Strengthening Families & Communities, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Strengthening Families & Communities, LLC reported 377 stock positions worth $163.6 million. Its top holding was Vanguard Consumer Discre ETF (VCR) at 6.0% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 6.0%) and Nvidia (NVDA, 5.5%). Compared with Q4 2024, it opened 48 new positions, sold out of 22, added to 153 and reduced 56. The biggest buy was a new position in Everpure Class A (P) and the biggest sale Tesla (TSLA, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001921196
- Portfolio Value
- $163.6M (Q1 2025)
- SEC Filing
- 0001921196-25-000002 ↗ filed May 12, 2025
Holdings Value
Holdings 377 stocks · $163.6M
| VCR Vanguard Consumer Discre ETF | 5.97% | 30,077 | $9.8M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 5.96% | 17,919 | $9.8M | Add +3.3% |
| NVDA Nvidia Corp. | 5.46% | 82,456 | $8.9M | Add +0.1% |
| VAW Vanguard Materials ETF | 5.22% | 45,211 | $8.5M | Add +0.6% |
| VIS Vanguard Industrials ETF | 4.72% | 31,206 | $7.7M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 3.92% | 41,255 | $6.4M | Add +4.3% |
| VDC Vanguard Consumer Staple ETF | 3.34% | 25,062 | $5.5M | Add +0.5% |
| VDE Vanguard Energy ETF | 3.21% | 40,482 | $5.2M | Add +6.8% |
| MA Mastercard Inc. Class A | 2.89% | 8,714 | $4.7M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 2.80% | 28,733 | $4.6M | Add +3.6% |
| XOM Exxon Mobil Corp. | 2.37% | 32,706 | $3.9M | Add +2.3% |
| AVGO Broadcom Inc. | 2.34% | 21,667 | $3.8M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 2.31% | 41,001 | $3.8M | Add +3.1% |
| MMM 3M Co. | 2.13% | 24,564 | $3.5M | Add +6.0% |
| BR Broadridge Financial Solutio | 1.93% | 13,153 | $3.2M | Add +3.0% |
| CTVA Corteva Inc. | 1.71% | 44,650 | $2.8M | Add +1.5% |
| VPU Vanguard Utilities ETF | 1.69% | 16,328 | $2.8M | Add +1.4% |
| STE Steris PLC | 1.63% | 11,764 | $2.7M | Add +1.9% |
| SCCO Southern Copper Corp. | 1.61% | 28,079 | $2.6M | Add +5.7% |
| ACN Accenture PLC Class A | 1.56% | 8,209 | $2.6M | Add +4.3% |
| XYL Xylem Inc. | 1.48% | 20,175 | $2.4M | Add +4.6% |
| PLD Prologis Inc. | 1.39% | 20,297 | $2.3M | Add +3.3% |
| CSCO Cisco Systems Inc. | 1.37% | 37,128 | $2.2M | Add +3.4% |
| MDT Medtronic PLC | 1.31% | 24,206 | $2.1M | Add +4.7% |
| DFEM Dimensional Emrg MRKT Core | 1.25% | 77,348 | $2.0M | Add +0.5% |
| COP Conocophillips | 1.19% | 18,418 | $1.9M | Add +6.5% |
| TSLA Tesla Inc. | 1.15% | 7,443 | $1.9M | Reduce -44.0% |
| CRM Salesforce Inc. | 1.14% | 6,982 | $1.9M | Add +3.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.14% | 2,802 | $1.9M | Add +1301.0% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.13% | 41,695 | $1.8M | New |
| FCX Freeport-McMoran Inc. | 1.00% | 42,356 | $1.6M | Add +4.7% |
| TT Trane Technologies PLC | 0.95% | 4,617 | $1.6M | Reduce -6.9% |
| IR Ingersoll-Rand Inc. | 0.89% | 18,028 | $1.5M | Add +3.1% |
| GTLB Gitlab Inc. Class A | 0.85% | 29,384 | $1.4M | Add +5.5% |
| SPGI S&P Global Inc. | 0.83% | 2,726 | $1.4M | Add +3.4% |
| G Genpact Ltd. | 0.82% | 27,401 | $1.3M | Add +5.8% |
| UBER Uber Technologies Inc. | 0.81% | 18,249 | $1.3M | Reduce -28.8% |
| DHI D.R. Horton Inc. | 0.74% | 9,436 | $1.2M | Add +3.3% |
| NFLX Netflix Inc. | 0.67% | 1,183 | $1.1M | Reduce -8.7% |
| COST Costco Wholesale Corp. | 0.67% | 1,157 | $1.1M | No change |
| NI Nisource Inc. | 0.67% | 27,593 | $1.1M | Add +4.1% |
| AAPL Apple Inc. | 0.62% | 4,843 | $1.0M | Add +36.1% |
| ICE Intercontinental Exchange Inc. | 0.60% | 5,827 | $985K | Add +6.8% |
| META Meta Platforms Inc. Class A | 0.54% | 1,522 | $877K | Add +24.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 1,297 | $621K | Add +9.5% |
| AN Autonation Inc. | 0.37% | 3,735 | $604K | Add +7.6% |
