You're signed outSign in or to get full access.
Strengthening Families & Communities, LLC
Strengthening Families & Communities, LLC is an investment advisory firm headquartered in Boston, Massachusetts, United States. Founded in 2011, the firm serves primarily high net worth individuals, individuals, pension plans, and charitable organizations, managing approximately $543.6 million in assets as of March 2025. The team consists of 11 employees, with a strong focus on investor and broker relations.
Investment Strategy
The firm manages a diverse portfolio primarily for high net worth individuals, institutional clients such as pension plans, and charitable organizations. Its approach leverages discretion across accounts with a predominant focus on U.S. clients and assets. Portfolio holdings span major U.S. equities and the strategy appears centered on diversified long-term growth and risk mitigation for family and community capital, aiming to deliver stable returns and support the financial health of client families and partnered organizations.
Latest 13F Filing Activity
Strengthening Families & Communities, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 403 equity positions with a total 13F market value of $180M. The fund increased holdings in Nvidia Corporation, Ishares Gold TR, Broadcom Inc. among other positions. Strengthening Families & Communities, LLC reduced exposure to D R Horton Inc., Vanguard World FD, Invesco QQQ TR among others.
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.22% | $13.0M | 83,132 | $96.13 | $157.99 | +$4.0M |
V VGT | VANGUARD WORLD FD | 6.44% | $11.6M | 17,808 | $470.78 | $663.28 | +$1.8M |
V VCR | VANGUARD WORLD FD | 5.91% | $10.6M | 29,487 | $288.84 | $362.32 | +$854.7K |
V VAW | VANGUARD WORLD FD | 4.68% | $8.4M | 43,231 | $184.39 | $194.83 | -$134.4K |
V VIS | VANGUARD WORLD FD | 4.28% | $7.7M | 27,622 | $214.04 | $280.07 | -$6.9K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more