Strategic Family Wealth Counselors, L.L.C.
RIA/Wealth
Strategic Family Wealth Counselors, L.L.C. is a RIA/Wealth based in Fairfield, NJ led by Joseph Lawrence Sluck, reporting $1.3B in AUM as of Q3 2025 with 73% ETF concentration.
CCOJoseph Lawrence Sluck
- Portfolio Value
- $388.6M
- Positions
- 158
- Top Holding
- RBLX at 9.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Strategic Family Wealth Counselors, L.L.C.'s portfolio (37.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Electronic Gaming & Multimedia Technology | $36.2M | 9.32% | — | 0.04% 261.4K shares | |
ETF ETF | $16.7M | 4.29% | -$65.5K Sold | — 522.3K shares | |
ETF ETF | $12.8M | 3.29% | +$71.1K Bought | — 468.2K shares | |
ETF ETF | $12.5M | 3.23% | -$5.3K Sold | — 18.8K shares | |
Software - Application Technology | $12.3M | 3.16% | +$68.6K Bought | 0.01% 125.2K shares | |
ETF ETF | $12.3M | 3.15% | +$137.7K Bought | — 279.0K shares | |
ETF ETF | $11.5M | 2.95% | +$8.1K Bought | — 435.5K shares | |
ETF ETF | $11.5M | 2.95% | +$237.8K Bought | — 81.3K shares | |
ETF ETF | $10.5M | 2.69% | -$10.9K Sold | — 374.6K shares | |
ETF ETF | $10.4M | 2.66% | -$37.5K Sold | — 349.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Family Wealth Counselors, L.L.C.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-49.93% | |
-47.08% |
Analytics
Portfolio insights and performance metrics for Strategic Family Wealth Counselors, L.L.C.
GthenA