Strengthening Families & Communities, LLC

Registered adviser

CIK

1921196

Location

BOSTON, MA

Portfolio Value

Small $431,544,936

Diversification

Diversified

Filing Date

Global Rank

#4,114 / 8,827 ▲ 7 · as of Jun 2026

Top Industry

Semiconductors 12.9%

Period ended 38 days ago

Filed Oct 21, 2026 · 17d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 282573

Roster of Nov 1, 2026

Regulatory AUM

$609,980,528

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$609,980,528	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$543,554,485	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$402,452,437	Individuals and high net worth (92%)
May 2023 to Mar 2024	$244,017,701	Individuals and high net worth (98%)
Apr 2023	$244,017,701	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$232,482,615	Individuals and high net worth (95%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 39.2%, 33.7 effective positions, active share 65.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

25.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 65.1%; sector active share 21.1% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

702 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

13.5%

+0.3 pts

Top 5

28.0%

+1.2 pts

Top 10

38.7%

−0.4 pts

HHI

304

Diversified+7

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$117,550,568	116
Unclassified	24.6%	$106,064,842	123
Industrials	11.7%	$50,647,632	98
Healthcare	9.6%	$41,639,904	79
Consumer Cyclical	8.3%	$36,001,466	73
Basic Materials	6.1%	$26,386,997	46
Communication Services	3.7%	$15,803,016	20
Energy	3.0%	$12,730,815	32
Consumer Defensive	2.8%	$12,227,652	28
Financial Services	1.8%	$7,662,233	35
Real Estate	0.8%	$3,405,539	30
Utilities	0.3%	$1,424,272	22

