Strategic Family Wealth Counselors, L.L.C. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$388.7B
Holdings
158
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RBLXROBLOX CORP | 261,426 | $36.2B | 9.32% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 522,260 | $16.7B | 4.29% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 468,236 | $12.8B | 3.29% | |
| 4 | SPYSPDR S&P 500 ETF TR | 18,813 | $12.5B | 3.22% | |
| 5 | UBERUBER TECHNOLOGIES INC | 125,240 | $12.3B | 3.16% | |
| 6 | CGGRCAPITAL GROUP GROWTH ETF | 278,987 | $12.3B | 3.15% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 435,543 | $11.5B | 2.95% | |
| 8 | VYMVANGUARD WHITEHALL FDS | 81,308 | $11.5B | 2.95% | |
| 9 | SCHASCHWAB STRATEGIC TR | 374,609 | $10.5B | 2.69% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 349,311 | $10.4B | 2.66% | |
| 11 | RSPINVESCO EXCHANGE TRADED FD T | 53,668 | $10.2B | 2.62% | |
| 12 | DLNWISDOMTREE TR | 113,370 | $9.9B | 2.54% | |
| 13 | SDYSPDR SERIES TRUST | 62,797 | $8.8B | 2.26% | |
| 14 | ARKKARK ETF TR | 94,571 | $8.2B | 2.10% | |
| 15 | AAPLAPPLE INC | 29,288 | $7.5B | 1.92% | |
| 16 | VTVVANGUARD INDEX FDS | 39,173 | $7.3B | 1.88% | |
| 17 | FVDFIRST TR EXCHANGE-TRADED FD | 151,759 | $7.0B | 1.81% | |
| 18 | IWFISHARES TR | 14,461 | $6.8B | 1.74% | |
| 19 | NVDANVIDIA CORPORATION | 35,830 | $6.7B | 1.72% | |
| 20 | SPLVINVESCO EXCH TRADED FD TR II | 88,256 | $6.5B | 1.67% | |
| 21 | SCHBSCHWAB STRATEGIC TR | 247,046 | $6.4B | 1.63% | |
| 22 | VCRBVANGUARD MALVERN FDS | 79,075 | $6.2B | 1.60% | |
| 23 | AORISHARES TR | 92,829 | $6.0B | 1.54% | |
| 24 | CGCBCAPITAL GRP FIXED INCM ETF T | 204,059 | $5.4B | 1.40% | |
| 25 | CGMSCAPITAL GRP FIXED INCM ETF T | 188,906 | $5.2B | 1.35% | |
| 26 | COWZPACER FDS TR | 79,445 | $4.6B | 1.17% | |
| 27 | HDVISHARES TR | 36,907 | $4.5B | 1.16% | |
| 28 | MSFTMICROSOFT CORP | 8,647 | $4.5B | 1.15% | |
| 29 | PFEPFIZER INC | 175,493 | $4.5B | 1.15% | |
| 30 | VUGVANGUARD INDEX FDS | 9,127 | $4.4B | 1.13% | |
| 31 | JPSTJ P MORGAN EXCHANGE TRADED F | 85,021 | $4.3B | 1.11% | |
| 32 | NDQINVESCO QQQ TR | 6,477 | $3.9B | 1.00% | |
| 33 | VOOVANGUARD INDEX FDS | 5,866 | $3.6B | 0.92% | |
| 34 | VNLAJANUS DETROIT STR TR | 65,771 | $3.2B | 0.83% | |
| 35 | VOVANGUARD INDEX FDS | 11,020 | $3.2B | 0.83% | |
| 36 | VGTVANGUARD WORLD FD | 3,908 | $2.9B | 0.75% | |
| 37 | VBVANGUARD INDEX FDS | 10,611 | $2.7B | 0.69% | |
| 38 | VTVANGUARD INTL EQUITY INDEX F | 19,131 | $2.6B | 0.68% | |
| 39 | VVISA INC | 7,442 | $2.5B | 0.65% | |
| 40 | USMVISHARES TR | 23,607 | $2.2B | 0.58% | |
| 41 | VPLSVANGUARD MALVERN FDS | 28,535 | $2.2B | 0.58% | |
| 42 | ACWIISHARES TR | 16,007 | $2.2B | 0.57% | |
| 43 | GSLCGOLDMAN SACHS ETF TR | 16,667 | $2.2B | 0.56% | |
| 44 | IBITISHARES BITCOIN TRUST ETF | 33,363 | $2.2B | 0.56% | |
| 45 | BITQEXCHANGE TRADED CONCEPTS TRU | 80,443 | $2.0B | 0.52% | |
| 46 | BSCQINVESCO EXCH TRD SLF IDX FD | 100,412 | $2.0B | 0.51% | |
| 47 | AMZNAMAZON COM INC | 8,871 | $1.9B | 0.50% | |
| 48 | SCZISHARES TR | 23,932 | $1.8B | 0.47% | |
| 49 | SCHFSCHWAB STRATEGIC TR | 77,241 | $1.8B | 0.46% | |
