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 $430.0M across 177 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHG ($18.3M, 4.26%), SCHD ($14.7M, 3.43%), RBLX ($14.2M, 3.31%), SPY ($14.0M, 3.26%), CGGR ($13.9M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $18.3M | 4.26% | 540,636 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $14.7M | 3.43% | 464,827 | Added |
| 3 | RBLX | ROBLOX CORP | $14.2M | 3.31% | 261,458 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $14.0M | 3.26% | 18,782 | Trimmed |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $13.9M | 3.23% | 293,910 | Added |
| 6 | SCHA | SCHWAB STRATEGIC TR | $13.6M | 3.16% | 375,833 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $13.6M | 3.16% | 86,065 | Added |
| 8 | SCHM | SCHWAB STRATEGIC TR | $12.8M | 2.98% | 347,032 | Trimmed |
| 9 | SCHX | SCHWAB STRATEGIC TR | $12.6M | 2.94% | 429,373 | Added |
| 10 | DLN | WISDOMTREE TR | $11.8M | 2.76% | 123,010 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $11.4M | 2.64% | 53,351 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $10.7M | 2.50% | 49,229 | Added |
| 13 | VCRB | VANGUARD MALVERN FDS | $10.6M | 2.48% | 137,847 | Added |
| 14 | CGCB | CAPITAL GRP FIXED INCM ETF T | $9.7M | 2.26% | 370,532 | Added |
| 15 | SDY | SPDR SERIES TRUST | $9.4M | 2.18% | 61,562 | Added |
| 16 | AAPL | APPLE INC | $9.3M | 2.17% | 32,286 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $9.0M | 2.10% | 45,184 | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $9.0M | 2.09% | 124,606 | Added |
| 19 | ARKK | ARK ETF TR | $7.7M | 1.80% | 95,605 | Added |
| 20 | IWF | ISHARES TR | $7.6M | 1.77% | 61,438 | Added |
| 21 | FVD | FIRST TR EXCHANGE-TRADED FD | $7.0M | 1.63% | 145,624 | Added |
| 22 | SCHB | SCHWAB STRATEGIC TR | $7.0M | 1.63% | 242,581 | Trimmed |
| 23 | AOR | ISHARES TR | $6.7M | 1.56% | 96,670 | Added |
| 24 | SPLV | INVESCO EXCH TRADED FD TR II | $6.3M | 1.47% | 84,613 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $5.5M | 1.29% | 7,514 | Added |
Source: SEC Form 13F filings · as of 2026-06-30