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

About Snider Financial Group

Investment Activity

Snider Financial Group has $392.83 million in total holdings as of June 30, 2026.
Snider Financial Group owns shares of 103 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 12.79% of the portfolio was purchased this quarter.
About 8.21% of the portfolio was sold this quarter.
This quarter, Snider Financial Group has purchased 102 new stocks and bought additional shares in 38 stocks.
Snider Financial Group sold shares of 35 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $53,238,069
iShares Core U.S. Aggregate Bond ETF: $24,371,708
Vanguard Dividend Appreciation ETF: $20,760,648
iShares U.S. Treasury Bond ETF: $18,971,205
Microsoft: $17,775,609

Largest New Holdings this Quarter

92189F130 - VanEck Real Assets ETF: $5,509,806 Holding
609839105 - Monolithic Power Systems: $4,053,099 Holding
464287341 - iShares Global Energy ETF: $2,575,739 Holding
14020Y201 - Capital Group Municipal Income ETF: $2,442,245 Holding
15675D103 - CEREBRAS SYSTEMS INC: $884,000 Holding

Largest Purchases this Quarter

VanEck Real Assets ETF: 138,891 shares (about $5.51M)
iShares Core U.S. Aggregate Bond ETF: 42,964 shares (about $4.25M)
iShares Core S&P 500 ETF: 5,552 shares (about $4.16M)
Microsoft: 11,056 shares (about $4.12M)
Monolithic Power Systems: 2,932 shares (about $4.05M)

