Strategic Family Wealth Counselors, L.L.C.

Registered adviser

CIK

1729755

Location

FAIRFIELD, NJ

Portfolio Value

Small $389,826,797

Diversification

Diversified

Filing Date

Global Rank

#4,245 / 8,830 ▼ 15 · as of Jun 2026

Top Industry

Semiconductors 16.6%

Period ended 42 days ago

Filed Oct 29, 2026 · 13d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 128199

Roster of Nov 1, 2026

Regulatory AUM

$1,659,659,756

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,659,659,756	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$1,311,616,383	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$1,180,745,837	Individuals and high net worth (95%)
May 2023 to Mar 2024	$1,045,643,454	Individuals and high net worth (94%)
Apr 2023	$1,045,643,454	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$1,341,303,500	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 55.7%, 16.6 effective positions, active share 77.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.6 quarters (12+), a floor since 60.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 77.3%; sector active share 66.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

169 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.7%

+2.0 pts

Top 5

43.8%

+4.0 pts

Top 10

60.7%

+5.0 pts

HHI

711

Diversified+108

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.3%	$305,071,373	106
Technology	10.8%	$42,089,490	17
Communication Services	3.9%	$15,181,870	7
Healthcare	2.6%	$10,047,210	12
Financial Services	2.1%	$8,371,422	12
Consumer Cyclical	1.0%	$3,988,136	2
Consumer Defensive	0.6%	$2,392,792	6
Industrials	0.3%	$1,111,414	3
Basic Materials	0.1%	$526,338	1
Real Estate	0.1%	$440,401	1
Energy	0.1%	$379,207	1
Utilities	0.1%	$227,144	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCRB	VANGUARD CORE BOND ETF	+11,655	149,502	$11,006,337
CGGO	Capital Group Global Growth Equity ETF	+10,573	78,655	$3,128,895
BINC		+9,748	24,335	$1,235,974
CGCB	Capital Group Fixed Income ETF Trust	+9,495	380,027	$9,493,074
RONB	Baron First Principles ETF	+7,299	26,375	$617,966
SCHG	Schwab U.S. Large-Cap Growth ETF	+5,346	545,982	$19,617,133
MIST	Milestone Pharmaceuticals Inc.	+5,000	18,875	$16,340
DBND	DoubleLine Opportunistic Core Bond ETF	+4,579	16,650	$723,942
SCHD	Schwab U.S. Dividend Equity ETF	+4,430	469,257	$15,264,930
CGGR	Capital Group Growth ETF	+4,260	298,170	$14,142,203
VPLS	VANGUARD CORE-PLUS BOND ETF	+3,959	20,278	$1,500,774
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+3,243	24,617	$2,209,621
SCHA	Schwab U.S. Small-Cap ETF	+3,202	379,035	$12,367,912
CGDV	Capital Group Dividend Value ETF	+2,923	66,745	$3,260,493
VGMS	VANGUARD MULTI-SECTOR INCOME BOND ETF	+2,871	10,724	$531,052
