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Snider Financial Group

Latest statistics and disclosures from Snider Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, VIG, MSFT, GOVT, and represent 32.21% of Snider Financial Group's stock portfolio.
Added to shares of these 10 stocks: XLK, STIP, FMDE, ICSH, IVV, RECS, META, SYK, VEEV, GOVT.
Started 6 new stock positions in FMDE, NEM, FBND, STIP, Q, GM.
Reduced shares in these 10 stocks: XMHQ, GOOG, IWF, TMV, VYM, MSFT, VEU, AAPL, VONE, IBDU.
Sold out of its positions in ABBV, CSX, TMV, EELV, EEMV, IWB, IMCG, NFLX, PFE, SPSM. TSLA, VBR, VO.
Snider Financial Group was a net buyer of stock by $5.5M.
Snider Financial Group has $375M in assets under management (AUM), dropping by 2.35%.
Central Index Key (CIK): 0001820681

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Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.4	$43M	+5%	63k	684.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.2	$24M		235k	99.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.7	$21M	+3%	97k	219.78	View chart
Microsoft Corporation (MSFT)	4.7	$18M	-4%	36k	483.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.2	$16M	+7%	682k	23.02	View chart
Eli Lilly & Co. (LLY)	3.6	$14M	-3%	13k	1074.69	View chart
Amazon (AMZN)	3.0	$11M		49k	230.82	View chart
Apple (AAPL)	3.0	$11M	-4%	41k	271.86	View chart
Alphabet Cap Stk Cl C (GOOG)	2.9	$11M	-21%	34k	313.80	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.8	$10M	+27%	205k	50.58	View chart
Meta Platforms Cl A (META)	2.5	$9.3M	+18%	14k	660.10	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.4	$8.9M	+102%	62k	143.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$8.0M	-3%	244k	32.62	View chart
Spdr Series Trust State Street Spd (SPYV)	2.0	$7.6M	+3%	134k	56.81	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	2.0	$7.5M	+36%	185k	40.84	View chart
Ishares Tr Mbs Etf (MBB)	2.0	$7.4M	+3%	78k	95.22	View chart
NVIDIA Corporation (NVDA)	1.9	$7.0M		37k	186.50	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.5	$5.8M		19k	303.90	View chart
Stryker Corporation (SYK)	1.5	$5.8M	+26%	16k	351.46	View chart
JPMorgan Chase & Co. (JPM)	1.5	$5.7M	+2%	18k	322.22	View chart
Wal-Mart Stores (WMT)	1.4	$5.2M	-7%	47k	111.41	View chart
Costco Wholesale Corporation (COST)	1.3	$4.9M		5.6k	862.37	View chart
HEICO Corporation (HEI)	1.3	$4.8M	+9%	15k	323.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.2	$4.7M	+4%	9.9k	468.76	View chart
TransDigm Group Incorporated (TDG)	1.2	$4.6M	+15%	3.5k	1329.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$4.5M	+9%	78k	57.24	View chart
Veeva Sys Cl A Com (VEEV)	1.2	$4.5M	+30%	20k	223.23	View chart
Palo Alto Networks (PANW)	1.1	$4.3M	+5%	23k	184.20	View chart
Ishares Tr Ishares Biotech (IBB)	1.1	$4.2M	+4%	25k	168.77	View chart
Visa Com Cl A (V)	1.0	$3.8M	+8%	11k	350.72	View chart
Autodesk (ADSK)	1.0	$3.8M	+2%	13k	296.01	View chart
Broadcom (AVGO)	1.0	$3.8M	-3%	11k	346.11	View chart
S&p Global (SPGI)	1.0	$3.8M	+24%	7.3k	522.57	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$3.2M		9.0k	360.14	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$3.1M	+6%	69k	45.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.9M	+16%	4.3k	681.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.8M	-5%	19k	148.69	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.7	$2.7M	-3%	22k	124.20	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.6M	NEW	25k	102.39	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.7	$2.6M	NEW	70k	36.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$2.6M	+8%	29k	89.46	View chart
Arista Networks Com Shs (ANET)	0.6	$2.2M	+4%	17k	131.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.0M	-8%	40k	50.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.0M	-11%	4.0k	502.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.9M	+71%	3.1k	614.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.8M	-11%	5.8k	312.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.7M	-28%	23k	73.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.6M	-47%	3.5k	473.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M		2.00	754800.00	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.2M	+10%	21k	59.28	View chart
Corteva (CTVA)	0.3	$1.2M		17k	67.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.2M	-43%	8.1k	143.52	View chart
Bank of America Corporation (BAC)	0.3	$1.1M	-14%	20k	55.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.1M	-17%	1.7k	627.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.1M	+7%	11k	94.16	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$962k	-32%	41k	23.41	View chart
