Strategic Family Wealth Counselors, L.L.C. - Portfolio overview

Strategic Family Wealth Counselors, L.L.C. has 172 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 3.96%
2. RBLX - ROBLOX CORP, 3.82%
3. SCHD - SCHWAB STRATEGIC TR, 3.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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