Strengthening Families & Communities, LLC
•CIK: 1921196•Filing: Q4 2025
**Strengthening Families & Communities, LLC** manages $281M across a diversified portfolio of 401 positions. The fund exhibits a significant concentration in technology and growth sectors, highlighted by top holdings including AAPL at $21.1M and NVDA at $16.6M. Further notable allocations include VGT ($13.6M), AMZN ($12.5M), and GOOGL ($12.3M), signaling a strong conviction in mega-cap technology leaders. This positioning suggests a focused, large-cap growth mandate within the current market cycle.
Total AUM
$280.6M
QoQ Performance
-37.7%
Positions
356
Top 10 Concentration
44.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AAPL7.5%
NVDA5.9%
VGT4.9%
AMZN4.4%
GOOGL4.4%
VCR4.2%
NDQ3.7%
GOOGL3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.1%
Technology28.2%
Consumer6.6%
Healthcare3.2%
Financial2.4%
Energy2.4%
Industrial1.7%
Materials1.6%
🚪 Exited Positionssold since Q3 2025
+530 more exited positions
Changes from Q3 2025
NEW26 new positions
↑106 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022