Strengthening Families & Communities, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Strengthening Families & Communities, LLC reported 586 stock positions worth $400.8 million. Its top holding was Apple (AAPL) at 3.5% of the portfolio, followed by SP Funds S&P Sharia Indu Exc (SPUS, 3.2%) and Nvidia (NVDA, 3.1%). Compared with Q4 2025, it opened 280 new positions, sold out of 95, added to 60 and reduced 152. The biggest buy was a new position in SP Funds S&P Sharia Indu Exc (SPUS) and the biggest sale Apple (AAPL, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001921196
- Portfolio Value
- $400.8M (Q1 2026)
- SEC Filing
- 0001921196-26-000003 ↗ filed May 11, 2026
Holdings Value
Holdings 586 stocks · $400.8M
| AAPL Apple Inc. | 3.51% | 55,378 | $14.1M | Reduce -28.6% |
| SPUS SP Funds S&P Sharia Indu Exc | 3.20% | 266,378 | $12.8M | New |
| NVDA Nvidia Corp. | 3.12% | 71,798 | $12.5M | Reduce -19.6% |
| FHLC Fidelity MSCI Health Care | 2.75% | 156,622 | $11.0M | New |
| VGT Vanguard Info Tech ETF | 2.57% | 14,759 | $10.3M | Reduce -18.4% |
| VCR Vanguard Consumer Discre ETF | 2.48% | 27,656 | $9.9M | Reduce -6.5% |
| VAW Vanguard Materials ETF | 2.34% | 41,618 | $9.4M | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.31% | 16,030 | $9.3M | Reduce -6.0% |
| VIS Vanguard Industrials ETF | 2.01% | 25,831 | $8.1M | Reduce -5.6% |
| VOO Vanguard S&P 500 ETF | 1.95% | 13,066 | $7.8M | New |
| AMZN Amazon.com Inc. | 1.94% | 37,348 | $7.8M | Reduce -30.8% |
| VDE Vanguard Energy ETF | 1.74% | 40,291 | $7.0M | Reduce -4.8% |
| GOOG Alphabet Inc. Class C | 1.56% | 21,863 | $6.3M | Reduce -25.1% |
| GOOGL Alphabet Inc. Class A | 1.51% | 21,078 | $6.1M | Reduce -46.4% |
| AVGO Broadcom Inc. | 1.51% | 19,551 | $6.1M | Reduce -21.0% |
| XOM Exxon Mobil Corp. | 1.37% | 32,418 | $5.5M | Reduce -12.8% |
| CRS Carpenter Technology | 1.32% | 13,456 | $5.3M | New |
| VDC Vanguard Consumer Staple ETF | 1.32% | 23,528 | $5.3M | Reduce -3.6% |
| JNJ Johnson & Johnson | 1.28% | 20,919 | $5.1M | New |
| MRK Merck & Co. Inc. | 1.19% | 39,683 | $4.8M | Reduce -16.9% |
| MSFT Microsoft Corp. | 1.16% | 12,599 | $4.7M | New |
| NEM Newmont Corp. | 1.13% | 41,905 | $4.5M | New |
| SCCO Southern Copper Corp. | 1.12% | 25,997 | $4.5M | Reduce -10.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.10% | 18,265 | $4.4M | New |
| CMI Cummins Inc. | 1.08% | 8,066 | $4.3M | New |
| WMT Walmart Inc. | 1.01% | 32,524 | $4.0M | New |
| ROST Ross Stores Inc. | 1.01% | 18,636 | $4.0M | New |
| MA Mastercard Inc. Class A | 0.98% | 7,892 | $3.9M | Reduce -13.6% |
| LRCX Lam Research Corp. | 0.96% | 18,075 | $3.9M | New |
| PH Parker Hannifin Corp. | 0.95% | 4,233 | $3.8M | New |
| VPU Vanguard Utilities ETF | 0.91% | 18,490 | $3.7M | Add +1.3% |
| CTVA Corteva Inc. | 0.89% | 42,379 | $3.5M | Reduce -7.9% |
| ZIPTMX Jones Lang Lasalle Inc. PR-M | 0.86% | 308,162 | $3.5M | New |
| DFEM Dimensional Emrg MRKT Core | 0.83% | 96,688 | $3.3M | Add +14.6% |
| MMM 3M Co. | 0.82% | 22,663 | $3.3M | Reduce -14.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.81% | 2,460 | $3.2M | Reduce -11.3% |
| DAL Delta Air Lines Inc. | 0.80% | 47,929 | $3.2M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.78% | 9,247 | $3.1M | New |
| LLY Eli Lilly & Co. | 0.78% | 3,396 | $3.1M | New |
| MRVL Marvell Technology Inc. | 0.77% | 31,328 | $3.1M | New |
| BWA Borgwarner Inc. | 0.77% | 56,877 | $3.1M | Reduce -8.7% |
| EMN Eastman Chemical Co. | 0.74% | 38,705 | $3.0M | New |
| RSG Republic Services Inc. | 0.74% | 13,473 | $3.0M | New |
| YUM Yum! Brands Inc. | 0.70% | 18,118 | $2.8M | New |
| CSCO Cisco Systems Inc. | 0.69% | 35,605 | $2.8M | Reduce -10.4% |
