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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Strategic Family Wealth Counselors, L.L.C.

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001729755-26-000001

Total Value
$445.5M
Positions
217
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (217)

#IssuerTicker / CUSIPSharesValue% of Filing
1ROBLOX CORPRBLX261,574$20.6M4.63%
2SCHWAB STRATEGIC TR808524300531,813$16.8M3.77%
3SCHWAB STRATEGIC TR808524797460,502$13.2M2.97%
4SPDR S&P 500 ETF TRSPY18,807$12.7M2.86%
5CAPITAL GROUP GROWTH ETF14020G101280,490$12.3M2.76%
6VANGUARD WHITEHALL FDS92194640683,782$12.3M2.76%
7NVIDIA CORPORATIONNVDA67,382$12.0M2.69%
8SCHWAB STRATEGIC TR808524607388,298$11.7M2.63%
9SCHWAB STRATEGIC TR808524201436,678$11.7M2.62%
10SCHWAB STRATEGIC TR808524508359,910$11.4M2.56%
11APPLE INCAAPL43,816$10.8M2.43%
12UBER TECHNOLOGIES INCUBER127,998$10.7M2.41%
13WISDOMTREE TRWT119,283$10.6M2.38%
14INVESCO EXCHANGE TRADED FD TIVZ53,800$10.5M2.37%
15SPDR SERIES TRUST78464A76361,654$9.0M2.01%
16VANGUARD MALVERN FDS922020748108,610$8.4M1.90%
17VANGUARD INDEX FDS92290874442,667$8.4M1.87%
18MICROSOFT CORPMSFT17,536$8.0M1.79%
19CAPITAL GRP FIXED INCM ETF T14020Y508297,636$7.9M1.77%
20ARK ETF TR00214Q10497,318$7.7M1.73%
21FIRST TR EXCHANGE-TRADED FD33734H106148,004$7.0M1.56%
22ISHARES TR46428761415,014$6.9M1.55%
23SCHWAB STRATEGIC TR808524102246,129$6.5M1.45%
24INVESCO EXCH TRADED FD TR IIIVZ85,971$6.2M1.40%
25ISHARES TR46428986792,928$6.1M1.36%
26CAPITAL GRP FIXED INCM ETF T14020Y300197,201$5.5M1.22%
27PACER FDS TR69374H88178,552$4.8M1.08%
28ISHARES TR46429B66337,633$4.8M1.07%
29PFIZER INCPFE182,254$4.7M1.04%
30AMAZON COM INCAMZN19,926$4.6M1.03%
31VANGUARD INDEX FDS9229087369,512$4.5M1.01%
32VANGUARD INDEX FDS9229083636,717$4.2M0.94%
33J P MORGAN EXCHANGE TRADED F46641Q83782,466$4.2M0.94%
34INVESCO QQQ TRIVZ6,593$4.0M0.90%
35ALPHABET INCGOOG10,752$3.5M0.78%
36VANGUARD INDEX FDS92290862911,517$3.4M0.76%
37JANUS DETROIT STR TR47103U88664,826$3.2M0.72%
38VANGUARD WORLD FD92204A7024,281$3.2M0.71%
39VANGUARD INDEX FDS92290875111,065$3.0M0.68%
40INVESCO EXCH TRD SLF IDX FDIVZ151,927$3.0M0.67%
41VANGUARD INTL EQUITY INDEX F92204274220,018$2.9M0.64%
42VISA INCV8,511$2.8M0.62%
43ALPHABET INCGOOG8,302$2.7M0.60%
44JPMORGAN CHASE & CO.VYLD8,690$2.6M0.59%
45BROADCOM INCAVGO7,623$2.5M0.57%
46META PLATFORMS INCMETA4,122$2.5M0.56%
47ISHARES TR46428825716,025$2.3M0.51%
48VANGUARD MALVERN FDS92202075528,729$2.2M0.50%
