Sign In
test

Joseph L. Sluck

Strategic Family Wealth Counselors, L.l.c.

Assets Managed
$380.745M
Holdings
161
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-14.53%(2Q avg: 0.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Family Wealth Counselors, L.l.c.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Strategic Family Wealth Counselors, L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 380.745M in assets, with a quarterly growth rate of -14.53% and a 2-quarter average growth rate of 0.05%. The portfolio is managed by Joseph L. Sluck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.88%
4.04%
$15.355M
527,127 shares@ $29.13 avg price
RBLX
Roblox Corp -class A
Recent Activity
Decreased -0.04%
3.89%
$14.788M
261,453 shares@ $56.57 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.69%
3.69%
$14.03M
457,285 shares@ $30.68 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.09%
3.3%
$12.542M
84,688 shares@ $148.11 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.12%
3.21%
$12.215M
18,783 shares@ $650.33 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 1.53%
3.01%
$11.445M
284,779 shares@ $40.2 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -1.97%
2.89%
$10.975M
428,054 shares@ $25.64 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -3.54%
2.87%
$10.892M
374,539 shares@ $29.08 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -3.28%
2.84%
$10.776M
348,073 shares@ $30.97 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Increased 0.38%
2.81%
$10.696M
119,735 shares@ $89.33 avg price

1-10 of 161