Strengthening Families & Communities, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Strengthening Families & Communities, LLC reported 843 stock positions worth $449.6 million. Its top holding was Apple (AAPL) at 3.6% of the portfolio, followed by SP Funds S&P Sharia Indu Exc (SPUS, 3.4%) and Nvidia (NVDA, 3.2%). Compared with Q1 2026, it opened 278 new positions, sold out of 23, added to 312 and reduced 88. The biggest buy was a new position in Vertiv Class A (VRT) and the biggest sale an exit from Jones Lang Lasalle Inc. PR-M (ZIPTMX).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001921196
- Portfolio Value
- $449.6M (Q2 2026)
- SEC Filing
- 0001921196-26-000004 ↗ filed Aug 11, 2026
Holdings Value
Holdings 843 stocks · $449.6M
| AAPL Apple Inc. | 3.61% | 56,117 | $16.2M | Add +1.3% |
| SPUS SP Funds S&P Sharia Indu Exc | 3.38% | 264,321 | $15.2M | Reduce -0.8% |
| NVDA Nvidia Corp. | 3.19% | 71,576 | $14.3M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 3.10% | 116,557 | $13.9M | Reduce -1.3% |
| FHLC Fidelity MSCI Health Care | 2.74% | 159,326 | $12.3M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 2.56% | 15,628 | $11.5M | Reduce -2.5% |
| VCR Vanguard Consumer Discre ETF | 2.48% | 28,055 | $11.1M | Add +1.4% |
| VAW Vanguard Materials ETF | 2.17% | 42,550 | $9.7M | Add +2.2% |
| VIS Vanguard Industrials ETF | 2.06% | 25,757 | $9.3M | Reduce -0.3% |
| MRVL Marvell Technology Inc. | 2.06% | 31,029 | $9.2M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 1.99% | 13,049 | $9.0M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.97% | 37,143 | $8.9M | Reduce -0.6% |
| CRS Carpenter Technology | 1.86% | 13,531 | $8.3M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 1.70% | 21,692 | $7.7M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.60% | 20,102 | $7.2M | Reduce -4.6% |
| LRCX Lam Research Corp. | 1.58% | 16,351 | $7.1M | Reduce -9.5% |
| AVGO Broadcom Inc. | 1.47% | 17,527 | $6.6M | Reduce -10.3% |
| VDE Vanguard Energy ETF | 1.36% | 40,677 | $6.1M | Add +1.0% |
| CMI Cummins Inc. | 1.28% | 8,037 | $5.7M | Reduce -0.4% |
| JNJ Johnson & Johnson | 1.21% | 21,481 | $5.5M | Add +2.7% |
| VDC Vanguard Consumer Staple ETF | 1.19% | 23,706 | $5.3M | Add +0.8% |
| MRK Merck & Co. Inc. | 1.18% | 41,350 | $5.3M | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.17% | 18,651 | $5.2M | Add +2.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.08% | 2,440 | $4.9M | Reduce -0.8% |
| MSFT Microsoft Corp. | 1.03% | 12,461 | $4.6M | Reduce -1.1% |
| SCCO Southern Copper Corp. | 1.01% | 26,045 | $4.5M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.01% | 9,499 | $4.5M | Add +2.7% |
| XOM Exxon Mobil Corp. | 1.01% | 33,079 | $4.5M | Add +2.0% |
| AMAT Applied Materials Inc. | 0.96% | 5,959 | $4.3M | Add +2.2% |
| CSCO Cisco Systems Inc. | 0.95% | 36,261 | $4.3M | Add +1.8% |
