Strengthening Families & Communities, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Strengthening Families & Communities, LLC reported 351 stock positions worth $176.2 million. Its top holding was Vanguard Consumer Discre ETF (VCR) at 6.4% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Vanguard Info Tech ETF (VGT, 6.1%). Compared with Q3 2024, it opened 13 new positions, sold out of 231, added to 90 and reduced 121. The biggest buy was Nvidia (NVDA, shares +12%) and the biggest sale Apple (AAPL, shares −95%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001921196
Portfolio Value
$176.2M (Q4 2024)
SEC Filing
0001921196-25-000001 ↗ filed Jan 29, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $168.8M Q1 2024 Q2 2024: $348.6M Q2 2024 Q3 2024: $390.1M Q3 2024 Q4 2024: $176.2M $176.2M Q4 2024 Q1 2025: $163.6M Q1 2025 Q2 2025: $179.9M Q2 2025 Q3 2025: $450.4M Q3 2025 Q4 2025: $280.6M Q4 2025 Q1 2026: $400.8M Q1 2026 Q2 2026: $449.6M Q2 2026

Holdings 351 stocks · $176.2M
VCR Vanguard Consumer Discre ETF 6.41% 30,098 $11.3M Add +4.2%
NVDA Nvidia Corp. 6.28% 82,359 $11.1M Add +12.1%
VGT Vanguard Info Tech ETF 6.12% 17,353 $10.8M Add +5.3%
VAW Vanguard Materials ETF 4.79% 44,924 $8.4M Add +5.5%
VIS Vanguard Industrials ETF 4.42% 30,624 $7.8M Add +3.4%
GOOGL Alphabet Inc. Class A 4.25% 39,543 $7.5M Add +0.5%
TSLA Tesla Inc. 3.05% 13,290 $5.4M Add +7.2%
GOOG Alphabet Inc. Class C 3.00% 27,744 $5.3M Reduce -0.6%
VDC Vanguard Consumer Staple ETF 2.99% 24,928 $5.3M Add +3.3%
AVGO Broadcom Inc. 2.89% 21,971 $5.1M Reduce -2.2%
VDE Vanguard Energy ETF 2.61% 37,890 $4.6M Add +8.8%
MA Mastercard Inc. Class A 2.49% 8,345 $4.4M Add +5.2%
MRK Merck & Co. Inc. 2.25% 39,762 $4.0M Add +4.0%
XOM Exxon Mobil Corp. 1.95% 31,957 $3.4M Add +4.2%
MMM 3M Co. 1.70% 23,176 $3.0M Add +1.1%
BR Broadridge Financial Solutio 1.64% 12,767 $2.9M Add +1.8%
ACN Accenture PLC Class A 1.57% 7,874 $2.8M Add +0.9%
VPU Vanguard Utilities ETF 1.49% 16,107 $2.6M Add +3.7%
CTVA Corteva Inc. 1.42% 43,982 $2.5M Add +2.3%
IAU iShares Gold Trust 1.41% 50,147 $2.5M Reduce -1.5%
NEE Nextera Energy Inc. 1.38% 34,004 $2.4M Add +2.0%
SCCO Southern Copper Corp. 1.37% 26,560 $2.4M Reduce -26.4%
STE Steris PLC 1.35% 11,540 $2.4M Add +3.0%
CRM Salesforce Inc. 1.29% 6,781 $2.3M Add +1.3%
XYL Xylem Inc. 1.27% 19,281 $2.2M Add +2.1%
CSCO Cisco Systems Inc. 1.21% 35,913 $2.1M Add +2.1%
PLD Prologis Inc. 1.18% 19,650 $2.1M Add +14.3%
DFEM Dimensional Emrg MRKT Core 1.14% 76,993 $2.0M Add +4.3%
SUM Summit Materials Inc. Class A 1.14% 39,595 $2.0M Reduce -7.7%
AMT American Tower Corp. 1.13% 10,846 $2.0M Add +3.1%
MDT Medtronic PLC 1.05% 23,118 $1.8M Add +8.6%
TT Trane Technologies PLC 1.04% 4,960 $1.8M Add +4.4%
COP Conocophillips 0.97% 17,298 $1.7M Add +5.5%
IR Ingersoll-Rand Inc. 0.90% 17,485 $1.6M Reduce -7.0%
GTLB Gitlab Inc. Class A 0.89% 27,841 $1.6M Reduce -8.1%
UBER Uber Technologies Inc. 0.88% 25,623 $1.5M Add +2198.0%
FCX Freeport-McMoran Inc. 0.87% 40,464 $1.5M Reduce -8.7%
SPGI S&P Global Inc. 0.75% 2,637 $1.3M No change