| GS Goldman Sachs Group Inc. | 0.35% | 1,055 | $576K | No change |
| STLA Stellantis NV | 0.34% | 44,038 | $558K | Add +4.0% |
| SMH Vaneck Semiconductor ETF | 0.26% | 1,794 | $429K | Add +11.8% |
| UNH Unitedhealth Group Inc. | 0.26% | 799 | $419K | Reduce -10.4% |
| SPUS SP Funds S&P Sharia Indu Exc | 0.25% | 10,294 | $416K | Reduce -48.2% |
| ADBE Adobe Inc. | 0.25% | 1,067 | $409K | Reduce -5.2% |
| LOGI Logitech International-Reg | 0.25% | 4,776 | $409K | Add +6.6% |
| FHLC Fidelity MSCI Health Care | 0.25% | 5,930 | $407K | Reduce -24.4% |
| V Visa Inc. Class A | 0.23% | 1,064 | $373K | Reduce -4.4% |
| SHOP Shopify Inc. Class A | 0.22% | 4,140 | $365K | Add +33.6% |
| MAN Manpowergroup Inc. | 0.20% | 5,634 | $333K | Add +7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 574 | $321K | Add +58.1% |
| IAU iShares Gold Trust | 0.20% | 7,300 | $321K | Reduce -85.4% |
| GLD SPDR Gold Shares | 0.19% | 1,350 | $312K | Add +20.0% |
| ISRG Intuitive Surgical Inc. | 0.19% | 613 | $304K | No change |
| NEE Nextera Energy Inc. | 0.18% | 4,229 | $300K | Reduce -87.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 1,670 | $290K | Add +18.8% |
| EMN Eastman Chemical Co. | 0.17% | 2,826 | $277K | Add +12.7% |
| PG The Procter & Gamble Co. | 0.16% | 1,634 | $269K | Add +4.7% |
| BDX Becton Dickinson and Co. | 0.16% | 1,150 | $269K | Add +2.4% |
| JNJ Johnson & Johnson | 0.16% | 1,835 | $268K | Reduce -6.8% |
| CRS Carpenter Technology | 0.16% | 2,447 | $268K | Reduce -13.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,512 | $262K | Add +1.2% |
| AMZN Amazon.com Inc. | 0.15% | 1,279 | $247K | Reduce -19.2% |
| HCA HCA Healthcare Inc. | 0.15% | 700 | $242K | No change |
| VOO Vanguard S&P 500 ETF | 0.15% | 475 | $238K | Add +6.7% |
| TWLO Twilio Inc. Class A | 0.14% | 2,278 | $223K | Add +5.8% |
| CARR Carrier Global Corp. | 0.13% | 3,396 | $215K | No change |
| IDXX Idexx Laboratories Inc. | 0.13% | 502 | $211K | No change |
| DAVA Endava PLC- Spon ADR | 0.13% | 9,997 | $209K | Add +13.0% |
| SNPS Synopsys Inc. | 0.13% | 344 | $205K | Add +78.2% |
| HWM Howmet Aerospace Inc. | 0.12% | 2,624 | $204K | Reduce -5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 824 | $199K | Reduce -2.4% |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 1,139 | $195K | No change |
| BKNG Booking Holdings Inc. | 0.11% | 40 | $184K | No change |
| HAS Hasbro Inc. | 0.11% | 3,125 | $183K | Add +28.0% |
| SNY Sanofi-ADR | 0.11% | 3,321 | $182K | Add +10.7% |
| CVLT Commvault Systems Inc. | 0.11% | 1,492 | $181K | Add +91.5% |
| PTC PTC Inc. | 0.11% | 1,154 | $179K | Reduce -5.7% |
| VTWO Vanguard Russell 2000 ETF | 0.11% | 2,151 | $173K | Add +0.1% |
| RWR SS SPDR Dow Jones REIT ETF | 0.10% | 1,654 | $164K | Add +0.6% |
| PEP Pepsico Inc. | 0.10% | 992 | $164K | Add +1553.3% |
| IYZ iShares US Telecommunication | 0.10% | 7,276 | $158K | Add +1520.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.09% | 1,941 | $151K | No change |
| ROK Rockwell Automation Inc. | 0.09% | 544 | $150K | Reduce -31.6% |
| AMT American Tower Corp. | 0.09% | 743 | $149K | Reduce -93.2% |
| VLO Valero Energy Corp. | 0.09% | 1,111 | $147K | Reduce -15.2% |
| MSFT Microsoft Corp. | 0.09% | 323 | $144K | Add +15.8% |
| RHI Robert Half Inc. | 0.09% | 2,216 | $142K | Reduce -6.3% |
| QCOM Qualcomm Inc. | 0.08% | 697 | $139K | Reduce -54.5% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.08% | 1,384 | $132K | Add +43.6% |
| AMD Advanced Micro Devices | 0.08% | 811 | $132K | Reduce -58.6% |
| RSG Republic Services Inc. | 0.08% | 672 | $131K | Add +29.5% |
| WMT Walmart Inc. | 0.08% | 1,873 | $127K | Reduce -47.7% |
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: $163.6M.
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -44.0% | 1.15% | −1.89 |
| IAU iShares Gold Trust | Reduce -85.4% | 0.20% | −1.21 |
| NEE Nextera Energy Inc. | Reduce -87.6% | 0.18% | −1.20 |
| SUM Summit Materials Inc. Class A | Reduce -91.9% | 0.07% | −1.07 |
| AMT American Tower Corp. | Reduce -93.2% | 0.09% | −1.04 |
| AVGO Broadcom Inc. | Reduce -1.4% | 2.34% | −0.55 |
| VCR Vanguard Consumer Discre ETF | Reduce -0.1% | 5.97% | −0.44 |
| SPUS SP Funds S&P Sharia Indu Exc | Reduce -48.2% | 0.25% | −0.23 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.22 |
| VOX Vanguard Communication Servi | Reduce -87.5% | 0.02% | −0.12 |
| CRS Carpenter Technology | Reduce -13.5% | 0.16% | −0.11 |
| WMT Walmart Inc. | Reduce -47.7% | 0.08% | −0.11 |
| TT Trane Technologies PLC | Reduce -6.9% | 0.95% | −0.09 |
| DBC Invesco DB Commodity Index T | Sold out | 0.00% | −0.08 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -28.8% | 0.81% | −0.06 |
| SLV iShares Silver Trust | Reduce -92.1% | 0.01% | −0.06 |
| AMD Advanced Micro Devices | Reduce -58.6% | 0.08% | −0.05 |
| COR Cencora Inc. | Sold out | 0.00% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -54.5% | 0.08% | −0.05 |
| HWM Howmet Aerospace Inc. | Reduce -5.7% | 0.12% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -19.2% | 0.15% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.04 |
| FHLC Fidelity MSCI Health Care | Reduce -24.4% | 0.25% | −0.04 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -87.7% | 0.01% | −0.04 |
| ROK Rockwell Automation Inc. | Reduce -31.6% | 0.09% | −0.04 |
| ADBE Adobe Inc. | Reduce -5.2% | 0.25% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -65.0% | 0.01% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -8.0% | 0.05% | −0.03 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.03 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.02 |
| CAH Cardinal Health Inc. | Reduce -69.8% | 0.01% | −0.02 |
| A Agilent Technologies Inc. | Reduce -38.2% | 0.03% | −0.02 |
| PTC PTC Inc. | Reduce -5.7% | 0.11% | −0.02 |
| JCI Johnson Controls Internation | Reduce -48.5% | 0.02% | −0.02 |
| LIN Linde PLC | Reduce -66.1% | 0.01% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -68.0% | 0.01% | −0.02 |
| EOG EOG Resources Inc. | Reduce -64.6% | 0.01% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -38.5% | 0.03% | −0.01 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.01 |
| HLAL Wahed Ftse USA Shariah ETF | Reduce -20.4% | 0.04% | −0.01 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -67.3% | 0.01% | −0.01 |
| RHI Robert Half Inc. | Reduce -6.3% | 0.09% | −0.01 |
| PFIG Invesco Fundamental Investme | Reduce -48.7% | 0.01% | −0.01 |
| MGA Magna International Inc. | Reduce -14.8% | 0.06% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.4% | 0.12% | −0.00 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -15.1% | 0.04% | −0.00 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| P Everpure Inc. Class A | New | 1.13% | +1.13 |
