.4M Add +1.3%
META Meta Platforms Inc. Class A 0.37% 1,757 $1.3M Reduce -6.3%
SCHC Schwab Intl Small-Cap Equity 0.35% 29,077 $1.2M Add +0.1%
DON Wisdomtree US Midcap Dividen 0.33% 22,986 $1.2M Reduce -14.9%
CGCP Cap Group Core Plus Income 0.31% 47,927 $1.1M Reduce -19.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.30% 8,586 $1.1M Add +1.0%
SPSK SP Funds Dow Jones Global Su 0.30% 57,429 $1.0M Add +0.3%
IWS iShares Russell Mid-Cap Valu 0.30% 7,850 $1.0M No change
UTG Reaves Utility Income Fund 0.29% 28,073 $1.0M Reduce -0.7%
RS Reliance Inc. 0.28% 3,174 $996K Add +0.3%
IWV iShares Russell 3000 ETF 0.27% 2,674 $939K No change
IVE iShares S&P 500 Value ETF 0.26% 4,657 $910K Add +113.1%
TSLA Tesla Inc. 0.25% 2,734 $868K Add +5.1%
TOTL SS Doubleline TR Tact ETF 0.24% 21,036 $844K Add +1.1%
COST Costco Wholesale Corp. 0.24% 841 $833K Add +18.8%
IVV iShares Core S&P 500 ETF 0.22% 1,267 $787K Add +66.9%
IVW iShares S&P 500 Growth ETF 0.22% 7,096 $781K No change
FBND Fidelity Total Bond ETF 0.21% 16,322 $747K Add +88.1%
IJT iShares S&P Small-Cap 600 GR 0.21% 5,512 $733K Add +79.7%
RDVY First Trust Rising Dividend 0.21% 11,619 $729K No change
BRK.A Berkshire Hathaway Inc. Class A 0.21% 1 $729K No change
T AT&T Inc. 0.19% 23,394 $677K Reduce -3.7%
AVGO Broadcom Inc. 0.18% 2,341 $645K Add +7.5%
ABBV Abbvie Inc. 0.18% 3,389 $629K Reduce -0.1%
BSCR Invesco Bulletshares 2027 CB 0.18% 31,865 $626K Add +130.0%
UNH Unitedhealth Group Inc. 0.17% 1,969 $614K Add +44.4%
VZ Verizon Communications Inc. 0.17% 14,150 $612K Reduce -5.2%
UFOX Defiance Space and Connectiv 0.17% 11,406 $602K Add +0.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.17% 14,968 $599K No change
SHYM iShares Short Duration High 0.17% 26,500 $591K No change
MUB iShares National Muni Bond E 0.16% 5,526 $577K Add +0.0%
JNJ Johnson & Johnson 0.16% 3,767 $575K Add +4.4%
JEPI JPMorgan Equity Premium Inco 0.16% 9,913 $564K Reduce -13.0%
UNP Union Pacific Corp. 0.15% 2,355 $542K Reduce -0.7%
TSM Taiwan Semiconductor-SP ADR 0.15% 2,390 $541K No change
AOA iShares Core 80/20 Aggressiv 0.15% 6,307 $526K Add +64.6%
UPST Upstart Holdings Inc. 0.15% 7,992 $517K No change
SCHH Schwab US REIT ETF 0.14% 24,021 $508K Add +0.9%
GOOG Alphabet Inc. Class C 0.14% 2,782 $494K Reduce -8.8%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.14% 12,435 $491K Add +0.7%
AXP American Express Co. 0.14% 1,514 $483K Add +15.1%
SCHV Schwab US Large-Cap Value 0.13% 17,036 $471K Add +0.3%
CGSD Cap Group Short Duration 0.13% 17,623 $457K No change
XLY SS Consumer Disc Select Sect 0.12% 2,000 $435K No change
IWD iShares Russell 1000 Value E 0.12% 2,230 $433K Add +6.1%
