Snider Financial Group

Snider Financial Group as of March 31, 2026

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