Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategic Family Wealth Counselors, L.L.C. (CIK 1729755) reported $380.7M across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($15.4M, 4.03%), RBLX ($14.8M, 3.88%), SCHD ($14.0M, 3.68%), VYM ($12.5M, 3.29%), SPY ($12.2M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $15.4M | 4.03% | 527,127 | Trimmed |
| 2 | RBLX | ROBLOX CORP | $14.8M | 3.88% | 261,453 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $14.0M | 3.68% | 457,285 | Trimmed |
| 4 | VYM | VANGUARD WHITEHALL FDS | $12.5M | 3.29% | 84,688 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $12.2M | 3.21% | 18,783 | Trimmed |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $11.4M | 3.01% | 284,779 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $11.0M | 2.88% | 428,054 | Trimmed |
| 8 | SCHA | SCHWAB STRATEGIC TR | $10.9M | 2.86% | 374,539 | Trimmed |
| 9 | SCHM | SCHWAB STRATEGIC TR | $10.8M | 2.83% | 348,073 | Trimmed |
| 10 | DLN | WISDOMTREE TR | $10.7M | 2.81% | 119,735 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $10.1M | 2.64% | 52,415 | Trimmed |
| 12 | VCRB | VANGUARD MALVERN FDS | $9.9M | 2.59% | 127,505 | Added |
| 13 | UBER | UBER TECHNOLOGIES INC | $9.0M | 2.35% | 124,582 | Trimmed |
| 14 | CGCB | CAPITAL GRP FIXED INCM ETF T | $8.9M | 2.34% | 339,891 | Added |
| 15 | SDY | SPDR SERIES TRUST | $8.9M | 2.34% | 61,113 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $8.6M | 2.26% | 43,847 | Added |
| 17 | AAPL | APPLE INC | $8.2M | 2.15% | 32,211 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $7.9M | 2.07% | 45,214 | Trimmed |
| 19 | FVD | FIRST TR EXCHANGE-TRADED FD | $6.8M | 1.79% | 145,156 | Trimmed |
| 20 | IWF | ISHARES TR | $6.5M | 1.71% | 15,299 | Added |
| 21 | SCHB | SCHWAB STRATEGIC TR | $6.2M | 1.63% | 247,893 | Added |
| 22 | SPLV | INVESCO EXCH TRADED FD TR II | $6.2M | 1.63% | 84,621 | Trimmed |
| 23 | AOR | ISHARES TR | $6.1M | 1.60% | 94,486 | Added |
| 24 | ARKK | ARK ETF TR | $6.0M | 1.58% | 88,952 | Trimmed |
| 25 | CGMS | CAPITAL GRP FIXED INCM ETF T | $5.5M | 1.44% | 201,513 | Added |
Source: SEC Form 13F filings · as of 2026-03-31