Strategic Family Wealth Counselors, L.L.C.: 13F holdings
CIK 17297552026Q2
| Positions | 177 |
|---|
| Reported value | $430.0m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 177 (+16 vs prior quarter) |
|---|
| Reported value | $430.0m (+12.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 540,636 | $18.3m | 4.3% |
| SCHD SCHWAB STRATEGIC TR | 464,827 | $14.7m | 3.4% |
| RBLX ROBLOX CORP | 261,458 | $14.2m | 3.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 18,782 | $14.0m | 3.3% |
| CGGR CAPITAL GROUP GROWTH ETF | 293,910 | $13.9m | 3.2% |
| VYM VANGUARD WHITEHALL FDS | 86,065 | $13.6m | 3.2% |
| SCHA SCHWAB STRATEGIC TR | 375,833 | $13.6m | 3.2% |
| SCHM SCHWAB STRATEGIC TR | 347,032 | $12.8m | 3.0% |
| SCHX SCHWAB STRATEGIC TR | 429,373 | $12.6m | 2.9% |
| CCEP WISDOMTREE TR | 123,010 | $11.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729755")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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