CL Colgate-Palmolive Co. 0.12% 4,745 $431K Add +0.3%
XLF SS Financial Select Sector 0.12% 8,186 $429K Reduce -1.9%
MOAT Vaneck Morningstar Wide Moat 0.12% 4,566 $428K New
GOOGL Alphabet Inc. Class A 0.12% 2,383 $420K Add +9.3%
IHDG Wisdomtree International Hed 0.12% 8,960 $404K Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.11% 2,948 $402K Reduce -4.0%
SYY Sysco Corp. 0.11% 5,102 $386K Reduce -0.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.11% 868 $382K Add +0.1%
WRBY Warby Parker Inc. Class A 0.11% 17,306 $380K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 7,998 $378K Reduce -3.4%
NFLX Netflix Inc. 0.11% 277 $371K New
PWB Invesco Large Cap Growth ETF 0.10% 3,040 $357K Reduce -2.5%
AVUV Avantis US Small Cap Value 0.10% 3,757 $342K New
DVY iShares Select Dividend ETF 0.10% 2,572 $342K Add +4.2%
DGRW Wisdomtree U.S. Quality Divi 0.10% 4,069 $341K Add +10.0%
AMGN Amgen Inc. 0.10% 1,207 $337K Add +6.7%
TXN Texas Instruments Inc. 0.10% 1,606 $333K Reduce -0.4%
GSIE Goldman Sachs Activebeta Int 0.09% 8,112 $322K Add +0.1%
BIV Vanguard Intermediate-Term B 0.09% 4,089 $316K No change
XOM Exxon Mobil Corp. 0.09% 2,831 $305K Add +8.5%
PAYX Paychex Inc. 0.08% 2,030 $295K Reduce -4.7%
CSCO Cisco Systems Inc. 0.08% 4,245 $295K Reduce -7.9%
VXF Vanguard Extended Market ETF 0.08% 1,527 $294K No change
TGT Target Corp. 0.08% 2,758 $272K Add +6.9%
USB US Bancorp 0.08% 5,940 $269K Reduce -1.5%
C Citigroup Inc. 0.08% 3,120 $266K Add +4.5%
HSY The Hershey Co. 0.07% 1,531 $254K Reduce -0.3%
ORCL Oracle Corp. 0.07% 1,156 $253K New
FULT Fulton Financial Corp. 0.07% 13,913 $251K No change
GBIL Goldman Sachs Access Treasur 0.07% 2,400 $240K Reduce -20.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.07% 1,943 $240K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 800 $236K New
XLE SS Energy Select Sector 0.07% 2,717 $230K Add +7.9%
GLD SPDR Gold Shares 0.07% 753 $230K Reduce -3.8%
FDVV Fidelity High Dividend ETF 0.06% 4,260 $222K Add +0.9%
MA Mastercard Inc. Class A 0.06% 385 $216K No change
BBJP JPMorgan Betabuilders Japan 0.06% 3,402 $210K New
NEE Nextera Energy Inc. 0.06% 3,010 $209K Add +0.1%
ETN Eaton Corp. PLC 0.06% 585 $209K New
LLY Eli Lilly & Co. 0.06% 263 $205K Reduce -14.9%
HON Honeywell International Inc. 0.06% 878 $204K New
XLK SS Technology Select Sector 0.06% 800 $203K New
SO The Southern Co. 0.06% 2,179 $200K New
VTRS Viatris Inc. 0.05% 21,394 $191K Reduce -0.5%
VOD Vodafone Group PLC-SP ADR 0.03% 10,882 $116K No change
AVXL Anavex Life Sciences Corp. 0.02% 7,545 $70K Add +0.4%
CLOV Clover Health Investments Co. 0.01% 12,263 $34K No change

Options reported separately and not counted above: AVXL calls ($65K).