| KO The Coca-Cola Co. | 0.67% | 35,311 | $2.7M | New |
| PLD Prologis Inc. | 0.66% | 19,905 | $2.6M | Reduce -13.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 9,156 | $2.6M | New |
| CSX CSX Corp. | 0.65% | 63,822 | $2.6M | New |
| HWM Howmet Aerospace Inc. | 0.65% | 11,218 | $2.6M | New |
| SYK Stryker Corp. | 0.63% | 7,698 | $2.5M | New |
| SIEGY Siemens AG-Spons ADR | 0.62% | 21,009 | $2.5M | New |
| TSLA Tesla Inc. | 0.61% | 6,627 | $2.5M | Reduce -2.9% |
| MCD McDonald's Corp. | 0.61% | 7,865 | $2.4M | New |
| COP Conocophillips | 0.60% | 18,372 | $2.4M | Reduce -9.6% |
| APD Air Products & Chemicals Inc. | 0.59% | 8,176 | $2.4M | Reduce -8.1% |
| FCX Freeport-McMoran Inc. | 0.59% | 40,349 | $2.4M | Reduce -8.2% |
| STE Steris PLC | 0.59% | 10,713 | $2.4M | Reduce -8.8% |
| HD Home Depot Inc. | 0.58% | 7,096 | $2.3M | New |
| COR Cencora Inc. | 0.58% | 7,402 | $2.3M | Reduce -3.8% |
| P Everpure Inc. Class A | 0.57% | 38,983 | $2.3M | Reduce -7.8% |
| XYL Xylem Inc. | 0.57% | 19,006 | $2.3M | Reduce -10.6% |
| BDX Becton Dickinson and Co. | 0.56% | 14,401 | $2.3M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 4,606 | $2.3M | New |
| ATR Aptargroup Inc. | 0.56% | 17,854 | $2.2M | Reduce -4.8% |
| MP MP Materials Corp. | 0.55% | 45,947 | $2.2M | New |
| SNPS Synopsys Inc. | 0.55% | 5,562 | $2.2M | New |
| CVS CVS Health Corp. | 0.54% | 30,206 | $2.2M | New |
| MDT Medtronic PLC | 0.54% | 24,983 | $2.2M | Reduce -10.7% |
| PG The Procter & Gamble Co. | 0.54% | 14,941 | $2.2M | New |
| ANET Arista Networks Inc. | 0.54% | 17,509 | $2.1M | Reduce -28.6% |
| QCOM Qualcomm Inc. | 0.53% | 16,568 | $2.1M | New |
| PVH PVH Corp. | 0.52% | 29,888 | $2.1M | New |
| ADP Automatic Data Processing | 0.50% | 9,916 | $2.0M | Reduce -14.3% |
| BR Broadridge Financial Solutio | 0.50% | 12,327 | $2.0M | Reduce -7.6% |
| AMAT Applied Materials Inc. | 0.50% | 5,831 | $2.0M | Reduce -34.6% |
| CAH Cardinal Health Inc. | 0.48% | 9,198 | $1.9M | Reduce -23.7% |
| EFX Equifax Inc. | 0.48% | 10,586 | $1.9M | New |
| TT Trane Technologies PLC | 0.45% | 4,343 | $1.8M | Reduce -20.5% |
| ADSK Autodesk Inc. | 0.45% | 7,528 | $1.8M | Reduce -3.9% |
| GWW WW Grainger Inc. | 0.45% | 1,645 | $1.8M | New |
| HAS Hasbro Inc. | 0.44% | 18,650 | $1.7M | New |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.42% | 10,777 | $1.7M | New |
| BE Bloom Energy Corp. Class A | 0.42% | 12,570 | $1.7M | Reduce -24.6% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.42% | 23,202 | $1.7M | New |
| MSI Motorola Solutions Inc. | 0.41% | 3,824 | $1.7M | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.41% | 32,359 | $1.6M | New |
| UPS United Parcel Service Class B | 0.41% | 16,587 | $1.6M | New |
| ACN Accenture PLC Class A | 0.39% | 7,826 | $1.6M | Reduce -8.7% |
| OC Owens Corning | 0.39% | 14,301 | $1.5M | New |
| TTE Totalenergies SE | 0.36% | 15,822 | $1.4M | Add +10.7% |
| EBAY eBay Inc. | 0.36% | 15,673 | $1.4M | New |
| CTSH Cognizant Tech Solutions-A | 0.36% | 23,202 | $1.4M | New |
| UBER Uber Technologies Inc. | 0.34% | 18,912 | $1.4M | Reduce -7.2% |
| PEP Pepsico Inc. | 0.34% | 8,666 | $1.3M | New |
| CVLT Commvault Systems Inc. | 0.33% | 16,863 | $1.3M | New |
| IAU iShares Gold Trust | 0.32% | 14,457 | $1.3M | New |
| IR Ingersoll-Rand Inc. | 0.32% | 15,832 | $1.3M | Reduce -10.2% |
| BSX Boston Scientific Corp. | 0.32% | 20,159 | $1.3M | New |
| NI Nisource Inc. | 0.31% | 26,651 | $1.2M | Reduce -3.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 29 | $1K | New |
Lines left out (2) · $8 — a value with no share or principal amount
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: $400.8M.
