Strategic Family Wealth Counselors, L.L.C. reported 64 positions worth $85.05M for the quarter ended Sep 30, 2026, down 1.5% on the prior quarter. It opened 2 new positions, added to 20, trimmed 23 and exited 6. Its largest holding is Apple Inc. at 12.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +4,811 | – | $375.74K | 0.442% |
| CRWD CrowdStrike Holdings, Inc. | +1,282 | – | $339.41K | 0.399% |
| UNH Unitedhealth Group Inc | +320 | +17.0% | $117.48K | 0.95% |
| MSFT Microsoft Corp | +190 | +1.9% | $97.45K | 6.3% |
| AMZN Amazon Com Inc | +291 | +2.5% | $72.50K | 3.44% |
| C Citigroup Inc | +238 | +12.3% | $30.82K | 0.331% |
| T At&T Inc. | +1,163 | +5.6% | $28.38K | 0.626% |
| TXN Texas Instruments Inc | +60 | +3.2% | $16.81K | 0.63% |
| JPM Jpmorgan Chase & Co | +47 | +0.9% | $15.55K | 1.98% |
| INTC Intel Corp | +116 | +4.8% | $13.95K | 0.361% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RBLX Roblox Corp | -42.7K | -16.3% | $1.81M | 10.9% |
| UBER Uber Technologies, Inc | -10.4K | -8.4% | $714.83K | 9.2% |
| LRCX Lam Research Corp | -893 | -100.0% | $386.96K | Exited |
| RS Reliance, Inc. | -847 | -38.2% | $325.79K | 0.619% |
| UPST Upstart Holdings, Inc. | -7,992 | -100.0% | $283.16K | Exited |
| CAT Caterpillar Inc | -234 | -100.0% | $249.19K | Exited |
| MU Micron Technology Inc | -222 | -37.4% | $236.45K | 0.466% |
| SO Southern Co | -2,246 | -100.0% | $214.99K | Exited |
| ITW Illinois Tool Works Inc | -780 | -100.0% | $210.97K | Exited |
| LIN Linde Plc | -401 | -100.0% | $207.86K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| LRCX Lam Research Corp | -893 | $386.96K | 0.448% |
| UPST Upstart Holdings, Inc. | -7,992 | $283.16K | 0.328% |
| CAT Caterpillar Inc | -234 | $249.19K | 0.289% |
| SO Southern Co | -2,246 | $214.99K | 0.249% |
| ITW Illinois Tool Works Inc | -780 | $210.97K | 0.244% |
| LIN Linde Plc | -401 | $207.86K | 0.241% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 32.3K | $10.76M | 12.65% | +10 | +0.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 45.1K | $10.30M | 12.11% | -94 | -0.2% | Reduced | 0% |
| 3 | RBLX Roblox Corp | Technology | 218.7K | $9.27M | 10.9% | -42.7K | -16.3% | Reduced | 0.03% |
| 4 | UBER Uber Technologies, Inc | Technology | 114.2K | $7.82M | 9.2% | -10.4K | -8.4% | Reduced | 0.01% |
| 5 | MSFT Microsoft Corp | Technology | 10.5K | $5.36M | 6.3% | +190 | +1.9% | Added | 0% |
| 6 | PFE Pfizer Inc | Healthcare | 175.7K | $5.01M | 5.89% | +49 | +0.0% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 11.7K | $2.92M | 3.44% | +291 | +2.5% | Added | 0% |
| 8 | V Visa Inc. | Financial Services | 6,422 | $2.31M | 2.71% | -6 | -0.1% | Reduced | 0% |
| 9 | TWLO Twilio Inc | Technology | 7,171 | $2.10M | 2.47% | 0 | 0.0% | Unchanged | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 5,103 | $1.69M | 1.98% | +47 | +0.9% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 2,233 | $1.62M | 1.9% | -9 | -0.4% | Reduced | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 4,201 | $1.43M | 1.68% | -213 | -4.8% | Reduced | 0% |
| 13 | BITB Bitwise Bitcoin ETF | Others | 28.5K | $1.29M | 1.52% | 0 | 0.0% | Unchanged | 0.04% |
| 14 | AVGO Broadcom Inc. | Technology | 3,097 | $1.09M | 1.28% | -33 | -1.1% | Reduced | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 2,997 | $1.06M | 1.25% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Strategic Family Wealth Counselors, L.L.C.
As of its Q3 2026 13F filing, Strategic Family Wealth Counselors, L.L.C.’s five largest positions were Apple Inc. (AAPL) at 12.6%, Nvidia Corp (NVDA) at 12.1%, Roblox Corp (RBLX) at 10.9%, Uber Technologies, Inc (UBER) at 9.2%, Microsoft Corp (MSFT) at 6.3% of the reported portfolio.
Strategic Family Wealth Counselors, L.L.C. reported a 13F portfolio worth $85.05M across 64 positions for Q3 2026. That is down 1.5% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($375.74K), CrowdStrike Holdings, Inc. ($339.41K), Unitedhealth Group Inc ($117.48K). It opened 2 new positions.
Its largest sales by value were Roblox Corp ($1.81M), Uber Technologies, Inc ($714.83K), Lam Research Corp ($386.96K). It exited 6 positions entirely.
From the Form 13F-HR reports Strategic Family Wealth Counselors, L.L.C. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.