DHI D.R. Horton Inc. 0.72% 9,132 $1.3M Reduce -6.7%
NFLX Netflix Inc. 0.66% 1,295 $1.2M Reduce -0.8%
G Genpact Ltd. 0.63% 25,909 $1.1M Add +0.5%
COST Costco Wholesale Corp. 0.60% 1,157 $1.1M No change
NI Nisource Inc. 0.55% 26,505 $974K Add +2.4%
AAPL Apple Inc. 0.51% 3,558 $891K Reduce -95.1%
SPUS SP Funds S&P Sharia Indu Exc 0.48% 19,869 $853K Reduce -78.7%
ICE Intercontinental Exchange Inc. 0.46% 5,456 $813K Add +0.7%
META Meta Platforms Inc. Class A 0.41% 1,220 $715K Add +10.6%
QQQ Invesco QQQ Trust Series 1 0.34% 1,184 $605K Reduce -94.4%
GS Goldman Sachs Group Inc. 0.34% 1,055 $604K Add +0.1%
AN Autonation Inc. 0.33% 3,472 $590K Add +2.0%
STLA Stellantis NV 0.31% 42,338 $552K Add +38.3%
FHLC Fidelity MSCI Health Care 0.29% 7,849 $513K Reduce -95.0%
ADBE Adobe Inc. 0.28% 1,126 $501K No change
CRS Carpenter Technology 0.27% 2,830 $480K Reduce -83.7%
UNH Unitedhealth Group Inc. 0.26% 892 $451K Add +0.3%
SMH Vaneck Semiconductor ETF 0.22% 1,604 $389K Add +1.1%
TTE Totalenergies SE -Spon ADR 0.22% 7,087 $386K Reduce -75.4%
LOGI Logitech International-Reg 0.21% 4,479 $369K Reduce -0.4%
V Visa Inc. Class A 0.20% 1,113 $352K Reduce -1.6%
AMZN Amazon.com Inc. 0.20% 1,583 $347K Reduce -97.0%
SHOP Shopify Inc. Class A 0.19% 3,099 $330K Reduce -22.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 1,494 $328K Reduce -92.6%
WMT Walmart Inc. 0.18% 3,582 $324K Reduce -91.6%
ISRG Intuitive Surgical Inc. 0.18% 613 $320K No change
HWM Howmet Aerospace Inc. 0.17% 2,781 $304K Reduce -80.3%
MAN Manpowergroup Inc. 0.17% 5,256 $303K Add +2.0%
JNJ Johnson & Johnson 0.16% 1,970 $285K Reduce -90.3%
TSM Taiwan Semiconductor-SP ADR 0.16% 1,406 $278K Reduce -88.4%
DAVA Endava PLC- Spon ADR 0.15% 8,844 $273K Reduce -3.0%
GLD SPDR Gold Shares 0.15% 1,125 $272K Reduce -21.9%
PG The Procter & Gamble Co. 0.15% 1,561 $262K Reduce -87.1%
BDX Becton Dickinson and Co. 0.14% 1,123 $255K Reduce -90.6%
VOX Vanguard Communication Servi 0.14% 1,562 $242K Add +31140.0%
VOO Vanguard S&P 500 ETF 0.14% 445 $240K Reduce -97.1%
AMD Advanced Micro Devices 0.13% 1,957 $236K Reduce -55.9%
QCOM Qualcomm Inc. 0.13% 1,533 $235K Reduce -91.1%
TWLO Twilio Inc. Class A 0.13% 2,153 $233K No change
CARR Carrier Global Corp. 0.13% 3,396 $232K No change
EMN Eastman Chemical Co. 0.13% 2,507 $229K Reduce -92.3%
ROK Rockwell Automation Inc. 0.13% 795 $227K Reduce -75.2%
PTC PTC Inc. 0.13% 1,224 $225K Add +22.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 844 $223K Reduce -92.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 363 $213K Add +0.3%
HCA HCA Healthcare Inc. 0.12% 700 $210K No change
IDXX Idexx Laboratories Inc. 0.12% 502 $208K No change
QUAL iShares MSCI USA Quality Fac 0.12% 1,139 $203K No change
BKNG Booking Holdings Inc. 0.11% 40 $199K No change
VTWO Vanguard Russell 2000 ETF 0.11% 2,149 $192K Add +0.1%
DDOG Datadog Inc. Class A 0.10% 1,200 $171K No change
RHI Robert Half Inc. 0.09% 2,364 $167K Reduce -83.0%
RWR SS SPDR Dow Jones REIT ETF 0.09% 1,644 $162K Add +1.5%
VLO Valero Energy Corp. 0.09% 1,310 $161K Add +0.1%
