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

$380Million– No. of Holdings #161

Strategic Family Wealth Counselors, L.L.C. Performance:
2026 Q1: -4%YTD: -4%2025: 14.44%
Performance for 2026 Q1 is -4%, and YTD is -4%, and 2025 is 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 2026-05-11, 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 $380.7 Millions as of 31 Mar, 2026.

The top stock holdings of Strategic Family Wealth Counselors, L.L.C. are FNDA, RBLX, FNDA. The fund has invested 4% of it's portfolio in SCHWAB STRATEGIC TR and 3.9% of portfolio in ROBLOX CORP.

The fund managers got completely rid off BITWISE BITCOIN ETF TR, MCKESSON CORP (MCK) and LAM RESEARCH CORP (LRCX) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), ELI LILLY & CO (LLY) and WALMART INC (WMT). Strategic Family Wealth Counselors, L.L.C. opened new stock positions in FIDELITY WISE ORIGIN BITCOIN, SPDR SERIES TRUST (BIL) and DIGITALOCEAN HLDGS INC (DOCN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BLACKROCK ETF TRUST II (HYMU) and GOLDMAN SACHS ETF TR (GBIL).
Strategic Family Wealth Counselors, L.L.C. Equity Portfolio Value
Last Reported on: 11 May, 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% in the last quarter. In trailing 12 months, it's portfolio return was 12.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity wise origin bitcoin989,520
spdr series trust419,822
digitalocean hldgs inc253,051
altria group inc215,995
southern co215,137
global x fds203,335
illinois tool wks inc203,027
sentinelone inc100,374
New stocks bought by Strategic Family Wealth Counselors, L.L.C.

Additions

Ticker% Inc.
ishares tr34.85
blackrock etf trust ii28.01
goldman sachs etf tr23.8
vanguard malvern fds17.4
capital group dividend value16.98
capital grp fixed incm etf t14.2
capital group gbl growth eqt13.65
ssga active etf tr10.61
Additions to existing portfolio by Strategic Family Wealth Counselors, L.L.C.

Reductions

Ticker% Reduced
micron technology inc-78.78
eli lilly & co-74.21
walmart inc-72.79
broadcom inc-60.49
alphabet inc-60.16
mastercard incorporated-59.03
alphabet inc-54.79
bank america corp-52.02
Strategic Family Wealth Counselors, L.L.C. reduced stake in above stock

Sold off

Ticker$ Sold
bitwise bitcoin etf tr-1,346,420
comcast corp new-399,872
blackrock etf trust ii-202,177
vontier corporation-310,815
wells fargo co new-702,343
ishares bitcoin trust etf-367,096
nutanix inc-302,211
general mtrs co-538,601
Strategic Family Wealth Counselors, L.L.C. got rid off the above stocks

Sector Distribution

Strategic Family Wealth Counselors, L.L.C. has about 77.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Healthcare
  • Utilities
  • Financial Services
Sector%
Others77.3
Technology8.4
Communication Services5.7
Healthcare2.4
Utilities2
Financial Services1.6

Market Cap. Distribution

Strategic Family Wealth Counselors, L.L.C. has about 20.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED77.3
MEGA-CAP10.7
LARGE-CAP9.4
MID-CAP2.4

Stocks belong to which Index?

About 15.8% 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%
Others84.3
S&P 50013.2
RUSSELL 20002.6
Top 5 Winners (%)%
VRT
vertiv holdings co
35.7 %
XLB
select sector spdr tr
28.7 %
VZ
verizon communications inc
26.6 %
XOM
exxon mobil corp
24.6 %
T
at&t inc
18.6 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
0.9 M
PFE
pfizer inc
0.5 M
AMPS
ishares tr
0.3 M
AAPL
apple inc
0.3 M
T
at&t inc
0.2 M
Top 5 Losers (%)%
UPST
upstart hldgs inc
-42.5 %
MIST
milestone pharmaceuticals in
-39.7 %
CLOV
clover health investments co
-32.0 %
RBLX
roblox corp
-28.3 %
BITW
bitwise 10 crypto index etf
-25.5 %
Top 5 Losers ($)$
RBLX
roblox corp
-5.8 M
UBER
uber technologies inc
-1.5 M
FNDA
schwab strategic tr
-1.3 M
MSFT
microsoft corp
-1.2 M
ARKF
ark etf tr
-1.1 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 161 stocks in it's portfolio. About 32.5% of the portfolio is in top 10 stocks. RBLX 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.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions