Titelia

Holdings of Strategic Family Wealth Counselors, L.L.C.

145 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.2 % of the equity sleeve

Sector breakdown

  • Technology 6.5 %
  • Communication 5.9 %
  • Industrials 2.9 %
  • Funds 2.9 %
  • Health care 2.4 %
  • Financials 1.9 %
  • Consumer discretionary 1.2 %
  • Consumer staples 0.9 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Materials 0.1 %
  • Unattributed 75.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.2 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US143348.9M $99.72 %
2TW1808.7K $0.23 %
3GB1158K $0.05 %

Positions

RankCompanySharesValueWeight
1Schwab Strategic Trust 527,12715.4M $
2ROBLOX Corp 261,45314.8M $
3Schwab US Dividend Equity ETF 457,28514M $
4Vanguard High Dividend Yield E 84,68812.5M $
5State Street SPDR S&P 500 ETF Trust 18,78312.2M $
6Capital Group Growth ETF 284,77911.4M $
7Schwab U.S. Large-Cap ETF 428,05411M $
8Schwab U.S. Small-Cap ETF 374,53910.9M $
9Wisdomtree Trust 119,73510.7M $
10Invesco S&P 500 Equal Weight ETF 52,41510.1M $
11Vanguard Core Bond ETF 127,5059.9M $
12Uber Technologies Inc 124,5829M $
13Capital Group Core Bond ETF 339,8918.9M $
14State Street SPDR S&P Dividend ETF 61,1138.9M $
15Vanguard Value ETF 43,8478.6M $
16Apple Inc 32,2118.2M $
17NVIDIA Corp 45,2147.9M $
18First Trust Value Line Dividen 145,1566.8M $
19iShares Russell 1000 Growth ETF 15,2996.5M $
20Schwab US Broad Market ETF 247,8936.2M $
21Invesco S&P 500 Low Volatility 84,6216.2M $
22iShares Core 60/40 Balanced Al 94,4866.1M $
23ARK ETF Trust 88,9526M $
24iShares Core High Dividend ETF 37,2955.1M $
25Pfizer Inc 175,6784.9M $
26Pacer Funds Trust 77,3704.8M $
27JPMorgan Ultra-Short Income ETF 84,7304.3M $
28Vanguard S&P 500 ETF 7,0234.2M $
29Vanguard Growth ETF 9,5384.2M $
30Invesco QQQ Trust Series 1 7,0884.1M $
31Microsoft Corp 10,3253.8M $
32Vanguard Mid-Cap ETF 11,5973.3M $
33Janus Henderson Short Duration 66,1173.2M $
34Vanguard Total World Stock ETF 21,5803M $
35Vanguard Small-Cap ETF 11,1572.9M $
36Vanguard Information Technology ETF 4,1052.9M $
37Amazon.com Inc 12,4182.6M $
38Capital Group Dividend Value ETF 58,1022.5M $
39Visa Inc 7,9452.4M $
40iShares Trust 16,1032.2M $
41iShares MSCI USA Min Vol Factor ETF 22,7882.1M $
42Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 16,6722.1M $
43Reaves Utility Income Fund 49,8952M $
44Schwab International Equity ETF 77,3531.9M $
45Capital Group Global Growth Equity ETF 56,1401.9M $
46iShares MSCI EAFE Small-Cap ETF 23,0451.8M $
47iShares Trust 16,8701.6M $
48JPMorgan Chase & Co 5,0681.5M $
49Schwab International Small-Cap Equity ETF 31,7661.5M $
50Ssga Active Trust 35,5491.4M $
51WisdomTree Trust 24,7521.3M $
52Meta Platforms Inc 2,2021.3M $
53Capital Group Core Plus Income ETF 56,2521.3M $
54Alphabet Inc 4,2841.2M $
55iShares Russell Mid-Cap Value 7,9991.2M $
56iShares Trust 5,2741.1M $
57Tesla Inc 2,9871.1M $
58Alphabet Inc 3,7531.1M $
59SP Funds Dow Jones Global Suku 58,6381M $
60Vanguard Index Funds 3,4391M $
61Fidelity Wise Origin Bitcoin Fund 16,763989.5K $
62iShares Russell 3000 ETF 2,640978.6K $
63Reliance Inc 3,213976.4K $
64J P Morgan Exchange Traded Fund Trust 16,768950.4K $
65Broadcom Inc 3,012932.2K $
66Johnson & Johnson 3,765920.3K $
67Twilio Inc 7,171902.3K $
68iShares S&P Small-Cap 600 Growth ETF 5,781836.6K $
69Costco Wholesale Corp 833830.1K $
70Walt Disney Co/The 8,604829.2K $
71iShares Core S&P 500 ETF 1,250816.8K $
72Taiwan Semiconductor Manufacturing Co Ltd 2,393808.7K $
73iShares Trust 7,096802.6K $
74First Trust Rising Dividend Achievers ETF 11,593791.5K $
75iShares Trust 3,699790.4K $
76AbbVie Inc 3,394738.2K $
77Schwab Fundamental International Equity Etf 14,968732.4K $
78Blackstone Mortgage Trust Inc 36,039690.2K $
79American Century ETF Trust 5,985661.2K $
80AT&T Inc 20,595597.1K $
81Union Pacific Corp 2,447593.7K $
82iShares National Muni Bond ETF 5,527586.7K $
83iShares Core 80/20 Aggressive 6,472572.7K $
84UnitedHealth Group Inc 2,027548.6K $
85Verizon Communications Inc 10,733538.8K $
86Schwab Strategic Trust 17,326528.4K $
87American Express Co 1,664503.3K $
88BlackRock ETF Trust II 9,364486.3K $
89VanEck Morningstar Wide Moat ETF 4,800464.2K $
90Select Sector Spdr Trust 4,094446.2K $
91Goldman Sachs Access Treasury 0-1 Year ETF 4,442445K $
92Exxon Mobil Corp 2,557433.8K $
93SPDR Series Trust 5,485419.8K $
94Colgate-Palmolive Co 4,781407.5K $
95Select Sector Spdr Trust 8,245407K $
96Amgen Inc 1,153405.7K $
97Eli Lilly & Co 433398.3K $
98Bank of America Corp 8,144397K $
99Fidelity Total Bond ETF 8,638394.1K $
100iShares Select Dividend ETF 2,572389.5K $