Portfolio (Quarterly) Guide ↗

Strategic Family Wealth Counselors, L.L.C.

· CIK 0001729755

13F Portfolio $381M AUM 163 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 11 New 44 Added 65 Reduced 65 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	RTX	RTX CORPORATION	Industrials	1,032	$203K	0.04%	SOLD
62	SHYM	BLACKROCK ETF TRUST II	—	9,050	$202K	0.04%	SOLD
63	PANW	PALO ALTO NETWORKS INC	Technology	1,091	$201K	0.04%	SOLD
64	SOXX	ISHARES TR	—	594	$200K	0.04%	SOLD
65	SYFI	AB ACTIVE ETFS INC	—	5,554	$200K	0.04%	SOLD

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Sector Allocation

Technology 46.4%

Financial Services 27.8%

Healthcare 8.9%

Communication Services 6.9%

Consumer Cyclical 3.7%

Consumer Defensive 2.6%

Industrials 1.2%

Basic Materials 1.0%

Real Estate 0.7%

Utilities 0.5%