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Strategic Family Wealth Counselors, L.L.C.ETFConcentrated long-term

CIK: 0001729755 | FAIRFIELD, NJ

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR170$428.6M2026-10-29SEC ↗
Q2 2026
13F-HR182$430.0M2026-08-14SEC ↗
Q1 2026
13F-HR163$380.7M2026-05-11SEC ↗
Q4 2025
13F-HR217$445.5M2026-02-04SEC ↗
Q3 2025
13F-HR164$388.7M2025-11-10SEC ↗
Q2 2025
13F-HR147$351.0M2025-08-13SEC ↗
Q1 2025
13F-HR138$307.6M2025-05-08SEC ↗
Q4 2024
13F-HR137$307.1M2025-02-07SEC ↗
Q3 2024
13F-HR133$285.8M2024-11-01SEC ↗
Q2 2024
13F-HR124$263.0M2024-08-14SEC ↗
Q1 2024
13F-HR118$253.1M2024-05-14SEC ↗
Q4 2023
13F-HR117$238.6M2024-01-29SEC ↗
Q3 2023
13F-HR110$208.1M2023-11-13SEC ↗
Q2 2023
13F-HR109$217.5M2023-08-10SEC ↗
Q1 2023
13F-HR107$211.1M2023-05-16SEC ↗
Q4 2022
13F-HR106$201.7M2023-01-26SEC ↗
Q3 2022
13F-HR92$8.3M2022-11-14SEC ↗
Q2 2022
13F-HR97$9.3M2022-08-11SEC ↗
Q1 2022
13F-HR101$16.2M2022-05-04SEC ↗
Q4 2021
13F-HR104$25.2M2022-02-08SEC ↗
Q3 2021
13F-HR98$34.8M2021-11-09SEC ↗
Q2 2021
13F-HR85$39.0M2021-07-29SEC ↗
Q1 2021
13F-HR81$36.4M2021-05-10SEC ↗
Q4 2020
13F-HR82$35.4M2021-02-16SEC ↗
Q3 2020
13F-HR78$22.5M2020-10-26SEC ↗
Q2 2020
13F-HR77$12.1M2020-07-13SEC ↗
Q1 2020
13F-HR74$4.3M2020-04-16SEC ↗
Q4 2019
13F-HR69$5.4M2020-01-17SEC ↗
Q3 2019
13F-HR65$4.3M2019-10-17SEC ↗
Q2 2019
13F-HR65$4.0M2019-07-17SEC ↗
Q1 2019
13F-HR69$3.0M2019-04-26SEC ↗
Q4 2018
13F-HR65$1.3M2019-01-18SEC ↗