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.
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 |