Largest Sales this Quarter

iShares MBS ETF: 63,383 shares (about $5.99M)
CrowdStrike: 3,246 shares (about $2.48M)
Apple: 8,544 shares (about $2.47M)
FIDELITY COVINGTON TRUST: 51,621 shares (about $2.09M)
VanEck Semiconductor ETF: 1,936 shares (about $1.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$53,238,069	$4,157,855 â–²	8.5%	71,089	13.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$24,371,708	$4,252,570 â–²	21.1%	246,229	6.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$20,760,648	$990,495 â–¼	-4.6%	87,738	5.3%	ETF
GOVT iShares U.S. Treasury Bond ETF	$18,971,205	$2,246,541 â–²	13.4%	832,801	4.8%	ETF
MSFT Microsoft	$17,775,609	$4,124,129 â–²	30.2%	47,653	4.5%	Technology
LLY Eli Lilly and Company	$14,547,115	$267,481 â–¼	-1.8%	12,128	3.7%	Healthcare
AMZN Amazon.com	$11,968,005	$864,936 â–²	7.8%	50,214	3.0%	Consumer Discretionary
GOOG Alphabet	$11,558,566	$418,346 â–²	3.8%	32,713	2.9%	Communication Services
XLK Technology Select Sector SPDR Fund	$10,672,058	$943,843 â–¼	-8.1%	56,015	2.7%	ETF
META Meta Platforms	$10,046,256	$1,917,435 â–²	23.6%	17,835	2.6%	Communication Services
RECS Columbia Research Enhanced Core ETF	$9,768,182	$779,388 â–²	8.7%	225,697	2.5%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$9,510,742	$593,403 â–²	6.7%	188,034	2.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$8,509,894	$271,262 â–¼	-3.1%	17,819	2.2%	Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$7,646,977	$227,507 â–²	3.1%	225,974	1.9%	ETF
PANW Palo Alto Networks	$7,346,594	$1,239,608 â–¼	-14.4%	21,543	1.9%	Technology
IEFA iShares Core MSCI EAFE ETF	$6,898,912	$634,918 â–²	10.1%	71,432	1.8%	ETF
NVDA NVIDIA	$6,627,826	$489,423 â–¼	-6.9%	33,124	1.7%	Technology
AAPL Apple	$6,195,075	$2,472,243 â–¼	-28.5%	21,410	1.6%	Technology
JPM JPMorgan Chase & Co.	$5,901,344	$115,218 â–²	2.0%	18,029	1.5%	Finance
CRWD CrowdStrike	$5,872,362	$2,477,152 â–¼	-29.7%	7,695	1.5%	Technology
AVGO Broadcom	$5,705,188	$1,476,255 â–²	34.9%	15,103	1.5%	Technology
STIP iShares 0-5 Year TIPS Bond ETF	$5,631,074	$2,881,737 â–²	104.8%	55,120	1.4%	ETF
HEI Heico	$5,572,261	$210,865 â–²	3.9%	15,644	1.4%	Industrials
RAAX VanEck Real Assets ETF	$5,509,806	$5,509,806 â–²	New Holding	138,891	1.4%	ETF
JEPI JPMorgan Equity Premium Income ETF	$5,218,771	$536,901 â–²	11.5%	92,400	1.3%	ETF
TDG Transdigm Group	$5,161,342	$331,658 â–²	6.9%	3,875	1.3%	Industrials
COST Costco Wholesale	$4,835,563	$25,258 â–²	0.5%	5,169	1.2%	Consumer Staples
SYK Stryker	$4,804,014	$204,326 â–²	4.4%	15,259	1.2%	Healthcare
SMH VanEck Semiconductor ETF	$4,396,812	$1,269,724 â–¼	-22.4%	6,704	1.1%	ETF
MPWR Monolithic Power Systems	$4,053,099	$4,053,099 â–²	New Holding	2,932	1.0%	Technology
SPGI S&P Global	$3,979,404	$898,838 â–²	29.2%	9,771	1.0%	Finance
V Visa	$3,952,922	$191,436 â–²	5.1%	11,522	1.0%	Finance
VEEV Veeva Systems	$3,910,729	$298,682 â–²	8.3%	22,036	1.0%	Healthcare
WALMART INC	$3,877,469	$350,767 â–¼	-8.3%	34,235	1.0%	COM
ARISTA NETWORKS INC	$3,597,719	$624,309 â–²	21.0%	21,178	0.9%	COM SHS
ITOT iShares Core S&P Total U.S. Stock Market ETF	$3,138,277	$493 â–²	0.0%	19,104	0.8%	ETF
NET Cloudflare	$2,808,456	$112,093 â–²	4.2%	11,450	0.7%	Technology
IXC iShares Global Energy ETF	$2,575,739	$2,575,739 â–²	New Holding	52,427	0.7%	ETF
CGMU Capital Group Municipal Income ETF	$2,442,245	$2,442,245 â–²	New Holding	88,906	0.6%	ETF
NLR VanEck Uranium and Nuclear ETF	$2,407,899	$178,728 â–²	8.0%	20,761	0.6%	ETF
CTAS Cintas	$2,374,410	$111,739 â–²	4.9%	13,961	0.6%	Industrials
ASML ASML	$2,005,356		0.0%	1,008	0.5%	Technology
MBB iShares MBS ETF	$1,918,893	$5,991,094 â–¼	-75.7%	20,301	0.5%	ETF
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.4%	Finance
XLG Invesco S&P 500 Top 50 ETF	$1,383,926	$95,519 â–²	7.4%	22,602	0.4%	ETF
BRK.B Berkshire Hathaway	$1,336,542	$181,642 â–¼	-12.0%	2,671	0.3%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$1,270,130	$186,759 â–¼	-12.8%	15,166	0.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,225,614	$94,144 â–²	8.3%	12,706	0.3%	ETF
FIDELITY COVINGTON TRUST	$976,820	$2,094,821 â–¼	-68.2%	24,071	0.2%	ENH MID COR ETF