Ge Aerospace Com New (GE)	0.3	$955k	-17%	3.1k	308.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$889k	-14%	4.7k	190.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$877k	-24%	4.2k	210.34	View chart
Starbucks Corporation (SBUX)	0.2	$830k	-9%	9.9k	84.21	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$768k	-7%	9.1k	84.64	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$722k	-44%	2.3k	309.04	View chart
Dupont De Nemours (DD)	0.2	$703k		18k	40.20	View chart
Qnity Electronics Common Stock (Q)	0.2	$675k	NEW	8.3k	81.65	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$654k	-8%	5.9k	110.96	View chart
Coca-Cola Company (KO)	0.2	$612k	-2%	8.8k	69.91	View chart
Oracle Corporation (ORCL)	0.2	$597k		3.1k	194.90	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$595k	+5%	23k	25.75	View chart
3M Company (MMM)	0.2	$574k	-8%	3.6k	160.12	View chart
Home Depot (HD)	0.1	$556k	-3%	1.6k	344.06	View chart
Northrop Grumman Corporation (NOC)	0.1	$538k	-7%	944.00	569.93	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$537k	-89%	5.2k	102.42	View chart
Dow (DOW)	0.1	$462k	-4%	20k	23.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$460k	-25%	7.4k	62.47	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$437k		11k	41.48	View chart
Ge Vernova (GEV)	0.1	$428k	-17%	654.00	653.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$405k	-27%	3.0k	136.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$396k		6.7k	58.73	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$385k	-29%	5.8k	66.75	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$381k	-9%	6.2k	61.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$361k		910.00	396.31	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$357k	+6%	3.3k	106.70	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$352k	-39%	9.2k	38.36	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$335k	-22%	12k	26.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$330k	-37%	676.00	487.86	View chart
Occidental Petroleum Corporation (OXY)	0.1	$326k		7.9k	41.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$320k	-4%	9.8k	32.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$308k	-22%	1.7k	177.37	View chart
Pepsi (PEP)	0.1	$302k	-6%	2.1k	143.52	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$301k	-3%	1.9k	154.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$296k	-5%	1.1k	279.21	View chart
Banco Santander Sa Adr (SAN)	0.1	$287k		25k	11.73	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$286k	-15%	3.1k	90.97	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	0.1	$282k	-20%	11k	25.91	View chart
Nextera Energy (NEE)	0.1	$281k		3.5k	80.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$271k		1.9k	141.05	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$263k	-32%	2.7k	97.76	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$255k	NEW	5.5k	46.04	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$252k	-17%	5.4k	46.54	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$233k		1.8k	128.83	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$229k	-46%	5.7k	40.35	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$220k	-4%	2.0k	111.80	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$220k		4.9k	45.05	View chart
General Motors Company (GM)	0.1	$210k	NEW	2.6k	81.33	View chart
Automatic Data Processing (ADP)	0.1	$206k		800.00	257.23	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$205k	-13%	3.1k	67.22	View chart
Newmont Mining Corporation (NEM)	0.1	$201k	NEW	2.0k	99.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$200k	-55%	1.6k	121.75	View chart

Past Filings by Snider Financial Group

SEC 13F filings are viewable for Snider Financial Group going back to 2021

Snider Financial Group 2025 Q4 filed Jan. 21, 2026
Snider Financial Group 2025 Q3 filed Nov. 7, 2025
Snider Financial Group 2025 Q2 filed Aug. 5, 2025
Snider Financial Group 2025 Q1 filed April 11, 2025
Snider Financial Group 2024 Q4 filed Feb. 6, 2025
Snider Financial Group 2024 Q3 filed Nov. 6, 2024
Snider Financial Group 2024 Q2 filed Aug. 2, 2024
Snider Financial Group 2024 Q1 filed April 30, 2024
Snider Financial Group 2023 Q4 filed Jan. 22, 2024
Snider Financial Group 2023 Q3 filed Oct. 25, 2023
Snider Financial Group 2023 Q2 filed July 19, 2023
Snider Financial Group 2023 Q1 filed April 10, 2023
Snider Financial Group 2022 Q4 filed Feb. 10, 2023
Snider Financial Group 2022 Q3 filed Nov. 14, 2022
Snider Financial Group 2022 Q2 filed Aug. 15, 2022
Snider Financial Group 2022 Q1 restated filed May 16, 2022

View all past filings

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