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Snider Financial Group Top Holdings and 13F Report (2026)

About Snider Financial Group

Investment Activity

  • Snider Financial Group has $414.76 million in total holdings as of September 30, 2026.
  • Snider Financial Group owns shares of 102 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 5.73% of the portfolio was purchased this quarter.
  • About 2.25% of the portfolio was sold this quarter.
  • This quarter, Snider Financial Group has purchased 103 new stocks and bought additional shares in 45 stocks.
  • Snider Financial Group sold shares of 30 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

33734X846 - First Trust Nasdaq Cybersecurity ETF
$3,547,293 Holding
031162100 - Amgen
$556,393 Holding
651639106 - Newmont
$234,252 Holding
053015103 - Automatic Data Processing
$206,448 Holding
166764100 - Chevron
$202,168 Holding

Largest Purchases this Quarter

CrowdStrike
18,761 shares (about $4.97M)
Schwab U.S. Large-Cap Growth ETF
100,920 shares (about $3.63M)
First Trust Nasdaq Cybersecurity ETF
34,410 shares (about $3.55M)
Cintas
8,405 shares (about $1.64M)
iShares Core S&P 500 ETF
2,095 shares (about $1.60M)

Largest Sales this Quarter

Meta Platforms
1,978 shares (about $1.43M)
Veeva Systems
3,538 shares (about $1.01M)
iShares Core U.S. Aggregate Bond ETF
9,003 shares (about $851.14K)
Microsoft
1,219 shares (about $625.22K)
Columbia Research Enhanced Core ETF
6,503 shares (about $293.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSnider Financial Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$56,048,042$1,604,458 ▲2.9%73,18413.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$23,815,768$625,219 ▼-2.6%46,4345.7%Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$22,427,371$851,145 ▼-3.7%237,2265.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$20,487,835$17,732 ▲0.1%87,8144.9%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$19,586,148$1,372,781 ▲7.5%895,5714.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$14,068,321$34,714 ▲0.2%12,1583.4%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,848,666$337,847 ▲2.7%51,5703.1%Consumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,745,319$3,626,061 ▲44.7%326,8942.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$11,499,400$1,434,434 ▼-11.1%15,8572.8%Communication Services
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$11,032,332$67,338 ▲0.6%56,3592.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$10,884,503$262,027 ▼-2.4%31,9442.6%Communication Services
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$9,883,474$293,221 ▼-2.9%219,1942.4%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$9,617,921$141,019 ▲1.5%190,8322.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,386,817$172,433 ▼-2.0%21,1092.0%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$8,184,220$55,200 ▲0.7%17,9402.0%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,338,814$226,098 ▼-3.0%32,1341.8%Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,170,001$249,660 ▲3.6%74,0091.7%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$7,004,226$4,966,975 ▲243.8%26,4561.7%Technology
Apple Inc. stock logo
AAPL
Apple
$6,942,161$187,824 ▼-2.6%20,8461.7%Technology
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$6,400,351$904,879 ▲16.5%64,1961.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,016,655$52,270 ▲0.9%18,1871.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$5,764,600$460,423 ▲8.7%16,4141.4%Technology
VanEck Real Assets ETF stock logo
RAAX
VanEck Real Assets ETF
$5,748,584$216,556 ▲3.9%144,3281.4%ETF
Heico Corporation stock logo
HEI
Heico
$5,651,020$908,032 ▲19.1%18,6391.4%Industrials
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$5,472,094$277,388 ▲5.3%97,3341.3%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$5,280,254$1,009,922 ▼-16.1%18,4981.3%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,013,260$307,696 ▲6.5%5,5071.2%Consumer Staples
Cintas Corporation stock logo
CTAS
Cintas
$4,362,728$1,639,485 ▲60.2%22,3661.1%Industrials
ARISTA NETWORKS INC
$4,281,091$30,539 ▼-0.7%21,0281.0%COM SHS
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$4,280,346$85,520 ▲2.0%3,9541.0%Industrials
Stryker Corporation stock logo
SYK
Stryker
$4,249,608$47,368 ▲1.1%15,4311.0%Healthcare
Visa Inc. stock logo
V
Visa
$4,193,707$53,540 ▲1.3%11,6711.0%Finance
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$4,161,674$211,519 ▲5.4%3,0891.0%Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$4,091,559$8,527 ▲0.2%6,7181.0%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$4,031,683$177,503 ▲4.6%10,2211.0%Finance
Cloudflare, Inc. stock logo
NET
Cloudflare
$3,846,126$130,230 ▼-3.3%11,0750.9%Technology
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$3,547,293$3,547,293 ▲New Holding34,4100.9%ETF
WALMART INC
$3,531,750$25,980 ▼-0.7%33,9850.9%COM