| PH Parker Hannifin Corp. | 0.92% | 4,207 | $4.1M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.91% | 3,421 | $4.1M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.90% | 7,903 | $4.1M | Add +0.1% |
| DFEM Dimensional Emrg MRKT Core | 0.89% | 97,977 | $4.0M | Add +1.3% |
| ROST Ross Stores Inc. | 0.88% | 18,549 | $3.9M | Reduce -0.5% |
| NEM Newmont Corp. | 0.87% | 41,735 | $3.9M | Reduce -0.4% |
| MMM 3M Co. | 0.85% | 23,570 | $3.8M | Add +4.0% |
| VPU Vanguard Utilities ETF | 0.84% | 19,381 | $3.8M | Add +4.8% |
| BWA Borgwarner Inc. | 0.84% | 56,856 | $3.8M | Reduce -0.0% |
| BE Bloom Energy Corp. Class A | 0.84% | 12,464 | $3.8M | Reduce -0.8% |
| WMT Walmart Inc. | 0.82% | 32,439 | $3.7M | Reduce -0.3% |
| CTVA Corteva Inc. | 0.80% | 42,276 | $3.6M | Reduce -0.2% |
| CVS CVS Health Corp. | 0.70% | 30,462 | $3.2M | Add +0.8% |
| P Everpure Inc. Class A | 0.69% | 39,174 | $3.1M | Add +0.5% |
| HWM Howmet Aerospace Inc. | 0.68% | 11,452 | $3.1M | Add +2.1% |
| QCOM Qualcomm Inc. | 0.68% | 16,604 | $3.1M | Add +0.2% |
| CSX CSX Corp. | 0.67% | 63,666 | $3.0M | Reduce -0.2% |
| ANET Arista Networks Inc. | 0.67% | 17,603 | $3.0M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 36,710 | $3.0M | Add +0.2% |
| TSLA Tesla Inc. | 0.65% | 6,998 | $2.9M | Add +5.6% |
| YUM Yum! Brands Inc. | 0.65% | 18,405 | $2.9M | Add +1.6% |
| KO The Coca-Cola Co. | 0.64% | 35,595 | $2.9M | Add +0.8% |
| RSG Republic Services Inc. | 0.64% | 13,548 | $2.9M | Add +0.6% |
| VRT Vertiv Holdings Co. Class A | 0.63% | 8,422 | $2.8M | New |
| PLD Prologis Inc. | 0.63% | 20,743 | $2.8M | Add +4.2% |
| EMN Eastman Chemical Co. | 0.61% | 40,966 | $2.7M | Add +5.8% |
| MP MP Materials Corp. | 0.57% | 45,798 | $2.6M | Reduce -0.3% |
| HD Home Depot Inc. | 0.56% | 7,183 | $2.5M | Add +1.2% |
| FCX Freeport-McMoran Inc. | 0.56% | 40,038 | $2.5M | Reduce -0.8% |
| SNPS Synopsys Inc. | 0.55% | 5,517 | $2.5M | Reduce -0.8% |
| SYK Stryker Corp. | 0.54% | 7,750 | $2.4M | Add +0.7% |
| APD Air Products & Chemicals Inc. | 0.54% | 8,268 | $2.4M | Add +1.1% |
| CVLT Commvault Systems Inc. | 0.53% | 16,733 | $2.4M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 4,700 | $2.4M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.52% | 15,930 | $2.3M | Add +6.6% |
| BDX Becton Dickinson and Co. | 0.52% | 15,398 | $2.3M | Add +6.9% |
| OC Owens Corning | 0.52% | 14,657 | $2.3M | Add +2.5% |
| XYL Xylem Inc. | 0.51% | 19,323 | $2.3M | Add +1.7% |
| STE Steris PLC | 0.51% | 10,823 | $2.3M | Add +1.0% |
| ATR Aptargroup Inc. | 0.51% | 18,191 | $2.3M | Add +1.9% |
| ADP Automatic Data Processing | 0.50% | 10,067 | $2.3M | Add +1.5% |
| TT Trane Technologies PLC | 0.50% | 4,562 | $2.2M | Add +5.0% |
| INTU Intuit Inc. | 0.49% | 8,500 | $2.2M | Add +965.2% |
| PVH PVH Corp. | 0.49% | 29,694 | $2.2M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.48% | 7,970 | $2.2M | Add +1.3% |
