StockDriftsStockDriftsTop 50 Strategic Family Wealth Counselors L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 4.26% | 540.6K | $18.3M | +2.56%(+13.51K) | $14.09(+152.82%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.43% | 464.8K | $14.7M | +1.65%(+7.54K) | $21.36(+60.89%) | 2026-06-30 | |
| RBLX | ROBLOX CORP | 3.31% | 261.5K | $14.2M | +0.00%(+5) | $64.85(-41.05%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.26% | 18.8K | $14.0M | -0.01%(-1) | $428.21(+81.07%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.23% | 293.9K | $13.9M | +3.21%(+9.13K) | $22.80(+106.31%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.16% | 86.1K | $13.6M | +1.63%(+1.38K) | $93.73(+77.38%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.16% | 375.8K | $13.6M | +0.35%(+1.29K) | $20.04(+78.27%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.98% | 347.0K | $12.8M | -0.30%(-1.04K) | $21.05(+74.33%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.94% | 429.4K | $12.6M | +0.31%(+1.32K) | $12.18(+150.41%) | 2026-06-30 | |
| DLN | WISDOMTREE TR | 2.76% | 123.0K | $11.8M | +2.74%(+3.27K) | $59.80(+69.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.81% | +47.43% | +0.39% | +1.99% |
| Top 20 Holdings Unweighted | +15.29% | +53.24% | +6.24% | +35.34% |
Strategic Family Wealth Counselors L L C reports $429.96M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (4.3%), SCHD (3.4%) and RBLX (3.3%). The top 20 holdings account for 54.48% of reported assets. Its disclosed equity book has returned +47.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategic Family Wealth Counselors L L C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729755). View Strategic Family Wealth Counselors L L C’s 13F filings on SEC