Strategic Family Wealth Counselors, L.L.C.

CIK

1729755

Location

FAIRFIELD, NJ

Portfolio Value

Small $100,026,214

Diversification

Diversified

Filing Date

Global Rank

#5,368 / 8,232 ▼ 776

Top Industry

Electronic Gaming & Multimedia 18.4%

3Y Alpha vs SPY

-7.8%

Period ended 2 months ago

Filed May 11, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.2%

SPY

+76.3%

Annualised alpha

-7.8%

Max drawdown

−26.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

69 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.8%

+1.7 pts

Top 5

52.0%

+9.3 pts

Top 10

69.8%

+11.8 pts

HHI

670

Diversified+194

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.2%	$33,160,078	13
Unclassified	19.7%	$19,663,386	7
Communication Services	19.6%	$19,592,838	8
Healthcare	9.0%	$9,034,473	12
Financial Services	8.4%	$8,410,372	11
Consumer Cyclical	3.7%	$3,696,713	2
Consumer Defensive	2.6%	$2,609,355	7
Industrials	1.3%	$1,262,899	4
Basic Materials	1.0%	$976,494	1
Real Estate	0.7%	$690,146	1
Utilities	0.5%	$495,640	2
Energy	0.4%	$433,820	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
MIST	Milestone Pharmaceuticals Inc.	+1,200	13,875	$16,511
BITW	Bitwise 10 Crypto Index ETF	+712	34,764	$1,550,717
QQQ	Invesco Qqq Trust, Series 1	+495	7,088	$4,091,051
BXMT	Blackstone Mortgage Trust, Inc.	+340	36,039	$690,146
UTG	Reaves Utility Income Fund	+204	49,895	$1,959,875
NFLX	Netflix Inc	+113	3,567	$342,967
UPST	Upstart Holdings, Inc.	+29	8,021	$205,738
GLD	Spdr Gold Trust	+11	789	$339,498
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3	2,393	$808,714
AMGN	Amgen Inc	+2	1,153	$405,683
MDY	Spdr S&P Midcap 400 ETF Trust	+1	342	$210,931
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−22,168	45,214	$7,885,321
T	At&T Inc.	−14,981	20,595	$597,049
AAPL	Apple Inc.	−11,605	32,211	$8,174,829
BAC	Bank Of America Corp /De/	−8,830	8,144	$397,020
AMZN	Amazon Com Inc	−7,508	12,418	$2,586,296
MSFT	Microsoft Corp	−7,211	10,325	$3,822,005
PFE	Pfizer Inc	−6,576	175,678	$4,933,038
AVGO	Broadcom Inc.	−4,611	3,012	$932,244
WMT	Walmart Inc.	−4,575	1,710	$212,518
GOOGL	Alphabet Inc.	−4,549	3,753	$1,079,212
JPM	Jpmorgan Chase & Co	−3,622	5,068	$1,490,802
UBER	Uber Technologies, Inc	−3,416	124,582	$8,961,183
USB	US Bancorp De	−3,354	5,940	$308,939
JNJ	Johnson & Johnson	−3,103	3,765	$920,316
DIS	Walt Disney Co	−3,042	8,604	$829,253
MU	Micron Technology Inc	−2,239	603	$203,717
ABBV	AbbVie Inc.	−2,208	3,394	$738,161
TGT	Target Corp	−2,182	2,755	$333,906
C	Citigroup Inc	−2,024	2,558	$290,102
META	Meta Platforms, Inc.	−1,920	2,202	$1,259,830
AXP	American Express Co	−1,776	1,664	$503,326
NEE	Nextera Energy Inc	−1,743	3,020	$280,497
VZ	Verizon Communications Inc	−1,594	10,733	$538,796
XOM	Exxon Mobil Corp	−1,459	2,557	$433,820
TSLA	Tesla, Inc.	−1,443	2,987	$1,110,417
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	16,763	$989,519
DOCN	DigitalOcean Holdings, Inc.	2,950	$253,051
MO	Altria Group, Inc.	3,273	$215,985
SO	Southern Co	2,229	$215,143
ITW	Illinois Tool Works Inc	780	$203,026
S	SentinelOne, Inc.	14,793	$190,533
AVXL	Anavex Life Sciences Corp.	19,045	$58,468
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BITB	Bitwise Bitcoin ETF	27,687	$1,316,793
MCK	Mckesson Corp	1,058	$867,866
ETN	Eaton Corp plc	2,467	$785,764
ORCL	Oracle Corp	3,907	$761,513
WFC	Wells Fargo & Company/Mn	8,105	$755,386
BKNG	Booking Holdings Inc.	136	$728,324
LRCX	Lam Research Corp	3,853	$659,556
MDT	Medtronic plc	6,548	$629,000
INTU	Intuit Inc.	935	$619,362
PGR	Progressive Corp/Oh/	2,677	$609,606
TRV	Travelers Companies, Inc.	2,083	$604,194
GM	General Motors Co	6,922	$562,897
GL	Globe Life Inc.	3,920	$548,251
GRMN	Garmin Ltd	2,586	$524,570
LIN	Linde PLC	1,224	$521,901
MS	Morgan Stanley	2,773	$492,290
NOW	ServiceNow, Inc.	3,113	$476,880
VRTX	Vertex Pharmaceuticals Inc / Ma	987	$447,466
FDX	Fedex Corp	1,492	$430,979
BPOP	Popular, Inc.	3,281	$408,550
CRM	Salesforce, Inc.	1,542	$408,491
QCOM	Qualcomm Inc/De	2,359	$403,506
CMCSA	Comcast Corp	14,200	$397,786
DE	Deere & Co	851	$396,200
ADBE	Adobe Inc.	1,132	$396,188
