Strategic Family Wealth Counselors, L.L.C. has released its latest 13F-HR filing, revealing a total of $428.6 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various securities.

The report indicates a diverse portfolio with substantial investments in major companies across different sectors, particularly technology and healthcare. This diversification is a common strategy among wealth management firms looking to mitigate risk while maximizing returns.

Company Background

Strategic Family Wealth Counselors, L.L.C., based in Fairfield, New Jersey, is a wealth management firm that focuses on providing tailored financial advice and investment management services. The firm operates under the SEC file number 028-18970 and has been active in filing various reports, including the recent 13F-HR on October 29, 2026. The firm’s fiscal year ends on December 31.

What the Filing Says

The filing details that as of September 30, 2026, the firm managed a total of $428,555,649 in assets. The report is not an amendment and was submitted on time, reflecting the firm's compliance with SEC regulations.

Impact

This filing may affect various stakeholders, including clients, competitors, and market analysts. For clients, it provides transparency regarding the firm's investment strategies and asset allocation. Competitors in the wealth management industry may analyze these strategies to adapt their own approaches in a competitive market.

What's Next

The filing does not specify what happens next for Strategic Family Wealth Counselors, L.L.C., but it is expected that the firm will continue to monitor market trends and adjust its investment strategies accordingly.

For further details, the filing can be accessed through the SEC's EDGAR database under the accession number 0001729755-26-000005.