Strategic Family Wealth Counselors, L.L.C. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The report lists 170 distinct positions held by the firm.
The filing details a portfolio that includes a mix of large-cap technology companies, exchange-traded funds (ETFs), and other major corporations. The largest position by number of shares is Apple Inc., for which the firm holds 10,755,353 shares. Other notable technology holdings include Microsoft Corporation (5,359,716 shares), NVIDIA Corporation (10,297,733 shares), and Alphabet Inc. Class C shares (1,431,320 shares).
Significant exposure to the financial sector is also present, with positions in JPMorgan Chase & Co. (1,688,226 shares), Visa Inc. (2,307,670 shares), and Bank of America Corporation (411,600 shares). The portfolio also includes substantial allocations to various ETFs, such as the Invesco S&P 500 Equal Weight ETF (11,182,281 shares), the Vanguard S&P 500 ETF Shares (5,514,852 shares), and the Schwab Strategic Trust US Large Cap ETF (12,888,830 shares).
The filing lists Joseph L. Sluck as the Chief Compliance Officer responsible for the report, which was signed on October 23, 2026.