| MDT Medtronic PLC | 0.47% | 26,749 | $2.1M | Add +7.1% |
| CAH Cardinal Health Inc. | 0.45% | 8,455 | $2.0M | Reduce -8.1% |
| COP Conocophillips | 0.43% | 18,709 | $1.9M | Add +1.8% |
| COR Cencora Inc. | 0.43% | 6,858 | $1.9M | Reduce -7.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.42% | 23,734 | $1.9M | Add +2.3% |
| UPS United Parcel Service Class B | 0.41% | 17,149 | $1.8M | Add +3.4% |
| ROK Rockwell Automation Inc. | 0.40% | 3,650 | $1.8M | Add +5.6% |
| EBAY eBay Inc. | 0.39% | 15,605 | $1.7M | Reduce -0.4% |
| RKLB Rocket Lab Corp. | 0.39% | 17,153 | $1.7M | New |
| EFX Equifax Inc. | 0.38% | 10,898 | $1.7M | Add +3.0% |
| BR Broadridge Financial Solutio | 0.38% | 12,566 | $1.7M | Add +1.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.38% | 33,464 | $1.7M | Add +3.4% |
| HAS Hasbro Inc. | 0.36% | 19,766 | $1.6M | Add +6.0% |
| MSI Motorola Solutions Inc. | 0.35% | 3,814 | $1.6M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.35% | 5,277 | $1.6M | Reduce -0.2% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.34% | 11,219 | $1.5M | Add +4.1% |
| ADSK Autodesk Inc. | 0.32% | 7,490 | $1.5M | Reduce -0.5% |
| TTE Totalenergies SE | 0.29% | 16,759 | $1.3M | Add +5.9% |
| IR Ingersoll-Rand Inc. | 0.29% | 15,699 | $1.3M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.28% | 9,432 | $1.3M | Add +8.8% |
| NI Nisource Inc. | 0.28% | 26,642 | $1.3M | Reduce -0.0% |
| SPGI S&P Global Inc. | 0.28% | 3,036 | $1.2M | Add +8.7% |
| IAU iShares Gold Trust | 0.24% | 14,503 | $1.1M | Add +0.3% |
| FANG Diamondback Energy Inc. | 0.23% | 6,000 | $1.1M | Add +4.6% |
| ACN Accenture PLC Class A | 0.23% | 8,146 | $1.0M | Add +4.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $772 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 29 | $772 | No change |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| TTEK Tetra Tech Inc. | COM | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $449.6M.
Portfolio Sells Q1 2026 → Q2 2026
| ZIPTMX Jones Lang Lasalle Inc. PR-M | Sold out | 0.00% | −0.86 |
| DAL Delta Air Lines Inc. | Reduce -97.4% | 0.03% | −0.77 |
| SIEGY Siemens AG-Spons ADR | Sold out | 0.00% | −0.62 |
| GWW WW Grainger Inc. | Reduce -98.8% | 0.01% | −0.44 |
| NEM Newmont Corp. | Reduce -0.4% | 0.87% | −0.26 |
| G Genpact Ltd. | Reduce -96.4% | 0.01% | −0.23 |
| WMT Walmart Inc. | Reduce -0.3% | 0.82% | −0.19 |
| ZIPIMX Jones Lang Lasalle Inc. PR-Mi | Sold out | 0.00% | −0.19 |
| UBER Uber Technologies Inc. | Reduce -43.4% | 0.17% | −0.17 |
| ZIPTAX Jones Lang Lasalle Inc. PR-A | Sold out | 0.00% | −0.16 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.3% | 0.20% | −0.16 |
| COR Cencora Inc. | Reduce -7.3% | 0.43% | −0.15 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.03% | −0.13 |
| ROST Ross Stores Inc. | Reduce -0.5% | 0.88% | −0.13 |