MRVL Marvell Technology Inc. 0.09% 1,362 $150K Reduce -95.9%
SNY Sanofi-ADR 0.08% 3,000 $145K Reduce -9.7%
DBC Invesco DB Commodity Index T 0.08% 6,670 $143K No change
ASML ASML Holding NV-NY Reg SHS 0.08% 200 $138K Reduce -7.4%
HAS Hasbro Inc. 0.08% 2,442 $137K Reduce -86.3%
EFAV iShares MSCI Eafe Min Vol Fa 0.08% 1,941 $137K No change
MU Micron Technology Inc. 0.08% 1,575 $133K Add +155.7%
VYM Vanguard High DVD Yield ETF 0.08% 1,045 $133K Reduce -96.1%

Show all 351 holdings

Portfolio Sells Q3 2024 → Q4 2024
AAPL Apple Inc. Reduce -95.1% 0.51% −3.86
FHLC Fidelity MSCI Health Care Reduce -95.0% 0.29% −2.66
AMZN Amazon.com Inc. Reduce -97.0% 0.20% −2.33
QQQ Invesco QQQ Trust Series 1 Reduce -94.4% 0.34% −2.30
VOO Vanguard S&P 500 ETF Reduce -97.1% 0.14% −1.96
IYZ iShares US Telecommunication Reduce -99.8% 0.01% −1.83
MSFT Microsoft Corp. Reduce -98.4% 0.07% −1.83
IBM Intl Business Machines Corp. Reduce -92.6% 0.19% −0.96
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.91
PH Parker Hannifin Corp. Reduce -97.0% 0.06% −0.88
OKE Oneok Inc. Reduce -97.1% 0.06% −0.82
EMN Eastman Chemical Co. Reduce -92.3% 0.13% −0.81
VYM Vanguard High DVD Yield ETF Reduce -96.1% 0.08% −0.80
LLY Eli Lilly & Co. Reduce -97.1% 0.05% −0.78
HD Home Depot Inc. Reduce -96.9% 0.06% −0.78
SNPS Synopsys Inc. Reduce -97.0% 0.05% −0.78
RSG Republic Services Inc. Reduce -96.7% 0.06% −0.76
NNN NNN REIT Inc. Reduce -97.0% 0.04% −0.74
TMO Thermo Fisher Scientific Inc. Reduce -96.3% 0.05% −0.72
SYK Stryker Corp. Reduce -96.5% 0.06% −0.72
AVY Avery Dennison Corp. Reduce -96.9% 0.04% −0.70
WMT Walmart Inc. Reduce -91.6% 0.18% −0.70
ROST Ross Stores Inc. Reduce -96.3% 0.06% −0.69
JNJ Johnson & Johnson Reduce -90.3% 0.16% −0.68
CMI Cummins Inc. Reduce -96.5% 0.06% −0.67
ADP Automatic Data Processing Reduce -96.3% 0.06% −0.65
KO The Coca-Cola Co. Reduce -99.8% 0.00% −0.65
MCD McDonald's Corp. Reduce -99.8% 0.00% −0.64
CVLT Commvault Systems Inc. Reduce -95.6% 0.07% −0.63
ORANY Orange-Spon ADR Sold out 0.00% −0.62
MKC McCormick & Co.-Non VTG SHRS Reduce -96.8% 0.04% −0.62
QCOM Qualcomm Inc. Reduce -91.1% 0.13% −0.62
DAL Delta Air Lines Inc. Reduce -96.2% 0.07% −0.60
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -92.1% 0.13% −0.60
BDX Becton Dickinson and Co. Reduce -90.6% 0.14% −0.59
YUM Yum! Brands Inc. Reduce -95.7% 0.06% −0.59
NEM Newmont Corp. Reduce -95.9% 0.04% −0.57
APD Air Products & Chemicals Inc. Reduce -96.1% 0.05% −0.57
MRVL Marvell Technology Inc. Reduce -95.9% 0.09% −0.53
IFF Intl Flavors & Fragrances Reduce -95.4% 0.05% −0.52
SPUS SP Funds S&P Sharia Indu Exc Reduce -78.7% 0.48% −0.51
ADSK Autodesk Inc. Reduce -97.4% 0.03% −0.49
GWW WW Grainger Inc. Reduce -97.7% 0.02% −0.46
BWA Borgwarner Inc. Reduce -94.7% 0.05% −0.46
MSI Motorola Solutions Inc. Reduce -96.9% 0.03% −0.45
CTSH Cognizant Tech Solutions-A Reduce -97.3% 0.03% −0.44
CRS Carpenter Technology Reduce -83.7% 0.27% −0.44
COR Cencora Inc. Reduce -95.3% 0.05% −0.43
BSX Boston Scientific Corp. Reduce -96.2% 0.04% −0.42
