Snider Financial Group Top Holdings and 13F Report (2026) About Snider Financial GroupInvestment ActivitySnider Financial Group has $331.41 million in total holdings as of March 31, 2026.Snider Financial Group owns shares of 102 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.98% of the portfolio was purchased this quarter.About 13.41% of the portfolio was sold this quarter.This quarter, Snider Financial Group has purchased 108 new stocks and bought additional shares in 33 stocks.Snider Financial Group sold shares of 52 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $42,809,251iShares Core U.S. Aggregate Bond ETF $20,178,107Vanguard Dividend Appreciation ETF $19,769,278iShares U.S. Treasury Bond ETF $16,820,104Microsoft $13,546,931 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $2,279,639 Holding18915M107 - Cloudflare $2,268,296 Holding172908105 - Cintas $2,250,239 HoldingN07059210 - ASML $1,331,397 Holding46435U549 - iShares ESG Aware U.S. Aggregate Bond ETF $291,957 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 36,333 shares (about $3.29M)Energy Select Sector SPDR Fund 37,213 shares (about $2.28M)Cloudflare 10,993 shares (about $2.27M)Cintas 13,304 shares (about $2.25M)iShares Core S&P 500 ETF 2,902 shares (about $1.90M) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 126,117 shares (about $7.14M)iShares Core U.S. Aggregate Bond ETF 31,545 shares (about $3.13M)Apple 11,365 shares (about $2.88M)SPDR S&P 500 ETF Trust 3,401 shares (about $2.21M)iShares Biotechnology ETF 10,000 shares (about $1.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSnider Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$42,809,251$1,895,608 â–²4.6%65,53712.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$20,178,107$3,131,471 â–¼-13.4%203,2656.1%FinanceVIGVanguard Dividend Appreciation ETF$19,769,278$1,019,175 â–¼-4.9%91,9246.0%ETFGOVTiShares U.S. Treasury Bond ETF$16,820,104$1,195,168 â–²7.6%734,1825.1%ETFMSFTMicrosoft$13,546,931$93,282 â–²0.7%36,5974.1%Computer and TechnologyLLYEli Lilly and Company$11,360,302$306,289 â–¼-2.6%12,3513.4%MedicalAMZNAmazon.com$9,702,258$585,239 â–¼-5.7%46,5852.9%Retail/WholesaleGOOGAlphabet$9,044,340$794,883 â–¼-8.1%31,5292.7%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$8,924,422$1,432,650 â–¼-13.8%176,3022.7%ETFMETAMeta Platforms$8,256,145$192,230 â–²2.4%14,4312.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$8,102,841$74,690 â–¼-0.9%60,9692.4%ETFRECSColumbia Research Enhanced Core ETF$8,095,731$891,396 â–²12.4%207,6892.4%ETFMBBiShares MBS ETF$7,945,751$528,963 â–²7.1%83,6842.4%ETFAAPLApple$7,602,063$2,884,338 â–¼-27.5%29,9542.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$6,386,777$725,045 â–¼-10.2%219,2511.9%ETFTSMTaiwan Semiconductor Manufacturing$6,214,017$205,140 â–¼-3.2%18,3871.9%Computer and TechnologyNVDANVIDIA$6,203,399$302,758 â–¼-4.7%35,5701.