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Latest Strategic Family Wealth Counselors, L.L.C. Stock Portfolio

$429Million | No. of Holdings #177

Strategic Family Wealth Counselors, L.L.C. Performance

2026 Q2-4.31%
YTD-8.14%
2025+14.44%

About Strategic Family Wealth Counselors, L.L.C. and 13F Hedge Fund Stock Holdings

Strategic Family Wealth Counselors, L.L.C. is a hedge fund based in Fairfield, NJ. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Strategic Family Wealth Counselors, L.L.C. reported an equity portfolio of $430 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Strategic Family Wealth Counselors, L.L.C. are FNDA, FNDA, RBLX. The fund has invested 4.3% of it's portfolio in SCHWAB STRATEGIC TR and 3.4% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off FIDELITY WISE ORIGIN BITCOIN, NETFLIX INC. (NFLX) and DIGITALOCEAN HLDGS INC (DOCN) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD MALVERN FDS (VTIP) and RELIANCE INC (RS). Strategic Family Wealth Counselors, L.L.C. opened new stock positions in BITWISE BITCOIN ETF TR, VANGUARD MALVERN FDS (VTIP) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (AMPS).
Strategic Family Wealth Counselors, L.L.C. Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$429Million
  as of Aug 14, 2026

Strategic Family Wealth Counselors, L.L.C. Annual Return Estimates Vs S&P 500

Our best estimate is that Strategic Family Wealth Counselors, L.L.C. made a return of -4.31% in the last quarter. In trailing 12 months, it's portfolio return was -3.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bitwise bitcoin etf tr907,628
doubleline etf trust550,323
baron etf tr465,455
vanguard malvern fds402,781
global x fds398,975
lam research corp386,964
ishares tr380,590
advanced micro devices inc355,517
New stocks bought by Strategic Family Wealth Counselors, L.L.C.

Additions

Ticker% Inc.
vanguard world fd749
vanguard index fds531
ishares tr403
vanguard index fds325
ishares tr301
spdr series trust289
vanguard index fds93.02
blackrock etf trust ii55.78
Additions to existing portfolio by Strategic Family Wealth Counselors, L.L.C.

Reductions

Ticker% Reduced
ishares tr-62.58
vanguard malvern fds-41.18
reliance inc-31.06
ssga active etf tr-27.4
alphabet inc-26.62
citigroup inc-24.32
janus detroit str tr-21.03
visa inc-19.09
Strategic Family Wealth Counselors, L.L.C. reduced stake in above stock

Sold off

Ticker$ Sold
fidelity wise origin bitcoin-989,520
vodafone group plc-157,951
sentinelone inc-100,374
netflix inc.-342,968
digitalocean hldgs inc-253,051
global x fds-203,335
walmart inc-212,568
honeywell intl inc-213,599
Strategic Family Wealth Counselors, L.L.C. got rid off the above stocks

Sector Distribution

Strategic Family Wealth Counselors, L.L.C. has about 78.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Healthcare
  • Utilities
  • Financial Services
Sector%
Others78.5
Technology8.6
Communication Services4.9
Healthcare2.1
Utilities1.8
Financial Services1.6

Market Cap. Distribution

Strategic Family Wealth Counselors, L.L.C. has about 20.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED78.6
MEGA-CAP12.4
LARGE-CAP8.3

Stocks belong to which Index?

About 15.2% of the stocks held by Strategic Family Wealth Counselors, L.L.C. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others84.8
S&P 50012.9
RUSSELL 20002.3
Top 5 Winners (%)%
MU
micron technology inc
239.9 %
CLOV
clover health investments co
197.7 %
TWLO
twilio inc
64.0 %
UNH
unitedhealth group inc
51.7 %
TXN
texas instrs inc
48.2 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
2.6 M
FNDA
schwab strategic tr
2.5 M
FNDA
schwab strategic tr
2.1 M
CGGR
capital group growth etf
2.0 M
SPY
state str spdr s&p 500 etf t
1.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.0 %
AMPS
ishares tr
-70.3 %
VB
vanguard index fds
-70.2 %
VB
vanguard index fds
-61.3 %
IJR
ishares tr
-60.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-12.2 M
AMPS
ishares tr
-12.2 M
IJR
ishares tr
-11.6 M
VAW
vanguard world fd
-11.3 M
VB
vanguard index fds
-6.3 M

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

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Strategic Family Wealth Counselors, L.L.C.

Strategic Family Wealth Counselors, L.L.C. has 177 stocks in it's portfolio. About 32.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Strategic Family Wealth Counselors, L.L.C. last quarter.

$429.95MTotal Value
185Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Strategic Family Wealth Counselors, L.L.C., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Strategic Family Wealth Counselors, L.L.C.'s holding in Ishares Tr over time
0.59%16,215
$2.55M
0.59%
increased 0.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Strategic Family Wealth Counselors, L.L.C.'s holding in Ishares Tr over time
0.44%23,024
$1.89M
0.44%
decreased 0.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Strategic Family Wealth Counselors, L.L.C.'s holding in Ishares Tr over time
0.05%2,068
$222.6K
0.05%
decreased 62.58 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Strategic Family Wealth Counselors, L.L.C.'s holding in Etf Ser Solutions over time
0.26%11,579
$1.10M
0.26%
increased 0.08 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Strategic Family Wealth Counselors, L.L.C.'s holding in Tidal Trust I over time
0.28%67,931
$1.22M
0.28%
increased 15.85 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Strategic Family Wealth Counselors, L.L.C.'s holding in American Centy Etf Tr over time
0.2%6,934
$865.1K
0.2%
increased 15.86 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Strategic Family Wealth Counselors, L.L.C.'s holding in Vaneck Etf Trust over time
0.12%4,876
$506.9K
0.12%
increased 1.58 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Strategic Family Wealth Counselors, L.L.C.'s holding in Pacer Fds Tr over time
1.13%78,004
$4.85M
1.13%
increased 0.82 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Strategic Family Wealth Counselors, L.L.C.'s holding in Global X Fds over time
0.09%6,081
$399.0K
0.09%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Strategic Family Wealth Counselors, L.L.C.'s holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Strategic Family Wealth Counselors, L.L.C.'s holding in Wisdomtree Tr over time
2.76%123,010
$11.85M
2.76%
increased 2.74 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Strategic Family Wealth Counselors, L.L.C.'s holding in Wisdomtree Tr over time
0.35%26,862
$1.52M
0.35%
increased 8.52 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Strategic Family Wealth Counselors, L.L.C.'s holding in First Tr Exchange Traded Fd over time
0.22%11,593
$939.7K
0.22%
unchanged 0 percentunchanged