DOSSIER · 13F-HR · Q2 2026

Strategic Family Wealth Counselors, L.L.C.

$430M in tracked AUM across 182 positions as of Q2 2026.

SF
CIK 0001729755 · last filed Jun 30, 2026
Total AUM
$430M
as of Q2 2026
Holdings
182
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Strategic Family Wealth Counselors, L.L.C. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$18M541K4.3%
02
SCHD
SCHWAB STRATEGIC TR
$15M465K3.4%
03
RBLX
ROBLOX CORP
$14M261K3.3%
04
SPY
STATE STR SPDR S&P 500 ETF T
$14M19K3.3%
05
CGGR
CAPITAL GROUP GROWTH ETF
$14M294K3.2%
06
VYM
VANGUARD WHITEHALL FDS
$14M86K3.2%
07
SCHA
SCHWAB STRATEGIC TR
$14M376K3.2%
08
SCHM
SCHWAB STRATEGIC TR
$13M347K3.0%
09
SCHX
SCHWAB STRATEGIC TR
$13M429K2.9%
10
DLN
WISDOMTREE TR
$12M123K2.8%

Filing history

2026Q2Jun 30
$430M 12.9%
182 positionsView →
2026Q1Mar 31
$381M 14.5%
163 positionsView →
2025Q4Dec 31
$446M 14.6%
217 positionsView →
2025Q3Sep 30
$389M 10.7%
164 positionsView →
2025Q2Jun 30
$351M 14.1%
147 positionsLocked
2025Q1Mar 31
$308M 0.1%
138 positionsLocked
2024Q4Dec 31
$307M 7.5%
137 positionsLocked
2024Q3Sep 30
$286M 8.7%
133 positionsLocked
2024Q2Jun 30
$263M 3.9%
124 positionsLocked
2024Q1Mar 31
$253M 6.1%
118 positionsLocked
2023Q4Dec 31
$239M 14.7%
117 positionsLocked
2023Q3Sep 30
$208M 4.3%
110 positionsLocked
Showing 12 of 31