Strategic Family Wealth Counselors, L.L.C.

Position in MSFT — Microsoft Corp

CIK 1729755 FAIRFIELD, NJ

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,827,185

+$5,180 QoQ

Shares Held

10,260

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.63%

of 13F equity value

Holder Rank

#3,690

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Strategic Family Wealth Counselors, L.L.C. holds $5,862,546 across 4 Software - Infrastructure names. MSFT ranks #1 (65.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,260	$3,827,185
2	TWLO	Twilio Inc	7,171	$1,479,592
3	PLTR	Palantir Technologies Inc.	2,928	$341,609
4	PANW	Palo Alto Networks Inc	628	$214,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,827,185	10,260	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$3,822,005	10,325	-41.1%	Shares	Sole	2026-05-11
2025-12-31	$8,480,760	17,536	+102.8%	Shares	Sole	2026-02-04
2025-09-30	$4,478,713	8,647	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$4,303,591	8,652	-2.0%	Shares	Sole	2025-08-13
2025-03-31	$3,314,318	8,829	+2.7%	Shares	Sole	2025-05-08
2024-12-31	$3,624,900	8,600	+12.0%	Shares	Sole	2025-02-07
2024-09-30	$3,304,704	7,680	-1.6%	Shares	Sole	2024-11-01
2024-06-30	$3,487,997	7,804	+7.3%	Shares	Sole	2024-08-14
2024-03-31	$3,061,158	7,276	-1.1%	Shares	Sole	2024-05-14
2023-12-31	$2,765,774	7,355	+4.2%	Shares	Sole	2024-01-29
2023-09-30	$2,228,879	7,059	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$2,406,936	7,068	+1.1%	Shares	Sole	2023-08-10
2023-03-31	$2,014,640	6,988	+0.3%	Shares	Sole	2023-05-16
2022-12-31	$1,670,346	6,965	-4.1%	Shares	Sole	2023-01-26
2022-09-30	$1,692,018	7,265	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$1,888,727	7,354	+1.1%	Shares	Sole	2022-08-11
2022-03-31	$2,243,263	7,276	-3.5%	Shares	Sole	2022-05-04
2021-12-31	$2,534,507	7,536	0.0%	Shares	Sole	2022-02-08
2021-09-30	$2,124,549	7,536	+24.9%	Shares	Sole	2021-11-09
2021-06-30	$1,635,152	6,036	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,423,107	6,036	+18.8%	Shares	Sole	2021-05-10
2020-12-31	$1,130,116	5,081	+4.3%	Shares	Sole	2021-02-16
2020-09-30	$1,024,517	4,871	-8.2%	Shares	Sole	2020-10-26
2020-06-30	$1,079,417	5,304	+28.2%	Shares	Sole	2020-07-13
2020-03-31	$652,603	4,138	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.