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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, GOVT, MSFT, and represent 34.13% of Snider Financial Group's stock portfolio.
Added to shares of these 10 stocks: IEFA, XLE, NET, CTAS, IVV, ASML, GOVT, RECS, MBB, CRWD.
Started 9 new stock positions in NET, CTAS, UI, ESGD, EAGG, ASML, XLE, CVX, NULG.
Reduced shares in these 10 stocks: SPYV (-$7.1M), ADSK, IQLT, AGG, AAPL, SPY, QQQ, IBB, ICSH, WMT.
Sold out of its positions in ADSK, ADP, DOW, FREL, GM, QQQ, IEMG, IQLT, IUSB, OXY. GLD, XLRE, OUNZ, VIOV, VOT.
Snider Financial Group was a net seller of stock by $-25M.
Snider Financial Group has $331M in assets under management (AUM), dropping by -11.68%.
Central Index Key (CIK): 0001820681

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Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 102 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.9	$43M	+4%	66k	653.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.1	$20M	-13%	203k	99.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.0	$20M	-4%	92k	215.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	5.1	$17M	+7%	734k	22.91	View chart
Microsoft Corporation (MSFT)	4.1	$14M		37k	370.17	View chart
Eli Lilly & Co. (LLY)	3.4	$11M	-2%	12k	919.79	View chart
Amazon (AMZN)	2.9	$9.7M	-5%	47k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	2.7	$9.0M	-8%	32k	286.86	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.7	$8.9M	-13%	176k	50.62	View chart
Meta Platforms Cl A (META)	2.5	$8.3M	+2%	14k	572.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.4	$8.1M		61k	132.90	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	2.4	$8.1M	+12%	208k	38.98	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$7.9M	+7%	84k	94.95	View chart
Apple (AAPL)	2.3	$7.6M	-27%	30k	253.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$6.4M	-10%	219k	29.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.9	$6.2M	-3%	18k	337.96	View chart
NVIDIA Corporation (NVDA)	1.9	$6.2M	-4%	36k	174.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$5.9M	+127%	65k	90.53	View chart
JPMorgan Chase & Co. (JPM)	1.6	$5.2M		18k	294.16	View chart
Costco Wholesale Corporation (COST)	1.5	$5.1M	-8%	5.1k	996.45	View chart
Stryker Corporation (SYK)	1.4	$4.8M	-10%	15k	328.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$4.7M	+5%	83k	56.68	View chart
Wal-Mart Stores (WMT)	1.4	$4.6M	-20%	37k	124.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.3	$4.3M	+10%	11k	390.41	View chart
TransDigm Group Incorporated (TDG)	1.3	$4.2M	+4%	3.6k	1159.01	View chart
HEICO Corporation (HEI)	1.2	$4.1M	+2%	15k	274.20	View chart
Palo Alto Networks (PANW)	1.2	$4.0M	+7%	25k	160.32	View chart
Veeva Sys Cl A Com (VEEV)	1.1	$3.6M		20k	175.66	View chart
Broadcom (AVGO)	1.0	$3.5M		11k	309.50	View chart
Visa Com Cl A (V)	1.0	$3.3M		11k	302.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.0	$3.3M	-4%	8.6k	383.38	View chart
S&p Global (SPGI)	1.0	$3.2M	+3%	7.6k	425.33	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$2.8M	+6%	27k	103.43	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.8	$2.7M	+7%	76k	35.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$2.7M	+2%	19k	142.43	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.8	$2.6M	-12%	19k	133.19	View chart
Ishares Tr Ishares Biotech (IBB)	0.8	$2.5M	-40%	15k	168.85	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.7	$2.3M	NEW	37k	61.26	View chart
Cloudflare Cl A Com (NET)	0.7	$2.3M	NEW	11k	206.34	View chart
Cintas Corporation (CTAS)	0.7	$2.3M	NEW	13k	169.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$2.2M	+11%	45k	49.89	View chart
Arista Networks Com Shs (ANET)	0.6	$2.1M	+2%	18k	122.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.5M	-23%	3.0k	479.20	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.4M		2.00	718140.00	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$1.3M	NEW	1.0k	1320.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.3M	-23%	17k	75.10	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.1M		21k	54.55	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.1M	+4%	12k	92.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$917k	-37%	2.2k	426.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$881k	-14%	1.5k	597.55	View chart
Bank of America Corporation (BAC)	0.3	$857k	-13%	18k	48.75	View chart
Ge Aerospace Com New (GE)	0.2	$822k	-6%	2.9k	283.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$805k	+2%	9.3k	86.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$775k	-53%	2.7k	287.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$771k	-15%	3.9k	196.20	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$768k	-19%	33k	23.26	View chart
Corteva (CTVA)	0.2	$707k	-51%	8.4k	83.71	View chart
Coca-Cola Company (KO)	0.2	$662k		8.7k	76.05	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$661k	-4%	2.2k	295.12	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$645k	-4%	5.6k	114.83	View chart
Northrop Grumman Corporation (NOC)	0.2	$644k		944.00	682.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$627k	-29%	2.9k	213.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$621k	-48%	4.2k	148.10	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$599k		23k	25.62	View chart
Starbucks Corporation (SBUX)	0.2	$584k	-33%	6.5k	89.59	View chart
Ge Vernova (GEV)	0.2	$571k		654.00	872.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$558k	-79%	858.00	650.64	View chart
Dupont De Nemours (DD)	0.2	$537k	-32%	12k	45.80	View chart
3M Company (MMM)	0.1	$496k	-4%	3.4k	145.24	View chart
Home Depot (HD)	0.1	$477k	-10%	1.4k	328.99	View chart
Oracle Corporation (ORCL)	0.1	$451k		3.1k	147.10	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$444k	-94%	7.9k	56.58	View chart
Qnity Electronics Common Stock (Q)	0.1	$440k	-53%	3.8k	115.39	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$382k	-29%	3.7k	103.37	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$372k		5.8k	64.59	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$346k	-7%	8.5k	40.81	View chart
Pepsi (PEP)	0.1	$337k	+3%	2.2k	155.29	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$336k	+2%	3.4k	97.92	View chart
Nextera Energy (NEE)	0.1	$325k		3.5k	92.88	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$305k	+2%	3.2k	94.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$300k	-6%	1.6k	184.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$296k	-37%	4.6k	64.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$295k		676.00	436.79	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$294k	+32%	6.5k	45.50	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$292k	NEW	6.1k	47.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$278k	-13%	8.4k	32.95	View chart
Banco Santander Sa Adr (SAN)	0.1	$271k	-2%	24k	11.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$269k	-5%	1.8k	146.61	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$263k	-30%	2.1k	128.15	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$263k	-28%	4.5k	58.80	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$261k	+19%	2.2k	121.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$256k		5.6k	45.62	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$252k	NEW	2.8k	90.94	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	0.1	$249k	-17%	9.0k	27.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$245k	-37%	4.2k	58.54	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$225k		2.0k	114.32	View chart
Ubiquiti (UI)	0.1	$225k	NEW	285.00	790.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$221k	-21%	1.5k	145.76	View chart
Newmont Mining Corporation (NEM)	0.1	$219k		2.0k	108.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$216k	NEW	2.3k	95.60	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$214k	+18%	1.9k	109.69	View chart
Chevron Corporation (CVX)	0.1	$205k	NEW	990.00	206.90	View chart

Past Filings by Snider Financial Group

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

Snider Financial Group 2026 Q1 filed April 15, 2026
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

View all past filings

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