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Strengthening Families & Communities, LLC 13F holdings
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Strengthening Families & Communities, LLC 13F holdings

Strengthening Families & Communities, LLC reported 794 positions with a total reported value of $449.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: VANGUARD SECTOR INDEX FDS (13.2%), AAPL APPLE INC (3.6%), TIDAL TRUST I (3.4%), GOOGL ALPHABET INC (3.3%), NVDA NVIDIA CORP (3.2%). Against 2026-03-31 it opened 268 new positions and exited 19. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 794 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
VANGUARD SECTOR INDEX FDS296,775$59.3M13.2%
AAPL APPLE INC56,117$16.2M3.6%
TIDAL TRUST I276,966$15.4M3.4%
GOOGL ALPHABET INC41,794$14.8M3.3%
NVDA NVIDIA CORP71,576$14.3M3.2%
FIDELITY MSCI HEALTH CARE159,326$12.3M2.7%
QQQ INVESCO QQQ TR15,628$11.5M2.6%
MRVL MARVELL TECHNOLOGY INC31,029$9.2M2.1%
VANGUARD S&P 500 ETF13,049$9.0M2.0%
AMZN AMAZON.COM INC37,143$8.9M2.0%
CRS CARPENTER TECHNOLOGY CORP13,531$8.3M1.9%
LRCX LAM RESEARCH CORPORATION16,351$7.1M1.6%
AVGO BROADCOM INC17,527$6.6M1.5%
CMI CUMMINS INC8,037$5.7M1.3%
JNJ JOHNSON & JOHNSON21,481$5.5M1.2%
MRK MERCK & CO INC41,350$5.3M1.2%
IBM INTERNATIONAL BUSINESS18,651$5.2M1.2%
ASML ASML HOLDING N V2,440$4.9M1.1%
MSFT MICROSOFT CORP12,461$4.6M1.0%
SCCO SOUTHERN COPPER CORPORATION26,045$4.5M1.0%
TSM TAIWAN SEMICONDUCTOR MFG CO9,499$4.5M1.0%
XOM EXXON MOBIL CORP33,079$4.5M1.0%
APPLIED MATERIALS INC5,959$4.3M1.0%
CSCO CISCO SYSTEMS INC36,261$4.3M0.9%
VANGUARD INDEX FUNDS42,002$4.1M0.9%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 268 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
VRT VERTIV HOLDINGS LLC8,422$2.8M0.6%
RKLB ROCKET LAB CORPORATION17,153$1.7M0.4%
SPCX SPACE EXPLORATION TECHNOLOGIES5,865$1.0M0.2%
ROUNDHILL ETF TR1,582$116.8K<0.1%
J P MORGAN EXCHANGE TRADED FD810$56.0K<0.1%
J P MORGAN EXCHANGE TRADED672$34.7K<0.1%
XE X ENERGY INC1,292$23.7K<0.1%
PIMCO ENHANCED SHORT MATURITY207$20.9K<0.1%
KLAC KLA CORPORATION60$18.1K<0.1%
PGIM ETF TRUST332$16.5K<0.1%
WELL WELLTOWER INC58$13.2K<0.1%
TEMA ETF TRUST378$11.5K<0.1%
WDC WESTERN DIGITAL CORP17$10.9K<0.1%
EQIX EQUINIX INC9$9.4K<0.1%
VANGUARD BD INDEX FDS161$8.0K<0.1%
FEDEX FREIGHT HOLDING COMPANY52$7.9K<0.1%
FFIV F5 INC18$7.5K<0.1%
NTRA NATERA INC27$7.3K<0.1%
MONOLITHIC POWER SYS INC5$6.9K<0.1%
NUE NUCOR CORP29$6.5K<0.1%
HEI HEICO CORPORATION24$6.2K<0.1%
PDI PIMCO DYNAMIC INCOME FUND342$5.7K<0.1%
RMBS RAMBUS INC43$5.7K<0.1%
ORLY O REILLY AUTOMOTIVE INC60$5.5K<0.1%
MTSI MACOM TECHNOLOGY SOLUTIONS14$5.3K<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 19 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
JONES LANG LASALLE INCOME PPTY375,412$4.2M1.1%
SIEMENS AG21,009$2.5M0.6%
JONES LANG LASALLE INCOME57,054$640.7K0.2%
CANTOR FITZGERALD INCOME TR7,608$153.6K<0.1%
FNCTF ORANGE2,933$59.7K<0.1%
KBSR KBS REAL ESTATE INVT TR III10,398$28.1K<0.1%
ABB LTD226$17.8K<0.1%
LENOVO GROUP LTD639$14.9K<0.1%
ACHR ARCHER AVIATION INC2,550$13.2K<0.1%
ISHARES RUSSELL MID CAP GROWTH96$12.3K<0.1%
ISHARES MSCI EAFE SMALL CAP93$7.3K<0.1%
ISHARES CORE MSCI EMERGING83$5.8K<0.1%
ENHABIT INC256$3.6K<0.1%
GT GOODYEAR TIRE & RUBBER CO381$2.5K<0.1%
CPA COPA HOLDINGS S A15$1.7K<0.1%
LYFT LYFT INC100$1.3K<0.1%
STATE STREET SPDR S&P MIDCAP2$1.3K<0.1%
GCI LIBERTY INC17$633<0.1%
TOKYO ELECTRON LTD1$117<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
VANGUARD SECTOR INDEX FDS192,265296,775+54.4%$59.3M
VANGUARD INDEX FUNDS13,78242,002+204.8%$4.1M
INTU INTUIT INC7988,500+965.2%$2.2M
ISHARES RUSSELL 1000 GROWTH7733,092+300.0%$384.0K
MRK MERCK & CO INC39,68341,350+4.2%$5.3M
AAPL APPLE INC55,37856,117+1.3%$16.2M
FIDELITY MSCI HEALTH CARE156,622159,326+1.7%$12.3M
TSLA TESLA INC6,6276,998+5.6%$2.9M
EMN EASTMAN CHEMICAL CO38,70540,966+5.8%$2.7M
BDX BECTON DICKINSON & CO14,40115,398+6.9%$2.3M
MMM 3M COMPANY22,66323,570+4.0%$3.8M
PG PROCTER & GAMBLE CO14,94115,930+6.6%$2.3M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
DAL DELTA AIR LINES INC DEL47,9291,259-97.4%$117.9K
GWW W W GRAINGER INC1,64520-98.8%$27.6K
AVGO BROADCOM INC19,55117,527-10.4%$6.6M
LRCX LAM RESEARCH CORPORATION18,07516,351-9.5%$7.1M
ON ON SEMICONDUCTOR CORP7,674206-97.3%$19.5K
G GENPACT LIMITED25,662926-96.4%$25.5K
UBER UBER TECHNOLOGIES INC18,91210,703-43.4%$772.3K
GOOGL ALPHABET INC42,94141,794-2.7%$14.8M
LOGITECH INTERNATIONAL SA4,546227-95.0%$21.3K
WAT WATERS CORP1,134107-90.6%$40.1K
QQQ INVESCO QQQ TR16,03015,628-2.5%$11.5M
CAH CARDINAL HEALTH INC9,1988,455-8.1%$2.0M
CIK 1921196 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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