Strengthening Families & Communities, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Strengthening Families & Communities, LLC reported 401 stock positions worth $280.6 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Vanguard Info Tech ETF (VGT, 4.9%). Compared with Q3 2025, it opened 85 new positions, sold out of 403, added to 149 and reduced 90. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale an exit from Fidelity MSCI Health Care (FHLC).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001921196
- Portfolio Value
- $280.6M (Q4 2025)
- SEC Filing
- 0001921196-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 401 stocks · $280.6M
| AAPL Apple Inc. | 7.51% | 77,537 | $21.1M | Add +4.1% |
| NVDA Nvidia Corp. | 5.93% | 89,275 | $16.6M | Add +8.6% |
| VGT Vanguard Info Tech ETF | 4.86% | 18,099 | $13.6M | Add +6.8% |
| AMZN Amazon.com Inc. | 4.44% | 53,971 | $12.5M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 4.38% | 39,305 | $12.3M | Reduce -0.7% |
| VCR Vanguard Consumer Discre ETF | 4.15% | 29,572 | $11.6M | Add +2.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.74% | 17,062 | $10.5M | Reduce -6.1% |
| GOOG Alphabet Inc. Class C | 3.26% | 29,194 | $9.2M | Add +4.6% |
| VAW Vanguard Materials ETF | 3.25% | 43,884 | $9.1M | Add +3.0% |
| AVGO Broadcom Inc. | 3.05% | 24,761 | $8.6M | Add +14.5% |
| VIS Vanguard Industrials ETF | 2.91% | 27,375 | $8.2M | Add +0.2% |
| VDE Vanguard Energy ETF | 1.90% | 42,323 | $5.3M | Add +8.7% |
| MA Mastercard Inc. Class A | 1.86% | 9,138 | $5.2M | Add +7.6% |
| VDC Vanguard Consumer Staple ETF | 1.84% | 24,409 | $5.2M | Add +1.9% |
| MRK Merck & Co. Inc. | 1.79% | 47,767 | $5.0M | Add +12.0% |
| XOM Exxon Mobil Corp. | 1.59% | 37,160 | $4.5M | Add +10.4% |
| MMM 3M Co. | 1.51% | 26,399 | $4.2M | Add +4.4% |
| SCCO Southern Copper Corp. | 1.48% | 28,921 | $4.1M | Add +2.1% |
| VPU Vanguard Utilities ETF | 1.20% | 18,256 | $3.4M | Add +8.0% |
| ANET Arista Networks Inc. | 1.14% | 24,507 | $3.2M | Add +8.2% |
| CTVA Corteva Inc. | 1.10% | 46,017 | $3.1M | Add +3.7% |
| TSLA Tesla Inc. | 1.09% | 6,825 | $3.1M | Reduce -6.3% |
| CSCO Cisco Systems Inc. | 1.09% | 39,760 | $3.1M | Add +4.0% |
| STE Steris PLC | 1.06% | 11,745 | $3.0M | Add +3.4% |
| BR Broadridge Financial Solutio | 1.06% | 13,341 | $3.0M | Add +3.3% |
| ADP Automatic Data Processing | 1.06% | 11,564 | $3.0M | Add +3.3% |
| ASML ASML Holding NV-NY Reg SHS | 1.06% | 2,775 | $3.0M | Add +2.9% |
| PLD Prologis Inc. | 1.05% | 23,126 | $3.0M | Add +8.9% |
| XYL Xylem Inc. | 1.03% | 21,270 | $2.9M | Add +3.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.01% | 42,295 | $2.8M | Add +2.5% |
| BDX Becton Dickinson and Co. | 1.01% | 14,583 | $2.8M | Add +2.4% |
| BWA Borgwarner Inc. | 1.00% | 62,279 | $2.8M | Add +3.6% |
| DFEM Dimensional Emrg MRKT Core | 0.99% | 84,352 | $2.8M | Add +6.6% |
| MDT Medtronic PLC | 0.96% | 27,978 | $2.7M | Add +7.6% |
| COR Cencora Inc. | 0.93% | 7,690 | $2.6M | Reduce -3.2% |
| AVY Avery Dennison Corp. | 0.92% | 14,125 | $2.6M | Add +5.3% |
| CAH Cardinal Health Inc. | 0.88% | 12,059 | $2.5M | Add +26.4% |
| ADSK Autodesk Inc. | 0.83% | 7,837 | $2.3M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.82% | 8,571 | $2.3M | Add +5.1% |
| AMAT Applied Materials Inc. | 0.82% | 8,923 | $2.3M | Add +38.4% |
| ATR Aptargroup Inc. | 0.82% | 18,756 | $2.3M | Add +5.8% |