49GOLDMAN SACHS ETF TRNVGLF16,672$2.2M0.49%
50CAPITAL GROUP DIVIDEND VALUE14020W10649,667$2.2M0.49%
51ISHARES TR46429B69723,051$2.2M0.48%
52BITWISE 10 CRYPTO INDEX ETFBITW34,052$2.0M0.46%
53BITWISE FUNDS TRUST09175C10383,930$1.9M0.43%
54SCHWAB STRATEGIC TR80852480577,554$1.9M0.43%
55ISHARES TR46428827323,872$1.9M0.43%
56TESLA INCTSLA4,430$1.9M0.42%
57REAVES UTIL INCOME FD75615810149,691$1.8M0.41%
58CAPITAL GROUP GBL GROWTH EQT14020X10449,396$1.8M0.40%
59ELI LILLY & COLLY1,679$1.7M0.39%
60ISHARES TR46428749916,870$1.7M0.38%
61JOHNSON & JOHNSONJNJ6,868$1.5M0.34%
62SCHWAB STRATEGIC TR80852488831,502$1.5M0.33%
63INVESCO EXCH TRD SLF IDX FDIVZ74,567$1.5M0.33%
64SPDR SERIES TRUST78468R73929,693$1.4M0.32%
65BITWISE BITCOIN ETF TRBITB27,687$1.3M0.30%
66SSGA ACTIVE ETF TR78467V84832,139$1.3M0.29%
67DISNEY WALT CO25468710611,646$1.3M0.29%
68COSTCO WHSL CORP NEW22160K1051,297$1.3M0.28%
69WISDOMTREE TRWT23,208$1.2M0.28%
70CAPITAL GRP FIXED INCM ETF T14020Y10253,956$1.2M0.27%
71AMERICAN EXPRESS COAXP3,440$1.2M0.27%
72ABBVIE INCABBV5,602$1.2M0.27%
73ISHARES TR4642874737,999$1.2M0.26%
74VANGUARD INDEX FDS9229085953,594$1.2M0.26%
75ISHARES TR4642874085,244$1.1M0.25%
76RELIANCE INCRS3,430$1.1M0.25%
77TIDAL TRUST I88636470258,330$1.1M0.24%
78UNITEDHEALTH GROUP INCUNH3,078$1.0M0.23%
79MICRON TECHNOLOGY INCMU2,842$1.0M0.23%
80ISHARES TR4642876892,674$1.0M0.23%
81J P MORGAN EXCHANGE TRADED F46641Q33216,755$965,4230.22%
82BANK AMERICA CORP06050510416,974$884,3450.20%
83MCKESSON CORPMCK1,058$869,5070.20%
84TWILIO INCTWLO7,171$858,5120.19%
85ISHARES TR4642873097,096$857,9770.19%
86LAM RESEARCH CORPLRCX3,853$856,9460.19%
87MASTERCARD INCORPORATEDMA1,601$851,3160.19%
88ISHARES TR4642872001,250$850,9610.19%
89AT&T INCT-PC35,576$834,2570.19%
90EATON CORP PLCETN2,467$832,8350.19%
91FIRST TR EXCHANGE TRADED FD33738R50611,620$828,5990.19%
92ISHARES TR4642878875,504$819,2150.18%
93TAIWAN SEMICONDUCTOR MFG LTD8740391002,390$781,9120.18%
94WALMART INCWMT6,285$746,1390.17%
95ETF SER SOLUTIONS26922A28911,426$738,7090.17%
96ORACLE CORPORCL-PD3,907$702,9470.16%
97WELLS FARGO CO NEW9497461018,105$702,3430.16%
98SCHWAB STRATEGIC TR80852475514,968$699,0060.16%
99BLACKSTONE MTG TR INCBX35,699$691,1370.16%
100BOOKING HOLDINGS INCBKNG136$683,6720.15%
101MEDTRONIC PLCMDT6,548$645,6330.14%
102ISHARES TR4642884145,526$592,6010.13%
103ISHARES TR4642875982,743$592,2870.13%
104AMERICAN CENTY ETF TR0250728775,536$591,6320.13%
105ISHARES TR4642898596,472$584,0330.13%
106UNION PAC CORPUNP2,570$569,7430.13%
