1y return+9.6%S&P 500 +20.9%
3y return+45.5%S&P 500 +68.5%
5y return+11.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $170 against $299 in the S&P 500.2
Strategic Family Wealth Counselors, L.L.C.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHGSchwab Strategic Tr | $18.3M | 4.3% | +2.6% |
| SCHDSchwab Strategic Tr | $14.7M | 3.4% | +1.6% |
| RBLXRoblox Corp | $14.2M | 3.3% | |
| SPYState Str Spdr S&p 500 Etf T | $14.0M | 3.3% | |
| CGGRCapital Group Growth Etf | $13.9M | 3.2% | +3.2% |
| VYMVanguard Whitehall Fds | $13.6M | 3.2% | +1.6% |
| SCHASchwab Strategic Tr | $13.6M | 3.2% | |
| SCHMSchwab Strategic Tr | $12.8M | 3.0% | |
| SCHXSchwab Strategic Tr | $12.6M | 2.9% | |
| DLNWisdomtree Tr | $11.8M | 2.8% | +2.7% |
| RSPInvesco Exchange Traded Fd T | $11.4M | 2.6% | +1.8% |
| VTVVanguard Index Fds | $10.7M | 2.5% | +12.3% |
| VCRBVanguard Malvern Fds | $10.6M | 2.5% | +8.1% |
| CGCBCapital Grp Fixed Incm Etf T | $9.7M | 2.3% | +9.0% |
| SDYSpdr Series Trust | $9.4M | 2.2% | |
| AAPLApple Inc | $9.3M | 2.2% | |
| NVDANvidia Corporation | $9.0M | 2.1% | |
| UBERUber Technologies Inc | $9.0M | 2.1% | |
| ARKKArk Etf Tr | $7.7M | 1.8% | +7.5% |
| IWFIshares Tr | $7.6M | 1.8% | |
| SCHBSchwab Strategic Tr | $7.0M | 1.6% | −2.1% |
| FVDFirst Tr Exchange-traded Fd | $7.0M | 1.6% | |
| AORIshares Tr | $6.7M | 1.6% | +2.3% |
| SPLVInvesco Exch Traded Fd Tr II | $6.3M | 1.5% | |
| CGMSCapital Grp Fixed Incm Etf T | $5.6M | 1.3% | +1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $9.3M |
| VGTVanguard World Fd | December 31, 2022 | +199.4% | $4.2M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $18.3M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $7.6M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $5.2M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $14.0M |
| SCHXSchwab Strategic Tr | June 30, 2020 | +138.3% | $12.6M |
| CGGRCapital Group Growth Etf | December 31, 2022 | +136.7% | $13.9M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $7.0M |
| UBERUber Technologies Inc | June 30, 2020 | +132.2% | $9.0M |
Sold off last quarter
- FBTCFidelity Wise Origin Bitcoin was $990K
- NFLXNetflix Inc. was $343K
- DOCNDigitalocean Hldgs Inc was $253K
- Honeywell Intl IncCUSIP 438516106 was $214K
- WMTWalmart Inc was $213K
- MLPXGlobal X Fds was $203K
- VODVodafone Group PLC was $158K
- SSentinelone Inc was $100K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | −3.8% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +12.0% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +13.6% | +11.2% |
| September 30, 2023 | −6.0% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +7.9% | +7.0% |
| December 31, 2022 | +1.8% | +7.1% |
| September 30, 2022 | −3.0% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −19.2% | −4.9% |
| December 31, 2021 | +11.0% | +10.7% |
| September 30, 2021 | −7.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Strategic Family Wealth Counselors, L.L.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729755&type=13F-HR&dateb=&owner=include&count=40CIK 1729755
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729755/000172975526000003/Filed August 14, 2026 · accession 0001729755-26-000003