| 50 | JPMJPMORGAN CHASE & CO. | 5,652 | $1.8B | 0.46% | |
| 51 | BSCPINVESCO EXCH TRD SLF IDX FD | 82,925 | $1.7B | 0.44% | |
| 52 | CGGOCAPITAL GROUP GBL GROWTH EQT | 48,056 | $1.6B | 0.42% | |
| 53 | IWRISHARES TR | 16,870 | $1.6B | 0.42% | |
| 54 | UTGREAVES UTIL INCOME FD | 37,764 | $1.5B | 0.38% | |
| 55 | SHMSPDR SERIES TRUST | 29,693 | $1.4B | 0.37% | |
| 56 | TOTLSSGA ACTIVE ETF TR | 33,448 | $1.4B | 0.35% | |
| 57 | SCHCSCHWAB STRATEGIC TR | 29,162 | $1.3B | 0.34% | |
| 58 | METAMETA PLATFORMS INC | 1,729 | $1.3B | 0.33% | |
| 59 | TSLATESLA INC | 2,735 | $1.2B | 0.31% | |
| 60 | DONWISDOMTREE TR | 22,391 | $1.2B | 0.30% | |
| 61 | IWSISHARES TR | 7,999 | $1.1B | 0.29% | |
| 62 | SPSKTIDAL TRUST I | 57,611 | $1.1B | 0.27% | |
| 63 | IWVISHARES TR | 2,674 | $1.0B | 0.26% | |
| 64 | CGCPCAPITAL GRP FIXED INCM ETF T | 44,411 | $1.0B | 0.26% | |
| 65 | DISDISNEY WALT CO | 8,586 | $983.1M | 0.25% | |
| 66 | BSCRINVESCO EXCH TRD SLF IDX FD | 48,910 | $964.0M | 0.25% | |
| 67 | IVEISHARES TR | 4,657 | $961.7M | 0.25% | |
| 68 | TWLOTWILIO INC | 9,571 | $958.0M | 0.25% | |
| 69 | RSRELIANCE INC | 3,186 | $894.8M | 0.23% | |
| 70 | IVWISHARES TR | 7,096 | $856.6M | 0.22% | |
| 71 | VBKVANGUARD INDEX FDS | 2,852 | $848.7M | 0.22% | |
| 72 | IVVISHARES TR | 1,250 | $836.7M | 0.22% | |
| 73 | JEPIJ P MORGAN EXCHANGE TRADED F | 14,278 | $815.3M | 0.21% | |
| 74 | ABBVABBVIE INC | 3,395 | $786.1M | 0.20% | |
| 75 | RDVYFIRST TR EXCHANGE TRADED FD | 11,619 | $781.5M | 0.20% | |
| 76 | IJTISHARES TR | 5,512 | $779.9M | 0.20% | |
| 77 | COSTCOSTCO WHSL CORP NEW | 841 | $778.5M | 0.20% | |
| 78 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.2M | 0.19% | |
| 79 | AVGOBROADCOM INC | 2,266 | $747.4M | 0.19% | |
| 80 | SIXGETF SER SOLUTIONS | 11,415 | $704.1M | 0.18% | |
| 81 | JNJJOHNSON & JOHNSON | 3,766 | $698.3M | 0.18% | |
| 82 | UNHUNITEDHEALTH GROUP INC | 2,004 | $692.1M | 0.18% | |
| 83 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,390 | $667.5M | 0.17% | |
| 84 | GOOGALPHABET INC | 2,695 | $656.4M | 0.17% | |
| 85 | CGDGCAPITAL GROUP DIVIDEND VALUE | 15,490 | $651.0M | 0.17% | |
| 86 | FNDFSCHWAB STRATEGIC TR | 14,968 | $643.0M | 0.17% | |
| 87 | TAT&T INC | 22,387 | $632.2M | 0.16% | |
| 88 | BACVERIZON COMMUNICATIONS INC | 14,147 | $621.7M | 0.16% | |
| 89 | SHYMBLACKROCK ETF TRUST II | 26,500 | $592.0M | 0.15% | |
| 90 | GOOGLALPHABET INC | 2,432 | $591.2M | 0.15% | |
| 91 | MUBISHARES TR | 5,526 | $588.5M | 0.15% | |
| 92 | AOAISHARES TR | 6,472 | $570.4M | 0.15% | |
| 93 | UNPUNION PAC CORP | 2,357 | $557.1M | 0.14% | |
| 94 | IWDISHARES TR | 2,550 | $519.1M | 0.13% | |
| 95 | SCHHSCHWAB STRATEGIC TR | 24,057 | $518.9M | 0.13% | |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 2,814 | $513.3M | 0.13% | |
| 97 | AXPAMERICAN EXPRESS CO | 1,514 | $502.9M | 0.13% | |
| 98 | SCHVSCHWAB STRATEGIC TR | 17,036 | $495.9M | 0.13% | |
| 99 | XLYSELECT SECTOR SPDR TR | 2,000 | $479.3M | 0.12% | |
| 100 | WRBYWARBY PARKER INC | 17,306 | $477.3M | 0.12% |
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