107TRAVELERS COMPANIES INCTRV2,083$561,5980.13%
108PROGRESSIVE CORP7433151032,677$545,8940.12%
109INVESCO EXCH TRD SLF IDX FDIVZ26,410$542,1890.12%
110TARGET CORPTGT4,937$539,8120.12%
111GENERAL MTRS CO37045V1006,922$538,6010.12%
112GLOBE LIFE INCGL-PD3,920$537,0400.12%
113LINDE PLCLIN1,224$529,9800.12%
114EXXON MOBIL CORPXOM4,016$523,9270.12%
115SCHWAB STRATEGIC TR80852440917,036$520,1090.12%
116GARMIN LTDGRMN2,586$519,0880.12%
117CITIGROUP INCC-PR4,582$516,8680.12%
118VANECK ETF TRUST92189F6434,800$506,5930.11%
119US BANCORP DELUSB-PS9,294$505,4080.11%
120MORGAN STANLEYMS-PQ2,773$504,9630.11%
121INTUITINTU935$494,5680.11%
122VERIZON COMMUNICATIONS INCVZ12,327$481,7460.11%
123PALANTIR TECHNOLOGIES INCPLTR2,842$478,9620.11%
124SELECT SECTOR SPDR TR81369Y4074,000$476,4800.11%
125WARBY PARKER INCWRBY17,449$467,4590.10%
126CAPITAL GRP FIXED INCM ETF T14020Y40917,623$458,3740.10%
127WISDOMTREE TRWT9,095$451,1140.10%
128FEDEX CORPFDX1,492$449,1370.10%
129TEXAS INSTRS INC8825081042,357$446,8640.10%
130SELECT SECTOR SPDR TR81369Y6058,219$437,2700.10%
131VERTEX PHARMACEUTICALS INCVRTX987$436,3330.10%
132DEERE & CODE851$432,6580.10%
133REGAL REXNORD CORPORATIONRRX2,775$422,5220.09%
134SCHWAB STRATEGIC TR80852484719,314$415,2510.09%
135DOLLAR GEN CORP NEW2566771052,814$412,5840.09%
136POPULAR INCBPOPM3,281$410,0270.09%
137COLGATE PALMOLIVE COCL4,781$408,5100.09%
138INVESCO EXCH TRD SLF IDX FDIVZ21,450$402,6240.09%
139COMCAST CORP NEWCCZ14,200$399,8720.09%
140INVESCO EXCHANGE TRADED FD TIVZ3,040$399,7900.09%
141NEXTERA ENERGY INCNEE-PW4,763$397,7580.09%
142FIDELITY MERRIMACK STR TR3161883098,638$396,9160.09%
143SERVICENOW INCNOW3,113$390,3700.09%
144BLACKROCK ETF TRUST IIBLK7,315$386,5250.09%
145VANGUARD INDEX FDS9229086521,755$382,1910.09%
146AMGEN INCAMGN1,151$380,9810.09%
147INTERNATIONAL BUSINESS MACHSINTR1,304$379,9200.09%
148VALERO ENERGY CORPVLO2,055$379,6200.09%
149GE VERNOVA INCGEV551$377,3580.08%
150ISHARES TR4642871682,572$376,1580.08%
151CONOCOPHILLIPSCOP3,888$371,3570.08%
152ISHARES BITCOIN TRUST ETFIBIT7,232$367,0960.08%
153STRYKER CORPORATIONSYK1,018$366,0830.08%
154WISDOMTREE TRWT4,071$364,4270.08%
155QUALCOMM INCQCOM2,359$363,4510.08%
156GOLDMAN SACHS ETF TRNVGLF3,588$359,1590.08%
157UPSTART HLDGS INCUPST7,992$356,5230.08%
158MCDONALDS CORPMCD1,174$355,5340.08%
159GOLDMAN SACHS ETF TRNVGLF8,117$353,1050.08%
160SPDR GOLD TRGLD778$340,1650.08%
161SALESFORCE INCCRM1,542$339,3480.08%
162VANGUARD BD INDEX FDS9219378194,257$330,0030.07%