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VFC	V F Corp	+118,481	119,783	$1,684,148
ETN	Eaton Corp plc	+7,591	7,641	$3,283,414
NIO	NIO Inc.	+4,815	8,171	$28,026
UUUU	Energy Fuels Inc	+4,469	57,570	$634,997
EMN	Eastman Chemical Co	+3,258	44,224	$2,867,484
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+2,885	100,862	$4,006,238
MDT	Medtronic plc	+2,810	29,559	$2,550,646
CVS	CVS HEALTH Corp	+2,536	32,998	$2,827,598
TTE	TotalEnergies SE	+1,950	18,709	$1,599,619
PLD	Prologis, Inc.	+1,915	22,658	$2,941,914
HAS	Hasbro, Inc.	+1,896	21,662	$1,899,324
MRK	Merck & Co., Inc.	+1,826	43,176	$6,273,904
CSCO	Cisco Systems, Inc.	+1,747	38,008	$4,090,801
MP	MP Materials Corp.	+1,700	47,498	$2,246,180
PG	PROCTER & GAMBLE Co	+1,699	17,629	$2,561,141
PEP	Pepsico Inc	+1,461	10,893	$1,380,360
XOM	ExxonMobil Holdings Corp	+1,172	34,251	$5,574,350
BDX	Becton Dickinson & Co	+1,105	16,503	$2,954,037
AAPL	Apple Inc.	+1,104	57,221	$19,055,737
MMM	3M Co	+1,087	24,657	$4,047,446
FCX	Freeport-Mcmoran Inc	+1,082	41,120	$2,878,400
QBTS	D-Wave Quantum Inc.	+1,040	2,473	$40,977
PVH	Pvh Corp.	+962	30,656	$2,270,076
MKC	Mccormick & Co Inc	+956	34,420	$1,597,088
AVGO	Broadcom Inc.	+880	18,407	$6,464,354
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
P	Everpure, Inc.	−38,596	578	$75,590
FHLC	Fidelity MSCI Health Care Index ETF	−35,693	123,633	$10,100,816
JKHY	Jack Henry & Associates Inc	−10,962	257	$36,812
UBER	Uber Technologies, Inc	−10,460	243	$16,647
—		−7,640	898	$0
—		−3,761	403	$0
—		−3,517	260,804	$0
PPLT	abrdn Platinum ETF Trust	−1,608	3,142	$48,418
GSG	iShares S&P GSCI Commodity-Indexed Trust	−1,464	1,097	$39,020
ENFR	Alerian Energy Infrastructure ETF	−590	326	$11,947
GOOGL	Alphabet Inc.	−384	19,718	$6,784,569
GOOG	Alphabet Inc.	−381	21,311	$7,261,510
ARTY	iShares Future AI & Tech ETF	−367	199	$15,585
SPXL	Direxion Daily S&P 500 Bull 3X Shares	−365	297	$83,486
IYZ	iShares U.S. Telecommunications ETF	−355	9,783	$402,863
RIO	Rio Tinto PLC	−331	402	$37,856
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−329	116,228	$14,606,372
DAL	Delta Air Lines, Inc.	−322	937	$78,202
T	At&T Inc.	−306	3,304	$80,617
SLV	iShares Silver Trust	−305	3,446	$187,841
URA	Global X Uranium ETF	−294	7,215	$287,517
NEM	NEWMONT Corp	−285	41,450	$4,780,843
AMD	Advanced Micro Devices Inc	−218	1,461	$893,781
BITB	Bitwise Bitcoin ETF	−207	85	$3,855
IGV	iShares Expanded Tech-Software Sector ETF	−205	140	$14,907
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MBGL	Mobility Global Inc.	3,503	$60,076
ABBNY	Abb Ltd	224	$21,264
SMMNY	Siemens Healthineers AG	947	$20,303
BNTX	BioNTech SE	195	$19,168
UAMY	United States Antimony Corp	3,500	$14,595
CMF	iShares California Muni Bond ETF	265	$14,341
OKLO	Oklo Inc.	110	$4,072
IHRT	iHeartMedia, Inc.	1,900	$3,990
CLX	Clorox Co	28	$2,268
CHTR	Charter Communications, Inc.	20	$2,218
WOLF	Wolfspeed, Inc.	58	$1,631
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BMWKY	Bayerische Motoren Werke AG	1,725	$37,518
JPST	JPMorgan Ultra-Short Income ETF	555	$28,066
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	207	$20,867
JPLD	JPMorgan Limited Duration Bond ETF	251	$13,099
—		176	$12,626
KVYO	Klaviyo, Inc.	680	$10,268
AIZ	Assurant, Inc.	38	$10,204
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	155	$9,021
FFIV	F5, Inc.	18	$7,487
FTS	Fortis Inc.	116	$6,638
JEPI	JPMorgan Equity Premium Income ETF	117	$6,608
—		32	$6,561
HEI-A	Heico Corp	24	$6,189
PDI	PIMCO Dynamic Income Fund	342	$5,711
RMBS	Rambus Inc	43	$5,707
MTSI	MACOM Technology Solutions Holdings, Inc.	14	$5,325
RL	Ralph Lauren Corp	13	$5,218
GS	Goldman Sachs Group Inc	5	$5,056
COHU	Cohu Inc	63	$4,656
REG	Regency Centers Corp	56	$4,465
XYLD	Global X S&P 500 Covered Call ETF	109	$4,446
WCN	Waste Connections, Inc.	24	$4,000
FIX	Comfort Systems USA Inc	2	$3,963
C	Citigroup Inc	28	$3,918
FUTY	Fidelity MSCI Utilities Index ETF	66	$3,855
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

702 tracked positions · $431,544,936 total · filing declares 731 positions · $458,860,788 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 702 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	57,221	+1,104	$19,055,737	+17.4%	4.42%
NVDA	Nvidia Corp Technology	Added	72,005	+429	$16,444,501	+14.8%	3.81%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	116,228	-329	$14,606,372	+4.8%	3.38%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,433	-195	$11,416,870	−0.8%	2.65%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Added	28,171	+116	$10,273,400	−7.7%	2.38%
FHLC	Fidelity MSCI Health Care Index ETF	Reduced	123,633	-35,693	$10,100,816	−17.9%	2.34%
VAW	VANGUARD MATERIALS INDEX FUND	Added	42,964	+414	$9,373,455	−3.7%	2.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,070	-73	$9,235,990	+4.3%	2.14%
VOO	VANGUARD 500 INDEX FUND	Added	13,116	+67	$9,192,479	+2.6%	2.13%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Reduced	25,682	-75	$8,231,337	−11.3%	1.91%
MRVL	Marvell Technology, Inc. Technology	Added	31,130	+101	$8,224,857	−11.0%	1.91%
GOOG	Alphabet Inc. Communication Services	Reduced	21,311	-381	$7,261,510	−5.3%	1.68%
VDE	VANGUARD ENERGY INDEX FUND	Added	40,986	+309	$7,056,149	+15.5%	1.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,718	-384	$6,784,569	−5.6%	1.57%
AVGO	Broadcom Inc. Technology	Added	18,407	+880	$6,464,354	−2.4%	1.50%
MSFT	Microsoft Corp Technology	Reduced	12,430	-31	$6,375,347	+37.2%	1.48%
MRK	Merck & Co., Inc. Healthcare	Added	43,176	+1,826	$6,273,904	+18.1%	1.45%
JNJ	Johnson & Johnson Healthcare	Added	22,144	+663	$5,862,402	+7.5%	1.36%
XOM	ExxonMobil Holdings Corp Energy	Added	34,251	+1,172	$5,574,350	+23.3%	1.29%
LRCX	Lam Research Corp Technology	Added	16,699	+348	$5,485,788	−22.6%	1.27%
CRS	Carpenter Technology Corp Industrials	Added	13,839	+308	$5,380,879	−35.5%	1.25%
SCCO	Southern Copper Corp Basic Materials	Added	26,165	+120	$5,302,075	+16.8%	1.23%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Added	23,894	+188	$5,213,909	−2.5%	1.21%
NEM	NEWMONT Corp Basic Materials	Reduced	41,450	-285	$4,780,843	+22.6%	1.11%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,137	+638	$4,624,398	+1.9%	1.07%
MA	Mastercard Inc Financial Services	Added	7,949	+46	$4,383,635	+8.0%	1.02%
ASML	Asml Holding NV Technology	Reduced	2,406	-34	$4,358,878	−10.2%	1.01%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	18,481	-68	$4,313,465	+9.3%	1.00%
IBM	International Business Machines Corp Technology	Added	19,471	+820	$4,282,257	−18.4%	0.99%
CMI	Cummins Inc Industrials	Reduced	7,973	-64	$4,118,612	−28.1%	0.95%
CSCO	Cisco Systems, Inc. Technology	Added	38,008	+1,747	$4,090,801	−4.0%	0.95%
MMM	3M Co Industrials	Added	24,657	+1,087	$4,047,446	+6.1%	0.94%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	100,862	+2,885	$4,006,238	+0.6%	0.93%
PH	Parker-Hannifin Corp Industrials	Reduced	4,177	-30	$3,990,789	−3.0%	0.92%
LLY	ELI LILLY & Co Healthcare	Reduced	3,402	-19	$3,936,386	−4.1%	0.91%
BE	Bloom Energy Corp Industrials	Added	12,935	+471	$3,582,736	−5.0%	0.83%
ANET	Arista Networks, Inc. Technology	Reduced	17,568	-35	$3,576,669	+19.6%	0.83%
BWA	Borgwarner Inc Consumer Cyclical	Added	56,948	+92	$3,423,144	−9.3%	0.79%
VPU	VANGUARD UTILITIES INDEX FUND	Added	19,995	+614	$3,419,145	−9.9%	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	32,440	+1	$3,371,164	−8.2%	0.78%
CTVA	Corteva, Inc. Basic Materials	Added	42,632	+356	$3,310,374	−7.5%	0.77%
AMAT	Applied Materials Inc Technology	Added	6,463	+504	$3,305,048	−23.3%	0.77%
ETN	Eaton Corp plc Industrials	Added	7,641	+7,591	$3,283,414	+15310.7%	0.76%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	4,721	+21	$3,186,911	+35.2%	0.74%
QCOM	Qualcomm Inc Technology	Added	16,673	+69	$3,068,498	+0.0%	0.71%
KO	Coca Cola Co Consumer Defensive	Added	35,617	+22	$3,065,911	+6.0%	0.71%
CSX	Csx Corp Industrials	Added	63,672	+6	$2,961,384	−2.1%	0.69%
BDX	Becton Dickinson & Co Healthcare	Added	16,503	+1,105	$2,954,037	+26.8%	0.68%
PLD	Prologis, Inc. Real Estate	Added	22,658	+1,915	$2,941,914	+4.7%	0.68%
VO	VANGUARD MID-CAP INDEX FUND	Added	37,000	+290	$2,901,540	−1.9%	0.67%

Showing the top 50 of 702 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.