Strategic Family Wealth Counselors, L.L.C. ETF holdings
Fairfield, NJ
Reported $342.6M in 109 ETFs in its Form 13F for June 30, 2026.
ETF value
$342.6M
ETFs held
109
Change from prior quarter
+14.5%
With price moves
ETFs as a share of its 13F
79.7%
of $429.9M
Top 10 of 109 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $18.3M | 540,636 | +13,509 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $14.7M | 464,827 | +7,542 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $14.0M | 18,782 | −1 shares |
| CGGR | Capital Group Growth ETF | $13.9M | 293,910 | +9,131 shares |
| VYM | Vanguard High Dividend Yield ETF | $13.6M | 86,065 | +1,377 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $13.6M | 375,833 | +1,294 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $12.8M | 347,032 | −1,041 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $12.6M | 429,373 | +1,319 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $11.8M | 123,010 | +3,275 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $11.4M | 53,351 | +936 shares |
99 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001729755. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Strategic Family Wealth Counselors, L.L.C. own?
Strategic Family Wealth Counselors, L.L.C. reported 109 ETF positions worth $342.6M in its Form 13F for June 30, 2026. The largest was SCHG, at $18.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.