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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 9 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPXL DIREXION SHARES ETF TRUST 661.0 $122K 0.03% $184.90 +39.5%
162 SNA SNAP-ON INC Industrials 323.0 $117K 0.03% NEW $363.09 +6.3%
163 UNH UNITEDHEALTH GROUP INC Healthcare 412.0 $111K 0.03% +3.0 +0.7% $270.45 +51.3%
164 IJH ISHARES CORE S&P MID CAP ETF 1,587.0 $107K 0.03% NEW $67.55 +11.5%
165 MU MICRON TECHNOLOGY INC Technology 316.0 $107K 0.03% NEW $337.34 +211.8%
166 SPDW SPDR INDEX SHARES FUNDS 2,335.0 $107K 0.03% +1K +107.9% $45.65 +8.7%
167 RXI ISHARES GLOBAL CONSUMER 554.0 $103K 0.03% NEW $186.51 +2.0%
168 CRWD CROWDSTRIKE HOLDINGS INC Technology 263.0 $103K 0.03% -20.0 -7.1% $390.41 +74.4%
169 IJR ISHARES CORE S&P SMALL CAP ETF 820.0 $102K 0.03% NEW $124.34 +14.8%
170 T AT&T INC Communication Services 3,496.0 $101K 0.03% -577.0 -14.2% $28.99 -21.3%
171 AZN ASTRAZENECA PLC Healthcare 506.0 $100K 0.03% NEW $197.07 -8.1%
172 VTIP VANGUARD SHORT TERM INFLATION 1,981.0 $99K 0.03% NEW $49.94 +0.3%
173 JPM JPMORGAN CHASE & CO Financial Services 318.0 $93K 0.02% +2.0 +0.6% $293.73 +13.8%
174 SCHF SCHWAB STRATEGIC TR 3,694.0 $91K 0.02% NEW $24.75 +10.7%
175 GSG ISHARES S&P GSCI COMMODITY Financial Services 2,536.0 $82K 0.02% +1K +68.8% $32.25 -10.2%
176 WEC WEC ENERGY GROUP INC Utilities 668.0 $77K 0.02% -16.0 -2.3% $115.82 -1.5%
177 ULS UL SOLUTIONS INC Industrials 870.0 $75K 0.02% NEW $85.71 +4.7%
178 MOS MOSAIC COMPANY Basic Materials 2,906.0 $74K 0.02% $25.50 -16.7%
179 CE CELANESE CORPORATION Basic Materials 1,097.0 $72K 0.02% NEW $65.76 -26.8%
180 ACWX ISHARES MSCI ACWI EX US INDEX 1,043.0 $71K 0.02% NEW $68.47 +9.4%
Page 9 of 30  ·  589 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%