What Strategic Family Wealth Counselors, L.L.C. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1729755 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
SCHWAB STRATEGIC TRUS LCAP GR ETF | 540.6K | +2.6% | $18.3M | 4.3% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 464.8K | +1.6% | $14.7M | 3.4% |
RBLXRoblox Corp |
| 261.5K |
| +0.0% |
| $14.2M |
| 3.3% |
SPYSPDR S&P 500 ETF Trust | 18.8K | −0.0% | $14M | 3.3% |
CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | 293.9K | New | $13.9M | 3.2% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 86.1K | +1.6% | $13.6M | 3.2% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 375.8K | +0.3% | $13.6M | 3.2% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 347K | −0.3% | $12.8M | 3% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 429.4K | +0.3% | $12.6M | 2.9% |
WISDOMTREE TRUS LARGECAP DIVD | 123K | +2.7% | $11.8M | 2.8% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 53.4K | +1.8% | $11.4M | 2.6% |
VANGUARD INDEX FDSVALUE ETF | 49.2K | +12.3% | $10.7M | 2.5% |
VANGUARD MALVERN FDSCORE BD ETF | 137.8K | +8.1% | $10.6M | 2.5% |
CAPITAL GRP FIXED INCM ETF TCORE BOND ETF | 370.5K | +9.0% | $9.7M | 2.3% |
SPDR SERIES TRUSTST STR SP DIV | 61.6K | New | $9.4M | 2.2% |
AAPLApple Inc. | 32.3K | +0.2% | $9.3M | 2.2% |
NVDANVIDIA Corp | 45.2K | −0.1% | $9M | 2.1% |
UBERUber Technologies, Inc | 124.6K | +0.0% | $9M | 2.1% |
ARK ETF TRINNOVATION ETF | 95.6K | +7.5% | $7.7M | 1.8% |
ISHARES TRRUS 1000 GRW ETF | 61.4K | +301.6% | $7.6M | 1.8% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 242.6K | −2.1% | $7M | 1.6% |
FIRST TR EXCHANGE-TRADED FDSHS | 145.6K | +0.3% | $7M | 1.6% |
ISHARES TRCORE 60 BALA ETF | 96.7K | New | $6.7M | 1.6% |
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | 84.6K | −0.0% | $6.3M | 1.5% |
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR | 203.7K | +1.1% | $5.6M | 1.3% |
QQQInvesco QQQ Trust, Series 1 | 7.5K | +6.0% | $5.5M | 1.3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 7.7K | +9.8% | $5.3M | 1.2% |
VANGUARD INDEX FDSGROWTH ETF | 60.3K | +531.7% | $5.2M | 1.2% |
ISHARES TRCORE HIGH DV ETF | 187.6K | +403.1% | $5.1M | 1.2% |
PACER FDS TRUS CASH COWS 100 | 78K | +0.8% | $4.9M | 1.1% |
PFEPfizer Inc | 175.6K | −0.0% | $4.2M | 1% |
VANGUARD WORLD FDINF TECH ETF | 34.9K | +749.4% | $4.2M | 1% |
VANGUARD INDEX FDSMID CAP ETF | 49.3K | +325.5% | $4M | 0.9% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 25K | +16.0% | $3.9M | 0.9% |
MSFTMicrosoft Corp | 10.3K | −0.6% | $3.8M | 0.9% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 71.4K | −15.7% | $3.6M | 0.8% |
VANGUARD INDEX FDSSMALL CP ETF | 11.8K | +5.5% | $3.6M | 0.8% |
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | 63.8K | New | $3.1M | 0.7% |
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB | 159K | +0.7% | $3.1M | 0.7% |