| FCX Freeport-McMoran Inc. | 0.80% | 43,947 | $2.2M | Add +2.9% |
| APD Air Products & Chemicals Inc. | 0.78% | 8,895 | $2.2M | Add +4.4% |
| TT Trane Technologies PLC | 0.76% | 5,461 | $2.1M | Add +13.8% |
| COP Conocophillips | 0.68% | 20,324 | $1.9M | Add +7.9% |
| CRM Salesforce Inc. | 0.66% | 7,016 | $1.9M | Add +3.1% |
| SPGI S&P Global Inc. | 0.62% | 3,307 | $1.7M | Add +12.6% |
| ADBE Adobe Inc. | 0.61% | 4,916 | $1.7M | Add +4.9% |
| UBER Uber Technologies Inc. | 0.59% | 20,386 | $1.7M | Add +0.4% |
| BE Bloom Energy Corp. Class A | 0.52% | 16,667 | $1.4M | Add +29.6% |
| IR Ingersoll-Rand Inc. | 0.50% | 17,625 | $1.4M | Reduce -1.7% |
| G Genpact Ltd. | 0.44% | 26,226 | $1.2M | Reduce -2.3% |
| NI Nisource Inc. | 0.41% | 27,489 | $1.1M | Reduce -0.1% |
| FANG Diamondback Energy Inc. | 0.39% | 7,254 | $1.1M | Add +40.5% |
| ABT Abbott Laboratories | 0.39% | 8,689 | $1.1M | Reduce -1.3% |
| GTLB Gitlab Inc. Class A | 0.39% | 28,984 | $1.1M | Reduce -1.1% |
| NFLX Netflix Inc. | 0.36% | 10,815 | $1.0M | Reduce -8.6% |
| COST Costco Wholesale Corp. | 0.36% | 1,167 | $1.0M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.35% | 1,498 | $989K | Add +5.7% |
| TEAM Atlassian Corp. Class A | 0.34% | 5,922 | $960K | Reduce -2.7% |
| TTE Totalenergies SE | 0.33% | 14,288 | $935K | Reduce -30.2% |
| ICE Intercontinental Exchange Inc. | 0.32% | 5,572 | $902K | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 0.31% | 1,004 | $883K | Reduce -4.9% |
| AMD Advanced Micro Devices | 0.31% | 4,002 | $857K | Reduce -3.6% |
| AN Autonation Inc. | 0.26% | 3,564 | $736K | Reduce -3.4% |
| SMH Vaneck Semiconductor ETF | 0.24% | 1,856 | $668K | Add +3.6% |
| BALL Ball Corp. | 0.23% | 12,118 | $642K | Reduce -1.0% |
| V Visa Inc. Class A | 0.21% | 1,656 | $581K | Add +53.8% |
| CRWV Coreweave Inc. Class A | 0.21% | 8,074 | $578K | Add +109.4% |
| SHOP Shopify Inc. Class A | 0.18% | 3,099 | $499K | Reduce -21.5% |
| SLV iShares Silver Trust | 0.17% | 7,285 | $469K | Add +237.0% |
| LOGI Logitech International-Reg | 0.16% | 4,546 | $456K | Reduce -5.6% |
| GLD SPDR Gold Shares | 0.16% | 1,101 | $436K | Reduce -31.6% |
| RTX RTX Corp. | 0.15% | 2,339 | $429K | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 594 | $405K | Add +4.2% |
| HCA HCA Healthcare Inc. | 0.13% | 763 | $356K | Add +9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 702 | $353K | Add +23.6% |
| ISRG Intuitive Surgical Inc. | 0.12% | 613 | $347K | No change |
| FTNT Fortinet Inc. | 0.12% | 4,353 | $346K | Add +1.1% |
| IDXX Idexx Laboratories Inc. | 0.12% | 502 | $340K | No change |
| TWLO Twilio Inc. Class A | 0.11% | 2,246 | $319K | No change |
| HLAL Wahed Ftse USA Shariah ETF | 0.11% | 5,056 | $314K | Add +32.8% |
| NEE Nextera Energy Inc. | 0.11% | 3,779 | $303K | Reduce -6.5% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.10% | 4,330 | $284K | New |
| UMMA Wahed Dow Jones Islamic WRLD | 0.09% | 8,227 | $244K | Add +48.4% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 1,139 | $226K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.08% | 2,202 | $219K | Add +2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 1,220 | $217K | Add +10.9% |
| BKNG Booking Holdings Inc. | 0.07% | 39 | $209K | No change |
| VOX Vanguard Communication Servi | 0.07% | 1,023 | $198K | Add +435.6% |
| NBIS Nebius Group NV | 0.07% | 2,283 | $191K | New |
