Snider Financial Group Portfolio Holdings - 13F Filings | 13F Fund Database
Snider Financial Group 13F Holdings
CIK 0001820681 · BELLEVUE, WA
As of Sep 30, 2025, Snider Financial Group reported
115 positions worth $366.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 59,589 | $39.9M | 10.88% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 233,422 | $23.4M | 6.38% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 93,031 | $20.1M | 5.48% |
| MICROSOFT CORP | MSFT | Technology | 38,017 |
|
9.7M5.37% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 637,171 |
4.7M | 4.02% |
| APPLE INC | AAPL | Technology | 43,467 |
1.1M | 3.02% |
| AMAZON.COM INC | AMZN | Equity | 48,737 |
0.7M | 2.92% |
| ALPHABET INC | GOOG | Equity | 43,461 |
0.6M | 2.89% |
| ELI LILLY & CO | LLY | Healthcare | 13,098 |
0.0M | 2.73% |
| META PLATFORMS INC | META | Communication Services | 11,887 | $8.7M | 2.38% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 30,367 | $8.6M | 2.33% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 160,611 | $8.2M | 2.22% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 251,721 | $8.0M | 2.19% |
| ISHARES MBS ETF | MBB | — | 75,264 | $7.2M | 1.95% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 129,240 | $7.2M | 1.95% |
| NVIDIA CORP | NVDA | Technology | 37,464 | $7.0M | 1.91% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 52,025 | $5.5M | 1.49% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 17,310 | $5.5M | 1.49% |
| COLUMBIA RESEARCH ENHANCED CORE ETF | RECS | — | 135,298 | $5.5M | 1.49% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 18,953 | $5.3M | 1.44% |
| WALMART INC | WMT | Consumer Defensive | 50,421 | $5.2M | 1.42% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 5,560 | $5.1M | 1.40% |
| STRYKER CORP | SYK | Healthcare | 12,959 | $4.8M | 1.31% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 9,541 | $4.7M | 1.28% |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 15,268 | $4.5M | 1.24% |