TCAL	T. Rowe Price Capital Appreciation Premium Income ETF	+1,989	15,289	$333,911
DLN	WisdomTree U.S. LargeCap Dividend Fund	+1,901	124,911	$12,141,349
SCHM	Schwab U.S. Mid-Cap ETF	+1,851	348,883	$11,868,999
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+1,492	26,523	$4,186,655
—		+1,434	98,104	$0
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	+1,185	160,141	$3,125,952
T	At&T Inc.	+1,163	21,816	$532,310
IWF	iShares Russell 1000 Growth ETF	+928	62,366	$7,811,965
DON	WisdomTree U.S. Midcap Dividend Fund	+842	27,704	$1,494,630
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	+838	83,486	$1,631,733
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RBLX	Roblox Corp	−42,726	218,732	$9,267,674
CGCP	Capital Group Core Plus Income ETF	−11,221	45,074	$954,216
CGMS	Capital Group U.S. Multi-Sector Income ETF	−10,523	193,197	$5,067,557
UBER	Uber Technologies, Inc	−10,434	114,172	$7,821,923
—		−2,634	184,990	$0
SCHB	Schwab U.S. Broad Market ETF	−2,170	240,411	$7,046,446
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−1,787	33,082	$4,157,414
VUG	VANGUARD GROWTH INDEX FUND	−1,550	58,700	$5,289,457
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	−1,350	6,767	$310,199
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	−1,238	60,324	$8,836,259
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−1,137	84,928	$13,180,825
VO	VANGUARD MID-CAP INDEX FUND	−1,122	48,222	$3,781,569
RS	Reliance, Inc.	−847	1,368	$526,338
BXMT	Blackstone Mortgage Trust, Inc.	−802	38,463	$440,401
BITW	Bitwise 10 Crypto Index ETF	−523	33,529	$1,840,574
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−421	16,220	$2,352,548
SPLV	Invesco S&P 500 Low Volatility ETF	−382	84,231	$5,939,127
VNLA	Janus Henderson Short Duration Income ETF	−372	51,843	$2,517,496
—		−329	11,250	$0
MU	Micron Technology Inc	−222	372	$396,220
GOOG	Alphabet Inc.	−213	4,201	$1,431,448
COWZ	Pacer US Cash Cows 100 ETF	−202	77,802	$5,194,061
XOM	ExxonMobil Holdings Corp	−189	2,330	$379,207
GBIL	Goldman Sachs ETF Trust	−166	5,301	$530,683
DVY	iShares Select Dividend ETF	−135	2,437	$370,594
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	4,811	$375,739
CRWD	CrowdStrike Holdings, Inc.	1,282	$339,409
—		2,166	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
—		29,693	$1,424,373
FBND	Fidelity Total Bond ETF	8,638	$392,942
LRCX	Lam Research Corp	893	$386,963
BIV	Vanguard Bond Index Funds	4,490	$344,383
UPST	Upstart Holdings, Inc.	7,992	$283,156
CAT	Caterpillar Inc	234	$249,186
SO	Southern Co	2,246	$214,964
ITW	Illinois Tool Works Inc	780	$210,966
LIN	Linde PLC	401	$208,094
ADX	Adams Diversified Equity Fund, Inc.	8,091	$206,725
EEM	iShares MSCI Emerging Markets ETF	2,986	$204,272
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