| SPWO SP Funds S&P World Ex-US ETF | 0.07% | 6,955 | $190K | Add +243.6% |
| DDOG Datadog Inc. Class A | 0.07% | 1,370 | $186K | Add +14.2% |
| CARR Carrier Global Corp. | 0.07% | 3,470 | $183K | Add +1.9% |
| VLO Valero Energy Corp. | 0.06% | 1,093 | $178K | Add +1.9% |
| PTC PTC Inc. | 0.06% | 1,000 | $174K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.06% | 1,941 | $167K | No change |
| ORCL Oracle Corp. | 0.06% | 831 | $162K | Add +15.1% |
| SPTE SP Funds S&P Global Tech ETF | 0.05% | 4,211 | $148K | Add +319.0% |
| RWR SS SPDR Dow Jones REIT ETF | 0.05% | 1,493 | $147K | Add +1.1% |
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: $280.6M.
Portfolio Sells Q3 2025 → Q4 2025
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −2.44 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −1.98 |
| IYZ iShares US Telecommunication | Sold out | 0.00% | −1.85 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.85 |
| SPUS SP Funds S&P Sharia Indu Exc | Sold out | 0.00% | −1.41 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −1.22 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.94 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.86 |
| CRS Carpenter Technology | Sold out | 0.00% | −0.85 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.83 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.82 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.79 |
| ZIPTMX Jones Lang Lasalle Inc. PR-M | Sold out | 0.00% | −0.79 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.77 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.77 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.75 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −0.74 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.74 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.72 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.69 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.69 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.68 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.68 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.66 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.64 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.64 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.63 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.63 |
| SIEGY Siemens AG-Spons ADR | Sold out | 0.00% | −0.63 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.61 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.60 |
| PVH PVH Corp. | Sold out | 0.00% | −0.58 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.56 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.56 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.56 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.54 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.54 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.53 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.52 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.51 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.49 |
| CSX CSX Corp. | Sold out | 0.00% | −0.49 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.46 |
