Strategic Family Wealth Counselors, L.L.C.
CIK 1729755
13F filing for Q2 2026・No. 4,306
- Holdings
- US$429.96M
- Quarter change
- +US$49.22M
- Entries
- 182
- Net bought (estimate)
- +US$11.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 8
- Cut 39
- Added 75
- Corporate actions 0
- Unchanged 39
Largest holdings
177 stocks worth US$429.95M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 540,636 | US$18.3M | 4.26% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 464,827 | US$14.74M | 3.43% |
| RBLXROBLOX CORPCL A | Added | 261,458 | US$14.22M | 3.31% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 18,782 | US$14.03M | 3.26% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 293,910 | US$13.87M | 3.23% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 86,065 | US$13.6M | 3.16% |
| SCHWAB STRATEGIC TRUS SML CAP ETF | Added | 375,833 | US$13.58M | 3.16% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | Cut | 347,032 | US$12.8M | 2.98% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 429,373 | US$12.64M | 2.94% |
| WISDOMTREE TRUS LARGECAP DIVD | Added | 123,010 | US$11.85M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.