CAPITAL GROUP GBL GROWTH EQTSHS CREAT UNIT | 68.1K | New | $2.9M | 0.7% |
AMZNAmazon Com Inc | 11.4K | −7.8% | $2.7M | 0.6% |
JANUS DETROIT STR TRHENDRSN SHRT ETF | 52.2K | −21.0% | $2.6M | 0.6% |
ISHARES TRMSCI ACWI ETF | 16.2K | +0.7% | $2.5M | 0.6% |
GOLDMAN SACHS ETF TRACTIVEBETA US LG | 16.6K | −0.2% | $2.4M | 0.5% |
ISHARES TRMSCI USA MIN ETF | 23.6K | New | $2.3M | 0.5% |
VVisa Inc. | 6.4K | −19.1% | $2.2M | 0.5% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 77.4K | +0.1% | $2.1M | 0.5% |
BITWISE FUNDS TRUSTCRYPTO INDUSTRY | 80.3K | ±0% | $2M | 0.5% |
UTGReaves Utility Income Fund | 48.2K | −3.5% | $2M | 0.5% |
ISHARES TREAFE SML CP ETF | 23K | −0.1% | $1.9M | 0.4% |
SPDR SERIES TRUSTST STR P500ETF | 21.4K | New | $1.9M | 0.4% |
ISHARES TRRUS MID CAP ETF | 16.9K | ±0% | $1.9M | 0.4% |
JPMJPMorgan Chase & Co | 5.1K | −0.2% | $1.7M | 0.4% |
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB | 82.6K | +3.5% | $1.6M | 0.4% |
GOOGAlphabet Inc. | 4.4K | +3.0% | $1.6M | 0.4% |
WISDOMTREE TRUS MIDCAP DIVID | 26.9K | +8.5% | $1.5M | 0.4% |
SCHWAB STRATEGIC TRINTL SCEQT ETF | 31.5K | −0.7% | $1.5M | 0.4% |
TWLOTwilio Inc | 7.2K | ±0% | $1.5M | 0.3% |
SPDR SERIES TRUSTST NUVE TERM ETF | 29.7K | New | $1.4M | 0.3% |
ISHARES TRRUS MDCP VAL ETF | 8K | ±0% | $1.3M | 0.3% |
BITWBitwise 10 Crypto Index ETF | 34.1K | −2.0% | $1.3M | 0.3% |
VANGUARD MALVERN FDSCORE-PLUS BD ETF | 16.3K | −41.2% | $1.3M | 0.3% |
METAMeta Platforms, Inc. | 2.2K | +1.8% | $1.3M | 0.3% |
TSLATesla, Inc. | 3K | +0.3% | $1.3M | 0.3% |
VANGUARD INDEX FDSSML CP GRW ETF | 3.4K | ±0% | $1.3M | 0.3% |
CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM | 56.3K | +0.1% | $1.3M | 0.3% |
ISHARES TRS&P 500 VAL ETF | 5.4K | +3.1% | $1.2M | 0.3% |
ISHARES TRRUS 1000 VAL ETF | 5.1K | +37.5% | $1.2M | 0.3% |
TIDAL TRUST ISP DWJNS SUKUK | 67.9K | +15.8% | $1.2M | 0.3% |
AVGOBroadcom Inc. | 3.1K | +3.9% | $1.2M | 0.3% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 2.4K | +0.3% | $1.1M | 0.3% |
ISHARES TRRUSSELL 3000 ETF | 2.6K | ±0% | $1.1M | 0.3% |
ETF SER SOLUTIONSDEFIANCE SPACE A | 11.6K | New | $1.1M | 0.3% |
ISHARES TRS&P SML 600 GWT | 6.1K | +5.4% | $1.1M | 0.3% |
SSGA ACTIVE ETF TRST STR TOTAL ETF | 25.8K | New | $1M | 0.2% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 17.8K | +6.0% | $1M | 0.2% |
GOOGLAlphabet Inc. | 2.8K | −26.6% | $984.1K | 0.2% |
ISHARES TRS&P 500 GRWT ETF | 7.1K | ±0% | $975.9K | 0.2% |
ISHARES TRCORE S&P500 ETF | 1.3K | +3.8% | $971K | 0.2% |
JNJJohnson & Johnson | 3.8K | ±0% | $956.2K | 0.2% |
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | 11.6K | ±0% | $939.7K | 0.2% |
BITBBitwise Bitcoin ETF | 28.5K | New | $907.6K | 0.2% |
AMERICAN CENTY ETF TRUS SML CP VALU | 6.9K | +15.9% | $865.1K | 0.2% |
ABBVAbbVie Inc. | 3.4K | ±0% | $854.1K | 0.2% |
RSReliance, Inc. | 2.2K | −31.1% | $827.4K | 0.2% |
