Strategic Family Wealth Counselors, L.L.C.
Strategic Family Wealth Counselors, L.L.C. reported 182 holdings worth US$430M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C. reported 182 holdings worth US$430M as of Jun 30, 2026. Largest: Roblox Corporation, Apple Inc and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 182
- Value as reported
- US$430M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Roblox Corporation | 261K | US$14.2M | 3.3% |
| Apple Inc | 32,286 | US$9.34M | 2.2% |
| Nvidia Corporation | 45,184 | US$9.04M | 2.1% |
| Uber Technologies, Inc. | 125K | US$8.99M | 2.1% |
| Pfizer, Inc. | 176K | US$4.23M | 0.98% |
| Microsoft Corp. | 10,260 | US$3.83M | 0.89% |
| Amazon.com, Inc. | 11,448 | US$2.73M | 0.63% |
| Alphabet Inc (google) Class C | 7,118 | US$2.54M | 0.59% |
| Visa Inc. | 6,428 | US$2.21M | 0.51% |
| Jp Morgan Chase & Co. | 5,056 | US$1.65M | 0.38% |
| Twilio Inc. | 7,171 | US$1.48M | 0.34% |
| Meta Platforms, Inc. | 2,242 | US$1.26M | 0.29% |
| Tesla, Inc. | 2,997 | US$1.26M | 0.29% |
| Broadcom Inc. | 3,130 | US$1.18M | 0.27% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,399 | US$1.15M | 0.27% |
| Johnson & Johnson | 3,765 | US$956K | 0.22% |
| Abbvie Inc. | 3,394 | US$854K | 0.20% |
| Reliance, Inc. | 2,215 | US$827K | 0.19% |
| Walt Disney Company (the) | 8,425 | US$811K | 0.19% |
| Unitedhealth Group Incorporated | 1,880 | US$782K | 0.18% |
| Costco Wholesale Corporation | 833 | US$779K | 0.18% |
| Micron Technology, Inc. | 594 | US$686K | 0.16% |
| Blackstone Mortgage Trust, Inc. | 39,265 | US$666K | 0.15% |
| Union Pacific Corporation | 2,443 | US$664K | 0.15% |
| Texas Instruments Incorporated | 1,853 | US$552K | 0.13% |
| Warby Parker Inc. | 17,306 | US$525K | 0.12% |
| Eli Lilly And Company | 433 | US$519K | 0.12% |
| American Express Company | 1,484 | US$502K | 0.12% |
| Verizon Communications Inc. | 10,862 | US$460K | 0.11% |
| Colgate-palmolive Company | 4,781 | US$438K | 0.10% |
| Bank Of America Corporation | 7,653 | US$436K | 0.10% |
| At&t Inc. | 20,653 | US$428K | 0.10% |
| Amgen Inc. | 1,153 | US$418K | 0.10% |
| Cisco Systems, Inc. | 3,493 | US$410K | 0.10% |
| Lam Research Corporation | 893 | US$387K | 0.09% |
| Merck & Company, Inc. | 2,806 | US$361K | 0.08% |
| Target Corporation | 2,756 | US$360K | 0.08% |
| U.s. Bancorp | 5,940 | US$359K | 0.08% |
| Advanced Micro Devices Inc | 612 | US$356K | 0.08% |
| Sysco Corporation | 4,162 | US$348K | 0.08% |
| Exxon Mobil Corporation | 2,519 | US$344K | 0.08% |
| Palantir Technologies Inc. | 2,928 | US$342K | 0.08% |
| Intel Corporation | 2,439 | US$341K | 0.08% |
| Viatris Inc. | 21,394 | US$340K | 0.08% |
| Fulton Financial Corporation | 13,913 | US$337K | 0.08% |
| Mastercard Incorporated | 652 | US$335K | 0.08% |
| Vertiv Holdings, Llc | 958 | US$321K | 0.07% |
| Royal Bank Of Canada | 1,499 | US$310K | 0.07% |
| Upstart Holdings, Inc. | 7,992 | US$283K | 0.07% |
| Wells Fargo & Company | 3,309 | US$273K | 0.06% |
| Citigroup, Inc. | 1,936 | US$271K | 0.06% |
| International Business Machines Corporation | 961 | US$270K | 0.06% |
| The Hershey Company | 1,530 | US$269K | 0.06% |
| Nextera Energy, Inc. | 3,020 | US$265K | 0.06% |
| Caterpillar, Inc. | 234 | US$249K | 0.06% |
| Altria Group, Inc. | 3,241 | US$233K | 0.05% |
| Southern Company (the) | 2,246 | US$215K | 0.05% |
| Snowflake Inc. | 843 | US$215K | 0.05% |
| Palo Alto Networks, Inc. | 628 | US$214K | 0.05% |
| 3m Company | 1,310 | US$212K | 0.05% |
| Illinois Tool Works Inc. | 780 | US$211K | 0.05% |
| Clover Health Investments, Corp. | 12,263 | US$64,259 | 0.01% |
| Anavex Life Sciences Corp. | 8,045 | US$20,837 | <0.01% |
| Milestone Pharmaceuticals Inc. | 13,875 | US$18,593 | <0.01% |
| Digitalocean Holdings, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Sentinelone, Inc. | 0 | US$0 | 0.00% |
| Vodafone Group Public Limited Company | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
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