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,871,569$3,289,212 â–²127.4%64,8581.8%ETFJPMJPMorgan Chase & Co.$5,199,794$6,471 â–¼-0.1%17,6771.6%FinanceCOSTCostco Wholesale$5,123,722$489,255 â–¼-8.7%5,1421.5%Retail/WholesaleSYKStryker$4,800,674$578,315 â–¼-10.8%14,6101.4%MedicalJEPIJPMorgan Equity Premium Income ETF$4,698,460$255,515 â–²5.8%82,8941.4%ETFWALMART INC$4,639,662$1,169,609 â–¼-20.1%37,3321.4%COMCRWDCrowdStrike$4,271,476$391,581 â–²10.1%10,9411.3%Computer and TechnologyTDGTransdigm Group$4,202,556$181,964 â–²4.5%3,6261.3%AerospaceHEIHeico$4,127,277$92,132 â–²2.3%15,0521.2%AerospacePANWPalo Alto Networks$4,036,537$288,736 â–²7.7%25,1781.2%Computer and TechnologyVEEVVeeva Systems$3,575,208$62,008 â–²1.8%20,3531.1%MedicalAVGOBroadcom$3,464,897$51,378 â–²1.5%11,1951.0%Computer and TechnologyVVisa$3,313,783$302 â–²0.0%10,9641.0%Business ServicesSMHVanEck Semiconductor ETF$3,312,415$143,001 â–¼-4.1%8,6401.0%ManufacturingSPGIS&P Global$3,217,225$112,288 â–²3.6%7,5641.0%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$2,783,496$161,040 â–²6.1%26,9120.8%ETFFIDELITY COVINGTON TRUST$2,721,899$188,539 â–²7.4%75,6920.8%ENHANCED MIDITOTiShares Core S&P Total U.S. Stock Market ETF$2,720,536$74,063 â–²2.8%19,1010.8%ETFNLRVanEck Uranium and Nuclear ETF$2,559,956$362,150 â–¼-12.4%19,2200.8%ETFIBBiShares Biotechnology ETF$2,532,750$1,688,500 â–¼-40.0%15,0000.8%FinanceXLEEnergy Select Sector SPDR Fund$2,279,639$2,279,639 â–²New Holding37,2130.7%ETFNETCloudflare$2,268,296$2,268,296 â–²New Holding10,9930.7%Computer and TechnologyCTASCintas$2,250,239$2,250,239 â–²New Holding13,3040.7%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$2,228,474$237,625 â–²11.9%44,6680.7%ETFARISTA NETWORKS INC$2,149,018$54,637 â–²2.6%17,5030.6%COM SHSBRK.BBerkshire Hathaway$1,453,893$458,594 â–¼-24.0%3,0340.4%FinanceBRK.ABerkshire Hathaway$1,436,2800.0%20.4%FinanceASMLASML$1,331,397$1,331,397 â–²New Holding1,0080.4%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,306,433$403,360 â–¼-23.6%17,3960.4%ETFXLGInvesco S&P 500 Top 50 ETF$1,147,815$709 â–²0.1%21,0420.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,087,795$49,336 â–²4.8%11,7300.3%ETFIWFiShares Russell 1000 Growth ETF$917,186$559,010 â–¼-37.9%2,1510.3%ETFVOOVanguard S&P 500 ETF$881,386$154,168 â–¼-14.9%1,4750.3%ETFBACBank of America$857,254$129,039 â–¼-13.1%17,5850.3%FinanceGEGE Aerospace$822,068$57,888 â–¼-6.6%2,8970.2%AerospaceIXUSiShares Core MSCI Total International Stock ETF$805,280$18,713 â–²2.4%9,2950.2%ManufacturingGOOGLAlphabet$774,921$886,774 â–¼-53.4%2,6950.2%Computer and TechnologyVTVVanguard Value ETF$770,459$142,830 â–¼-15.6%3,9270.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$768,036$188,101 â–¼-19.7%33,0200.2%ETFCTVACorteva$706,546$750,328 â–¼-51.5%8,4400.2%Consumer StaplesKOCocaCola$661,559$4,259 â–¼-0.6%8,6990.2%Consumer StaplesVONEVanguard Russell 1000 ETF$661,069$28,332 â–¼-4.1%2,2400.