Strengthening Families & Communities, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Strengthening Families & Communities, LLC reported 716 stock positions worth $450.4 million. Its top holding was Apple (AAPL) at 4.2% of the portfolio, followed by Nvidia (NVDA, 3.4%) and Vanguard Info Tech ETF (VGT, 2.8%). Compared with Q2 2025, it opened 333 new positions, sold out of 21, added to 156 and reduced 71. The biggest buy was Apple (AAPL, shares +1913%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001921196
- Portfolio Value
- $450.4M (Q3 2025)
- SEC Filing
- 0001921196-25-000006 ↗ filed Nov 4, 2025
Holdings Value
Holdings 716 stocks · $450.4M
| AAPL Apple Inc. | 4.18% | 74,457 | $18.8M | Add +1912.9% |
| NVDA Nvidia Corp. | 3.38% | 82,218 | $15.2M | Reduce -1.1% |
| VGT Vanguard Info Tech ETF | 2.77% | 16,945 | $12.5M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 2.53% | 52,256 | $11.4M | Add +3196.9% |
| VCR Vanguard Consumer Discre ETF | 2.51% | 28,759 | $11.3M | Reduce -2.5% |
| FHLC Fidelity MSCI Health Care | 2.44% | 163,676 | $11.0M | Add +1765.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.39% | 18,173 | $10.8M | New |
| GOOGL Alphabet Inc. Class A | 2.12% | 39,589 | $9.5M | Add +2.7% |
| VOO Vanguard S&P 500 ETF | 1.98% | 14,648 | $8.9M | Add +3133.6% |
| VAW Vanguard Materials ETF | 1.94% | 42,619 | $8.7M | Reduce -1.4% |
| IYZ iShares US Telecommunication | 1.85% | 260,585 | $8.4M | Add +20780.2% |
| MSFT Microsoft Corp. | 1.85% | 16,158 | $8.3M | Add +5670.7% |
| VIS Vanguard Industrials ETF | 1.79% | 27,311 | $8.1M | Reduce -1.1% |
| AVGO Broadcom Inc. | 1.53% | 21,621 | $6.9M | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 1.46% | 27,916 | $6.6M | Reduce -1.0% |
| SPUS SP Funds S&P Sharia Indu Exc | 1.41% | 129,912 | $6.3M | Add +388.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.22% | 19,816 | $5.5M | Add +1190.9% |
| VDC Vanguard Consumer Staple ETF | 1.14% | 23,962 | $5.1M | Reduce -2.0% |
| VDE Vanguard Energy ETF | 1.09% | 38,947 | $4.9M | Add +1.1% |
| MA Mastercard Inc. Class A | 1.07% | 8,494 | $4.8M | Add +2.1% |
| JNJ Johnson & Johnson | 0.94% | 22,955 | $4.2M | Add +1030.2% |
| MMM 3M Co. | 0.86% | 25,289 | $3.9M | Add +3.9% |
| NEM Newmont Corp. | 0.86% | 46,762 | $3.9M | Add +2051.0% |
| CRS Carpenter Technology | 0.85% | 16,625 | $3.8M | Add +475.3% |
| XOM Exxon Mobil Corp. | 0.85% | 33,672 | $3.8M | Add +0.2% |
| CMI Cummins Inc. | 0.83% | 8,882 | $3.7M | Add +2719.7% |
| WMT Walmart Inc. | 0.82% | 36,072 | $3.7M | Add +872.3% |
| MRK Merck & Co. Inc. | 0.81% | 42,642 | $3.7M | Add +1.3% |
| PH Parker Hannifin Corp. | 0.79% | 4,745 | $3.6M | Add +2642.8% |
| ZIPTMX Jones Lang Lasalle Inc. PR-M | 0.79% | 313,433 | $3.5M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.77% | 13,218 | $3.5M | Add +798.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.77% | 41,280 | $3.5M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.77% | 24,604 | $3.5M | Add +2178.2% |
| SCCO Southern Copper Corp. | 0.76% | 28,323 | $3.4M | Add +2.4% |
| RSG Republic Services Inc. | 0.75% | 14,821 | $3.4M | Add +2744.7% |
| CVLT Commvault Systems Inc. | 0.74% | 18,037 | $3.3M | Add +2215.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 11,469 | $3.3M | Add +1216.8% |
| ANET Arista Networks Inc. | 0.73% | 22,649 | $3.3M | New |
| ADP Automatic Data Processing | 0.73% | 11,196 | $3.3M | Add +2959.0% |
| HD Home Depot Inc. | 0.72% | 8,038 | $3.3M | Add +3052.2% |
| VPU Vanguard Utilities ETF | 0.71% | 16,905 | $3.2M | Add +3.4% |
| TSLA Tesla Inc. | 0.69% | 7,283 | $3.1M | Add +11.7% |
| MP MP Materials Corp. | 0.69% | 50,128 | $3.1M | Add +2053.3% |
| SYK Stryker Corp. | 0.69% | 8,366 | $3.1M | Add +2726.3% |
| BR Broadridge Financial Solutio | 0.68% | 12,913 | $3.1M | Add +0.5% |
| ROST Ross Stores Inc. | 0.68% | 20,112 | $3.1M | Add +2701.1% |
| SNPS Synopsys Inc. | 0.68% | 6,187 | $3.1M | Add +3105.7% |
