Institutional Fund
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJCIK 17297555 filings on record
Portfolio Value
$380.62M
Q1 2026
Holdings
161
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-14.6%
from $445.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr4.0%
- Roblox Corp3.9%
- Schwab Strategic Tr3.7%
- Vanguard Whitehall Fds3.3%
- Spdr S&P 500 ETF Tr3.2%
- Capital Group Growth ETF3.0%
- Other78.9%
Portfolio Holdings
161 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 527.1K | $15.36M | 4.0% | −4.7K | Reduced |
| 2 | Roblox Corp | 261.5K | $14.79M | 3.9% | −121 | Reduced |
| 3 | Schwab Strategic Tr | 457.3K | $14.03M | 3.7% | −3.2K | Reduced |
| 4 | Vanguard Whitehall Fds | 84.7K | $12.54M | 3.3% | +906 | Added |
| 5 | Spdr S&P 500 ETF Tr | 18.8K | $12.22M | 3.2% | −24 | Reduced |
| 6 | Capital Group Growth ETF | 284.8K | $11.45M | 3.0% | +4.3K | Added |
| 7 | Schwab Strategic Tr | 428.1K | $10.98M | 2.9% | −8.6K | Reduced |
| 8 | Schwab Strategic Tr | 374.5K | $10.89M | 2.9% | −13.8K | Reduced |
| 9 | Schwab Strategic Tr | 348.1K | $10.78M | 2.8% | −11.8K | Reduced |
| 10 | Wisdomtree Tr | 119.7K | $10.70M | 2.8% | +452 | Added |
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