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$644,656$32,152 â–¼-4.8%5,6140.2%ETFNOCNorthrop Grumman$644,3640.0%9440.2%AerospaceIWDiShares Russell 1000 Value ETF$627,335$263,882 â–¼-29.6%2,9360.2%ETFVYMVanguard High Dividend Yield ETF$621,131$580,848 â–¼-48.3%4,1940.2%Financial ServicesSPABSPDR Portfolio Aggregate Bond ETF$599,045$7,430 â–²1.3%23,3820.2%ETFSBUXStarbucks$583,649$299,394 â–¼-33.9%6,5150.2%Retail/WholesaleGE VERNOVA INC$570,9310.0%6540.2%COMSPYSPDR S&P 500 ETF Trust$558,252$2,212,838 â–¼-79.9%8580.2%FinanceDDDuPont de Nemours$537,296$263,266 â–¼-32.9%11,7310.2%Basic MaterialsMMM3M$496,416$24,109 â–¼-4.6%3,4180.1%Multi-Sector ConglomeratesHDHome Depot$476,706$54,941 â–¼-10.3%1,4490.1%Retail/WholesaleORCLOracle$450,5700.0%3,0630.1%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$444,310$7,135,495 â–¼-94.1%7,8530.1%ETFQNITY ELECTRONICS INC$439,766$513,849 â–¼-53.9%3,8110.1%COMMON STOCKXMHQInvesco S&P MidCap Quality ETF$381,742$159,912 â–¼-29.5%3,6930.1%ETFFDLOFidelity Low Volatility Factor ETF$372,0380.0%5,7600.1%ETFXCEMColumbia EM Core ex-China ETF$345,647$28,566 â–¼-7.6%8,4700.1%ETFPEPPepsiCo$336,669$10,094 â–²3.1%2,1680.1%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$336,153$8,225 â–²2.5%3,4330.1%ETFNEENextEra Energy$325,0800.0%3,5000.1%UtilitiesSLYVSPDR S&P 600 Small Cap Value ETF$305,210$8,134 â–²2.7%3,2270.1%ETFVOEVanguard Mid-Cap Value ETF$299,639$20,087 â–¼-6.3%1,6260.1%ETFVEAVanguard FTSE Developed Markets ETF$295,605$176,222 â–¼-37.3%4,6130.1%ETFVUGVanguard Growth ETF$295,2700.0%6760.1%ETFNULVNuveen ESG Large-Cap Value ETF$293,566$71,435 â–²32.2%6,4520.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$291,957$291,957 â–²New Holding6,1400.1%ETFSCHESchwab Emerging Markets Equity ETF$277,505$44,483 â–¼-13.8%8,4220.1%ETFSANBanco Santander$270,670$5,640 â–¼-2.0%23,9960.1%FinanceXLVHealth Care Select Sector SPDR Fund$268,736$16,127 â–¼-5.7%1,8330.1%ETFIWPiShares Russell Mid-Cap Growth ETF$263,338$115,971 â–¼-30.6%2,0550.1%ETFFDRRFidelity Dividend ETF for Rising Rates$262,910$104,317 â–¼-28.4%4,4710.1%ETFDSIiShares ESG MSCI KLD 400 ETF$261,164$41,932 â–²19.1%2,1550.1%ETFFBNDFidelity Total Bond ETF$256,138$3,695 â–²1.5%5,6150.1%ETFNULGNuveen ESG Large-Cap Growth ETF$252,449$252,449 â–²New Holding2,7760.1%ETFFIDIFidelity International High Dividend ETF$248,749$51,373 â–¼-17.1%9,0110.1%ETFVGSHVanguard Short-Term Treasury ETF$245,400$149,394 â–¼-37.8%4,1920.1%ETFIVOOVanguard S&P Mid-Cap 400 ETF$225,3250.0%1,9710.1%ETFUIUbiquiti$225,233$225,233 â–²New Holding2850.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$220,969$59,178 â–¼-21.1%1,5160.1%ETFNEMNewmont$218,802$541 â–²0.2%2,0210.1%Basic MaterialsESGDiShares ESG Aware MSCI EAFE ETF$215,672$215,672 â–²New Holding2,2560.1%ManufacturingShowing largest 100 holdings. 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