1y return+25.5%S&P 500 +20.9%
3y return+60.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $180 against $195 in the S&P 500.2
Strengthening Families & Communities, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $16.2M | 3.6% | +1.3% |
| SPUSTidal Trust I | $15.2M | 3.4% | |
| NVDANvidia Corp | $14.3M | 3.2% | |
| VGTVanguard Sector Index Fds | $13.9M | 3.1% | −1.3% |
| FHLCFidelity Msci Health Care | $12.3M | 2.7% | +1.7% |
| QQQInvesco Qqq Tr | $11.5M | 2.6% | −2.5% |
| VCRVanguard Sector Index Fds | $11.1M | 2.5% | +1.4% |
| VAWVanguard Sector Index Fds | $9.7M | 2.2% | +2.2% |
| VISVanguard Sector Index Fds | $9.3M | 2.1% | |
| MRVLMarvell Technology Inc | $9.2M | 2.1% | |
| VOOVanguard S&p 500 Etf | $9.0M | 2.0% | |
| AMZNAmazon.com Inc | $8.9M | 2.0% | |
| CRSCarpenter Technology Corp | $8.3M | 1.9% | |
| GOOGAlphabet Inc | $7.7M | 1.7% | |
| GOOGLAlphabet Inc | $7.2M | 1.6% | −4.6% |
| LRCXLam Research Corporation | $7.1M | 1.6% | −9.5% |
| AVGOBroadcom Inc | $6.6M | 1.5% | −10.4% |
| VDEVanguard Sector Index Fds | $6.1M | 1.4% | |
| CMICummins Inc | $5.7M | 1.3% | |
| JNJJohnson & Johnson | $5.5M | 1.2% | +2.7% |
| VDCVanguard Sector Index Fds | $5.3M | 1.2% | |
| MRKMerck & Co Inc | $5.3M | 1.2% | +4.2% |
| IBMInternational Business | $5.2M | 1.2% | +2.1% |
| Asml Holding N VCUSIP N07059210 | $4.9M | 1.1% | |
| MSFTMicrosoft Corp | $4.6M | 1.0% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2021 | +580.3% | $14.3M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $6.6M |
| BEBloom Energy Corporation | September 30, 2025 | +257.9% | $3.8M |
| AMATApplied Materials Inc | September 30, 2025 | +253.1% | $4.3M |
| Asml Holding N VCUSIP N07059210 | March 31, 2023 | +192.3% | $4.9M |
| SCCOSouthern Copper Corporation | December 31, 2021 | +182.4% | $4.5M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $7.2M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $7.7M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $4.5M |
| VGTVanguard Sector Index Fds | December 31, 2021 | +108.7% | $13.9M |
Sold off last quarter
- ZIPTMXJones Lang Lasalle Income Ppty was $3.5M
- SIEGYSiemens Ag was $2.5M
- ZIPIMXJones Lang Lasalle Income Ppty was $756K
- ZIPTAXJones Lang Lasalle Income was $641K
- ZRGPAXCantor Fitzgerald Income Tr was $154K
- ORANYOrange was $60K
- Arcellx IncCUSIP 03940C100 was $57K
- KBSRKbs Real Estate Invt Tr III was $28K
- IEFAIshares Tr was $23K
- ABBNYAbb Ltd was $18K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +3.8% | +2.4% |
| September 30, 2025 | +9.2% | +7.8% |
| June 30, 2025 | +10.9% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Strengthening Families & Communities, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1921196&type=13F-HR&dateb=&owner=include&count=40CIK 1921196
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1921196/000192119626000004/Filed August 11, 2026 · accession 0001921196-26-000004