Portfolio Sells Q1 2025 → Q2 2025
SCHD Schwab US DVD Equity ETF Reduce -3.4% 3.52% −0.87
COWZ Pacer US Cash Cows 100 ETF Reduce -12.6% 1.24% −0.37
VYM Vanguard High DVD Yield ETF Reduce -1.1% 3.02% −0.35
SPLV Invesco S&P 500 Low Volatili Reduce -1.0% 1.84% −0.34
RSP Invesco S&P 500 Equal Weight Reduce -2.5% 2.72% −0.32
FVD First Trust Value Line DVD Reduce -0.7% 2.00% −0.29
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.2% 1.96% −0.27
JPST JPMorgan Ultra-Short Income Reduce -4.0% 1.24% −0.23
SCHM Schwab US Mid Cap ETF Reduce -0.8% 2.80% −0.21
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.1% 3.31% −0.15
VNLA Janus Henderson Short Durati Reduce -0.3% 0.92% −0.13
CGCP Cap Group Core Plus Income Reduce -19.8% 0.31% −0.13
VOO Vanguard S&P 500 ETF Reduce -8.5% 0.90% −0.11
VB Vanguard Most SM-Cap ETF-Usd Reduce -7.7% 0.70% −0.11
DON Wisdomtree US Midcap Dividen Reduce -14.9% 0.33% −0.11
USMV iShares MSCI USA Min Vol Fac Reduce -0.4% 0.66% −0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -5.3% 0.82% −0.09
CVX Chevron Corp. Sold out 0.00% −0.09
VBK Van Morst SML-Cap Gro-Usd Inc. Sold out 0.00% −0.07
SCHB Schwab US Broad Market ETF Reduce -0.2% 1.70% −0.06
ABBV Abbvie Inc. Reduce -0.1% 0.18% −0.05
JEPI JPMorgan Equity Premium Inco Reduce -13.0% 0.16% −0.05
VZ Verizon Communications Inc. Reduce -5.2% 0.17% −0.05
T AT&T Inc. Reduce -3.7% 0.19% −0.03
GBIL Goldman Sachs Access Treasur Reduce -20.6% 0.07% −0.03
UNP Union Pacific Corp. Reduce -0.7% 0.15% −0.03
LLY Eli Lilly & Co. Reduce -14.9% 0.06% −0.02
PAYX Paychex Inc. Reduce -4.7% 0.08% −0.02
GOOG Alphabet Inc. Class C Reduce -8.8% 0.14% −0.01
SYY Sysco Corp. Reduce -0.0% 0.11% −0.01
HSY The Hershey Co. Reduce -0.3% 0.07% −0.01
XLF SS Financial Select Sector Reduce -1.9% 0.12% −0.01
SCHF Schwab Intl Equity ETF Reduce -0.4% 0.49% −0.01
UTG Reaves Utility Income Fund Reduce -0.7% 0.29% −0.01
CSCO Cisco Systems Inc. Reduce -7.9% 0.08% −0.01
GLD SPDR Gold Shares Reduce -3.8% 0.07% −0.01
VTRS Viatris Inc. Reduce -0.5% 0.05% −0.01
USB US Bancorp Reduce -1.5% 0.08% −0.01
BAC Bank of America Corp. Reduce -3.4% 0.11% −0.00
SCZ iShares MSCI Eafe Small-Cap Reduce -1.0% 0.51% −0.00
TXN Texas Instruments Inc. Reduce -0.4% 0.10% +0.00
PWB Invesco Large Cap Growth ETF Reduce -2.5% 0.10% +0.00
META Meta Platforms Inc. Class A Reduce -6.3% 0.37% +0.02
IWF iShares Russell 1000 Growth Reduce -1.5% 1.73% +0.03
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 1.03% +0.03
PLTR Palantir Technologies Inc. Class A Reduce -4.0% 0.11% +0.03
MSFT Microsoft Corp. Reduce -2.0% 1.23% +0.15
UBER Uber Technologies Inc. Reduce -1.2% 3.31% +0.32
ARKK ARK Innovation ETF Reduce -1.0% 1.93% +0.42

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +0.1% 1.62% +0.35
SCHG Schwab US Large-Cap Growth Add +4.8% 4.36% +0.29
BSCQ Invesco Bulletshares 2026 CB Add +63.9% 0.45% +0.14
CGGR Cap Group Growth Equity Add +0.3% 3.19% +0.13
