Strategic Family Wealth Counselors, L.L.C.

13F filer · CIK 0001729755

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$430MU.S. long equity reported on 13F

Positions8213 new · 7 closed

Net flow last quarter+$973KBuys minus sells

Top 10 positions weight20.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202682 positions
RBLXRoblox Corp	$14.2M	3.31%	0.04%	0.0%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$14M	3.26%	Not reported	0.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.6M	3.16%	Not reported	+1.6%	Q4 2018
AAPLApple Inc.	$9.34M	2.17%	0.00%	+0.2%	Q4 2018
NVDANvidia Corp	$9.04M	2.10%	0.00%	-0.1%	Q4 2021
UBERUber Technologies, Inc	$8.99M	2.09%	0.01%	0.0%	Q1 2020
FVDFirst Trust Value Line Dividend Fund	$7.02M	1.63%	Not reported	+0.3%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$5.53M	1.29%	Not reported	+6.0%	Q3 2023
PFEPfizer Inc	$4.23M	0.98%	0.00%	0.0%	Q4 2018
MSFTMicrosoft Corp	$3.83M	0.89%	0.00%	-0.6%	Q4 2018
AMZNAmazon Com Inc	$2.73M	0.63%	0.00%	-7.8%	Q4 2018
VVisa Inc.	$2.21M	0.51%	0.00%	-19.1%	Q4 2018
UTGReaves Utility Income Fund	$1.96M	0.46%	Not reported	-3.5%	Q2 2023
SCZNXG NextGen Infrastructure Income Fund	$1.89M	0.44%	Not reported	-0.1%	Q4 2024
JPMJPMorgan Chase & Co	$1.65M	0.38%	0.00%	-0.2%	Q4 2018
GOOGAlphabet Inc.	$1.56M	0.36%	Not reported	+3.0%	Q2 2024
TWLOTwilio Inc	$1.48M	0.34%	0.00%	Not reported	Q4 2020
IWSImageware Systems Inc	$1.32M	0.31%	Not reported	Not reported	Q1 2023
BITWBitwise 10 Crypto Index ETF	$1.28M	0.30%	0.24%	-2.1%	Q4 2025
METAMeta Platforms, Inc.	$1.26M	0.29%	Not reported	+1.8%	Q1 2023
TSLATesla, Inc.	$1.26M	0.29%	0.00%	+0.3%	Q3 2020
CGCPCardiogenesis Corp	$1.25M	0.29%	Not reported	+0.1%	Q4 2023
AVGOBroadcom Inc.	$1.18M	0.27%	0.00%	+3.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.15M	0.27%	0.00%	+0.3%	Q3 2021
GOOGLAlphabet Inc.	$984K	0.23%	0.00%	-26.6%	Q3 2024
JNJJohnson & Johnson	$956K	0.22%	0.00%	Not reported	Q4 2018
BITBBitwise Bitcoin ETF	$908K	0.21%	0.04%	Not reported	Q4 2025
ABBVAbbVie Inc.	$854K	0.20%	0.00%	Not reported	Q3 2021
RSReliance, Inc.	$827K	0.19%	0.00%	-31.1%	Q1 2022
DISWalt Disney Co	$811K	0.19%	0.00%	-2.1%	Q4 2018
FNDFSchwab Strategic Trust	$790K	0.18%	Not reported	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$782K	0.18%	0.00%	-7.3%	Q4 2019
COSTCostco Wholesale Corp	$779K	0.18%	0.00%	Not reported	Q1 2023
MUMicron Technology Inc	$686K	0.16%	0.00%	-1.5%	Q4 2025
BXMTBlackstone Mortgage Trust, Inc.	$666K	0.15%	0.02%	+9.0%	Q2 2021
UNPUnion Pacific Corp	$664K	0.15%	0.00%	-0.2%	Q4 2018
TXNTexas Instruments Inc	$552K	0.13%	0.00%	+15.4%	Q3 2021
WRBYWarby Parker Inc.	$525K	0.12%	0.02%	Not reported	Q4 2021
LLYELI LILLY & Co	$519K	0.12%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$502K	0.12%	0.00%	-10.8%	Q3 2024
VZVerizon Communications Inc	$460K	0.11%	0.00%	+1.2%	Q4 2018
CLColgate Palmolive Co	$438K	0.10%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$436K	0.10%	0.00%	-6.0%	Q3 2021
TAt&T Inc.	$428K	0.10%	0.00%	+0.3%	Q4 2018
AMGNAmgen Inc	$418K	0.10%	0.00%	Not reported	Q4 2019
CSCOCisco Systems, Inc.	$410K	0.10%	0.00%	-16.7%	Q3 2021
AIQAlliance HealthCare Services, Inc	$399K	0.09%	0.06%	New	Q2 2026
LRCXLam Research Corp	$387K	0.09%	0.00%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$361K	0.08%	0.00%	-0.8%	Q1 2019
TGTTarget Corp	$360K	0.08%	0.00%	0.0%	Q3 2021