| ADSK Autodesk Inc. | Reduce -0.5% | 0.32% | −0.13 |
| BSX Boston Scientific Corp. | Reduce -0.7% | 0.19% | −0.13 |
| ON On Semiconductor | Reduce -97.3% | 0.00% | −0.11 |
| LOGI Logitech International-Reg | Reduce -95.0% | 0.00% | −0.10 |
| CTVA Corteva Inc. | Reduce -0.2% | 0.80% | −0.09 |
| LULU Lululemon Athletica Inc. | Reduce -0.9% | 0.17% | −0.09 |
| GLD SPDR Gold Shares | Reduce -8.8% | 0.18% | −0.08 |
| WAT Waters Corp. | Reduce -90.6% | 0.01% | −0.08 |
| UUUU Energy Fuels Inc. | Reduce -1.2% | 0.17% | −0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -0.4% | 0.15% | −0.07 |
| CRM Salesforce Inc. | Reduce -0.7% | 0.18% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -0.3% | 0.35% | −0.06 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.16% | −0.04 |
| ZRGPAX Cantor Fitzgerald Inc. TR-Ax | Sold out | 0.00% | −0.04 |
| CAH Cardinal Health Inc. | Reduce -8.1% | 0.45% | −0.04 |
| AVGO Broadcom Inc. | Reduce -10.3% | 1.47% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -0.8% | 0.56% | −0.03 |
| IR Ingersoll-Rand Inc. | Reduce -0.8% | 0.29% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -0.6% | 0.92% | −0.03 |
| PVH PVH Corp. | Reduce -0.7% | 0.49% | −0.03 |
| NI Nisource Inc. | Reduce -0.0% | 0.28% | −0.03 |
| AN Autonation Inc. | Reduce -1.2% | 0.14% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 0.18% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -4.3% | 0.12% | −0.02 |
| DHR Danaher Corp. | Reduce -0.5% | 0.15% | −0.02 |
| ORANY Orange-Spon ADR | Sold out | 0.00% | −0.01 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −0.01 |
| BALL Ball Corp. | Reduce -0.9% | 0.16% | −0.01 |
| KBSR KBS Real Estate Investment T | Sold out | 0.00% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -43.2% | 0.01% | −0.01 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -55.4% | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -67.6% | 0.00% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -97.6% | 0.00% | −0.01 |
| CDE Coeur Mining Inc. | Reduce -34.8% | 0.01% | −0.01 |
| ABBNY Abb Ltd.-Spon ADR | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VRT Vertiv Holdings Co. Class A | New | 0.63% | +0.63 |
| CRS Carpenter Technology | Add +0.6% | 1.86% | +0.53 |
| AMAT Applied Materials Inc. | Add +2.2% | 0.96% | +0.46 |
| INTU Intuit Inc. | Add +965.2% | 0.49% | +0.41 |
| RKLB Rocket Lab Corp. | New | 0.39% | +0.39 |
| CSCO Cisco Systems Inc. | Add +1.8% | 0.95% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.7% | 1.01% | +0.23 |
| SPCX Space Exploration Techn Class A | New | 0.22% | +0.22 |
| CVS CVS Health Corp. | Add +0.8% | 0.70% | +0.16 |
| QCOM Qualcomm Inc. | Add +0.2% | 0.68% | +0.15 |
| LLY Eli Lilly & Co. | Add +0.7% | 0.91% | +0.13 |
| AMD Advanced Micro Devices | Add +1.4% | 0.22% | +0.13 |
| OC Owens Corning | Add +2.5% | 0.52% | +0.13 |
