Strategic Family Wealth Counselors, L.L.C.
•CIK: 1729755•Filing: Q4 2025
**Strategic Family Wealth Counselors, L.L.C.** manages $446M across a diversified portfolio of 217 positions. The fund exhibits a notable allocation to growth and dividend-focused ETFs, with top holdings including RBLX at $20.6M and SCHG at $16.8M. Significant exposure is also maintained in core indices such as SCHD ($13.2M), SPY ($12.7M), and a blend of sector-specific plays like CGGR ($12.3M) and VYM ($12.3M). This structure suggests a disciplined approach balancing capital appreciation with income generation across technology and broad market segments.
Total AUM
$445.5M
QoQ Performance
+14.7%
Positions
159
Top 10 Concentration
30.5%
Latest Filing
Q4 2025
Top Holdings Allocation
RBLX4.6%
SCHG3.8%
SCHD3.0%
SPY2.9%
CGGR2.8%
VYM2.8%
NVDA2.7%
SCHA2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.4%
Technology10.5%
Consumer4.7%
ETF4.0%
Healthcare2.6%
Financial2.2%
Communication0.6%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
—
EXCHANGE TRADED CONCEPTS TRU
SOLD
$2.0M
+8 more exited positions
Changes from Q3 2025
NEW57 new positions
↑99 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023