Q2 2026 13F · SEC CIK 1921196

Strengthening Families & Communities, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $449.6M
Reported positions: 837
Top holdings a year, 3 yrs: +21.1%
Assets under management: $610.0M

Strengthening Families & Communities, LLC is a wealth manager that reported 837 positions worth $449.6M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Apple Inc (AAPL, 3.6%), Tidal Trust I (SPUS, 3.4%), Nvidia Corporation Com (NVDA, 3.2%). A portfolio copying its top holdings returned 21.1% a year over the last 3 years, against 20.4% for the S&P 500.

Strengthening Families & Communities, LLC holdings largest 50 of 837 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Strengthening Families & Communities, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.6%	3.5%	56,117	+1.3%	$16.2M
SPUSTidal Trust I	3.4%	3.2%	264,321	-0.8%	$15.2M
NVDANvidia Corporation Com	3.2%	3.1%	71,576	-0.3%	$14.3M
VGTVanguard Info Tech	3.1%	2.6%	116,557	+689.7%	$13.9M
FHLCFidelity Msci Health Care Index ETF	2.7%	2.7%	159,326	+1.7%	$12.3M
QQQInvesco Qqq Tr	2.6%	2.3%	15,628	-2.5%	$11.5M
VCRVanguard World Fd	2.5%	2.5%	28,055	+1.4%	$11.1M
VAWVanguard World Fd	2.2%	2.3%	42,550	+2.2%	$9.7M
VISVanguard World Fd	2.1%	2.0%	25,757	-0.3%	$9.3M
MRVLMarvell Technology Inc	2.1%	0.8%	31,029	-1.0%	$9.2M
VOOVanguard S&p 500 ETF	2.0%	1.9%	13,049	-0.1%	$9.0M
AMZNAmazon Com Inc Com	2.0%	1.9%	37,143	-0.5%	$8.9M
CRSCarpenter Technology Corp	1.9%	1.3%	13,531	+0.6%	$8.3M
GOOGAlphabet Inc	1.7%	1.6%	21,692	-0.8%	$7.7M
GOOGLAlphabet Inc	1.6%	1.5%	20,102	-4.6%	$7.2M
LRCXLam Research Corp	1.6%	1.0%	16,351	-9.5%	$7.1M
AVGOBroadcom Inc	1.5%	1.5%	17,527	-10.4%	$6.6M
VDEVanguard World Fd	1.4%	1.7%	40,677	+1.0%	$6.1M
CMICummins Inc	1.3%	1.1%	8,037	-0.4%	$5.7M
JNJJohnson & Johnson	1.2%	1.3%	21,481	+2.7%	$5.5M
VDCVanguard World Fd	1.2%	1.3%	23,706	+0.8%	$5.3M
MRKMerck & Co. Inc	1.2%	1.2%	41,350	+4.2%	$5.3M
IBMInternational Business Machs	1.2%	1.1%	18,651	+2.1%	$5.2M
ASMLAsml Hldg NV	1.1%	0.8%	2,440	-0.8%	$4.9M
MSFTMicrosoft Corp	1.0%	1.2%	12,461	-1.1%	$4.6M
SCCOSouthern Copper Corp	1.0%	1.1%	26,045	+0.2%	$4.5M
TSMTaiwan Semiconductor Manufac	1.0%	0.8%	9,499	+2.7%	$4.5M
XOMExxon Mobil Corp	1.0%	1.4%	33,079	+2.0%	$4.5M
AMATApplied Matls Inc	1.0%	—	5,959	—	$4.3M
CSCOCisco Sys Inc	0.9%	0.7%	36,261	+1.8%	$4.3M
PHParker-Hannifin Corp	0.9%	0.9%	4,207	-0.6%	$4.1M
LLYLilly Eli & Co	0.9%	0.8%	3,421	+0.7%	$4.1M
MAMastercard Inc.	0.9%	1.0%	7,903	+0.1%	$4.1M
DFEMDimensional	0.9%	0.8%	97,977	+1.3%	$4.0M
ROSTRoss Stores Inc.	0.9%	1.0%	18,549	-0.5%	$3.9M
NEMNewmont Corp	0.9%	1.1%	41,735	-0.4%	$3.9M
MMM3m Co Com	0.8%	0.8%	23,570	+4.0%	$3.8M
VPUVanguard World Fd	0.8%	0.9%	19,381	+4.8%	$3.8M
BWABorgwarner Inc	0.8%	0.8%	56,856	-0.0%	$3.8M
BEBloom Energy Corp	0.8%	—	12,464	—	$3.8M
WMTWalmart Inc	0.8%	1.0%	32,439	-0.3%	$3.7M
CTVACorteva Inc Com	0.8%	0.9%	42,276	-0.2%	$3.6M
CVSCvs Caremark Corporation	0.7%	—	30,462	—	$3.2M
PSTGPure Storage Inc - Class A	0.7%	—	39,174	—	$3.1M
HWMHowmet Aerospace Inc	0.7%	0.6%	11,452	+2.1%	$3.1M
QCOMQualcomm Inc	0.7%	—	16,604	—	$3.1M
CSXCsx Corp Com	0.7%	0.7%	63,666	-0.2%	$3.0M
ANETArista Networks Inc	0.7%	—	17,603	—	$3.0M
VOVanguard Index Fds	0.7%	0.7%	36,710	+300.9%	$3.0M
TSLATesla Inc Com	0.7%	—	6,998	—	$2.9M

