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

Strategic Family Wealth Counselors, L.L.C.

  • $332 Million
  • Q2 2025

Strategic Family Wealth Counselors, L.L.C. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $332 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $27.5M, Schwab Strategic Tr Us Large C with a value of $15.3M, Schwab Strategic Tr Us Dividen with a value of $12.3M, Spdr S&P 500 ETF Trust with a value of $11.6M, and Uber Technologies, Inc with a value of $11.6M.

Examining the 13F form we can see an increase of $41M in the current position value, from $291M to 332M.

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 $332 Million
ETFs: $242 Million
Communication Services: $34.9 Million
Technology: $30.6 Million
Financial Services: $8.4 Million
Healthcare: $7.36 Million
Consumer Cyclical: $2.81 Million
Consumer Defensive: $2.18 Million
Industrials: $1.25 Million
Other: $1.71 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $332 Million
  • Prior Value $291 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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