Strategic Family Wealth Counselors, L.L.C.
All 13F Filings
- Location
- Fairfield, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 429,962
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 178 | 429,962 | 13F-HR | Strategic Family Wealth Counselors, L.L.C. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
16
(0.0% of total reported value)
· QoQ Δ:
-108
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.6 K | 28.5% | 8.816 K | 0 | 8.816 K |
| ETFs | 297.6 K | 69.2% | 39.74 K | 0 | 39.74 K |
| Debt | 9.701 K | 2.3% | 775 | 0 | 775 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
429,962
Holdings
178
QoQ value change ($000)
49,217
(12.9%)
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.