163ADOBE INCADBE1,132$328,6990.07%
164INVESCO EXCH TRD SLF IDX FDIVZ18,939$318,7480.07%
165MERCK & CO INCMRK2,908$318,3070.07%
166SYSCO CORPSYY4,101$313,8090.07%
167HERSHEY COHSY1,576$313,4900.07%
168AMERIPRISE FINL INC03076C106631$310,8180.07%
169VONTIER CORPORATIONVNT8,476$310,8150.07%
170CISCO SYS INCCSCO4,193$307,5570.07%
171ADVANCED MICRO DEVICES INCAMD1,311$304,0470.07%
172LOWES COS INC5486611071,131$303,5600.07%
173NUTANIX INCNTNX6,994$302,2110.07%
174NETFLIX INCNFLX3,454$301,3960.07%
175ALLSTATE CORPALL-PJ1,552$300,3900.07%
176INTUITIVE SURGICAL INCISRG541$285,3450.06%
177DELTA AIR LINES INC DELDAL4,161$280,7010.06%
178SPDR DOW JONES INDL AVERAGE78467X109575$278,8540.06%
179FULTON FINL CORP PA36027110013,913$273,6690.06%
180RYDER SYS INCR1,450$272,6000.06%
181VIATRIS INCVTRS21,394$270,8480.06%
182HOME DEPOT INCHD717$269,1280.06%
183VERTIV HOLDINGS COVRT1,531$268,2450.06%
184ISHARES TR4642877051,935$264,0110.06%
185SELECT SECTOR SPDR TR81369Y5065,440$258,9550.06%
186KROGER COKR4,100$258,9150.06%
187VANGUARD INDEX FDS9229085532,809$255,3380.06%
188ELEVANCE HEALTH INC FORMERLYELV694$254,7400.06%
189ROYAL BK CDA7800871021,500$251,1600.06%
190REGENERON PHARMACEUTICALSREGN334$245,0830.06%
191SNOWFLAKE INCSNOW1,168$240,8530.05%
192FLOWSERVE CORPFLS3,170$240,6030.05%
193VANGUARD INDEX FDS9229085121,311$239,5180.05%
194BOEING COBA-PA954$237,4560.05%
195WILLIS TOWERS WATSON PLC LTDWTW731$235,2280.05%
196J P MORGAN EXCHANGE TRADED F46641Q2173,402$232,2210.05%
197FIDELITY COVINGTON TRUST3160928404,055$229,5820.05%
198EVEREST GROUP LTDEG717$229,4400.05%
199HONEYWELL INTL INC4385161061,061$228,1890.05%
200BREAD FINANCIAL HOLDINGS INCBFH-PA3,248$227,1650.05%
201SELECT SECTOR SPDR TR81369Y8031,600$226,9440.05%
202PROCTER AND GAMBLE CO7427181091,540$226,3800.05%
203BEL FUSE INCBELFB1,105$222,2930.05%
204EXCHANGE TRADED CONCEPTS TRU3015057073,057$220,7760.05%
205PAYCHEX INCPAYX2,024$217,4180.05%
206SPDR S&P MIDCAP 400 ETF TRMDY341$215,1430.05%
207PROLOGIS INC.PLDGP1,588$207,7260.05%
208INSMED INCINSM1,266$207,0040.05%
2093M COMMM1,310$204,5170.05%
210RTX CORPORATIONRTX1,032$202,6440.05%
211BLACKROCK ETF TRUST IIBLK9,050$202,1770.05%
212PALO ALTO NETWORKS INCPANW1,091$200,8090.05%
213ISHARES TR464287523594$200,2710.04%
214AB ACTIVE ETFS INC00039J8305,554$200,1110.04%
215VODAFONE GROUP PLC NEW92857W30810,799$145,7870.03%
216CLOVER HEALTH INVESTMENTS COCLOV12,263$31,7610.01%
217MILESTONE PHARMACEUTICALS INMIST12,675$25,4770.01%