GE GE Aerospace	$889,523	$193,228 â–¼	-17.8%	2,380	0.2%	Industrials
CEREBRAS SYSTEMS INC	$884,000	$884,000 â–²	New Holding	4,000	0.2%	COM CL A
MU Micron Technology	$869,074	$869,074 â–²	New Holding	753	0.2%	Technology
BAC Bank of America	$851,619	$150,369 â–¼	-15.0%	14,946	0.2%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$846,939	$40,180 â–¼	-4.5%	8,874	0.2%	ETF
VOO Vanguard S&P 500 ETF	$834,474	$178,571 â–¼	-17.6%	1,215	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$772,337	$505,247 â–²	189.2%	6,220	0.2%	ETF
GE VERNOVA INC	$768,447		0.0%	654	0.2%	COM
ORCL Oracle	$756,610	$307,744 â–²	68.6%	5,163	0.2%	Technology
VIOO Vanguard S&P Small-Cap 600 ETF	$736,114	$36,035 â–¼	-4.7%	5,352	0.2%	ETF
CTVA Corteva	$716,316	$1,524 â–²	0.2%	8,458	0.2%	Materials
KO CocaCola	$706,968		0.0%	8,699	0.2%	Consumer Staples
MRVL Marvell Technology	$691,107	$691,107 â–²	New Holding	2,320	0.2%	Technology
GOOGL Alphabet	$684,706	$278,385 â–¼	-28.9%	1,916	0.2%	Communication Services
ASX ASE Technology	$676,800	$676,800 â–²	New Holding	15,000	0.2%	Technology
IWD iShares Russell 1000 Value ETF	$675,410	$36,365 â–¼	-5.1%	2,786	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$641,210	$746 â–²	0.1%	859	0.2%	ETF
QNITY ELECTRONICS INC	$622,764	$327 â–²	0.1%	3,813	0.2%	COMMON STOCK
SPAB SPDR Portfolio Aggregate Bond ETF	$616,718	$20,008 â–²	3.4%	24,166	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$574,597	$88,181 â–¼	-13.3%	3,636	0.1%	ETF
SBUX Starbucks	$560,568	$105,145 â–¼	-15.8%	5,486	0.1%	Consumer Discretionary
SPACE EXPLORATION TECHN CORP	$542,651	$542,651 â–²	New Holding	3,176	0.1%	CLASS A COM STK
AOR iShares Core 60/40 Balanced Allocation ETF	$536,332	$536,332 â–²	New Holding	7,717	0.1%	ETF
DUPONT DE NEMOURS INC	$532,474	$532,474 â–²	New Holding	3,926	0.1%	COMMON STOCK
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$528,557	$236,185 â–¼	-30.9%	22,822	0.1%	ETF
HD Home Depot	$511,370	$353 â–²	0.1%	1,450	0.1%	Consumer Discretionary
MMM 3M	$506,473	$46,956 â–¼	-8.5%	3,128	0.1%	Industrials
VONE Vanguard Russell 1000 ETF	$487,757	$270,976 â–¼	-35.7%	1,440	0.1%	ETF
NOC Northrop Grumman	$454,322	$26,485 â–¼	-5.5%	892	0.1%	Industrials
COREWEAVE INC	$409,109	$409,109 â–²	New Holding	4,110	0.1%	COM CL A
VTV Vanguard Value ETF	$408,718	$447,301 â–¼	-52.3%	1,875	0.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$400,469	$76,896 â–¼	-16.1%	6,588	0.1%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$391,300	$17,132 â–¼	-4.2%	3,289	0.1%	ETF
WAFD WaFd	$389,986	$389,986 â–²	New Holding	10,164	0.1%	Finance
XCEM Columbia EM Core ex-China ETF	$352,182	$95,713 â–¼	-21.4%	6,660	0.1%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$352,098		0.0%	3,227	0.1%	ETF
SAN Banco Santander	$332,293	$1,145 â–²	0.3%	24,079	0.1%	Finance
NULV Nuveen ESG Large-Cap Value ETF	$322,535		0.0%	6,452	0.1%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$308,687	$16,271 â–¼	-5.0%	2,637	0.1%	ETF
NEE NextEra Energy	$307,195		0.0%	3,500	0.1%	Utilities
DSI iShares ESG MSCI KLD 400 ETF	$306,850		0.0%	2,155	0.1%	ETF
PEP PepsiCo	$293,547		0.0%	2,168	0.1%	Consumer Staples
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$291,097		0.0%	6,140	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$290,824		0.0%	1,833	0.1%	ETF
SCHE Schwab Emerging Markets Equity ETF	$285,511	$19,870 â–¼	-6.5%	7,874	0.1%	ETF
FBND Fidelity Total Bond ETF	$267,723	$12,283 â–²	4.8%	5,885	0.1%	ETF
IVOO Vanguard S&P Mid-Cap 400 ETF	$257,018		0.0%	1,971	0.1%	ETF
VONG Vanguard Russell 1000 Growth ETF	$248,974		0.0%	1,948	0.1%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$247,830	$168,944 â–¼	-40.5%	2,196	0.1%	ETF
VGSH Vanguard Short-Term Treasury ETF	$243,974		0.0%	4,192	0.1%	ETF
AMD Advanced Micro Devices	$230,621	$230,621 â–²	New Holding	397	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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

About Snider Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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

About Snider Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSnider Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools