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 34.40% of Snider Financial Group's stock portfolio.
- Added to shares of these 10 stocks: RAAX (+$5.5M), AGG, IVV, MSFT, MPWR, STIP, IXC, CGMU, GOVT, META.
- Started 16 new stock positions in SPCX, CAT, CGMU, WAFD, DD, MU, CRWV, MPWR, AMD, IJR. CBRS, MRVL, IXC, ASX, RAAX, AOR.
- Reduced shares in these 10 stocks: MBB (-$6.0M), IBB, CRWD, AAPL, , VTEB, FMDE, SMH, PANW, VIG.
- Sold out of its positions in CVX, Dupont De Nemours, FIDI, FDLO, FDRR, IWS, IWP, IBB, NEM, XLE. UI, VEA, VTEB, VOE, VUG.
- Snider Financial Group was a net buyer of stock by $18M.
- Snider Financial Group has $393M in assets under management (AUM), dropping by 18.53%.
- Central Index Key (CIK): 0001820681
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Portfolio Holdings for Snider Financial Group
Snider Financial Group holds 103 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.6 | $53M | +8% | 71k | 748.89 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.2 | $24M | +21% | 246k | 98.98 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.3 | $21M | -4% | 88k | 236.62 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 4.8 | $19M | +13% | 833k | 22.78 |
|
| Microsoft Corporation (MSFT) | 4.5 | $18M | +30% | 48k | 373.02 |
|
| Eli Lilly & Co. (LLY) | 3.7 | $15M | 12k | 1199.47 |
|
|
| Amazon (AMZN) | 3.0 | $12M | +7% | 50k | 238.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $12M | +3% | 33k | 353.33 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.7 | $11M | -8% | 56k | 190.52 |
|
| Meta Platforms Cl A (META) | 2.6 | $10M | +23% | 18k | 563.29 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 2.5 | $9.8M | +8% | 226k | 43.28 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 2.4 | $9.5M | +6% | 188k | 50.58 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.2 | $8.5M | -3% | 18k | 477.57 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $7.6M | +3% | 226k | 33.84 |
|
| Palo Alto Networks (PANW) | 1.9 | $7.3M | -14% | 22k | 341.02 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $6.9M | +10% | 71k | 96.58 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $6.6M | -6% | 33k | 200.09 |
|
| Apple (AAPL) | 1.6 | $6.2M | -28% | 21k | 289.35 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $5.9M | 18k | 327.33 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $5.9M | -29% | 7.7k | 763.14 |
|
| Broadcom (AVGO) | 1.5 | $5.7M | +34% | 15k | 377.75 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.4 | $5.6M | +104% | 55k | 102.16 |
|
| HEICO Corporation (HEI) | 1.4 | $5.6M | +3% | 16k | 356.19 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 1.4 | $5.5M | NEW | 139k | 39.67 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $5.2M | +11% | 92k | 56.48 |
|
| TransDigm Group Incorporated (TDG) | 1.3 | $5.2M | +6% | 3.9k | 1331.96 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $4.8M | 5.2k | 935.49 |
|
|
| Stryker Corporation (SYK) | 1.2 | $4.8M | +4% | 15k | 314.83 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.1 | $4.4M | -22% | 6.7k | 655.85 |
|
| Monolithic Power Systems (MPWR) | 1.0 | $4.1M | NEW | 2.9k | 1382.37 |
|
| S&p Global (SPGI) | 1.0 | $4.0M | +29% | 9.8k | 407.27 |
|
| Visa Com Cl A (V) | 1.0 | $4.0M | +5% | 12k | 343.08 |
|
| Veeva Sys Cl A Com (VEEV) | 1.0 | $3.9M | +8% | 22k | 177.47 |
|
| Wal-Mart Stores (WMT) | 1.0 | $3.9M | -8% | 34k | 113.26 |
|
| Arista Networks Com Shs (ANET) | 0.9 | $3.6M | +20% | 21k | 169.88 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $3.1M | 19k | 164.27 |
|
|
| Cloudflare Cl A Com (NET) | 0.7 | $2.8M | +4% | 12k | 245.28 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.7 | $2.6M | NEW | 52k | 49.13 |
|
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.6 | $2.4M | NEW | 89k | 27.47 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.6 | $2.4M | +8% | 21k | 115.98 |
|
| Cintas Corporation (CTAS) | 0.6 | $2.4M | +4% | 14k | 170.07 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $2.0M | 1.0k | 1989.44 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $1.9M | -75% | 20k | 94.52 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | 2.00 | 748850.00 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $1.4M | +7% | 23k | 61.23 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | -11% | 2.7k | 500.39 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.3M | -12% | 15k | 83.75 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.3 | $1.2M | +8% | 13k | 96.46 |