Q1 2026Reported May 11, 202676 positions
RBLXRoblox Corp	$14.8M	3.88%	0.04%	-0.1%	Q1 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.5M	3.29%	Not reported	+1.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$12.2M	3.21%	Not reported	-0.1%	Q4 2018
UBERUber Technologies, Inc	$8.96M	2.35%	0.01%	-2.7%	Q1 2020
AAPLApple Inc.	$8.17M	2.15%	0.00%	-26.5%	Q4 2018
NVDANvidia Corp	$7.89M	2.07%	0.00%	-32.9%	Q4 2021
FVDFirst Trust Value Line Dividend Fund	$6.83M	1.79%	Not reported	-1.9%	Q1 2020
PFEPfizer Inc	$4.93M	1.30%	0.00%	-3.6%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$4.09M	1.07%	Not reported	+7.5%	Q3 2023
MSFTMicrosoft Corp	$3.82M	1.00%	0.00%	-41.1%	Q4 2018
AMZNAmazon Com Inc	$2.59M	0.68%	0.00%	-37.7%	Q4 2018
VVisa Inc.	$2.4M	0.63%	0.00%	-6.7%	Q4 2018
UTGReaves Utility Income Fund	$1.96M	0.51%	Not reported	+0.4%	Q2 2023
SCZNXG NextGen Infrastructure Income Fund	$1.81M	0.47%	Not reported	-3.5%	Q4 2024
BITWBitwise 10 Crypto Index ETF	$1.55M	0.41%	0.23%	+2.1%	Q4 2025
JPMJPMorgan Chase & Co	$1.49M	0.39%	0.00%	-41.7%	Q4 2018
METAMeta Platforms, Inc.	$1.26M	0.33%	Not reported	-46.6%	Q1 2023
CGCPCardiogenesis Corp	$1.26M	0.33%	Not reported	+4.3%	Q4 2023
GOOGAlphabet Inc.	$1.23M	0.32%	Not reported	-60.2%	Q2 2024
IWSImageware Systems Inc	$1.17M	0.31%	Not reported	Not reported	Q1 2023
TSLATesla, Inc.	$1.11M	0.29%	0.00%	-32.6%	Q3 2020
GOOGLAlphabet Inc.	$1.08M	0.28%	0.00%	-54.8%	Q3 2024
FBTCFidelity Wise Origin Bitcoin Fund	$990K	0.26%	0.01%	New	Q1 2026
RSReliance, Inc.	$976K	0.26%	0.01%	-6.3%	Q1 2022
AVGOBroadcom Inc.	$932K	0.24%	0.00%	-60.5%	Q4 2024
JNJJohnson & Johnson	$920K	0.24%	0.00%	-45.2%	Q4 2018
TWLOTwilio Inc	$902K	0.24%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$830K	0.22%	0.00%	-35.8%	Q1 2023
DISWalt Disney Co	$829K	0.22%	0.00%	-26.1%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$809K	0.21%	0.00%	+0.1%	Q3 2021
ABBVAbbVie Inc.	$738K	0.19%	0.00%	-39.4%	Q3 2021
FNDFSchwab Strategic Trust	$732K	0.19%	Not reported	Not reported	Q4 2024
BXMTBlackstone Mortgage Trust, Inc.	$690K	0.18%	0.02%	+1.0%	Q2 2021
TAt&T Inc.	$597K	0.16%	0.00%	-42.1%	Q4 2018
UNPUnion Pacific Corp	$594K	0.16%	0.00%	-4.8%	Q4 2018
UNHUnitedhealth Group Inc	$549K	0.14%	0.00%	-34.2%	Q4 2019
VZVerizon Communications Inc	$539K	0.14%	0.00%	-12.9%	Q4 2018
AXPAmerican Express Co	$503K	0.13%	0.00%	-51.6%	Q3 2024
XOMExxonMobil Holdings Corp	$434K	0.11%	0.00%	-36.3%	Q4 2018
CLColgate Palmolive Co	$408K	0.11%	0.00%	Not reported	Q4 2018
AMGNAmgen Inc	$406K	0.11%	0.00%	+0.2%	Q4 2019
LLYELI LILLY & Co	$398K	0.10%	0.00%	-74.2%	Q4 2024
BACBank of America Corp	$397K	0.10%	0.00%	-52.0%	Q3 2021
PLTRPalantir Technologies Inc.	$389K	0.10%	0.00%	-6.4%	Q1 2025
WRBYWarby Parker Inc.	$365K	0.10%	0.02%	-0.8%	Q4 2021
NFLXNetflix Inc	$343K	0.09%	0.00%	+3.3%	Q2 2025
MRKMerck & Co., Inc.	$340K	0.09%	0.00%	-2.7%	Q1 2019
GLDSPDR Gold Trust	$339K	0.09%	0.00%	+1.4%	Q1 2025
TGTTarget Corp	$334K	0.09%	0.00%	-44.2%	Q3 2021
MAMastercard Inc	$328K	0.09%	0.00%	-59.0%	Q4 2024