| ANET Arista Networks Inc. | Add +0.5% | 0.67% | +0.13 |
| P Everpure Inc. Class A | Add +0.5% | 0.69% | +0.11 |
| AAPL Apple Inc. | Add +1.3% | 3.61% | +0.11 |
| ROK Rockwell Automation Inc. | Add +5.6% | 0.40% | +0.09 |
| MU Micron Technology Inc. | Add +16.5% | 0.09% | +0.07 |
| IBM Intl Business Machines Corp. | Add +2.1% | 1.17% | +0.06 |
| DFEM Dimensional Emrg MRKT Core | Add +1.3% | 0.89% | +0.05 |
| TT Trane Technologies PLC | Add +5.0% | 0.50% | +0.05 |
| TSLA Tesla Inc. | Add +5.6% | 0.65% | +0.04 |
| HWM Howmet Aerospace Inc. | Add +2.1% | 0.68% | +0.04 |
| MMM 3M Co. | Add +4.0% | 0.85% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +17.5% | 0.05% | +0.03 |
| DRAM Roundhill Memory ETF | New | 0.03% | +0.03 |
| SPTE SP Funds S&P Global Tech ETF | Add +8.9% | 0.08% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Add +2.5% | 0.10% | +0.02 |
| INTC Intel Corp. | Add +17.4% | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +78.8% | 0.02% | +0.01 |
| SPWO SP Funds S&P World Ex-US ETF | Add +4.1% | 0.10% | +0.01 |
| UMMA Wahed Dow Jones Islamic WRLD | Add +0.3% | 0.07% | +0.01 |
| SPXL Direxion Daily S&P 500 Bull | Add +0.1% | 0.04% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +7.2% | 0.02% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +16.0% | 0.05% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.6% | 0.11% | +0.01 |
| JPST JPMorgan Ultra-Short Income | New | 0.01% | +0.01 |
| ARTY iShares Future AI & Tech ETF | Add +89.9% | 0.01% | +0.01 |
| GLW Corning Inc. | Add +1.2% | 0.01% | +0.01 |
| APH Amphenol Corp. Class A | Add +10.9% | 0.02% | +0.01 |
| XE X-Energy Inc. | New | 0.01% | +0.01 |
| BBJP JPMorgan Betabuilders Japan | New | 0.00% | +0.00 |
| DELL Dell Technologies -C | Add +3.7% | 0.01% | +0.00 |
| HLAL Wahed Ftse USA Shariah ETF | Add +0.3% | 0.07% | +0.00 |
| MINT PIMCO Enhanced Short Maturit | New | 0.00% | +0.00 |
| RIO Rio Tinto PLC-Spon ADR | Add +52.1% | 0.02% | +0.00 |
| IGV iShares Expanded Tech-Softwa | Add +134.7% | 0.01% | +0.00 |
| KLAC KLA Corp. | New | 0.00% | +0.00 |
| SNDK Sandisk Corp. | Add +10.0% | 0.01% | +0.00 |
| SMH Vaneck Semiconductor ETF | Add +6.1% | 0.01% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| HON Honeywell International Inc. | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 843 | $449.6M | AAPL, SPUS, NVDA, VGT, FHLC |
| Q1 2026 | 586 | $400.8M | AAPL, SPUS, NVDA, FHLC, VGT |
| Q4 2025 | 401 | $280.6M | AAPL, NVDA, VGT, AMZN, GOOGL |
| Q3 2025 | 716 | $450.4M | AAPL, NVDA, VGT, AMZN, VCR |
| Q2 2025 | 404 | $179.9M | NVDA, VGT, VCR, VAW, VIS |
| Q1 2025 | 377 | $163.6M | VCR, VGT, NVDA, VAW, VIS |
| Q4 2024 | 351 | $176.2M | VCR, NVDA, VGT, VAW, VIS |
| Q3 2024 | 569 | $390.1M | AAPL, FHLC, QQQ, AMZN, VCR |
| Q2 2024 | 629 | $348.6M | AAPL, FHLC, QQQ, AMZN, VGT |
| Q1 2024 | 222 | $168.8M | AAPL, QQQ, VCR, VAW, VGT |