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Portfolio (Quarterly) Guide ↗

Strengthening Families & Communities, LLC

· CIK 0001921196
13F Portfolio $401M AUM 589 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 285 New 49 Added 148 Reduced 97 Exited
Page 1 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 55,378.0 $14.1M 3.51% -22K -28.6% $253.79 +17.0%
2 NVDA NVIDIA CORP Technology 71,798.0 $12.5M 3.12% -17K -19.6% $174.40 +19.6%
3 VGT VANGUARD SECTOR INDEX FDS 14,759.0 $10.3M 2.57% -3K -18.4% $697.70 -82.7%
4 VCR VANGUARD SECTOR INDEX FDS 27,656.0 $9.9M 2.48% -2K -6.5% $359.03 +7.8%
5 VAW VANGUARD SECTOR INDEX FDS 41,618.0 $9.4M 2.34% -2K -5.2% $225.34 +3.8%
6 QQQ INVESCO QQQ TR Financial Services 16,030.0 $9.3M 2.31% -1K -6.0% $577.17 +27.9%
7 VIS VANGUARD SECTOR INDEX FDS 25,831.0 $8.1M 2.01% -2K -5.6% $312.22 +14.0%
8 AMZN AMAZON.COM INC Consumer Cyclical 37,348.0 $7.8M 1.94% -17K -30.8% $208.27 +11.8%
9 VDE VANGUARD SECTOR INDEX FDS 40,291.0 $7.0M 1.74% -2K -4.8% $173.04 -11.1%
10 GOOG ALPHABET INC Communication Services 21,863.0 $6.3M 1.56% -7K -25.1% $286.87 +21.6%
11 GOOGL ALPHABET INC Communication Services 21,078.0 $6.1M 1.51% -18K -46.4% $287.56 +21.6%
12 AVGO BROADCOM INC Technology 19,551.0 $6.1M 1.51% -5K -21.0% $309.50 +26.7%
13 XOM EXXON MOBIL CORP Energy 32,418.0 $5.5M 1.37% -5K -12.8% $169.66 -18.8%
14 VDC VANGUARD SECTOR INDEX FDS 23,528.0 $5.3M 1.32% -881.0 -3.6% $224.59 -0.0%
15 MRK MERCK & CO INC Healthcare 39,683.0 $4.8M 1.19% -8K -16.9% $120.29 -4.0%
16 SCCO SOUTHERN COPPER CORPORATION Basic Materials 25,997.0 $4.5M 1.12% -3K -10.1% $172.06 +10.4%
17 MA MASTERCARD INCORPORATED Financial Services 7,892.0 $3.9M 0.98% -1K -13.6% $499.63 -3.1%
18 CTVA CORTEVA INC Basic Materials 42,379.0 $3.5M 0.89% -4K -7.9% $83.71 -5.8%
19 MMM 3M COMPANY Industrials 22,663.0 $3.3M 0.82% -4K -14.2% $145.23 +12.4%
20 ASML ASML HOLDING N V Technology 2,460.0 $3.2M 0.81% -315.0 -11.3% $1321.00 +46.0%
Page 1 of 8  ·  148 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Industrials 15.6%
Healthcare 12.0%
Consumer Cyclical 11.5%
Basic Materials 8.6%
Financial Services 6.6%
Communication Services 4.9%
Consumer Defensive 4.2%
Energy 4.0%
Real Estate 1.1%