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Manager record

Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ · CIK 1729755 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$429.96MReported 13F valueQ2 2026 · as filed
182Holdings listed
+12.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $351.0M$351.0MQ2 2025147 holdingsQ3 2025: $388.7M$388.7MQ3 2025164 holdingsQ4 2025: $445.5M$445.5MQ4 2025217 holdingsQ1 2026: $380.7M$380.7MQ1 2026163 holdingsQ2 2026: $430.0M$430.0MQ2 2026182 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$429.96M · 182 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$380.74M · 163 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$445.51M · 217 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$388.66M · 164 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$351.03M · 147 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology