Strengthening Families & Communities, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Strengthening Families & Communities, LLC reported 404 stock positions worth $179.9 million. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 6.4%) and Vanguard Consumer Discre ETF (VCR, 5.9%). Compared with Q1 2025, it opened 67 new positions, sold out of 40, added to 132 and reduced 111. The biggest buy was iShares Gold Trust (IAU, shares +754%) and the biggest sale D.R. Horton (DHI, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001921196
- Portfolio Value
- $179.9M (Q2 2025)
- SEC Filing
- 0001921196-25-000003 ↗ filed Jul 24, 2025
Holdings Value
Holdings 404 stocks · $179.9M
| NVDA Nvidia Corp. | 7.22% | 83,132 | $13.0M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 6.44% | 17,808 | $11.6M | Reduce -0.6% |
| VCR Vanguard Consumer Discre ETF | 5.91% | 29,487 | $10.6M | Reduce -2.0% |
| VAW Vanguard Materials ETF | 4.68% | 43,231 | $8.4M | Reduce -4.4% |
| VIS Vanguard Industrials ETF | 4.28% | 27,622 | $7.7M | Reduce -11.5% |
| GOOGL Alphabet Inc. Class A | 3.77% | 38,538 | $6.8M | Reduce -6.6% |
| AVGO Broadcom Inc. | 3.40% | 22,793 | $6.1M | Add +5.2% |
| VDC Vanguard Consumer Staple ETF | 2.98% | 24,449 | $5.4M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 2.75% | 28,209 | $4.9M | Reduce -1.8% |
| MA Mastercard Inc. Class A | 2.60% | 8,317 | $4.7M | Reduce -4.6% |
| VDE Vanguard Energy ETF | 2.57% | 38,523 | $4.6M | Reduce -4.8% |
| MMM 3M Co. | 2.05% | 24,345 | $3.7M | Reduce -0.9% |
| IAU iShares Gold Trust | 2.04% | 62,372 | $3.7M | Add +754.4% |
| XOM Exxon Mobil Corp. | 2.03% | 33,602 | $3.7M | Add +2.7% |
| MRK Merck & Co. Inc. | 1.87% | 42,094 | $3.4M | Add +2.7% |
| CTVA Corteva Inc. | 1.85% | 44,932 | $3.3M | Add +0.6% |
| BR Broadridge Financial Solutio | 1.74% | 12,846 | $3.1M | Reduce -2.3% |
| VPU Vanguard Utilities ETF | 1.60% | 16,347 | $2.9M | Add +0.1% |
| SCCO Southern Copper Corp. | 1.55% | 27,661 | $2.8M | Reduce -1.5% |
| STE Steris PLC | 1.51% | 11,338 | $2.7M | Reduce -3.6% |
| XYL Xylem Inc. | 1.47% | 20,516 | $2.6M | Add +1.7% |
| CSCO Cisco Systems Inc. | 1.39% | 36,463 | $2.5M | Reduce -1.8% |
| ACN Accenture PLC Class A | 1.33% | 8,010 | $2.4M | Reduce -2.4% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.32% | 41,342 | $2.4M | Reduce -0.8% |
| DFEM Dimensional Emrg MRKT Core | 1.26% | 76,808 | $2.3M | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS | 1.20% | 2,696 | $2.2M | Reduce -3.8% |
| MDT Medtronic PLC | 1.19% | 24,518 | $2.1M | Add +1.3% |
| PLD Prologis Inc. | 1.19% | 20,149 | $2.1M | Reduce -0.7% |
| TT Trane Technologies PLC | 1.16% | 5,016 | $2.1M | Add +8.6% |
| TSLA Tesla Inc. | 1.15% | 6,522 | $2.1M | Reduce -12.4% |
| FCX Freeport-McMoran Inc. | 1.01% | 42,617 | $1.8M | Add +0.6% |
| CRM Salesforce Inc. | 0.97% | 6,393 | $1.7M | Reduce -8.4% |
| UBER Uber Technologies Inc. | 0.95% | 18,249 | $1.7M | No change |
| COP Conocophillips | 0.93% | 18,558 | $1.7M | Add +0.8% |
| NFLX Netflix Inc. | 0.88% | 1,183 | $1.6M | No change |
| CAH Cardinal Health Inc. | 0.87% | 9,275 | $1.6M | Add +6124.8% |
| SPGI S&P Global Inc. | 0.83% | 2,846 | $1.5M | Add +4.4% |
| IR Ingersoll-Rand Inc. | 0.77% | 16,572 | $1.4M | Reduce -8.1% |
| GTLB Gitlab Inc. Class A | 0.70% | 27,783 | $1.3M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 0.64% | 1,159 | $1.1M | Add +0.2% |
| G Genpact Ltd. | 0.59% | 24,301 | $1.1M | Reduce -11.3% |
| NI Nisource Inc. | 0.59% | 26,198 | $1.1M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.58% | 1,416 | $1.0M | Reduce -7.0% |
| SPUS SP Funds S&P Sharia Indu Exc | 0.58% | 26,605 | $1.0M | Add +158.4% |
| ICE Intercontinental Exchange Inc. | 0.55% | 5,370 | $982K | Reduce -7.8% |
| AAPL Apple Inc. | 0.46% | 3,699 | $822K | Reduce -23.6% |
| GS Goldman Sachs Group Inc. | 0.42% | 1,056 | $747K | Add +0.1% |
| AN Autonation Inc. | 0.37% | 3,386 | $665K | Reduce -9.3% |
| STLA Stellantis NV | 0.36% | 62,697 | $647K | Add +42.4% |
| FHLC Fidelity MSCI Health Care | 0.33% | 8,774 | $599K | Add +48.0% |
| CRS Carpenter Technology | 0.29% | 2,890 | $524K | Add +18.1% |
| CRWV Coreweave Inc. Class A | 0.27% | 3,011 | $491K | New |
| GLD SPDR Gold Shares | 0.25% | 1,509 | $441K | Add +11.8% |
| SMH Vaneck Semiconductor ETF | 0.24% | 1,798 | $433K | Add +0.2% |
| ADBE Adobe Inc. | 0.24% | 1,112 | $430K | Add +4.2% |
| V Visa Inc. Class A | 0.21% | 1,079 | $383K | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,535 | $382K | Add +1.5% |
| LOGI Logitech International-Reg | 0.21% | 4,179 | $377K | Reduce -12.5% |
| HWM Howmet Aerospace Inc. | 0.21% | 2,862 | $371K | Add +9.1% |
| SHOP Shopify Inc. Class A | 0.20% | 3,099 | $357K | Reduce -25.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 569 | $352K | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.19% | 2,031 | $337K | Add +10.7% |
| ISRG Intuitive Surgical Inc. | 0.19% | 613 | $333K | No change |
| WMT Walmart Inc. | 0.18% | 3,710 | $326K | Add +98.1% |
| AMZN Amazon.com Inc. | 0.17% | 1,585 | $302K | Add +23.9% |
| TWLO Twilio Inc. Class A | 0.16% | 2,246 | $279K | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.15% | 1,608 | $274K | Reduce -1.6% |
| IDXX Idexx Laboratories Inc. | 0.15% | 502 | $269K | No change |
| HCA HCA Healthcare Inc. | 0.15% | 700 | $268K | No change |
| AMD Advanced Micro Devices | 0.15% | 2,606 | $268K | Add +221.3% |
| BDX Becton Dickinson and Co. | 0.15% | 1,158 | $265K | Add +0.7% |
| NEE Nextera Energy Inc. | 0.14% | 3,701 | $259K | Reduce -12.5% |
| UNH Unitedhealth Group Inc. | 0.14% | 815 | $254K | Add +2.0% |
| CARR Carrier Global Corp. | 0.14% | 3,406 | $249K | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 1,471 | $244K | Reduce -11.9% |
| VOX Vanguard Communication Servi | 0.13% | 1,550 | $234K | Add +690.8% |
| VOO Vanguard S&P 500 ETF | 0.13% | 453 | $233K | Reduce -4.6% |
| BKNG Booking Holdings Inc. | 0.13% | 40 | $232K | No change |
| QCOM Qualcomm Inc. | 0.13% | 1,498 | $230K | Add +114.9% |
| EMN Eastman Chemical Co. | 0.13% | 2,587 | $228K | Reduce -8.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 871 | $225K | Add +5.7% |
| MAN Manpowergroup Inc. | 0.12% | 5,265 | $219K | Reduce -6.5% |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 1,175 | $215K | Add +3.2% |
| ROK Rockwell Automation Inc. | 0.12% | 831 | $215K | Add +52.8% |
| VTWO Vanguard Russell 2000 ETF | 0.10% | 2,152 | $188K | Add +0.1% |
| PTC PTC Inc. | 0.10% | 1,052 | $181K | Reduce -8.8% |
| HLAL Wahed Ftse USA Shariah ETF | 0.10% | 3,382 | $181K | Add +184.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.09% | 1,941 | $163K | No change |
| DDOG Datadog Inc. Class A | 0.09% | 1,200 | $161K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.09% | 1,669 | $161K | Add +0.9% |
| ORCL Oracle Corp. | 0.09% | 722 | $158K | Add +0.7% |
| HAS Hasbro Inc. | 0.09% | 2,556 | $157K | Reduce -18.2% |
| VLO Valero Energy Corp. | 0.08% | 1,119 | $150K | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 1,100 | $150K | No change |
| SLV iShares Silver Trust | 0.08% | 4,762 | $148K | Add +1163.1% |
| SNY Sanofi-ADR | 0.08% | 3,000 | $145K | Reduce -9.7% |
| AMT American Tower Corp. | 0.08% | 658 | $144K | Reduce -11.4% |
| MU Micron Technology Inc. | 0.08% | 1,637 | $142K | New |
| VYM Vanguard High DVD Yield ETF | 0.08% | 1,080 | $139K | Add +1.1% |
| DAVA Endava PLC- Spon ADR | 0.08% | 8,871 | $139K | Reduce -11.3% |
Lines left out (1) · $2 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| TTEK Tetra Tech Inc. | COM | 0 | $2 |
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: $179.9M.
Portfolio Sells Q1 2025 → Q2 2025
| DHI D.R. Horton Inc. | Reduce -91.1% | 0.06% | −0.68 |
| VDE Vanguard Energy ETF | Reduce -4.8% | 2.57% | −0.64 |
| VAW Vanguard Materials ETF | Reduce -4.4% | 4.68% | −0.55 |
| VIS Vanguard Industrials ETF | Reduce -11.5% | 4.28% | −0.43 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.38 |
| VDC Vanguard Consumer Staple ETF | Reduce -2.5% | 2.98% | −0.37 |
| MA Mastercard Inc. Class A | Reduce -4.6% | 2.60% | −0.29 |
| ACN Accenture PLC Class A | Reduce -2.4% | 1.33% | −0.23 |
| G Genpact Ltd. | Reduce -11.3% | 0.59% | −0.23 |
| PLD Prologis Inc. | Reduce -0.7% | 1.19% | −0.20 |
| BR Broadridge Financial Solutio | Reduce -2.3% | 1.74% | −0.20 |
| CRM Salesforce Inc. | Reduce -8.4% | 0.97% | −0.17 |
| AAPL Apple Inc. | Reduce -23.6% | 0.46% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -6.6% | 3.77% | −0.15 |
| GTLB Gitlab Inc. Class A | Reduce -5.5% | 0.70% | −0.15 |
| IR Ingersoll-Rand Inc. | Reduce -8.1% | 0.77% | −0.13 |
| STE Steris PLC | Reduce -3.6% | 1.51% | −0.12 |
| PEP Pepsico Inc. | Reduce -94.0% | 0.01% | −0.10 |
| MAN Manpowergroup Inc. | Reduce -6.5% | 0.12% | −0.08 |
| NI Nisource Inc. | Reduce -5.1% | 0.59% | −0.08 |
| SNPS Synopsys Inc. | Reduce -43.9% | 0.05% | −0.08 |
| IYZ iShares US Telecommunication | Reduce -82.8% | 0.02% | −0.08 |
| MMM 3M Co. | Reduce -0.9% | 2.05% | −0.07 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.07 |
| WSO Watsco Inc. | Reduce -93.9% | 0.00% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.07 |
| KO The Coca-Cola Co. | Reduce -95.4% | 0.00% | −0.07 |
| VCR Vanguard Consumer Discre ETF | Reduce -2.0% | 5.91% | −0.07 |
| ORANY Orange-Spon ADR | Sold out | 0.00% | −0.07 |
| SCCO Southern Copper Corp. | Reduce -1.5% | 1.55% | −0.06 |
| ICE Intercontinental Exchange Inc. | Reduce -7.8% | 0.55% | −0.06 |
| MCD McDonald's Corp. | Reduce -94.7% | 0.00% | −0.06 |
| HUN Huntsman Corp. | Reduce -95.2% | 0.00% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 2.75% | −0.05 |
| DAVA Endava PLC- Spon ADR | Reduce -11.3% | 0.08% | −0.05 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.05 |
| CVLT Commvault Systems Inc. | Reduce -47.8% | 0.07% | −0.04 |
| EMN Eastman Chemical Co. | Reduce -8.5% | 0.13% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.9% | 0.14% | −0.04 |
| LOGI Logitech International-Reg | Reduce -12.5% | 0.21% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -12.5% | 0.14% | −0.04 |
| IFF Intl Flavors & Fragrances | Reduce -30.0% | 0.04% | −0.04 |
| SNY Sanofi-ADR | Reduce -9.7% | 0.08% | −0.03 |
| MSFT Microsoft Corp. | Reduce -13.3% | 0.06% | −0.03 |
| F Ford Motor Co. | Reduce -51.0% | 0.02% | −0.03 |
| CE Celanese Corp. | Reduce -42.3% | 0.01% | −0.03 |
| DAL Delta Air Lines Inc. | Reduce -25.1% | 0.05% | −0.03 |
| MP MP Materials Corp. | Reduce -68.9% | 0.03% | −0.03 |
| ADSK Autodesk Inc. | Reduce -45.8% | 0.03% | −0.03 |
| SYM Symbotic Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| IAU iShares Gold Trust | Add +754.4% | 2.04% | +1.85 |
