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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strengthening Families & Communities LLC
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| CRD # | 282573 |
| SEC # | 801-117778 |
| CIK # | 0001921196 |
| AUM | $543.6 M (2025-03-26) |
| Employees | 11 (82% Investors, 73% Brokers) |
| Phone | 617-708-0639 |
| Address | 603 Massachusetts Avenue Boston, MA 02118 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001921196 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.0 | ||
| Alphabet Inc | 6.8 | ||
| Broadcom Inc | 6.1 | ||
| Alphabet Inc | 4.9 | ||
| Mastercard Inc | 4.7 | ||
| 3M Co | 3.7 | ||
| iShares Comex Gold Trust | 3.7 | ||
| Exxon Mobil Corp | 3.7 | ||
| Merck & Co Inc | 3.4 | ||
| Corteva Inc | 3.3 | ||
| Broadridge Financial Solutions Inc | 3.1 | ||
| Southern Copper Corp/ | 2.8 | ||
| Steris PLC | 2.7 | ||
| Xylem Inc | 2.6 | ||
| Cisco Systems Inc | 2.5 | ||
| Accenture PLC | 2.4 | ||
| Pure Storage Inc | 2.4 | ||
| ASML Holding NV | 2.2 | ||
| Medtronic Holdings Ltd | 2.1 | ||
| AMB Property Corp | 2.1 | ||
| Ingersoll-Rand PLC | 2.1 | ||
| Tesla Motors Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 76.4 |
| (b) Individuals (high net worth individuals) | 184 | 439.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 5.9 |
| (h) Charitable organizations | 16 | 21.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 543.6 |
| By Discretionary | ||
| Discretionary | 542 | 516.7 |
| Non-Discretionary | 11 | 26.9 |
| Total | 553 | 543.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 25.5 | |
| United States Persons | 518.1 | |
| Total | 553 | 543.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001921196] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JRM Investment Counsel LLC
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|
0.5 | |
|
RL Evans Co Inc
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|
WA | 0.5 |
|
Uniting Wealth Partners LLC
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|
KS | 0.5 |
|
Providence Financial Advisors LLC
✚
|
KS | 0.5 |
|
Lafise Global Advisors LLC
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|
FL | 0.5 |
|
Firethorn Wealth Partners LLC
✚
|
GA | 0.5 |
|
DHJJ Financial Advisors Ltd
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|
IL | 0.5 |
|
Virtus Family Office LLC
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|
TX | 0.5 |
|
Brave Asset Management Inc
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|
NJ | 0.5 |
|
Palumbo Wealth Management LLC
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|
NY | 0.5 |