|
| Fidelity Covington Trust Enh Mid Cor Etf (FMDE) | 0.2 | $977k | -68% | 24k | 40.58 |
|
| Ge Aerospace Com New (GE) | 0.2 | $890k | -17% | 2.4k | 373.75 |
|
| Cerebras Systems Com Cl A (CBRS) | 0.2 | $884k | NEW | 4.0k | 221.00 |
|
| Micron Technology (MU) | 0.2 | $869k | NEW | 753.00 | 1154.15 |
|
| Bank of America Corporation (BAC) | 0.2 | $852k | -15% | 15k | 56.98 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $847k | -4% | 8.9k | 95.44 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $835k | -17% | 1.2k | 686.81 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $772k | +189% | 6.2k | 124.17 |
|
| Ge Vernova (GEV) | 0.2 | $768k | 654.00 | 1175.00 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $757k | +68% | 5.2k | 146.54 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $736k | -4% | 5.4k | 137.54 |
|
| Corteva (CTVA) | 0.2 | $716k | 8.5k | 84.69 |
|
|
| Coca-Cola Company (KO) | 0.2 | $707k | 8.7k | 81.27 |
|
|
| Marvell Technology (MRVL) | 0.2 | $691k | NEW | 2.3k | 297.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $685k | -28% | 1.9k | 357.36 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $677k | NEW | 15k | 45.12 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $675k | -5% | 2.8k | 242.43 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $641k | 859.00 | 746.46 |
|
|
| Qnity Electronics Common Stock (Q) | 0.2 | $623k | 3.8k | 163.33 |
|
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.2 | $617k | +3% | 24k | 25.52 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $575k | -13% | 3.6k | 158.03 |
|
| Starbucks Corporation (SBUX) | 0.1 | $561k | -15% | 5.5k | 102.18 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $543k | NEW | 3.2k | 170.86 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $536k | NEW | 7.7k | 69.50 |
|
| Dupont De Nemours Common Stock (DD) | 0.1 | $533k | NEW | 3.9k | 135.63 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $529k | -30% | 23k | 23.16 |
|
| Home Depot (HD) | 0.1 | $511k | 1.5k | 352.67 |
|
|
| 3M Company (MMM) | 0.1 | $507k | -8% | 3.1k | 161.92 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $488k | -35% | 1.4k | 338.72 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $454k | -5% | 892.00 | 509.33 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $409k | NEW | 4.1k | 99.54 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $409k | -52% | 1.9k | 217.98 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $401k | -16% | 6.6k | 60.79 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $391k | -4% | 3.3k | 118.97 |
|
| Washington Federal (WAFD) | 0.1 | $390k | NEW | 10k | 38.37 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $352k | -21% | 6.7k | 52.88 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $352k | 3.2k | 109.11 |
|
|
| Banco Santander Sa Adr (SAN) | 0.1 | $332k | 24k | 13.80 |
|
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $323k | 6.5k | 49.99 |
|
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $309k | -5% | 2.6k | 117.06 |
|
| Nextera Energy (NEE) | 0.1 | $307k | 3.5k | 87.77 |
|
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $307k | 2.2k | 142.39 |
|
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| Pepsi (PEP) | 0.1 | $294k | 2.2k | 135.40 |
|
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $291k | 6.1k | 47.41 |
|
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $291k | 1.8k | 158.66 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $286k | -6% | 7.9k | 36.26 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $268k | +4% | 5.9k | 45.49 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $257k | 2.0k | 130.40 |
|
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $249k | 1.9k | 127.81 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $248k | -40% | 2.2k | 112.86 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $244k | 4.2k | 58.20 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $231k | NEW | 397.00 | 580.91 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $227k | -2% | 2.2k | 102.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $224k | NEW | 1.5k | 148.31 |
|
| Caterpillar (CAT) | 0.1 | $205k | NEW | 193.00 | 1062.55 |
|
Past Filings by Snider Financial Group
SEC 13F filings are viewable for Snider Financial Group going back to 2021
- Snider Financial Group 2026 Q2 filed July 14, 2026
- 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