What Strengthening Families & Communities, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.8% /yr; S&P 500 +20.1%
3 years: +21.1% /yr; S&P 500 +20.4%
5 years: +17.3% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$449.6M	837
Q1 2026	$400.8M	583
Q4 2025	$280.6M	402
Q3 2025	$450.4M	712
Q2 2025	$179.9M	405
Q1 2025	$163.6M	378
Q4 2024	$176.2M	326
Q3 2024	$390.1M	572
Q2 2024	$348.6M	596
Q1 2024	$168.8M	208
Q4 2023	$144.0M	222
Q3 2023	$231.3M	406

Questions about Strengthening Families & Communities, LLC's portfolio

What stocks does Strengthening Families & Communities, LLC own?

Strengthening Families & Communities, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 837 positions worth $449.6M. The largest are Apple Inc (AAPL) at 3.6%, Tidal Trust I (SPUS) at 3.4%, Nvidia Corporation Com (NVDA) at 3.2%, Vanguard Info Tech (VGT) at 3.1% and Fidelity Msci Health Care Index ETF (FHLC) at 2.7%.

What did Strengthening Families & Communities, LLC buy last quarter?

In Q2 2026, Strengthening Families & Communities, LLC added Vanguard Info Tech (VGT) (+689.7% shares) and Vanguard Index Fds (VO) (+300.9% shares), compared with its Q1 2026 filing.

What did Strengthening Families & Communities, LLC sell last quarter?

In Q2 2026, Strengthening Families & Communities, LLC cut from its top 50 Jones Lang Lasalle Income Ppty, cut from its top 50 Delta Air Lines Inc Com New (DAL), cut from its top 50 Eastman Chem Co (EMN), cut from its top 50 Republic Svcs Inc (RSG), cut from its top 50 Yum Brands Inc (YUM), Broadcom Inc (AVGO) (-10.4% shares) and Lam Research Corp (LRCX) (-9.5% shares), compared with its Q1 2026 filing.

How has Strengthening Families & Communities, LLC's portfolio performed?

A portfolio copying Strengthening Families & Communities, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.8% against +20.1%. Over 5 years: +17.3% a year against +16.8%.

When is Strengthening Families & Communities, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Strengthening Families & Communities, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Strengthening Families & Communities, LLC manage?

Strengthening Families & Communities, LLC reported $610.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $449.6M.