| OC Owens Corning | Sold out | 0.00% | −0.43 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.41 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.38 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.38 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.36 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.35 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.33 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +4.1% | 7.51% | +3.33 |
| NVDA Nvidia Corp. | Add +8.6% | 5.93% | +2.55 |
| VGT Vanguard Info Tech ETF | Add +6.8% | 4.86% | +2.09 |
| AMZN Amazon.com Inc. | Add +3.3% | 4.44% | +1.91 |
| GOOG Alphabet Inc. Class C | Add +4.6% | 3.26% | +1.81 |
| VCR Vanguard Consumer Discre ETF | Add +2.8% | 4.15% | +1.64 |
| AVGO Broadcom Inc. | Add +14.5% | 3.05% | +1.52 |
| VAW Vanguard Materials ETF | Add +3.0% | 3.25% | +1.30 |
| VIS Vanguard Industrials ETF | Add +0.2% | 2.91% | +1.12 |
| MRK Merck & Co. Inc. | Add +12.0% | 1.79% | +0.98 |
| VDE Vanguard Energy ETF | Add +8.7% | 1.90% | +0.81 |
| MA Mastercard Inc. Class A | Add +7.6% | 1.86% | +0.79 |
| XOM Exxon Mobil Corp. | Add +10.4% | 1.59% | +0.75 |
| SCCO Southern Copper Corp. | Add +2.1% | 1.48% | +0.72 |
| VDC Vanguard Consumer Staple ETF | Add +1.9% | 1.84% | +0.70 |
| MMM 3M Co. | Add +4.4% | 1.51% | +0.65 |
| CAH Cardinal Health Inc. | Add +26.4% | 0.88% | +0.55 |
| CSCO Cisco Systems Inc. | Add +4.0% | 1.09% | +0.53 |
| AMAT Applied Materials Inc. | Add +38.4% | 0.82% | +0.52 |
| PLD Prologis Inc. | Add +8.9% | 1.05% | +0.51 |
| VPU Vanguard Utilities ETF | Add +8.0% | 1.20% | +0.50 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.9% | 1.06% | +0.48 |
| STE Steris PLC | Add +3.4% | 1.06% | +0.44 |
| CTVA Corteva Inc. | Add +3.7% | 1.10% | +0.44 |
| DFEM Dimensional Emrg MRKT Core | Add +6.6% | 0.99% | +0.43 |
| AVY Avery Dennison Corp. | Add +5.3% | 0.92% | +0.43 |
| BWA Borgwarner Inc. | Add +3.6% | 1.00% | +0.42 |
| FCX Freeport-McMoran Inc. | Add +2.9% | 0.80% | +0.42 |
| MDT Medtronic PLC | Add +7.6% | 0.96% | +0.41 |
| ANET Arista Networks Inc. | Add +8.2% | 1.14% | +0.41 |
| BDX Becton Dickinson and Co. | Add +2.4% | 1.01% | +0.40 |
| BR Broadridge Financial Solutio | Add +3.3% | 1.06% | +0.38 |
| ACN Accenture PLC Class A | Add +5.1% | 0.82% | +0.37 |
| XYL Xylem Inc. | Add +3.7% | 1.03% | +0.36 |
| ADP Automatic Data Processing | Add +3.3% | 1.06% | +0.33 |
| TT Trane Technologies PLC | Add +13.8% | 0.76% | +0.31 |
| CRM Salesforce Inc. | Add +3.1% | 0.66% | +0.30 |
| SPGI S&P Global Inc. | Add +12.6% | 0.62% | +0.30 |
| ATR Aptargroup Inc. | Add +5.8% | 0.82% | +0.29 |
| COP Conocophillips | Add +7.9% | 0.68% | +0.28 |
| BE Bloom Energy Corp. Class A | Add +29.6% | 0.52% | +0.27 |
| APD Air Products & Chemicals Inc. | Add +4.4% | 0.78% | +0.27 |
| ADBE Adobe Inc. | Add +4.9% | 0.61% | +0.25 |
| P Everpure Inc. Class A | Add +2.5% | 1.01% | +0.24 |
| FANG Diamondback Energy Inc. | Add +40.5% | 0.39% | +0.22 |
| SLV iShares Silver Trust | Add +237.0% | 0.17% | +0.15 |
| UBER Uber Technologies Inc. | Add +0.4% | 0.59% | +0.15 |
| SMH Vaneck Semiconductor ETF | Add +3.6% | 0.24% | +0.13 |
| V Visa Inc. Class A | Add +53.8% | 0.21% | +0.13 |
| META Meta Platforms Inc. Class A | Add +5.7% | 0.35% | +0.12 |
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 29 | $739before exit |
| MPWR Monolithic Power Systems Inc. | COM | Sold out | 0 | $85before exit |
| IBKR Interactive Brokers Gro Class A | COM CL A | Sold out | 0 | $1before 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 |