Strategic Family Wealth Counselors, L.L.C.
Strategic Family Wealth Counselors, L.L.C. reported 169 stocks worth $429M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SCHG (4.6%), SCHD (3.6%) and SPY (3.4%). Compared with Q2 2026, the fund added to SCHG, SCHD and SPY, trimmed VYM, NVDA and RBLX and sold out of SHM, FBND and LRCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $19.6M | 4.6% | 546K | +5,346 (+1%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $15.3M | 3.6% | 469K | +4,430 (+1%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $14.4M | 3.4% | 19K | +57 (+0%) | 8 of 8 | |
| 4 |  CGGR Capital Group Growth | $14.1M | 3.3% | 298K | +4,260 (+1%) | 8 of 8 | |
| 5 |  VYM Vanguard Whitehall Fds | $13.2M | 3.1% | 85K | −1,137 (−1%) | 8 of 8 | |
| 6 |  SCHX Schwab US Large Cap ETF | $12.9M | 3.0% | 430K | No change | 8 of 8 | |
| 7 |  SCHA Schwab US Small Cap ETF | $12.4M | 2.9% | 379K | +3,202 (+1%) | 8 of 8 | |
| 8 |  DLN Wisdomtree TR | $12.1M | 2.8% | 125K | +1,901 (+2%) | 8 of 8 | |
| 9 |  SCHM Schwab Strategic TR | $11.9M | 2.8% | 349K | +1,851 (+1%) | 8 of 8 | |
| 10 |  RSP Invesco Exchange Traded FD T | $11.2M | 2.6% | 54K | +405 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SHM Spdr Series Trust | $1.4M | 30K |
 FBND Fidelity Total Bond ETF | $393K | 8,638 |
 LRCX Lam Research Corp | $387K | 893 |
 XOM Exxon Mobil Corp | $344K | 2,519 |
 BIV Vanguard Intermediate | $344K | 4,490 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Strategic Family Wealth Counselors, L.L.C. 13F FAQ
What does Strategic Family Wealth Counselors, L.L.C. own?
Strategic Family Wealth Counselors, L.L.C. reported 169 stocks worth $429M in its 13F filing for Q3 2026, filed Oct 29, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Strategic Family Wealth Counselors, L.L.C. buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 73 added to, 44 trimmed and 12 sold out. It sold all of SHM, FBND and LRCX.
When will Strategic Family Wealth Counselors, L.L.C. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Strategic Family Wealth Counselors, L.L.C.'s portfolio worth?
The Q3 2026 filing reports $429M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.