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SFWC

Strategic Family Wealth Counselors Portfolio holdings

AUM $381M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
-0.87%
1 Year Est. Return
+21.36%
3 Year Est. Return
+60.57%
5 Year Est. Return
+65.39%
10 Year Est. Return
–
AUM
$446M
AUM Growth
+$56.9M
Cap. Flow
+$70.2M
Cap. Flow %
15.75%
Top 10 Hldgs %
30.26%
Holding
225
New
65
Increased
101
Reduced
25
Closed
6

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$5.87M
2
MSFT icon
Microsoft
MSFT
+$4.45M
3
AAPL icon
Apple
AAPL
+$3.9M
4
AMZN icon
Amazon
AMZN
+$2.53M
5
CGCB icon
Capital Group Core Bond ETF
CGCB
+$2.49M

Top Sells

Rank Stock Value
1
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.72M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.48M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$754K
4
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$389K
5
TWLO icon
Twilio
TWLO
+$297K

Sector Composition

Rank Sector Weight
1 Technology 12.15%
2 Communication Services 7.34%
3 Healthcare 3.35%
4 Financials 3.33%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USMV icon
51
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$2.16M 0.48%
23,051
-556
-2% -$52.4K
BITW
52
Bitwise 10 Crypto Index ETF
BITW
$608M
$2.04M 0.46%
+34,052
New +$2.03M
BITQ icon
53
Bitwise Crypto Industry Innovators ETF
BITQ
$381M
$1.93M 0.43%
83,930
+3,487
+4% +$85.8K
SCHF icon
54
Schwab International Equity ETF
SCHF
$69.1B
$1.92M 0.43%
77,554
+313
+0.4% +$7.44K
SCZ icon
55
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$1.91M 0.43%
23,872
-60
-0.3% -$4.6K
TSLA icon
56
Tesla
TSLA
$1.29T
$1.86M 0.42%
4,430
+1,695
+62% +$751K
UTG icon
57
Reaves Utility Income Fund
UTG
$3.68B
$1.85M 0.41%
49,691
+11,927
+32% +$453K
CGGO icon
58
Capital Group Global Growth Equity ETF
CGGO
$12B
$1.76M 0.4%
49,396
+1,340
+3% +$46.3K
LLY icon
59
Eli Lilly
LLY
$1.09T
$1.75M 0.39%
1,679
+1,410
+524% +$1.35M
IWR icon
60
iShares Russell Mid-Cap ETF
IWR
$57.9B
$1.67M 0.38%
16,870
– –
JNJ icon
61
Johnson & Johnson
JNJ
$629B
$1.5M 0.34%
6,868
+3,102
+82% +$613K
SCHC icon
62
Schwab International Small-Cap Equity ETF
SCHC
$5.67B
$1.49M 0.33%
31,502
+2,340
+8% +$106K
BSCR icon
63
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$1.47M 0.33%
74,567
+25,657
+52% +$506K
SHM icon
64
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$1.43M 0.32%
29,693
– –
BITB icon
65
Bitwise Bitcoin ETF
BITB
$2.43B
$1.35M 0.3%
+27,687
New +$1.51M
TOTL icon
66
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$1.29M 0.29%
32,139
-1,309
-4% -$53K
DIS icon
67
Walt Disney
DIS
$178B
$1.28M 0.29%
11,646
+3,060
+36% +$337K
COST icon
68
Costco
COST
$421B
$1.25M 0.28%
1,297
+456
+54% +$413K
DON icon
69
WisdomTree US MidCap Dividend Fund
DON
$4.1B
$1.24M 0.28%
23,208
+817
+4% +$42.1K
CGCP icon
70
Capital Group Core Plus Income ETF
CGCP
$8.5B
$1.22M 0.27%
53,956
+9,545
+21% +$217K
AXP icon
71
American Express
AXP
$232B
$1.21M 0.27%
3,440
+1,926
+127% +$689K
ABBV icon
72
AbbVie
ABBV
$440B
$1.2M 0.27%
5,602
+2,207
+65% +$503K
IWS icon
73
iShares Russell Mid-Cap Value ETF
IWS
$16B
$1.17M 0.26%
7,999
– –
VBK icon
74
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$1.15M 0.26%
3,594
+742
+26% +$224K
IVE icon
75
iShares S&P 500 Value ETF
IVE
$50B
$1.12M 0.25%
5,244
+587
+13% +$123K
1 2
3
4 5

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HCP
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MC
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STP
Science & Technology Partners New York $382M AUM 202.26% 1-Year Est. Return
RSS
Rosenblum Silverman Sutton San Francisco, California $382M AUM 13.82% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return
RC
RV Capital Schindellegi, Switzerland $383M AUM 21.52% 1-Year Est. Return
MVP
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ACA
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Strategic Family Wealth Counselors's Q4 2025 Portfolio in Review

As of Q4 2025, Strategic Family Wealth Counselors held 225 positions worth $446M, up 15% from $389M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Strategic Family Wealth Counselors deployed $70.2M of net new capital in Q4 2025, opening 65 new positions and adding to 101 existing holdings. Its largest new stake was Bitwise 10 Crypto Index ETF: 34,052 shares worth $2.04M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 9.1% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was iShares Bitcoin Trust, an estimated $1.48M trimmed.

  • Strategic Family Wealth Counselors's largest Q4 2025 buy was Bitwise 10 Crypto Index ETF: 34,052 shares worth $2.04M.
  • Strategic Family Wealth Counselors added most to NVIDIA in Q4 2025, an estimated $5.87M increase.
  • Strategic Family Wealth Counselors's biggest Q4 2025 reduction was iShares Bitcoin Trust, cutting an estimated $1.48M.
  • Strategic Family Wealth Counselors fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $1.72M.
  • Strategic Family Wealth Counselors's ten largest holdings make up 30% of its $446M portfolio in Q4 2025.
  • Strategic Family Wealth Counselors opened 65 new positions and closed 6 in Q4 2025.
  • Strategic Family Wealth Counselors's portfolio value rose 15% quarter-over-quarter to $446M.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2025, filed 4 Feb 2026.