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -28.6% | 3.51% | −4.01 |
| GOOGL Alphabet Inc. Class A | Reduce -46.4% | 1.51% | −2.87 |
| NVDA Nvidia Corp. | Reduce -19.6% | 3.12% | −2.81 |
| AMZN Amazon.com Inc. | Reduce -30.8% | 1.94% | −2.50 |
| VGT Vanguard Info Tech ETF | Reduce -18.4% | 2.57% | −2.29 |
| GOOG Alphabet Inc. Class C | Reduce -25.1% | 1.56% | −1.70 |
| VCR Vanguard Consumer Discre ETF | Reduce -6.5% | 2.48% | −1.67 |
| AVGO Broadcom Inc. | Reduce -21.0% | 1.51% | −1.54 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.0% | 2.31% | −1.43 |
| VAW Vanguard Materials ETF | Reduce -5.2% | 2.34% | −0.91 |
| AVY Avery Dennison Corp. | Reduce -97.6% | 0.01% | −0.90 |
| VIS Vanguard Industrials ETF | Reduce -5.6% | 2.01% | −0.90 |
| MA Mastercard Inc. Class A | Reduce -13.6% | 0.98% | −0.88 |
| MMM 3M Co. | Reduce -14.2% | 0.82% | −0.69 |
| ANET Arista Networks Inc. | Reduce -28.6% | 0.54% | −0.61 |
| MRK Merck & Co. Inc. | Reduce -16.9% | 1.19% | −0.60 |
| BR Broadridge Financial Solutio | Reduce -7.6% | 0.50% | −0.56 |
| ADP Automatic Data Processing | Reduce -14.3% | 0.50% | −0.56 |
| VDC Vanguard Consumer Staple ETF | Reduce -3.6% | 1.32% | −0.52 |
| TSLA Tesla Inc. | Reduce -2.9% | 0.61% | −0.48 |
| STE Steris PLC | Reduce -8.8% | 0.59% | −0.47 |
| XYL Xylem Inc. | Reduce -10.6% | 0.57% | −0.47 |
| BDX Becton Dickinson and Co. | Reduce -1.3% | 0.56% | −0.44 |
| P Everpure Inc. Class A | Reduce -7.8% | 0.57% | −0.44 |
| ACN Accenture PLC Class A | Reduce -8.7% | 0.39% | −0.43 |
| CRM Salesforce Inc. | Reduce -25.2% | 0.24% | −0.42 |
| MDT Medtronic PLC | Reduce -10.7% | 0.54% | −0.42 |
| CSCO Cisco Systems Inc. | Reduce -10.4% | 0.69% | −0.40 |
| CAH Cardinal Health Inc. | Reduce -23.7% | 0.48% | −0.40 |
| PLD Prologis Inc. | Reduce -13.9% | 0.66% | −0.40 |
| ADSK Autodesk Inc. | Reduce -3.9% | 0.45% | −0.38 |
| ADBE Adobe Inc. | Reduce -18.3% | 0.24% | −0.37 |
| SCCO Southern Copper Corp. | Reduce -10.1% | 1.12% | −0.36 |
| COR Cencora Inc. | Reduce -3.8% | 0.58% | −0.35 |
| AMAT Applied Materials Inc. | Reduce -34.6% | 0.50% | −0.32 |
| SPGI S&P Global Inc. | Reduce -15.5% | 0.30% | −0.32 |
| COST Costco Wholesale Corp. | Reduce -86.3% | 0.04% | −0.32 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.31 |
| TT Trane Technologies PLC | Reduce -20.5% | 0.45% | −0.31 |
| UBER Uber Technologies Inc. | Reduce -7.2% | 0.34% | −0.25 |
| ATR Aptargroup Inc. | Reduce -4.8% | 0.56% | −0.25 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.3% | 0.81% | −0.25 |
| TEAM Atlassian Corp. Class A | Reduce -4.0% | 0.10% | −0.25 |
| GTLB Gitlab Inc. Class A | Reduce -3.1% | 0.15% | −0.24 |
| SMH Vaneck Semiconductor ETF | Reduce -96.4% | 0.01% | −0.23 |
| BWA Borgwarner Inc. | Reduce -8.7% | 0.77% | −0.23 |
