First seen by DFX
Sep 12, 2026
date not stated
Strategic Family Wealth Counselors, L.L.C. found on the SEC adviser roster (name)
Strategic Family Wealth Counselors, L.L.C. reported $380,744,519 across 163 13(f) positions for the quarter ended 2026-03-31
Strategic Family Wealth Counselors, L.L.C. reduced Alphabet Inc 10,752 -> 4,284 shares ($3,463,868 -> $1,228,932)
Strategic Family Wealth Counselors, L.L.C. reduced Amazon Com Inc 19,926 -> 12,418 shares ($4,602,906 -> $2,586,218)
Strategic Family Wealth Counselors, L.L.C. reduced Alphabet Inc 8,302 -> 3,753 shares ($2,673,112 -> $1,079,267)
Strategic Family Wealth Counselors, L.L.C. reduced Apple Inc 43,816 -> 32,211 shares ($10,809,299 -> $8,174,711)
Strategic Family Wealth Counselors, L.L.C. reduced Broadcom Inc 7,623 -> 3,012 shares ($2,535,296 -> $932,164)
Strategic Family Wealth Counselors, L.L.C. reduced Jpmorgan Chase & Co 8,690 -> 5,068 shares ($2,630,811 -> $1,490,803)
Strategic Family Wealth Counselors, L.L.C. reduced Meta Platforms Inc 4,122 -> 2,202 shares ($2,490,290 -> $1,259,946)
Strategic Family Wealth Counselors, L.L.C. reduced Microsoft Corp 17,536 -> 10,325 shares ($7,970,333 -> $3,822,139)
Strategic Family Wealth Counselors, L.L.C. reduced Nvidia Corporation 67,382 -> 45,214 shares ($11,998,641 -> $7,885,251)
Strategic Family Wealth Counselors, L.L.C. reported $445,512,820 across 217 13(f) positions for the quarter ended 2025-12-31
Strategic Family Wealth Counselors, L.L.C. opened a $2,043,120 position in Bitwise 10 Crypto Index Etf (34,052 shares)
Strategic Family Wealth Counselors, L.L.C. reduced Ishares Bitcoin Trust Etf 33,363 -> 7,232 shares ($2,168,595 -> $367,096)
Strategic Family Wealth Counselors, L.L.C. increased Meta Platforms Inc 1,729 -> 4,122 shares ($1,269,856 -> $2,490,290)
Strategic Family Wealth Counselors, L.L.C. increased Microsoft Corp 8,647 -> 17,536 shares ($4,478,743 -> $7,970,333)
Strategic Family Wealth Counselors, L.L.C. increased Nvidia Corporation 35,830 -> 67,382 shares ($6,685,248 -> $11,998,641)
Strategic Family Wealth Counselors, L.L.C. exited Exchange Traded Concepts Tru (was $2,016,707, 80,443 shares)
Strategic Family Wealth Counselors, L.L.C. increased Vanguard Malvern Fds 79,075 -> 108,610 shares ($6,200,309 -> $8,449,846)
Strategic Family Wealth Counselors, L.L.C. increased Alphabet Inc 2,432 -> 8,302 shares ($591,220 -> $2,673,112)
Strategic Family Wealth Counselors, L.L.C. increased Alphabet Inc 2,695 -> 10,752 shares ($656,383 -> $3,463,868)
Strategic Family Wealth Counselors, L.L.C. increased Amazon Com Inc 8,871 -> 19,926 shares ($1,947,806 -> $4,602,906)
Strategic Family Wealth Counselors, L.L.C. increased Apple Inc 29,288 -> 43,816 shares ($7,457,532 -> $10,809,299)
Strategic Family Wealth Counselors, L.L.C. increased Broadcom Inc 2,266 -> 7,623 shares ($747,441 -> $2,535,296)
Strategic Family Wealth Counselors, L.L.C. increased Capital Group Dividend Value 15,490 -> 49,667 shares ($651,045 -> $2,167,965)
Strategic Family Wealth Counselors, L.L.C. increased Capital Grp Fixed Incm Etf T 204,059 -> 297,636 shares ($5,423,876 -> $7,875,457)
Strategic Family Wealth Counselors, L.L.C. increased Invesco Exch Trd Slf Idx Fd 100,412 -> 151,927 shares ($1,964,055 -> $2,968,654)
Strategic Family Wealth Counselors, L.L.C. increased Jpmorgan Chase & Co. 5,652 -> 8,690 shares ($1,782,811 -> $2,630,811)
Strategic Family Wealth Counselors, L.L.C. reported $388,662,669 across 164 13(f) positions for the quarter ended 2025-09-30
Strategic Family Wealth Counselors, L.L.C. reduced Twilio Inc 19,117 -> 9,571 shares ($2,377,391 -> $957,962)
Strategic Family Wealth Counselors, L.L.C. increased Vanguard Malvern Fds 63,121 -> 79,075 shares ($4,896,933 -> $6,200,309)
Strategic Family Wealth Counselors, L.L.C. reported $351,034,571 across 147 13(f) positions for the quarter ended 2025-06-30
Strategic Family Wealth Counselors, L.L.C. reported $307,579,530 across 138 13(f) positions for the quarter ended 2025-03-31
Strategic Family Wealth Counselors, L.L.C. increased Capital Grp Fixed Incm Etf T 119,714 -> 160,651 shares ($3,087,426 -> $4,221,913)
Strategic Family Wealth Counselors, L.L.C. increased Vanguard Malvern Fds 38,599 -> 57,468 shares ($2,926,164 -> $4,449,751)
Strategic Family Wealth Counselors, L.L.C. reported $307,134,639 across 137 13(f) positions for the quarter ended 2024-12-31