Q4 2025Reported Feb 4, 2026130 positions
RBLXRoblox Corp	$20.6M	4.63%	0.04%	+0.1%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$12.7M	2.86%	Not reported	0.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.3M	2.76%	Not reported	+3.0%	Q4 2018
NVDANvidia Corp	$12M	2.69%	0.00%	+88.1%	Q4 2021
AAPLApple Inc.	$10.8M	2.43%	0.00%	+49.6%	Q4 2018
UBERUber Technologies, Inc	$10.7M	2.41%	0.01%	+2.2%	Q1 2020
MSFTMicrosoft Corp	$7.97M	1.79%	0.00%	+102.8%	Q4 2018
FVDFirst Trust Value Line Dividend Fund	$6.97M	1.56%	Not reported	-2.5%	Q1 2020
PFEPfizer Inc	$4.65M	1.04%	0.00%	+3.9%	Q4 2018
AMZNAmazon Com Inc	$4.6M	1.03%	0.00%	+124.6%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$4.01M	0.90%	Not reported	+1.8%	Q3 2023
GOOGAlphabet Inc.	$3.46M	0.78%	Not reported	+299.0%	Q2 2024
VVisa Inc.	$2.77M	0.62%	0.00%	+14.4%	Q4 2018
GOOGLAlphabet Inc.	$2.67M	0.60%	0.00%	+241.4%	Q3 2024
JPMJPMorgan Chase & Co	$2.63M	0.59%	0.00%	+53.8%	Q4 2018
AVGOBroadcom Inc.	$2.54M	0.57%	0.00%	+236.4%	Q4 2024
METAMeta Platforms, Inc.	$2.49M	0.56%	Not reported	+138.4%	Q1 2023
BITWBitwise 10 Crypto Index ETF	$2.04M	0.46%	0.20%	New	Q4 2025
SCZNXG NextGen Infrastructure Income Fund	$1.91M	0.43%	Not reported	-0.3%	Q4 2024
TSLATesla, Inc.	$1.86M	0.42%	0.00%	+62.0%	Q3 2020
UTGReaves Utility Income Fund	$1.85M	0.41%	Not reported	+31.6%	Q2 2023
LLYELI LILLY & Co	$1.75M	0.39%	0.00%	+524.2%	Q4 2024
JNJJohnson & Johnson	$1.5M	0.34%	0.00%	+82.4%	Q4 2018
BITBBitwise Bitcoin ETF	$1.35M	0.30%	0.04%	New	Q4 2025
DISWalt Disney Co	$1.28M	0.29%	0.00%	+35.6%	Q4 2018
COSTCostco Wholesale Corp	$1.25M	0.28%	0.00%	+54.2%	Q1 2023
CGCPCardiogenesis Corp	$1.22M	0.27%	Not reported	+21.5%	Q4 2023
AXPAmerican Express Co	$1.21M	0.27%	0.00%	+127.2%	Q3 2024
ABBVAbbVie Inc.	$1.2M	0.27%	0.00%	+65.0%	Q3 2021
IWSImageware Systems Inc	$1.17M	0.26%	Not reported	Not reported	Q1 2023
RSReliance, Inc.	$1.11M	0.25%	0.01%	+7.7%	Q1 2022
UNHUnitedhealth Group Inc	$1.04M	0.23%	0.00%	+53.6%	Q4 2019
MUMicron Technology Inc	$1.04M	0.23%	0.00%	New	Q4 2025
BACBank of America Corp	$884K	0.20%	0.00%	+112.2%	Q3 2021
MCKMckesson Corp	$870K	0.20%	0.00%	New	Q4 2025
TWLOTwilio Inc	$859K	0.19%	0.00%	-25.1%	Q4 2020
LRCXLam Research Corp	$857K	0.19%	0.00%	New	Q4 2025
MAMastercard Inc	$851K	0.19%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$834K	0.19%	0.00%	+58.9%	Q4 2018
ETNEaton Corp plc	$833K	0.19%	0.00%	Not reported	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$782K	0.18%	0.00%	Not reported	Q3 2021
WMTWalmart Inc.	$746K	0.17%	0.00%	New	Q4 2025
ORCLOracle Corp	$703K	0.16%	0.00%	+232.5%	Q2 2025
WFCWells Fargo & Company	$702K	0.16%	0.00%	+228.8%	Q3 2025
FNDFSchwab Strategic Trust	$699K	0.16%	Not reported	Not reported	Q4 2024
BXMTBlackstone Mortgage Trust, Inc.	$691K	0.16%	0.02%	+50.6%	Q2 2021
BKNGBooking Holdings Inc.	$684K	0.15%	0.00%	New	Q4 2025
MDTMedtronic plc	$646K	0.14%	0.00%	New	Q4 2025
UNPUnion Pacific Corp	$570K	0.13%	0.00%	+9.0%	Q4 2018
TRVTravelers Companies, Inc.	$562K	0.13%	0.00%	New	Q4 2025

