Strategic Family Wealth Counselors, L.L.C. Portfolio Holdings

Strategic Family Wealth Counselors, L.L.C.

  • $366 Million
  • Q3 2025

Strategic Family Wealth Counselors, L.L.C. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $366 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $36.2M, Schwab Strategic Tr Us Large C with a value of $16.7M, Schwab Strategic Tr Us Dividen with a value of $12.8M, Spdr S&P 500 ETF Trust with a value of $12.5M, and Capital Group Growth ETF Shs C with a value of $12.3M.

Examining the 13F form we can see an increase of $34.3M in the current position value, from $332M to 366M.

Strategic Family Wealth Counselors, L.L.C. is based out at Fairfield, NJ

Below you can find more details about Strategic Family Wealth Counselors, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $366 Million
ETFs: $263 Million
Communication Services: $42.4 Million
Technology: $34.2 Million
Financial Services: $9.12 Million
Healthcare: $8.25 Million
Consumer Cyclical: $3.37 Million
Consumer Defensive: $2.11 Million
Industrials: $1.22 Million
Other: $2.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.8B
$36.2 Million 9.89% of portfolio
261,426
Q4 2024 Added 0.02%
$0
$16.7 Million 4.55% of portfolio
522,260
Q3 2025 Reduced 0.39%
$0
$12.8 Million 3.49% of portfolio
468,236
Q3 2025 Added 0.56%
$0
$12.5 Million 3.42% of portfolio
18,813
Q3 2025 Reduced 0.04%
$0
$12.3 Million 3.35% of portfolio
278,987
Q3 2025 Added 1.14%
$181B
$12.3 Million 3.35% of portfolio
125,240
Q3 2025 Added 0.56%
$0
$11.5 Million 3.13% of portfolio
81,308
Q3 2025 Added 2.12%
$0
$11.5 Million 3.13% of portfolio
435,543
Q3 2025 Added 0.07%
$0
$10.5 Million 2.86% of portfolio
374,609
Q3 2025 Reduced 0.1%
$0
$10.4 Million 2.83% of portfolio
349,311
Q3 2025 Reduced 0.36%
$0
$10.2 Million 2.78% of portfolio
53,668
Q3 2025 Added 2.03%
$0
$9.87 Million 2.7% of portfolio
113,370
Q3 2025 Added 1.64%
$0
$8.79 Million 2.4% of portfolio
62,797
Q3 2025 Added 1.96%
$0
$8.16 Million 2.23% of portfolio
94,571
Q3 2025 Reduced 1.82%
$4.3T
$7.46 Million 2.04% of portfolio
29,288
Q3 2025 Reduced 5.64%
$0
$7.31 Million 2.0% of portfolio
39,173
Q3 2025 Added 0.85%
$0
$6.77 Million 1.85% of portfolio
14,461
Q3 2025 Added 0.85%
$465B
$6.69 Million 1.83% of portfolio
35,830
Q3 2025 Reduced 0.17%
$0
$6.49 Million 1.77% of portfolio
88,256
Q3 2025 Reduced 0.31%
$0
$6.35 Million 1.74% of portfolio
247,046
Q3 2025 Reduced 1.28%
$0
$5.98 Million 1.63% of portfolio
92,829
Q3 2025 Added 2.91%
$0
$4.57 Million 1.25% of portfolio
79,445
Q3 2025 Added 0.65%
$0
$4.52 Million 1.23% of portfolio
36,907
Q3 2025 Added 1.67%
$3.78T
$4.48 Million 1.22% of portfolio
8,647
Q3 2025 Reduced 0.06%
$141B
$4.47 Million 1.22% of portfolio
175,493
Q3 2025 Reduced 0.12%
$0
$4.38 Million 1.2% of portfolio
9,127
Q3 2025 Added 4.9%
$0
$4.31 Million 1.18% of portfolio
85,021
Q3 2025 Reduced 0.98%
$0
$3.89 Million 1.06% of portfolio
6,477
Q3 2025 Reduced 0.86%
$0
$3.59 Million 0.98% of portfolio
5,866
Q3 2025 Added 5.96%
$0
$3.24 Million 0.89% of portfolio
65,771
Q3 2025 Added 0.45%
$0
$3.24 Million 0.88% of portfolio
11,020
Q3 2025 Added 7.09%
$0
$2.92 Million 0.8% of portfolio
3,908
Q3 2025 Added 9.93%
$0
$2.7 Million 0.74% of portfolio
10,611
Q3 2025 Added 2.96%
$0
$2.64 Million 0.72% of portfolio
19,131
Q3 2025 Added 4.28%
$533B
$2.54 Million 0.69% of portfolio
7,442
Q3 2025 Reduced 0.03%
$0
$2.25 Million 0.61% of portfolio
23,607
Q3 2025 Reduced 3.82%
$0
$2.21 Million 0.6% of portfolio
16,007
Q3 2025 Added 0.9%
$0
$2.17 Million 0.59% of portfolio
16,667
Q3 2025 Added 0.01%
$0
$2.02 Million 0.55% of portfolio
80,443
Q3 2025 Added 1.32%
$0
$1.96 Million 0.54% of portfolio
100,412
Q3 2025 Added 24.5%
$2.39T
$1.95 Million 0.53% of portfolio
8,871
Q3 2025 Added 0.14%
$0
$1.84 Million 0.5% of portfolio
23,932
Q3 2025 Reduced 1.87%
$881B
$1.78 Million 0.49% of portfolio
5,652
Q3 2025 Reduced 0.02%
$0
$1.8 Million 0.49% of portfolio
77,241
Q3 2025 Reduced -0.0%
$0
$1.72 Million 0.47% of portfolio
82,925
Q3 2025 Added 3.45%
$0
$1.64 Million 0.45% of portfolio
48,056
Q3 2025 Added 9.35%
$0
$1.63 Million 0.44% of portfolio
16,870
Q1 2025 Added 2.22%
$0
$1.5 Million 0.41% of portfolio
37,764
Q3 2025 Added 34.52%
$0
$1.43 Million 0.39% of portfolio
29,693
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $366 Million
  • Prior Value $332 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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