Snider Financial Group

Est. AUM

$331.4M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$42.8M	65537	12.92%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$20.2M	203265	6.09%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$19.8M	91924	5.97%	SOLE
4	ISHARES TR	US TREAS BD ETF	$16.8M	734182	5.08%	SOLE
5	MICROSOFT CORP	COM	$13.5M	36597	4.09%	SOLE
6	ELI LILLY & CO	COM	$11.4M	12351	3.43%	SOLE
7	AMAZON COM INC	COM	$9.7M	46585	2.93%	SOLE
8	ALPHABET INC	CAP STK CL C	$9.0M	31529	2.73%	SOLE
9	ISHARES TR	ULTRA SHORT DUR	$8.9M	176302	2.69%	SOLE
10	META PLATFORMS INC	CL A	$8.3M	14431	2.49%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET TEC	$8.1M	60969	2.45%	SOLE
12	COLUMBIA ETF TR I	RESH ENHNC COR	$8.1M	207689	2.44%	SOLE
13	ISHARES TR	MBS ETF	$7.9M	83684	2.40%	SOLE
14	APPLE INC	COM	$7.6M	29954	2.29%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.4M	219251	1.93%	SOLE
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$6.2M	18387	1.88%	SOLE
17	NVIDIA CORPORATION	COM	$6.2M	35570	1.87%	SOLE
18	ISHARES TR	CORE MSCI EAFE	$5.9M	64858	1.77%	SOLE
19	JPMORGAN CHASE & CO	COM	$5.2M	17677	1.57%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$5.1M	5142	1.55%	SOLE
21	STRYKER CORPORATION	COM	$4.8M	14610	1.45%	SOLE
22	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.7M	82894	1.42%	SOLE
23	WALMART INC	COM	$4.6M	37332	1.40%	SOLE
24	CROWDSTRIKE HLDGS INC	CL A	$4.3M	10941	1.29%	SOLE
25	TRANSDIGM GROUP INC	COM	$4.2M	3626	1.27%	SOLE
26	HEICO CORP NEW	COM	$4.1M	15052	1.25%	SOLE
27	PALO ALTO NETWORKS INC	COM	$4.0M	25178	1.22%	SOLE
28	VEEVA SYS INC	CL A COM	$3.6M	20353	1.08%	SOLE
29	BROADCOM INC	COM	$3.5M	11195	1.05%	SOLE
30	VISA INC	COM CL A	$3.3M	10964	1.00%	SOLE
31	VANECK ETF TRUST	SEMICONDUCTR ETF	$3.3M	8640	1.00%	SOLE
32	S&P GLOBAL INC	COM	$3.2M	7564	0.97%	SOLE
33	ISHARES TR	0-5 YR TIPS ETF	$2.8M	26912	0.84%	SOLE
34	FIDELITY COVINGTON TRUST	ENHANCED MID	$2.7M	75692	0.82%	SOLE
35	ISHARES TR	CORE S&P TTL STK	$2.7M	19101	0.82%	SOLE
36	VANECK ETF TRUST	URANIUM AND NUCL	$2.6M	19220	0.77%	SOLE
37	ISHARES TR	ISHARES BIOTECH	$2.5M	15000	0.76%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.3M	37213	0.69%	SOLE
39	CLOUDFLARE INC	CL A COM	$2.3M	10993	0.68%	SOLE
40	CINTAS CORP	COM	$2.3M	13304	0.68%	SOLE
41	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	44668	0.67%	SOLE
42	ARISTA NETWORKS INC	COM SHS	$2.1M	17503	0.65%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3034	0.44%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.43%	SOLE
45	ASML HLDG NV	N Y REGISTRY SHS	$1.3M	1008	0.40%	SOLE
46	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.3M	17396	0.39%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.1M	21042	0.35%	SOLE
48	ISHARES TR	MSCI USA MIN VOL	$1.1M	11730	0.33%	SOLE
49	ISHARES TR	RUS 1000 GRW ETF	$917K	2151	0.28%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$881K	1475	0.27%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.