DISWalt Disney Co | 8.4K | −2.1% | $810.9K | 0.2% |
SCHWAB STRATEGIC TRFUNDAMENTAL INTL | 15K | ±0% | $789.7K | 0.2% |
UNHUnitedHealth Group Inc | 1.9K | −7.3% | $781.5K | 0.2% |
COSTCostco Wholesale Corp | 833 | ±0% | $779.3K | 0.2% |
BLACKROCK ETF TRUST IIISHA FLEX IN ETF | 14.6K | New | $763.5K | 0.2% |
VANGUARD INDEX FDSEXTEND MKT ETF | 3K | +93.0% | $741.9K | 0.2% |
MUMicron Technology Inc | 594 | −1.5% | $685.6K | 0.2% |
BXMTBlackstone Mortgage Trust, Inc. | 39.3K | +9.0% | $665.5K | 0.2% |
UNPUnion Pacific Corp | 2.4K | −0.2% | $664.5K | 0.2% |
ISHARES TRCORE 80 20 ETF | 6.5K | New | $631.7K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 17.8K | +2.5% | $618.1K | 0.1% |
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28 | 28.8K | +8.1% | $586.1K | 0.1% |
TXNTexas Instruments Inc | 1.9K | +15.4% | $552.3K | 0.1% |
DOUBLELINE ETF TRUSTOPPO CORE BD ETF | 12.1K | New | $550.3K | 0.1% |
GOLDMAN SACHS ETF TRACCES TREASURY | 5.5K | +23.1% | $547.6K | 0.1% |
WRBYWarby Parker Inc. | 17.3K | ±0% | $525.1K | 0.1% |
LLYELI LILLY & Co | 433 | ±0% | $519.4K | 0.1% |
INVESCO EXCHANGE TRADED FD TLARG CAP GRO ETF | 3K | New | $512.1K | 0.1% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 4.9K | +1.6% | $506.9K | 0.1% |
AXPAmerican Express Co | 1.5K | −10.8% | $502K | 0.1% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 4.1K | New | $480.1K | 0.1% |
BARON ETF TRFIRST PRINC ETF | 19.1K | New | $465.5K | 0.1% |
VZVerizon Communications Inc | 10.9K | +1.2% | $459.9K | 0.1% |
CAPITAL GRP FIXED INCM ETF TSHORT DURATION | 17.6K | ±0% | $453.4K | 0.1% |
WISDOMTREE TRITL HDG QTLY DIV | 8.6K | +0.1% | $449.3K | 0.1% |
INVESCO EXCH TRD SLF IDX FDBULETSHS 2029 | 23.9K | +10.8% | $444.7K | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 8.3K | New | $442.9K | 0.1% |
CLColgate Palmolive Co | 4.8K | ±0% | $438.3K | 0.1% |
BACBank of America Corp | 7.7K | −6.0% | $436.1K | 0.1% |
TAT&T Inc. | 20.7K | +0.3% | $427.5K | 0.1% |
AMGNAmgen Inc | 1.2K | ±0% | $417.5K | 0.1% |
CSCOCisco Systems, Inc. | 3.5K | −16.7% | $410.3K | 0.1% |
VANGUARD MALVERN FDSMULTI SECTOR | 7.9K | New | $402.8K | 0.1% |
ISHARES TRSELECT DIVID ETF | 2.6K | ±0% | $402K | 0.1% |
GLOBAL X FDSARTIFICIAL ETF | 6.1K | New | $399K | 0.1% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 8.6K | ±0% | $392.9K | 0.1% |
WISDOMTREE TRUS QTLY DIV GRT | 4.1K | +0.7% | $392.3K | 0.1% |
SCHWAB STRATEGIC TRUS REIT ETF | 16.5K | ±0% | $389.8K | 0.1% |
LRCXLAM Research Corp | 893 | New | $387K | 0.1% |
ISHARES TRISHARES SEMICDTR | 594 | New | $380.6K | 0.1% |
GOLDMAN SACHS ETF TRACTIVEBETA INT | 8.1K | ±0% | $371K | 0.1% |
MRKMerck & Co., Inc. | 2.8K | −0.8% | $360.6K | 0.1% |
TGTTarget Corp | 2.8K | +0.0% | $359.9K | 0.1% |
USBUS Bancorp de | 5.9K | ±0% | $358.8K | 0.1% |
AMDAdvanced Micro Devices Inc | 612 | New | $355.5K | 0.1% |
SYYSysco Corp | 4.2K | +2.1% | $347.9K | 0.1% |