Q3 2025Reported Nov 10, 202574 positions
RBLXRoblox Corp	$36.2M	9.32%	0.04%	Not reported	Q1 2021
SPYSPDR S&P 500 ETF Trust	$12.5M	3.22%	Not reported	0.0%	Q4 2018
UBERUber Technologies, Inc	$12.3M	3.16%	0.01%	+0.6%	Q1 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.5M	2.95%	Not reported	+2.1%	Q4 2018
AAPLApple Inc.	$7.46M	1.92%	0.00%	-5.6%	Q4 2018
FVDFirst Trust Value Line Dividend Fund	$7.02M	1.81%	Not reported	-3.5%	Q1 2020
NVDANvidia Corp	$6.69M	1.72%	0.00%	-0.2%	Q4 2021
MSFTMicrosoft Corp	$4.48M	1.15%	0.00%	-0.1%	Q4 2018
PFEPfizer Inc	$4.47M	1.15%	0.00%	-0.1%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.89M	1.00%	Not reported	-0.9%	Q3 2023
VVisa Inc.	$2.54M	0.65%	0.00%	0.0%	Q4 2018
IBITiShares Bitcoin Trust ETF	$2.17M	0.56%	0.00%	+0.4%	Q4 2024
AMZNAmazon Com Inc	$1.95M	0.50%	0.00%	+0.1%	Q4 2018
SCZNXG NextGen Infrastructure Income Fund	$1.84M	0.47%	Not reported	-1.9%	Q4 2024
JPMJPMorgan Chase & Co	$1.78M	0.46%	0.00%	0.0%	Q4 2018
UTGReaves Utility Income Fund	$1.5M	0.38%	Not reported	+34.5%	Q2 2023
METAMeta Platforms, Inc.	$1.27M	0.33%	Not reported	-1.6%	Q1 2023
TSLATesla, Inc.	$1.22M	0.31%	0.00%	0.0%	Q3 2020
IWSImageware Systems Inc	$1.12M	0.29%	Not reported	+1.9%	Q1 2023
CGCPCardiogenesis Corp	$1.01M	0.26%	Not reported	-7.3%	Q4 2023
DISWalt Disney Co	$983K	0.25%	0.00%	Not reported	Q4 2018
TWLOTwilio Inc	$958K	0.25%	0.01%	-49.9%	Q4 2020
RSReliance, Inc.	$895K	0.23%	0.01%	+0.4%	Q1 2022
ABBVAbbVie Inc.	$786K	0.20%	0.00%	+0.2%	Q3 2021
COSTCostco Wholesale Corp	$779K	0.20%	0.00%	Not reported	Q1 2023