IVE iShares S&P 500 Value ETF Add +113.1% 0.26% +0.12
MOAT Vaneck Morningstar Wide Moat New 0.12% +0.12
VT Vanguard Tot World STK ETF Add +24.0% 0.67% +0.11
NFLX Netflix Inc. New 0.11% +0.11
AVUV Avantis US Small Cap Value New 0.10% +0.10
BSCR Invesco Bulletshares 2027 CB Add +130.0% 0.18% +0.09
IVV iShares Core S&P 500 ETF Add +66.9% 0.22% +0.09
IJT iShares S&P Small-Cap 600 GR Add +79.7% 0.21% +0.08
FBND Fidelity Total Bond ETF Add +88.1% 0.21% +0.08
AMZN Amazon.com Inc. Add +14.5% 0.55% +0.08
ORCL Oracle Corp. New 0.07% +0.07
TWLO Twilio Inc. Class A Add +0.1% 0.68% +0.07
IJJ iShares S&P Mid-Cap 400 Valu New 0.07% +0.07
IBM Intl Business Machines Corp. New 0.07% +0.07
AVGO Broadcom Inc. Add +7.5% 0.18% +0.07
BBJP JPMorgan Betabuilders Japan New 0.06% +0.06
ETN Eaton Corp. PLC New 0.06% +0.06
HON Honeywell International Inc. New 0.06% +0.06
XLK SS Technology Select Sector New 0.06% +0.06
CGMS Cap Group US Multi-Sect Bond Add +17.4% 1.44% +0.06
SO The Southern Co. New 0.06% +0.06
VGT Vanguard Info Tech ETF Add +1.7% 0.67% +0.06
AOA iShares Core 80/20 Aggressiv Add +64.6% 0.15% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +1.6% 1.09% +0.05
ACWI iShares MSCI Acwi ETF Add +11.1% 0.58% +0.04
BSCP Invesco Bulletshares 2025 CB Add +23.3% 0.47% +0.04
DIS The Walt Disney Co. Add +1.0% 0.30% +0.03
TSLA Tesla Inc. Add +5.1% 0.25% +0.03
AXP American Express Co. Add +15.1% 0.14% +0.02
JPM JPMorgan Chase & Co. Add +1.1% 0.47% +0.02
COST Costco Wholesale Corp. Add +18.8% 0.24% +0.02
UFOX Defiance Space and Connectiv Add +0.1% 0.17% +0.01
SCHC Schwab Intl Small-Cap Equity Add +0.1% 0.35% +0.01
GOOGL Alphabet Inc. Class A Add +9.3% 0.12% +0.01
C Citigroup Inc. Add +4.5% 0.08% +0.01
DGRW Wisdomtree U.S. Quality Divi Add +10.0% 0.10% +0.00
CGGO Cap Group Global Growth Add +1.3% 0.40% +0.00
AVXL Anavex Life Sciences Corp. Add +0.4% 0.02% −0.00
GSIE Goldman Sachs Activebeta Int Add +0.1% 0.09% −0.00
CGDV Cap Group Dividend Value Add +0.7% 0.14% −0.00
FDVV Fidelity High Dividend ETF Add +0.9% 0.06% −0.01
IWD iShares Russell 1000 Value E Add +6.1% 0.12% −0.01
DIA SS SPDR Dow Jones Indus Avg Add +0.1% 0.11% −0.01
NEE Nextera Energy Inc. Add +0.1% 0.06% −0.01
VPLS Vanguard Core-Plus Bond ETF Add +11.9% 0.60% −0.01
TGT Target Corp. Add +6.9% 0.08% −0.01

Options Activity Q1 2025 → Q2 2025
AVXL Anavex Life Sciences Corp. call Add +133.3% 7,000 $65K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$429.9MSCHG, SCHD, RBLX, SPY, CGGR
Q1 2026 161$380.6MSCHG, RBLX, SCHD, VYM, SPY
Q4 2025 217$445.5MRBLX, SCHG, SCHD, SPY, CGGR
Q3 2025 158$388.6MRBLX, SCHG, SCHD, SPY, UBER
Q2 2025 146$351.0MRBLX, SCHG, SCHD, SPY, UBER
Q1 2025 137$307.6MRBLX, SCHD, SCHG, SPY, VYM
Q4 2024 137$307.1MRBLX, SCHG, SCHD, SPY, VYM
Q3 2024 133$285.8MSCHD, SCHG, RBLX, SPY, SCHX
Q2 2024 124$263.0MRBLX, SCHG, SCHD, SCHX, UBER
Q1 2024 118$253.1MRBLX, SCHG, SCHD, UBER, SCHX