| XYL Xylem Inc. | 0.67% | 20,516 | $3.0M | No change |
| QCOM Qualcomm Inc. | 0.66% | 17,962 | $3.0M | Add +1099.1% |
| CTVA Corteva Inc. | 0.66% | 44,362 | $3.0M | Reduce -1.3% |
| DAL Delta Air Lines Inc. | 0.64% | 51,404 | $2.9M | Add +2552.4% |
| YUM Yum! Brands Inc. | 0.64% | 19,142 | $2.9M | Add +2351.0% |
| EFX Equifax Inc. | 0.63% | 11,135 | $2.9M | New |
| LLY Eli Lilly & Co. | 0.63% | 3,729 | $2.9M | Add +3385.1% |
| SIEGY Siemens AG-Spons ADR | 0.63% | 21,049 | $2.8M | New |
| STE Steris PLC | 0.62% | 11,356 | $2.8M | Add +0.2% |
| MRVL Marvell Technology Inc. | 0.61% | 33,065 | $2.8M | Add +2301.2% |
| BDX Becton Dickinson and Co. | 0.61% | 14,244 | $2.7M | Add +1130.0% |
| MCD McDonald's Corp. | 0.60% | 8,855 | $2.7M | Add +44175.0% |
| BWA Borgwarner Inc. | 0.58% | 60,097 | $2.6M | Add +1977.3% |
| PVH PVH Corp. | 0.58% | 31,270 | $2.6M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.58% | 2,698 | $2.6M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.57% | 38,223 | $2.5M | Add +4.8% |
| DFEM Dimensional Emrg MRKT Core | 0.56% | 79,118 | $2.5M | Add +3.0% |
| EMN Eastman Chemical Co. | 0.56% | 37,608 | $2.5M | Add +1353.7% |
| KO The Coca-Cola Co. | 0.56% | 37,717 | $2.5M | Add +45342.2% |
| HWM Howmet Aerospace Inc. | 0.56% | 14,340 | $2.5M | Add +401.1% |
| ADSK Autodesk Inc. | 0.55% | 7,860 | $2.5M | Add +3951.6% |
| PLD Prologis Inc. | 0.55% | 21,229 | $2.5M | Add +5.4% |
| MDT Medtronic PLC | 0.55% | 26,002 | $2.5M | Add +6.0% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 5,004 | $2.4M | Add +2695.5% |
| IAU iShares Gold Trust | 0.54% | 43,516 | $2.4M | Reduce -30.2% |
| COR Cencora Inc. | 0.54% | 7,946 | $2.4M | New |
| CVS CVS Health Corp. | 0.53% | 31,654 | $2.4M | Add +1923.9% |
| ATR Aptargroup Inc. | 0.53% | 17,735 | $2.4M | New |
| LRCX Lam Research Corp. | 0.52% | 17,524 | $2.3M | Add +3169.4% |
| APD Air Products & Chemicals Inc. | 0.52% | 8,518 | $2.3M | Add +2537.2% |
| PG The Procter & Gamble Co. | 0.51% | 14,803 | $2.3M | Add +820.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.49% | 33,048 | $2.2M | Add +3178.6% |
| CSX CSX Corp. | 0.49% | 61,913 | $2.2M | New |
| AVY Avery Dennison Corp. | 0.49% | 13,418 | $2.2M | Add +3188.7% |
| BSX Boston Scientific Corp. | 0.46% | 21,402 | $2.1M | Add +2478.6% |
| ACN Accenture PLC Class A | 0.45% | 8,155 | $2.0M | Add +1.8% |
| TT Trane Technologies PLC | 0.44% | 4,801 | $2.0M | Reduce -4.3% |
| UBER Uber Technologies Inc. | 0.44% | 20,301 | $2.0M | Add +11.2% |
| OC Owens Corning | 0.43% | 13,790 | $2.0M | New |
| MSI Motorola Solutions Inc. | 0.41% | 4,007 | $1.8M | Add +2982.3% |
| COP Conocophillips | 0.40% | 18,829 | $1.8M | Add +1.5% |
| FCX Freeport-McMoran Inc. | 0.38% | 42,690 | $1.7M | Add +0.2% |
| CTSH Cognizant Tech Solutions-A | 0.38% | 25,142 | $1.7M | Add +3762.1% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.38% | 11,270 | $1.7M | Add +1887.7% |
| ADBE Adobe Inc. | 0.37% | 4,688 | $1.7M | Add +321.6% |
| CRM Salesforce Inc. | 0.36% | 6,807 | $1.6M | Add +6.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.36% | 1,698 | $1.6M | Add +4041.5% |
| HAS Hasbro Inc. | 0.35% | 20,724 | $1.6M | Add +710.8% |
| IR Ingersoll-Rand Inc. | 0.33% | 17,937 | $1.5M | Add +8.2% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.33% | 23,521 | $1.5M | Add +2327.3% |
| CAH Cardinal Health Inc. | 0.33% | 9,540 | $1.5M | Add +2.9% |
| SPGI S&P Global Inc. | 0.32% | 2,938 | $1.4M | Add +3.2% |
| EBAY eBay Inc. | 0.32% | 15,900 | $1.4M | Add +21386.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $739 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 29 | $739 | New |
Lines left out (3) · $87 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MPWR Monolithic Power Systems Inc. | COM | 0 | $85 |
| IBKR Interactive Brokers Gro Class A | COM CL A | 0 | $1 |
| 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: $450.4M.