| NVDA Nvidia Corp. | Add +0.8% | 7.22% | +1.75 |
| AVGO Broadcom Inc. | Add +5.2% | 3.40% | +1.06 |
| CAH Cardinal Health Inc. | Add +6124.8% | 0.87% | +0.85 |
| SPUS SP Funds S&P Sharia Indu Exc | Add +158.4% | 0.58% | +0.32 |
| CRWV Coreweave Inc. Class A | New | 0.27% | +0.27 |
| TT Trane Technologies PLC | Add +8.6% | 1.16% | +0.22 |
| CTVA Corteva Inc. | Add +0.6% | 1.85% | +0.14 |
| CRS Carpenter Technology | Add +18.1% | 0.29% | +0.13 |
| VOX Vanguard Communication Servi | Add +690.8% | 0.13% | +0.11 |
| WMT Walmart Inc. | Add +98.1% | 0.18% | +0.10 |
| FHLC Fidelity MSCI Health Care | Add +48.0% | 0.33% | +0.08 |
| HWM Howmet Aerospace Inc. | Add +9.1% | 0.21% | +0.08 |
| MU Micron Technology Inc. | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | Add +1163.1% | 0.08% | +0.08 |
| AMD Advanced Micro Devices | Add +221.3% | 0.15% | +0.07 |
| UMMA Wahed Dow Jones Islamic WRLD | Add +40881.8% | 0.07% | +0.07 |
| HLAL Wahed Ftse USA Shariah ETF | Add +184.4% | 0.10% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +0.1% | 0.42% | +0.06 |
| GLD SPDR Gold Shares | Add +11.8% | 0.25% | +0.05 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.21% | +0.05 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | Add +114.9% | 0.13% | +0.04 |
| LLY Eli Lilly & Co. | Add +723.1% | 0.05% | +0.04 |
| MSTR Strategy Inc. | New | 0.04% | +0.04 |
| PFE Pfizer Inc. | Add +871.3% | 0.03% | +0.03 |
| ROK Rockwell Automation Inc. | Add +52.8% | 0.12% | +0.03 |
| ORCL Oracle Corp. | Add +0.7% | 0.09% | +0.03 |
| JNJ Johnson & Johnson | Add +10.7% | 0.19% | +0.02 |
| STLA Stellantis NV | Add +42.4% | 0.36% | +0.02 |
| AMZN Amazon.com Inc. | Add +23.9% | 0.17% | +0.02 |
| GSG iShares S&P Gsci Commodity I | New | 0.01% | +0.01 |
| MNST Monster Beverage Corp. | Add +3100.0% | 0.01% | +0.01 |
| FCX Freeport-McMoran Inc. | Add +0.6% | 1.01% | +0.01 |
| TFC Truist Financial Corp. | New | 0.01% | +0.01 |
| SPXL Direxion Daily S&P 500 Bull | Add +0.5% | 0.06% | +0.01 |
| BIIB Biogen Inc. | New | 0.01% | +0.01 |
| CARR Carrier Global Corp. | Add +0.3% | 0.14% | +0.01 |
| FSLR First Solar Inc. | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +8.1% | 0.06% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| JCI Johnson Controls Internation | Add +1.3% | 0.03% | +0.00 |
| WM Waste Management Inc. | Add +370.0% | 0.01% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.00% | +0.00 |
| COF Capital One Financial Corp. | Add +3400.0% | 0.00% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +7.4% | 0.03% | +0.00 |
| UTHR United Therapeutics Corp. | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +3.5% | 0.01% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.7% | 0.13% | +0.00 |
| ETN Eaton Corp. PLC | Add +2.3% | 0.02% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| IBKR Interactive Brokers Gro Class A | COM CL A | 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 |