UPS United Parcel Service Class B Reduce -94.4% 0.05% −0.42

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +12.1% 6.28% +3.99
VCR Vanguard Consumer Discre ETF Add +4.2% 6.41% +3.89
VGT Vanguard Info Tech ETF Add +5.3% 6.12% +3.65
GOOGL Alphabet Inc. Class A Add +0.5% 4.25% +2.58
VAW Vanguard Materials ETF Add +5.5% 4.79% +2.48
VIS Vanguard Industrials ETF Add +3.4% 4.42% +2.45
TSLA Tesla Inc. Add +7.2% 3.05% +2.22
VDC Vanguard Consumer Staple ETF Add +3.3% 2.99% +1.64
VDE Vanguard Energy ETF Add +8.8% 2.61% +1.52
MA Mastercard Inc. Class A Add +5.2% 2.49% +1.49
MRK Merck & Co. Inc. Add +4.0% 2.25% +1.13
XOM Exxon Mobil Corp. Add +4.2% 1.95% +1.03
BR Broadridge Financial Solutio Add +1.8% 1.64% +0.95
MMM 3M Co. Add +1.1% 1.70% +0.89
ACN Accenture PLC Class A Add +0.9% 1.57% +0.87
UBER Uber Technologies Inc. Add +2198.0% 0.88% +0.86
CRM Salesforce Inc. Add +1.3% 1.29% +0.82
VPU Vanguard Utilities ETF Add +3.7% 1.49% +0.80
CTVA Corteva Inc. Add +2.3% 1.42% +0.77
CSCO Cisco Systems Inc. Add +2.1% 1.21% +0.73
NEE Nextera Energy Inc. Add +2.0% 1.38% +0.66
STE Steris PLC Add +3.0% 1.35% +0.65
PLD Prologis Inc. Add +14.3% 1.18% +0.62
XYL Xylem Inc. Add +2.1% 1.27% +0.62
DFEM Dimensional Emrg MRKT Core Add +4.3% 1.14% +0.61
TT Trane Technologies PLC Add +4.4% 1.04% +0.57
MDT Medtronic PLC Add +8.6% 1.05% +0.56
COP Conocophillips Add +5.5% 0.97% +0.53
AMT American Tower Corp. Add +3.1% 1.13% +0.50
G Genpact Ltd. Add +0.5% 0.63% +0.37
NI Nisource Inc. Add +2.4% 0.55% +0.32
META Meta Platforms Inc. Class A Add +10.6% 0.41% +0.24
ICE Intercontinental Exchange Inc. Add +0.7% 0.46% +0.24
GS Goldman Sachs Group Inc. Add +0.1% 0.34% +0.21
STLA Stellantis NV Add +38.3% 0.31% +0.20
AN Autonation Inc. Add +2.0% 0.33% +0.18
VOX Vanguard Communication Servi Add +31140.0% 0.14% +0.14
UNH Unitedhealth Group Inc. Add +0.3% 0.26% +0.12
SMH Vaneck Semiconductor ETF Add +1.1% 0.22% +0.12
PTC PTC Inc. Add +22.4% 0.13% +0.08
MAN Manpowergroup Inc. Add +2.0% 0.17% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.12% +0.07
VTWO Vanguard Russell 2000 ETF Add +0.1% 0.11% +0.06
MU Micron Technology Inc. Add +155.7% 0.08% +0.06
SLV iShares Silver Trust Add +128.2% 0.07% +0.06
RWR SS SPDR Dow Jones REIT ETF Add +1.5% 0.09% +0.05
VLO Valero Energy Corp. Add +0.1% 0.09% +0.05
MSTR Strategy Inc. New 0.04% +0.04
SPXL Direxion Daily S&P 500 Bull Add +0.3% 0.06% +0.04
XLY SS Consumer Disc Select Sect Add +0.3% 0.04% +0.03

Notes & Other Activity Q3 2024 → Q4 2024
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Sold out 29 $862before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 843$449.6MAAPL, SPUS, NVDA, VGT, FHLC
Q1 2026 586$400.8MAAPL, SPUS, NVDA, FHLC, VGT
Q4 2025 401$280.6MAAPL, NVDA, VGT, AMZN, GOOGL
Q3 2025 716$450.4MAAPL, NVDA, VGT, AMZN, VCR
Q2 2025 404$179.9MNVDA, VGT, VCR, VAW, VIS
Q1 2025 377$163.6MVCR, VGT, NVDA, VAW, VIS
Q4 2024 351$176.2MVCR, NVDA, VGT, VAW, VIS
Q3 2024 569$390.1MAAPL, FHLC, QQQ, AMZN, VCR
Q2 2024 629$348.6MAAPL, FHLC, QQQ, AMZN, VGT
Q1 2024 222$168.8MAAPL, QQQ, VCR, VAW, VGT