Strengthening Families & Communities, LLC — 13F Holdings & Portfolio
CIK 1921196 · latest 13F-HR filed 2026-02-03
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.
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AUM
$280.6M
Long-equity book
Holdings
402
Distinct positions
Period
2025-12-31
Filed 2026-02-03
Q/Q Activity
+89 / −407 / ↑135 / ↓107
vs 2025-09-30
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$2.8M +29.0%
- ALPHABET INC$2.6M +39.3%
- APPLE INC$2.2M +11.9%
- BROADCOM INC$1.7M +24.4%
- NVIDIA CORPORATION$1.4M +9.3%
Top Trims
- PURE STORAGE INC-$625.5K -18.1%
- NETFLIX INC-$404.3K -28.5%
- UBER TECHNOLOGIES INC-$323.1K -16.2%
- AUTOMATIC DATA PROCESSING IN-$305.2K -9.3%
- GITLAB INC-$243.1K -18.3%
New Positions
- TOTALENERGIES SE$934.7K
- PROFESIONALLY MANAGED PORTFO$283.7K
- NEBIUS GROUP N.V.$191.1K
- APPLOVIN CORP$103.1K
- ULTRA CLEAN HLDGS INC$86.1K
Exited Positions
- FIDELITY MSCI HEALTH CARE$11.0M
- VANGUARD INDEX FDS S&P 500 ETF$8.9M
- ISHARES TR U.S. TELECOM$8.4M
- MICROSOFT CORP$8.3M
- TIDAL TR SP FDS S&P 500$6.3M
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 | $21.1M | 7.51% | 77,537 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $16.6M | 5.93% | 89,275 | SH |
| 3 | VANGUARD WORLD FD | VGT | 92204A702 | $13.6M | 4.86% | 18,099 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $12.5M | 4.44% | 53,971 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $12.3M | 4.38% | 39,305 | SH |
| 6 | VANGUARD WORLD FD | VCR | 92204A108 | $11.6M | 4.15% | 29,572 | SH |
| 7 | INVESCO QQQ TR | QQQ | 46090E103 | $10.5M | 3.74% | 17,062 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $9.2M | 3.26% | 29,194 | SH |
| 9 | VANGUARD WORLD FD | VAW | 92204A801 | $9.1M | 3.25% | 43,884 | SH |
| 10 | BROADCOM INC | AVGO | 11135F101 | $8.6M | 3.05% | 24,761 | SH |
| 11 | VANGUARD WORLD FD | VIS | 92204A603 | $8.2M | 2.91% | 27,375 | SH |
| 12 | VANGUARD WORLD FD | VDE | 92204A306 | $5.3M | 1.90% | 42,323 | SH |
| 13 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.2M | 1.86% | 9,138 | SH |
| 14 | VANGUARD WORLD FD | VDC | 92204A207 | $5.2M | 1.84% | 24,409 | SH |
| 15 | MERCK & CO INC | MRK | 58933Y105 | $5.0M | 1.79% | 47,767 | SH |
| 16 | EXXON MOBIL CORP | XOM | 30231G102 | $4.5M | 1.59% | 37,160 | SH |
| 17 | 3M CO | MMM | 88579Y101 | $4.2M | 1.51% | 26,399 | SH |
| 18 | SOUTHERN COPPER CORP | SCCO | 84265V105 | $4.1M | 1.48% | 28,921 | SH |
| 19 | VANGUARD WORLD FD | VPU | 92204A876 | $3.4M | 1.20% | 18,256 | SH |
| 20 | ARISTA NETWORKS INC | ANET | 040413205 | $3.2M | 1.14% | 24,507 | SH |
| 21 | CORTEVA INC | CTVA | 22052L104 | $3.1M | 1.10% | 46,017 | SH |
| 22 | TESLA INC | TSLA | 88160R101 | $3.1M | 1.09% | 6,825 | SH |
| 23 | CISCO SYS INC | CSCO | 17275R102 | $3.1M | 1.09% | 39,760 | SH |
| 24 | STERIS PLC | STE | G8473T100 | $3.0M | 1.06% | 11,745 | SH |
| 25 | BROADRIDGE FINL SOLUTIONS IN | BR | 11133T103 | $3.0M | 1.06% | 13,341 | SH |
| 26 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $3.0M | 1.06% | 11,564 | SH |
| 27 | ASML HOLDING N V | ASML | N07059210 | $3.0M | 1.06% | 2,775 | SH |
| 28 | PROLOGIS INC. | PLD | 74340W103 | $3.0M | 1.05% | 23,126 | SH |
| 29 | XYLEM INC | XYL | 98419M100 | $2.9M | 1.03% | 21,270 | SH |
| 30 | PURE STORAGE INC | P | 74624M102 | $2.8M | 1.01% | 42,295 | SH |
| 31 | BECTON DICKINSON & CO | BDX | 075887109 | $2.8M | 1.01% | 14,583 | SH |
| 32 | BORGWARNER INC | BWA | 099724106 | $2.8M | 1.00% | 62,279 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $2.8M | 0.99% | 84,352 | SH |
| 34 | MEDTRONIC PLC | MDT | G5960L103 | $2.7M | 0.96% | 27,978 | SH |
| 35 | CENCORA INC | COR | 03073E105 | $2.6M | 0.93% | 7,690 | SH |
| 36 | AVERY DENNISON CORP | AVY | 053611109 | $2.6M | 0.92% | 14,125 | SH |
| 37 | CARDINAL HEALTH INC | CAH | 14149Y108 | $2.5M | 0.88% | 12,059 | SH |
| 38 | AUTODESK INC | ADSK | 052769106 | $2.3M | 0.83% | 7,837 | SH |
| 39 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $2.3M | 0.82% | 8,571 | SH |
| 40 | APPLIED MATLS INC | AMAT | 038222105 | $2.3M | 0.82% | 8,923 | SH |
| 41 | APTARGROUP INC | ATR | 038336103 | $2.3M | 0.82% | 18,756 | SH |
| 42 | FREEPORT-MCMORAN INC | FCX | 35671D857 | $2.2M | 0.80% | 43,947 | SH |
| 43 | AIR PRODS & CHEMS INC | APD | 009158106 | $2.2M | 0.78% | 8,895 | SH |
| 44 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $2.1M | 0.76% | 5,461 | SH |
| 45 | CONOCOPHILLIPS | COP | 20825C104 | $1.9M | 0.68% | 20,324 | SH |
| 46 | SALESFORCE INC | CRM | 79466L302 | $1.9M | 0.66% | 7,016 | SH |
| 47 | S&P GLOBAL INC | SPGI | 78409V104 | $1.7M | 0.62% | 3,307 | SH |
| 48 | ADOBE INC | ADBE | 00724F101 | $1.7M | 0.61% | 4,916 | SH |
| 49 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $1.7M | 0.59% | 20,386 | SH |
| 50 | BLOOM ENERGY CORP | BE | 093712107 | $1.4M | 0.52% | 16,667 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-03 | $280.6M | 402 | 0001921196-26-000001 |
| 2025-09-30 | 2025-11-04 | $450.4M | 720 | 0001921196-25-000006 |