Portfolio Sells Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Reduce -1.1% | 3.38% | −3.83 |
| VGT Vanguard Info Tech ETF | Reduce -4.8% | 2.77% | −3.67 |
| VCR Vanguard Consumer Discre ETF | Reduce -2.5% | 2.51% | −3.40 |
| VAW Vanguard Materials ETF | Reduce -1.4% | 1.94% | −2.73 |
| VIS Vanguard Industrials ETF | Reduce -1.1% | 1.79% | −2.50 |
| AVGO Broadcom Inc. | Reduce -5.1% | 1.53% | −1.87 |
| VDC Vanguard Consumer Staple ETF | Reduce -2.0% | 1.14% | −1.84 |
| IAU iShares Gold Trust | Reduce -30.2% | 0.54% | −1.51 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 1.46% | −1.29 |
| CTVA Corteva Inc. | Reduce -1.3% | 0.66% | −1.19 |
| TT Trane Technologies PLC | Reduce -4.3% | 0.44% | −0.72 |
| P Everpure Inc. Class A | Reduce -0.1% | 0.77% | −0.56 |
| STLA Stellantis NV | Reduce -83.0% | 0.03% | −0.33 |
| V Visa Inc. Class A | Reduce -0.2% | 0.08% | −0.13 |
| SMH Vaneck Semiconductor ETF | Reduce -0.3% | 0.11% | −0.13 |
| VOX Vanguard Communication Servi | Reduce -87.7% | 0.01% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -58.5% | 0.03% | −0.12 |
| MAN Manpowergroup Inc. | Reduce -83.5% | 0.01% | −0.11 |
| BKNG Booking Holdings Inc. | Reduce -2.5% | 0.05% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.1% | 0.05% | −0.07 |
| MU Micron Technology Inc. | Reduce -83.1% | 0.01% | −0.07 |
| DAVA Endava PLC- Spon ADR | Reduce -79.1% | 0.01% | −0.07 |
| SLV iShares Silver Trust | Reduce -54.6% | 0.01% | −0.07 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.1% | 0.05% | −0.06 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -11.6% | 0.03% | −0.06 |
| PTC PTC Inc. | Reduce -4.9% | 0.05% | −0.06 |
| VLO Valero Energy Corp. | Reduce -4.1% | 0.04% | −0.04 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.04 |
| PFE Pfizer Inc. | Reduce -83.9% | 0.00% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.8% | 0.02% | −0.03 |
| OTIS Otis Worldwide Corp. | Reduce -0.1% | 0.01% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -12.4% | 0.01% | −0.02 |
| JCI Johnson Controls Internation | Reduce -16.2% | 0.01% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -0.4% | 0.01% | −0.02 |
| A Agilent Technologies Inc. | Reduce -11.9% | 0.01% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -28.6% | 0.01% | −0.01 |
| WPC WP Carey Inc. | Reduce -11.1% | 0.01% | −0.01 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.01 |
| TFC Truist Financial Corp. | Reduce -98.4% | 0.00% | −0.01 |
| LIN Linde PLC | Reduce -32.6% | 0.00% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Reduce -28.9% | 0.00% | −0.01 |
| MNST Monster Beverage Corp. | Reduce -0.8% | 0.01% | −0.01 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -1.0% | 0.01% | −0.01 |
| EOG EOG Resources Inc. | Reduce -34.3% | 0.00% | −0.01 |
| TEL Te Connectivity PLC | Reduce -37.8% | 0.00% | −0.01 |
| EXC Exelon Corp. | Reduce -39.6% | 0.00% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -1.0% | 0.00% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -39.7% | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1912.9% | 4.18% | +3.73 |