169 tracked positions · $389,826,797 total · filing declares 170 positions · $428,555,649 · as of Sep 30, 2026

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

Showing 1–50 of 169 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	545,982	+5,346	$19,617,133	+7.2%	5.03%
SCHD	Schwab U.S. Dividend Equity ETF	Added	469,257	+4,430	$15,264,930	+3.6%	3.92%
SPY	Spdr S&P 500 ETF Trust	Added	18,839	+57	$14,367,186	+2.4%	3.69%
CGGR	Capital Group Growth ETF	Added	298,170	+4,260	$14,142,203	+1.9%	3.63%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	84,928	-1,137	$13,180,825	−3.1%	3.38%
SCHX	Schwab U.S. Large-Cap ETF	Added	429,628	+255	$12,888,840	+2.0%	3.31%
SCHA	Schwab U.S. Small-Cap ETF	Added	379,035	+3,202	$12,367,912	−8.9%	3.17%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Added	124,911	+1,901	$12,141,349	+2.5%	3.11%
SCHM	Schwab U.S. Mid-Cap ETF	Added	348,883	+1,851	$11,868,999	−7.2%	3.04%
VCRB	VANGUARD CORE BOND ETF	Added	149,502	+11,655	$11,006,337	+3.4%	2.82%
VTV	VANGUARD VALUE INDEX FUND	Added	50,045	+816	$10,813,723	+0.8%	2.77%
AAPL	Apple Inc. Technology	Added	32,296	+10	$10,755,213	+15.1%	2.76%
NVDA	Nvidia Corp Technology	Reduced	45,090	-94	$10,297,654	+13.9%	2.64%
CGCB	Capital Group Fixed Income ETF Trust	Added	380,027	+9,495	$9,493,074	−2.1%	2.44%
RBLX	Roblox Corp Communication Services	Reduced	218,732	-42,726	$9,267,674	−34.8%	2.38%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	60,324	-1,238	$8,836,259	−5.7%	2.27%
UBER	Uber Technologies, Inc Technology	Reduced	114,172	-10,434	$7,821,923	−13.0%	2.01%
IWF	iShares Russell 1000 Growth ETF	Added	62,366	+928	$7,811,965	+2.4%	2.00%
SCHB	Schwab U.S. Broad Market ETF	Reduced	240,411	-2,170	$7,046,446	+0.3%	1.81%
FVD	First Trust Value Line Dividend Index Fund	Added	146,161	+537	$6,856,412	−2.3%	1.76%
SPLV	Invesco S&P 500 Low Volatility ETF	Reduced	84,231	-382	$5,939,127	−6.3%	1.52%
QQQ	Invesco Qqq Trust, Series 1	Added	7,561	+47	$5,593,400	+1.1%	1.43%
VOO	VANGUARD 500 INDEX FUND	Added	7,869	+158	$5,515,067	+4.1%	1.41%
MSFT	Microsoft Corp Technology	Added	10,450	+190	$5,359,805	+40.0%	1.37%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	58,700	-1,550	$5,289,457	+1.9%	1.36%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	77,802	-202	$5,194,061	+7.1%	1.33%
CGMS	Capital Group U.S. Multi-Sector Income ETF	Reduced	193,197	-10,523	$5,067,557	−9.0%	1.30%
PFE	Pfizer Inc Healthcare	Added	175,666	+49	$5,009,994	+18.5%	1.29%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	26,523	+1,492	$4,186,655	+6.6%	1.07%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	33,082	-1,787	$4,157,414	−0.2%	1.07%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	48,222	-1,122	$3,781,569	−4.9%	0.97%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	71,278	-114	$3,590,272	−0.6%	0.92%
VB	Vanguard Index Funds	Added	11,835	+62	$3,366,939	−5.7%	0.86%
CGDV	Capital Group Dividend Value ETF	Added	66,745	+2,923	$3,260,493	+3.7%	0.84%
CGGO	Capital Group Global Growth Equity ETF	Added	78,655	+10,573	$3,128,895	+8.6%	0.80%
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	Added	160,141	+1,185	$3,125,952	+0.7%	0.80%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,739	+291	$2,924,771	+7.2%	0.75%
ACWI	iShares MSCI ACWI ETF	Reduced	16,207	-8	$2,573,185	+1.1%	0.66%
VNLA	Janus Henderson Short Duration Income ETF	Reduced	51,843	-372	$2,517,496	−1.3%	0.65%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	16,220	-421	$2,352,548	−0.4%	0.60%
V	Visa Inc. Financial Services	Reduced	6,422	-6	$2,307,617	+4.6%	0.59%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	23,601	+44	$2,299,681	+1.2%	0.59%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	24,617	+3,243	$2,209,621	+17.6%	0.57%
SCHF	Schwab International Equity ETF	Added	77,489	+91	$2,128,622	−0.7%	0.55%
TWLO	Twilio Inc Technology	Held	7,171	0	$2,097,230	+41.7%	0.54%
SCZ	iShares MSCI EAFE Small-Cap ETF	Held	23,024	0	$1,943,686	+2.6%	0.50%
BITW	Bitwise 10 Crypto Index ETF	Reduced	33,529	-523	$1,840,574	+43.8%	0.47%
IWR	iShares Russell Mid-Cap ETF	Held	16,870	0	$1,800,197	−3.3%	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,103	+47	$1,688,225	+2.0%	0.43%
UTG	Reaves Utility Income Fund Financial Services	Added	48,311	+138	$1,659,482	−15.4%	0.43%

Showing the top 50 of 169 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.