Strategic Family Wealth Counselors, L.L.C.
All 13F Filings
- Location
- Fairfield, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 380,745
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 163 | 380,745 | 13F-HR | Strategic Family Wealth Counselors, L.L.C. |
| Q4 2025 | 2/4/2026 | 217 | 445,513 | 13F-HR | Strategic Family Wealth Counselors, L.L.C. |
| Q3 2025 | 11/10/2025 | 160 | 388,663 | 13F-HR | Strategic Family Wealth Counselors, L.L.C. |
| Q2 2025 | 8/13/2025 | 147 | 351,035 | 13F-HR | Strategic Family Wealth Counselors, L.L.C. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
124
(0.0% of total reported value)
· QoQ Δ:
+124
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 113.8 K | 29.9% | 0 | 178.6 K | -178.6 K |
| ETFs | 257.9 K | 67.8% | 112.6 K | 0 | 112.6 K |
| Debt | 8.926 K | 2.3% | 1.051 K | 0 | 1.051 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
380,745
Holdings
163
QoQ value change ($000)
-64,768
(-14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.