| QQQ Invesco QQQ Trust Series 1 | New | 2.39% | +2.39 |
| AMZN Amazon.com Inc. | Add +3196.9% | 2.53% | +2.37 |
| FHLC Fidelity MSCI Health Care | Add +1765.5% | 2.44% | +2.10 |
| VOO Vanguard S&P 500 ETF | Add +3133.6% | 1.98% | +1.85 |
| IYZ iShares US Telecommunication | Add +20780.2% | 1.85% | +1.84 |
| MSFT Microsoft Corp. | Add +5670.7% | 1.85% | +1.79 |
| IBM Intl Business Machines Corp. | Add +1190.9% | 1.22% | +1.01 |
| SPUS SP Funds S&P Sharia Indu Exc | Add +388.3% | 1.41% | +0.83 |
| NEM Newmont Corp. | Add +2051.0% | 0.86% | +0.80 |
| ZIPTMX Jones Lang Lasalle Inc. PR-M | New | 0.79% | +0.79 |
| CMI Cummins Inc. | Add +2719.7% | 0.83% | +0.77 |
| JNJ Johnson & Johnson | Add +1030.2% | 0.94% | +0.75 |
| PH Parker Hannifin Corp. | Add +2642.8% | 0.79% | +0.74 |
| ANET Arista Networks Inc. | New | 0.73% | +0.73 |
| VYM Vanguard High DVD Yield ETF | Add +2178.2% | 0.77% | +0.69 |
| RSG Republic Services Inc. | Add +2744.7% | 0.75% | +0.68 |
| CVLT Commvault Systems Inc. | Add +2215.4% | 0.74% | +0.68 |
| HD Home Depot Inc. | Add +3052.2% | 0.72% | +0.67 |
| ADP Automatic Data Processing | Add +2959.0% | 0.73% | +0.67 |
| MP MP Materials Corp. | Add +2053.3% | 0.69% | +0.66 |
| TSM Taiwan Semiconductor-SP ADR | Add +798.6% | 0.77% | +0.64 |
| WMT Walmart Inc. | Add +872.3% | 0.82% | +0.64 |
| EFX Equifax Inc. | New | 0.63% | +0.63 |
| SNPS Synopsys Inc. | Add +3105.7% | 0.68% | +0.63 |
| ROST Ross Stores Inc. | Add +2701.1% | 0.68% | +0.63 |
| SIEGY Siemens AG-Spons ADR | New | 0.63% | +0.63 |
| SYK Stryker Corp. | Add +2726.3% | 0.69% | +0.62 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1216.8% | 0.74% | +0.62 |
| DAL Delta Air Lines Inc. | Add +2552.4% | 0.64% | +0.60 |
| MCD McDonald's Corp. | Add +44175.0% | 0.60% | +0.59 |
| LLY Eli Lilly & Co. | Add +3385.1% | 0.63% | +0.58 |
| PVH PVH Corp. | New | 0.58% | +0.58 |
| YUM Yum! Brands Inc. | Add +2351.0% | 0.64% | +0.58 |
| MRVL Marvell Technology Inc. | Add +2301.2% | 0.61% | +0.57 |
| CRS Carpenter Technology | Add +475.3% | 0.85% | +0.56 |
| KO The Coca-Cola Co. | Add +45342.2% | 0.56% | +0.55 |
| COR Cencora Inc. | New | 0.54% | +0.54 |
| QCOM Qualcomm Inc. | Add +1099.1% | 0.66% | +0.54 |
| BWA Borgwarner Inc. | Add +1977.3% | 0.58% | +0.54 |
| ATR Aptargroup Inc. | New | 0.53% | +0.53 |
| ADSK Autodesk Inc. | Add +3951.6% | 0.55% | +0.52 |
| LRCX Lam Research Corp. | Add +3169.4% | 0.52% | +0.50 |
| TMO Thermo Fisher Scientific Inc. | Add +2695.5% | 0.54% | +0.49 |
| CSX CSX Corp. | New | 0.49% | +0.49 |
| CVS CVS Health Corp. | Add +1923.9% | 0.53% | +0.47 |
| APD Air Products & Chemicals Inc. | Add +2537.2% | 0.52% | +0.46 |
| BDX Becton Dickinson and Co. | Add +1130.0% | 0.61% | +0.46 |
| AVY Avery Dennison Corp. | Add +3188.7% | 0.49% | +0.45 |
| MKC McCormick & Co.-Non VTG SHRS | Add +3178.6% | 0.49% | +0.44 |
Notes & Other Activity Q2 2025 → Q3 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 29 | $739 |
| MPWR Monolithic Power Systems Inc. | COM | New | 0 | $85 |
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 |