Strengthening Families & Communities, LLC — 13F Holdings & Portfolio

CIK 1921196 · latest 13F-HR filed 2026-08-11

Strengthening Families & Communities, LLC manages $449.6M in 13F-reported U.S. long-equity assets across 846 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (3.61%), SPUS (3.38%), NVDA (3.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 281 new positions, exited 24, added to 311, and trimmed 148.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
603 MASSACHUSETTS AVE
SUITE 200
BOSTON, MA 02118
Phone
(617) 708-0639
Filing Manager
Strengthening Families & Communities, LLC
BOSTON, MA
Signatory
Syeda Ayesha Qadri
Investment Advisor Representative
Loading holdings…
AUM

$449.6M

Long-equity book

Holdings

846

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+281 / −24 / ↑311 / ↓148

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MARVELL TECHNOLOGY INC$6.1M +197.9%
  • VANGUARD SECTOR INDEX FDS$3.6M +35.3%
  • LAM RESEARCH CORPORATION$3.2M +83.5%
  • CARPENTER TECHNOLOGY CORP$3.0M +57.4%
  • TIDAL TRUST I$2.4M +18.5%
Show all 311

Top Trims

  • DELTA AIR LINES INC DEL-$3.1M -96.3%
  • W W GRAINGER INC-$1.8M -98.5%
  • EXXON MOBIL CORP-$977.4K -17.8%
  • GENPACT LIMITED-$930.4K -97.3%
  • VANGUARD SECTOR INDEX FDS-$865.2K -12.4%
Show all 148

New Positions

  • VERTIV HOLDINGS LLC$2.8M
  • ROCKET LAB CORPORATION$1.7M
  • SPACE EXPLORATION TECHNOLOGIES$1.0M
  • ROUNDHILL ETF TR$116.8K
  • J P MORGAN EXCHANGE TRADED$28.1K
Show all 281

Exited Positions

  • JONES LANG LASALLE INCOME PPTY$3.5M
  • SIEMENS AG$2.5M
  • JONES LANG LASALLE INCOME PPTY$755.9K
  • JONES LANG LASALLE INCOME$640.7K
  • CANTOR FITZGERALD INCOME TR$153.6K
Show all 24
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $16.2M 3.61% 56,117 SH
2 TIDAL TRUST I SPUS 886364801 $15.2M 3.38% 264,321 SH
3 NVIDIA CORP NVDA 67066G104 $14.3M 3.19% 71,576 SH
4 VANGUARD SECTOR INDEX FDS VGT 92204A702 $13.9M 3.10% 116,557 SH
5 FIDELITY MSCI HEALTH CARE FHLC 316092600 $12.3M 2.74% 159,326 SH
6 INVESCO QQQ TR QQQ 46090E103 $11.5M 2.56% 15,628 SH
7 VANGUARD SECTOR INDEX FDS VCR 92204A108 $11.1M 2.48% 28,055 SH
8 VANGUARD SECTOR INDEX FDS VAW 92204A801 $9.7M 2.17% 42,550 SH
9 VANGUARD SECTOR INDEX FDS VIS 92204A603 $9.3M 2.06% 25,757 SH
10 MARVELL TECHNOLOGY INC MRVL 573874104 $9.2M 2.06% 31,029 SH
11 VANGUARD S&P 500 ETF VOO 922908363 $9.0M 1.99% 13,049 SH
12 AMAZON.COM INC AMZN 023135106 $8.9M 1.97% 37,143 SH
13 CARPENTER TECHNOLOGY CORP CRS 144285103 $8.3M 1.86% 13,531 SH
14 ALPHABET INC GOOG 02079K107 $7.7M 1.70% 21,692 SH
15 ALPHABET INC GOOGL 02079K305 $7.2M 1.60% 20,102 SH
16 LAM RESEARCH CORPORATION LRCX 512807306 $7.1M 1.58% 16,351 SH
17 BROADCOM INC AVGO 11135F101 $6.6M 1.47% 17,527 SH
18 VANGUARD SECTOR INDEX FDS VDE 92204A306 $6.1M 1.36% 40,677 SH
19 CUMMINS INC CMI 231021106 $5.7M 1.28% 8,037 SH
20 JOHNSON & JOHNSON JNJ 478160104 $5.5M 1.21% 21,481 SH
21 VANGUARD SECTOR INDEX FDS VDC 92204A207 $5.3M 1.19% 23,706 SH
22 MERCK & CO INC MRK 58933Y105 $5.3M 1.18% 41,350 SH
23 INTERNATIONAL BUSINESS IBM 459200101 $5.2M 1.17% 18,651 SH
24 ASML HOLDING N V ASML N07059210 $4.9M 1.08% 2,440 SH
25 MICROSOFT CORP MSFT 594918104 $4.6M 1.03% 12,461 SH
26 SOUTHERN COPPER CORPORATION SCCO 84265V105 $4.5M 1.01% 26,045 SH
27 TAIWAN SEMICONDUCTOR MFG CO TSM 874039100 $4.5M 1.01% 9,499 SH
28 EXXON MOBIL CORP XOM 30231G102 $4.5M 1.01% 33,079 SH
29 APPLIED MATERIALS INC AMAT 038222105 $4.3M 0.96% 5,959 SH
30 CISCO SYSTEMS INC CSCO 17275R102 $4.3M 0.95% 36,261 SH
31 PARKER HANNIFIN CORP PH 701094104 $4.1M 0.92% 4,207 SH
32 ELI LILLY & CO LLY 532457108 $4.1M 0.91% 3,421 SH
33 MASTERCARD INCORPORATED MA 57636Q104 $4.1M 0.90% 7,903 SH
34 DIMENSIONAL ETF TRUST DFEM 25434V732 $4.0M 0.89% 97,977 SH
35 ROSS STORES INC ROST 778296103 $3.9M 0.88% 18,549 SH
36 NEWMONT CORPORATION NEM 651639106 $3.9M 0.87% 41,735 SH
37 3M COMPANY MMM 88579Y101 $3.8M 0.85% 23,570 SH
38 VANGUARD SECTOR INDEX FDS VPU 92204A876 $3.8M 0.84% 19,381 SH
39 BORG WARNER AUTOMOTIVE INC BWA 099724106 $3.8M 0.84% 56,856 SH
40 BLOOM ENERGY CORPORATION BE 093712107 $3.8M 0.84% 12,464 SH
41 WALMART INC WMT 931142103 $3.7M 0.82% 32,439 SH
42 CORTEVA INC CTVA 22052L104 $3.6M 0.80% 42,276 SH
43 CVS HEALTH CORPORATION CVS 126650100 $3.2M 0.70% 30,462 SH
44 EVERPURE INC P 74624M102 $3.1M 0.69% 39,174 SH
45 HOWMET AEROSPACE INC HWM 443201108 $3.1M 0.68% 11,452 SH
46 QUALCOMM INC QCOM 747525103 $3.1M 0.68% 16,604 SH
47 CSX CORPORATION CSX 126408103 $3.0M 0.67% 63,666 SH
48 ARISTA NETWORKS INC ANET 040413205 $3.0M 0.67% 17,603 SH
49 VANGUARD INDEX FUNDS VO 922908629 $3.0M 0.66% 36,710 SH
50 TESLA INC TSLA 88160R101 $2.9M 0.65% 6,998 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $449.6M 846 0001921196-26-000004
2026-03-31 2026-05-11 $400.8M 589 0001921196-26-000003
2025-12-31 2026-02-03 $280.6M 402 0001921196-26-000001
2025-09-30 2025-11-04 $450.4M 720 0001921196-25-000006