Snider Financial Group

Snider Financial Group as of June 30, 2026

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 71k 748.89
Ishares Tr Core Us Aggbd Et (AGG) 6.2 $24M 246k 98.98
Vanguard Specialized Funds Div App Etf (VIG) 5.3 $21M 88k 236.62
Ishares Tr Us Treas Bd Etf (GOVT) 4.8 $19M 833k 22.78
Microsoft Corporation (MSFT) 4.5 $18M 48k 373.02
Eli Lilly & Co. (LLY) 3.7 $15M 12k 1199.47
Amazon (AMZN) 3.0 $12M 50k 238.34
Alphabet Cap Stk Cl C (GOOG) 2.9 $12M 33k 353.33
Select Sector Spdr Tr St Str Techn Etf (XLK) 2.7 $11M 56k 190.52
Meta Platforms Cl A (META) 2.6 $10M 18k 563.29
Columbia Etf Tr I Resh Enhnc Cor (RECS) 2.5 $9.8M 226k 43.28
Ishares Tr Ultra Short Dur (ICSH) 2.4 $9.5M 188k 50.58
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.2 $8.5M 18k 477.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $7.6M 226k 33.84
Palo Alto Networks (PANW) 1.9 $7.3M 22k 341.02
Ishares Tr Core Msci Eafe (IEFA) 1.8 $6.9M 71k 96.58
NVIDIA Corporation (NVDA) 1.7 $6.6M 33k 200.09
Apple (AAPL) 1.6 $6.2M 21k 289.35
JPMorgan Chase & Co. (JPM) 1.5 $5.9M 18k 327.33
Crowdstrike Hldgs Cl A (CRWD) 1.5 $5.9M 7.7k 763.14
Broadcom (AVGO) 1.5 $5.7M 15k 377.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $5.6M 55k 102.16
HEICO Corporation (HEI) 1.4 $5.6M 16k 356.19
Vaneck Etf Trust Real Assets Etf (RAAX) 1.4 $5.5M 139k 39.67
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.3 $5.2M 92k 56.48
TransDigm Group Incorporated (TDG) 1.3 $5.2M 3.9k 1331.96
Costco Wholesale Corporation (COST) 1.2 $4.8M 5.2k 935.49
Stryker Corporation (SYK) 1.2 $4.8M 15k 314.83
Vaneck Etf Trust Semiconductr Etf (SMH) 1.1 $4.4M 6.7k 655.85
Monolithic Power Systems (MPWR) 1.0 $4.1M 2.9k 1382.37
S&p Global (SPGI) 1.0 $4.0M 9.8k 407.27
Visa Com Cl A (V) 1.0 $4.0M 12k 343.08
Veeva Sys Cl A Com (VEEV) 1.0 $3.9M 22k 177.47
Wal-Mart Stores (WMT) 1.0 $3.9M 34k 113.26
Arista Networks Com Shs (ANET) 0.9 $3.6M 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 12k 245.28
Ishares Tr Global Energ Etf (IXC) 0.7 $2.6M 52k 49.13
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.6 $2.4M 89k 27.47
Vaneck Etf Trust Urani Nucle Etf (NLR) 0.6 $2.4M 21k 115.98
Cintas Corporation (CTAS) 0.6 $2.4M 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 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 23k 61.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 2.7k 500.39
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 15k 83.75
Ishares Tr Msci Usa Min Etf (USMV) 0.3 $1.2M 13k 96.46
Fidelity Covington Trust Enh Mid Cor Etf (FMDE) 0.2 $977k 24k 40.58
Ge Aerospace Com New (GE) 0.2 $890k 2.4k 373.75
Cerebras Systems Com Cl A (CBRS) 0.2 $884k 4.0k 221.00
Micron Technology (MU) 0.2 $869k 753.00 1154.15
Bank of America Corporation (BAC) 0.2 $852k 15k 56.98
Ishares Tr Core Msci Total (IXUS) 0.2 $847k 8.9k 95.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $835k 1.2k 686.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $772k 6.2k 124.17
Ge Vernova (GEV) 0.2 $768k 654.00 1175.00
Oracle Corporation (ORCL) 0.2 $757k 5.2k 146.54
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $736k 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 2.3k 297.89
Alphabet Cap Stk Cl A (GOOGL) 0.2 $685k 1.9k 357.36
Ase Technology Hldg Sponsored Ads (ASX) 0.2 $677k 15k 45.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $675k 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 24k 25.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $575k 3.6k 158.03
Starbucks Corporation (SBUX) 0.1 $561k 5.5k 102.18
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $543k 3.2k 170.86
Ishares Tr Core 60 Bala Etf (AOR) 0.1 $536k 7.7k 69.50
Dupont De Nemours Common Stock (DD) 0.1 $533k 3.9k 135.63
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $529k 23k 23.16
Home Depot (HD) 0.1 $511k 1.5k 352.67
3M Company (MMM) 0.1 $507k 3.1k 161.92
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $488k 1.4k 338.72
Northrop Grumman Corporation (NOC) 0.1 $454k 892.00 509.33
Coreweave Com Cl A (CRWV) 0.1 $409k 4.1k 99.54
Vanguard Index Fds Value Etf (VTV) 0.1 $409k 1.9k 217.98
Spdr Series Trust St Str P500val (SPYV) 0.1 $401k 6.6k 60.79
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $391k 3.3k 118.97
Washington Federal (WAFD) 0.1 $390k 10k 38.37
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $352k 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
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $323k 6.5k 49.99
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $309k 2.6k 117.06
Nextera Energy (NEE) 0.1 $307k 3.5k 87.77
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $307k 2.2k 142.39
Pepsi (PEP) 0.1 $294k 2.2k 135.40
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $291k 6.1k 47.41
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $291k 1.8k 158.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $286k 7.9k 36.26
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $268k 5.9k 45.49
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $257k 2.0k 130.40
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $249k 1.9k 127.81
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $248k 2.2k 112.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $244k 4.2k 58.20
Advanced Micro Devices (AMD) 0.1 $231k 397.00 580.91
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $227k 2.2k 102.81
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $224k 1.5k 148.31
Caterpillar (CAT) 0.1 $205k 193.00 1062.55