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$3,282,723$106,087 ▲3.3%19,7420.8%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$3,050,174$63,408 ▲2.1%53,5400.7%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$2,370,326$64,098 ▲2.8%91,3770.6%ETF
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$2,173,004$25,038 ▲1.2%21,0030.5%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,923,488$104,137 ▲5.7%21,4630.5%ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,826,1630.0%1,0080.4%Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,494,0100.0%20.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,324,049$5,975 ▼-0.4%2,6590.3%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,276,159$38,099 ▲3.1%13,0970.3%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,215,144$43,143 ▼-3.4%14,6460.3%ETF
SPACE EXPLORATION TECHN CORP
$1,052,399$573,268 ▲119.6%6,9760.3%CLASS A COM STK
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$864,984$22,038 ▲2.6%9,1060.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$801,9480.0%7530.2%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$782,216$31,297 ▼-3.8%14,3710.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$779,1170.0%6,2200.2%ETF
FIDELITY COVINGTON TRUST
$773,407$198,591 ▼-20.4%19,1530.2%ENH MID COR ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$748,8100.0%8,6990.2%Consumer Staples
GE Aerospace stock logo
GE
GE Aerospace
$724,201$19,050 ▼-2.6%2,3190.2%Industrials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$714,176$137,368 ▼-16.1%1,0190.2%ETF
CEREBRAS SYSTEMS INC
$710,6000.0%4,0000.2%COM CL A
Oracle Corporation stock logo
ORCL
Oracle
$708,8540.0%5,1630.2%Technology
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$666,9000.0%15,0000.2%Technology
Corteva, Inc. stock logo
CTVA
Corteva
$658,045$1,242 ▲0.2%8,4740.2%Materials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$654,8280.0%8590.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$638,336$20,991 ▼-3.2%1,8550.2%Communication Services
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$634,453$56,280 ▼-8.1%2,5590.2%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$634,118$43,017 ▼-6.4%5,0120.2%ETF
GE VERNOVA INC
$621,7000.0%6540.1%COM
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$612,9710.0%2,3200.1%Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$607,741$92,270 ▲17.9%6,4680.1%Consumer Discretionary
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$589,338$658 ▲0.1%24,1930.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$556,393$556,393 ▲New Holding1,3200.1%Healthcare
3M Company stock logo
MMM
3M
$515,104$1,642 ▲0.3%3,1380.1%Industrials
DUPONT DE NEMOURS INC
$512,171$2,208 ▲0.4%3,9430.1%COMMON STOCK
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$504,866$59,442 ▼-10.5%3,2530.1%ETF
QNITY ELECTRONICS INC
$479,817$377 ▲0.1%3,8160.1%COMMON STOCK
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$431,957$484 ▲0.1%8930.1%Industrials
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$419,466$98,360 ▼-19.0%18,4870.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$416,221$11,445 ▲2.8%3,3820.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$391,942$13,180 ▼-3.3%1,8140.1%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$372,107$72,307 ▲24.1%3,2730.1%ETF
COREWEAVE INC
$358,0630.0%4,1100.1%COM CL A
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$340,646$948 ▲0.3%6,4700.1%ETF
Banco Santander, S.A. stock logo
SAN
Banco Santander
$333,0150.0%24,0790.1%Finance
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$329,6380.0%3,2270.1%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$315,0180.0%2,1550.1%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$311,320$184,040 ▼-37.2%9050.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$311,094$101,234 ▼-24.6%1,0940.1%Consumer Discretionary
WaFd, Inc. stock logo
WAFD
WaFd
$304,522$299 ▲0.1%10,1740.1%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$304,378$98,362 ▼-24.4%4,9790.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$296,082$12,631 ▼-4.1%1,7580.1%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$287,0070.0%7,8740.1%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$277,8350.0%6,1400.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$274,7290.0%2,1680.1%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$265,0900.0%3,5000.1%Utilities
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$255,732$909 ▲0.4%5,9060.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$242,8690.0%3970.1%Technology
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$239,9890.0%1,9710.1%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$237,617$104,774 ▼-30.6%4,6220.1%ETF
Newmont Corporation stock logo
NEM
Newmont
$234,252$234,252 ▲New Holding2,0310.1%Materials
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$218,054$9,378 ▼-4.1%2,1160.1%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$206,448$206,448 ▲New Holding8000.0%Industrials

Showing largest 100 holdings. View all holdings.
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