EXXON MOBIL CORPCOM | 2.5K | −1.5% | $344.4K | 0.1% |
VANGUARD BD INDEX FDSINTERMED TERM | 4.5K | +1.7% | $344.4K | 0.1% |
PLTRPalantir Technologies Inc. | 2.9K | +10.1% | $341.6K | 0.1% |
INTCIntel Corp | 2.4K | New | $340.5K | 0.1% |
VTRSViatris Inc | 21.4K | ±0% | $339.7K | 0.1% |
FULTFulton Financial Corp | 13.9K | ±0% | $336.6K | 0.1% |
MAMastercard Inc | 652 | −0.6% | $334.9K | 0.1% |
VRTVertiv Holdings Co | 958 | −5.0% | $320.9K | 0.1% |
INVESCO EXCH TRD SLF IDX FDINVSCO 30 CORP | 19.2K | +0.8% | $319.5K | 0.1% |
RYRoyal Bank of Canada | 1.5K | ±0% | $310.2K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 1.6K | New | $304.8K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 576 | +0.2% | $301K | 0.1% |
T ROWE PRICE EXCHANGE-TRADEDCAP APP PREM ETF | 13.3K | New | $295.3K | 0.1% |
GLDSPDR Gold Trust | 789 | ±0% | $290.7K | 0.1% |
VANECK ETF TRUSTROBOTICS ETF | 4.2K | New | $287.4K | 0.1% |
ISHARES TRS&P MC 400VL ETF | 1.9K | ±0% | $284.4K | 0.1% |
UPSTUpstart Holdings, Inc. | 8K | −0.4% | $283.2K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 2.9K | +1.9% | $276.1K | 0.1% |
WFCWells Fargo & Company | 3.3K | New | $273.4K | 0.1% |
CCitigroup Inc | 1.9K | −24.3% | $271K | 0.1% |
IBMInternational Business Machines Corp | 961 | New | $270.2K | 0.1% |
HSYHershey Co | 1.5K | −0.2% | $268.5K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 5K | New | $267.5K | 0.1% |
NEENextEra Energy Inc | 3K | ±0% | $265.1K | 0.1% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 1.3K | +0.1% | $259.2K | 0.1% |
J P MORGAN EXCHANGE TRADED FBETABULDRS JAPAN | 3.4K | ±0% | $256.2K | 0.1% |
CATCaterpillar Inc | 234 | New | $249.2K | 0.1% |
FIDELITY COVINGTON TRUSTHIGH DIVID ETF | 4.1K | +0.9% | $248.6K | 0.1% |
EXCHANGE TRADED CONCEPTS TRUROBO GLB ARTIF | 2.7K | New | $244.8K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 342 | ±0% | $240.9K | 0.1% |
MOAltria Group, Inc. | 3.2K | −1.0% | $233.2K | 0.1% |
ISHARES TRNATIONAL MUN ETF | 2.1K | −62.6% | $222.6K | 0.1% |
ISHARES TRISHARES BIOTECH | 1.2K | New | $221.2K | 0.1% |
SOSouthern Co | 2.2K | +0.8% | $215K | 0.1% |
SNOWSnowflake Inc. | 843 | New | $214.5K | 0.1% |
PANWPalo Alto Networks Inc | 628 | New | $214.2K | 0.1% |
MMM3M Co | 1.3K | New | $212.1K | 0.1% |
ITWIllinois Tool Works Inc | 780 | ±0% | $211K | 0.1% |
J P MORGAN EXCHANGE TRADED FBETA CDA ETF NEW | 2.1K | New | $209.2K | 0.1% |
LINLinde PLC | 401 | New | $207.9K | 0.1% |
ADXAdams Diversified Equity Fund, Inc. | 8.1K | New | $206.7K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 PUR VAL | 1.8K | New | $205.9K | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 3K | New | $204.3K | 0.1% |
CLOVClover Health Investments, Corp. | 12.3K | ±0% | $64.3K | 0.1% |
AVXLAnavex Life Sciences Corp. | 8K | ±0% | $20.8K | 0.1% |
MISTMilestone Pharmaceuticals Inc. | 13.9K | ±0% | $18.6K | 0.1% |
| 6K | −45.5% | $15.5K | 0.1% |