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 positions · $100,026,214 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RBLX	Roblox Corp Communication Services	Reduced	261,453	-121	$14,787,781	−30.2%	14.78%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,783	-24	$12,215,336	−4.8%	12.21%
UBER	Uber Technologies, Inc Technology	Reduced	124,582	-3,416	$8,961,183	−14.3%	8.96%
AAPL	Apple Inc. Technology	Reduced	32,211	-11,605	$8,174,829	−31.4%	8.17%
NVDA	Nvidia Corp Technology	Reduced	45,214	-22,168	$7,885,321	−37.3%	7.88%
PFE	Pfizer Inc Healthcare	Reduced	175,678	-6,576	$4,933,038	+8.7%	4.93%
QQQ	Invesco Qqq Trust, Series 1	Added	7,088	+495	$4,091,051	+1.0%	4.09%
MSFT	Microsoft Corp Technology	Reduced	10,325	-7,211	$3,822,005	−54.9%	3.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,418	-7,508	$2,586,296	−43.8%	2.59%
V	Visa Inc. Financial Services	Reduced	7,945	-566	$2,401,296	−19.6%	2.40%
UTG	Reaves Utility Income Fund Financial Services	Added	49,895	+204	$1,959,875	+7.8%	1.96%
BITW	Bitwise 10 Crypto Index ETF	Added	34,764	+712	$1,550,717	−22.5%	1.55%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,068	-3,622	$1,490,802	−46.8%	1.49%
META	Meta Platforms, Inc. Communication Services	Reduced	2,202	-1,920	$1,259,830	−53.7%	1.26%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,987	-1,443	$1,110,417	−44.3%	1.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,753	-4,549	$1,079,212	−58.5%	1.08%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	16,763	NEW	$989,519	NEW	0.99%
RS	Reliance, Inc. Basic Materials	Reduced	3,213	-217	$976,494	−1.4%	0.98%
AVGO	Broadcom Inc. Technology	Reduced	3,012	-4,611	$932,244	−64.7%	0.93%
JNJ	Johnson & Johnson Healthcare	Reduced	3,765	-3,103	$920,316	−35.2%	0.92%
TWLO	Twilio Inc Technology	Held	7,171	0	$902,255	−11.5%	0.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	833	-464	$830,026	−25.8%	0.83%
DIS	Walt Disney Co Communication Services	Reduced	8,604	-3,042	$829,253	−37.4%	0.83%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,393	+3	$808,714	+11.3%	0.81%
ABBV	AbbVie Inc. Healthcare	Reduced	3,394	-2,208	$738,161	−42.3%	0.74%
BXMT	Blackstone Mortgage Trust, Inc. Real Estate	Added	36,039	+340	$690,146	+1.1%	0.69%
T	At&T Inc. Communication Services	Reduced	20,595	-14,981	$597,049	−32.4%	0.60%
UNP	Union Pacific Corp Industrials	Reduced	2,447	-123	$593,691	−0.1%	0.59%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,027	-1,051	$548,485	−46.0%	0.55%
VZ	Verizon Communications Inc Communication Services	Reduced	10,733	-1,594	$538,796	+7.3%	0.54%
AXP	American Express Co Financial Services	Reduced	1,664	-1,776	$503,326	−60.4%	0.50%
XOM	Exxon Mobil Corp Energy	Reduced	2,557	-1,459	$433,820	−10.2%	0.43%
CL	Colgate Palmolive Co Consumer Defensive	Held	4,781	0	$407,484	+7.9%	0.41%
AMGN	Amgen Inc Healthcare	Added	1,153	+2	$405,683	+7.7%	0.41%
LLY	ELI LILLY & Co Healthcare	Reduced	433	-1,246	$398,260	−77.9%	0.40%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,144	-8,830	$397,020	−57.5%	0.40%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,660	-182	$389,104	−23.0%	0.39%
WRBY	Warby Parker Inc. Healthcare	Reduced	17,306	-143	$364,637	−4.1%	0.36%
NFLX	Netflix Inc Communication Services	Added	3,567	+113	$342,967	+5.9%	0.34%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,829	-79	$340,300	+11.2%	0.34%
GLD	Spdr Gold Trust	Added	789	+11	$339,498	+10.1%	0.34%
TGT	Target Corp Consumer Defensive	Reduced	2,755	-2,182	$333,906	−30.8%	0.33%
MA	Mastercard Inc Financial Services	Reduced	656	-945	$327,776	−64.1%	0.33%
CSCO	Cisco Systems, Inc. Technology	Held	4,193	0	$325,334	+0.7%	0.33%
HSY	Hershey Co Consumer Defensive	Reduced	1,533	-43	$318,695	+11.1%	0.32%
TXN	Texas Instruments Inc Technology	Reduced	1,606	-751	$311,788	−23.8%	0.31%
USB	US Bancorp De Financial Services	Reduced	5,940	-3,354	$308,939	−37.7%	0.31%
SYY	Sysco Corp Consumer Defensive	Reduced	4,076	-25	$290,741	−3.8%	0.29%
C	Citigroup Inc Financial Services	Reduced	2,558	-2,024	$290,102	−45.7%	0.29%
VTRS	Viatris Inc Healthcare	Held	21,394	0	$289,032	+8.5%	0.29%