| ASML ASML Holding NV-NY Reg SHS | Add +1301.0% | 1.14% | +1.06 |
| VDE Vanguard Energy ETF | Add +6.8% | 3.21% | +0.60 |
| VAW Vanguard Materials ETF | Add +0.6% | 5.22% | +0.43 |
| MMM 3M Co. | Add +6.0% | 2.13% | +0.43 |
| XOM Exxon Mobil Corp. | Add +2.3% | 2.37% | +0.42 |
| MA Mastercard Inc. Class A | Add +4.4% | 2.89% | +0.40 |
| VDC Vanguard Consumer Staple ETF | Add +0.5% | 3.34% | +0.35 |
| BR Broadridge Financial Solutio | Add +3.0% | 1.93% | +0.30 |
| VIS Vanguard Industrials ETF | Add +1.9% | 4.72% | +0.29 |
| CTVA Corteva Inc. | Add +1.5% | 1.71% | +0.29 |
| STE Steris PLC | Add +1.9% | 1.63% | +0.28 |
| MDT Medtronic PLC | Add +4.7% | 1.31% | +0.26 |
| SCCO Southern Copper Corp. | Add +5.7% | 1.61% | +0.24 |
| COP Conocophillips | Add +6.5% | 1.19% | +0.21 |
| XYL Xylem Inc. | Add +4.6% | 1.48% | +0.21 |
| PLD Prologis Inc. | Add +3.3% | 1.39% | +0.21 |
| VPU Vanguard Utilities ETF | Add +1.4% | 1.69% | +0.20 |
| G Genpact Ltd. | Add +5.8% | 0.82% | +0.19 |
| CSCO Cisco Systems Inc. | Add +3.4% | 1.37% | +0.16 |
| ICE Intercontinental Exchange Inc. | Add +6.8% | 0.60% | +0.14 |
| META Meta Platforms Inc. Class A | Add +24.8% | 0.54% | +0.13 |
| FCX Freeport-McMoran Inc. | Add +4.7% | 1.00% | +0.13 |
| AAPL Apple Inc. | Add +36.1% | 0.62% | +0.12 |
| NI Nisource Inc. | Add +4.1% | 0.67% | +0.12 |
| DFEM Dimensional Emrg MRKT Core | Add +0.5% | 1.25% | +0.11 |
| PEP Pepsico Inc. | Add +1553.3% | 0.10% | +0.09 |
| IYZ iShares US Telecommunication | Add +1520.5% | 0.10% | +0.09 |
| SPGI S&P Global Inc. | Add +3.4% | 0.83% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +58.1% | 0.20% | +0.08 |
| SNPS Synopsys Inc. | Add +78.2% | 0.13% | +0.07 |
| WSO Watsco Inc. | Add +1531.3% | 0.07% | +0.07 |
| VONG Vanguard Russell 1000 Growth | New | 0.07% | +0.07 |
| KO The Coca-Cola Co. | Add +2065.1% | 0.07% | +0.07 |
| ORANY Orange-Spon ADR | New | 0.07% | +0.07 |
| LRCX Lam Research Corp. | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | Add +3.1% | 2.31% | +0.06 |
| MCD McDonald's Corp. | Add +1800.0% | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +1045.8% | 0.06% | +0.05 |
| HUN Huntsman Corp. | Add +1966.7% | 0.05% | +0.05 |
| VALE Vale SA-SP ADR | New | 0.05% | +0.05 |
| CVLT Commvault Systems Inc. | Add +91.5% | 0.11% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +11.8% | 0.26% | +0.04 |
| LOGI Logitech International-Reg | Add +6.6% | 0.25% | +0.04 |
| EMN Eastman Chemical Co. | Add +12.7% | 0.17% | +0.04 |
| MP MP Materials Corp. | Add +221.3% | 0.06% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.5% | 0.38% | +0.04 |
| GLD SPDR Gold Shares | Add +20.0% | 0.19% | +0.04 |
| NEM Newmont Corp. | Add +61.3% | 0.07% | +0.04 |
| SHOP Shopify Inc. Class A | Add +33.6% | 0.22% | +0.04 |
Notes & Other Activity Q4 2024 → Q1 2025
| IBKR Interactive Brokers Gro Class A | COM CL A | Sold out | 0 | $0before exit |
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 |