| AMD Advanced Micro Devices | Reduce -58.6% | 0.08% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -12.8% | 1.37% | −0.22 |
| CTVA Corteva Inc. | Reduce -7.9% | 0.89% | −0.21 |
| NFLX Netflix Inc. | Reduce -40.1% | 0.16% | −0.21 |
Portfolio Buys Q4 2025 → Q1 2026
| SPUS SP Funds S&P Sharia Indu Exc | New | 3.20% | +3.20 |
| FHLC Fidelity MSCI Health Care | New | 2.75% | +2.75 |
| VOO Vanguard S&P 500 ETF | New | 1.95% | +1.95 |
| CRS Carpenter Technology | New | 1.32% | +1.32 |
| JNJ Johnson & Johnson | New | 1.28% | +1.28 |
| MSFT Microsoft Corp. | New | 1.16% | +1.16 |
| NEM Newmont Corp. | New | 1.13% | +1.13 |
| IBM Intl Business Machines Corp. | New | 1.10% | +1.10 |
| CMI Cummins Inc. | New | 1.08% | +1.08 |
| WMT Walmart Inc. | New | 1.01% | +1.01 |
| ROST Ross Stores Inc. | New | 1.01% | +1.01 |
| LRCX Lam Research Corp. | New | 0.96% | +0.96 |
| PH Parker Hannifin Corp. | New | 0.95% | +0.95 |
| ZIPTMX Jones Lang Lasalle Inc. PR-M | New | 0.86% | +0.86 |
| DAL Delta Air Lines Inc. | New | 0.80% | +0.80 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.78% | +0.78 |
| LLY Eli Lilly & Co. | New | 0.78% | +0.78 |
| MRVL Marvell Technology Inc. | New | 0.77% | +0.77 |
| EMN Eastman Chemical Co. | New | 0.74% | +0.74 |
| RSG Republic Services Inc. | New | 0.74% | +0.74 |
| YUM Yum! Brands Inc. | New | 0.70% | +0.70 |
| KO The Coca-Cola Co. | New | 0.67% | +0.67 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.66% | +0.66 |
| CSX CSX Corp. | New | 0.65% | +0.65 |
| HWM Howmet Aerospace Inc. | New | 0.65% | +0.65 |
| SYK Stryker Corp. | New | 0.63% | +0.63 |
| SIEGY Siemens AG-Spons ADR | New | 0.62% | +0.62 |
| MCD McDonald's Corp. | New | 0.61% | +0.61 |
| HD Home Depot Inc. | New | 0.58% | +0.58 |
| TMO Thermo Fisher Scientific Inc. | New | 0.56% | +0.56 |
| MP MP Materials Corp. | New | 0.55% | +0.55 |
| SNPS Synopsys Inc. | New | 0.55% | +0.55 |
| CVS CVS Health Corp. | New | 0.54% | +0.54 |
| PG The Procter & Gamble Co. | New | 0.54% | +0.54 |
| QCOM Qualcomm Inc. | New | 0.53% | +0.53 |
| PVH PVH Corp. | New | 0.52% | +0.52 |
| EFX Equifax Inc. | New | 0.48% | +0.48 |
| GWW WW Grainger Inc. | New | 0.45% | +0.45 |
| HAS Hasbro Inc. | New | 0.44% | +0.44 |
| JKHY Jack Henry & Associates Inc. | New | 0.42% | +0.42 |
| IFF Intl Flavors & Fragrances | New | 0.42% | +0.42 |
| MSI Motorola Solutions Inc. | New | 0.41% | +0.41 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.41% | +0.41 |
| UPS United Parcel Service Class B | New | 0.41% | +0.41 |
| OC Owens Corning | New | 0.39% | +0.39 |
| EBAY eBay Inc. | New | 0.36% | +0.36 |
| CTSH Cognizant Tech Solutions-A | New | 0.36% | +0.36 |
| PEP Pepsico Inc. | New | 0.34% | +0.34 |
| CVLT Commvault Systems Inc. | New | 0.33% | +0.33 |
| IAU iShares Gold Trust | New | 0.32% | +0.32 |
Notes & Other Activity Q4 2025 → Q1 2026
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 |