BRK.ABerkshire Hathaway Inc	$754K	0.19%	Not reported	Not reported	Q1 2025
AVGOBroadcom Inc.	$747K	0.19%	0.00%	-3.2%	Q4 2024
JNJJohnson & Johnson	$698K	0.18%	0.00%	0.0%	Q4 2018
UNHUnitedhealth Group Inc	$692K	0.18%	0.00%	+1.8%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$668K	0.17%	0.00%	Not reported	Q3 2021
GOOGAlphabet Inc.	$656K	0.17%	Not reported	-3.1%	Q2 2024
FNDFSchwab Strategic Trust	$643K	0.17%	Not reported	Not reported	Q4 2024
TAt&T Inc.	$632K	0.16%	0.00%	-4.3%	Q4 2018
VZVerizon Communications Inc	$622K	0.16%	0.00%	0.0%	Q4 2018
GOOGLAlphabet Inc.	$591K	0.15%	0.00%	+2.1%	Q3 2024
UNPUnion Pacific Corp	$557K	0.14%	0.00%	+0.1%	Q4 2018
PLTRPalantir Technologies Inc.	$513K	0.13%	0.00%	-4.6%	Q1 2025
AXPAmerican Express Co	$503K	0.13%	0.00%	Not reported	Q3 2024
WRBYWarby Parker Inc.	$477K	0.12%	0.02%	Not reported	Q4 2021
BXMTBlackstone Mortgage Trust, Inc.	$437K	0.11%	0.01%	Not reported	Q2 2021
SYYSysco Corp	$421K	0.11%	0.00%	+0.2%	Q4 2020
BACBank of America Corp	$413K	0.11%	0.00%	Not reported	Q3 2021
UPSTUpstart Holdings, Inc.	$406K	0.10%	0.01%	Not reported	Q2 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$403K	0.10%	Not reported	+0.1%	Q4 2022
CLColgate Palmolive Co	$376K	0.10%	0.00%	-0.8%	Q4 2018
XOMExxonMobil Holdings Corp	$345K	0.09%	0.00%	+8.0%	Q4 2018
AMGNAmgen Inc	$341K	0.09%	0.00%	+0.1%	Q4 2019
NFLXNetflix Inc	$332K	0.09%	0.00%	Not reported	Q2 2025
ORCLOracle Corp	$330K	0.09%	0.00%	+1.6%	Q2 2025
TXNTexas Instruments Inc	$295K	0.08%	0.00%	-0.1%	Q3 2021

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