Snider Financial Group

CIK 0001820681 • 7 13F filings • Apr 11, 2025 – Oct 16, 2026

Import this data to Google Sheets with:

=jivedata("snider-financial-group","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $346.7M116 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$549K	0.2%Prev: 0.1%	3,609 SH	Increased+191 SH
ABBVIE INC	COM	$235K	0.1%	1,268 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.3%Prev: 0.2%	6,084 SH	Increased+3,389 SH
ALPHABET INC	CAP STK CL C	$7.7M	2.2%Prev: 2.7%	43,529 SH	Decreased+12,000 SH
AMAZON COM INC	COM	$10.6M	3.0%Prev: 2.9%	48,138 SH	Increased+1,553 SH
APPLE INC	COM	$9.2M	2.7%Prev: 2.3%	44,826 SH	Increased+14,872 SH
AUTODESK INC	COM	$4.2M	1.2%	13,572 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$247K	0.1%	800 SH	New
BANCO SANTANDER S.A.	ADR	$207K	0.1%	24,907 SH	New
BANK AMERICA CORP	COM	$1.2M	0.4%Prev: 0.3%	25,999 SH	Increased+8,414 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.4%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	0.7%Prev: 0.4%	4,712 SH	Increased+1,678 SH
BROADCOM INC	COM	$3.7M	1.1%Prev: 1.0%	13,300 SH	Increased+2,105 SH
CISCO SYS INC	COM	$209K	0.1%	3,015 SH	New
COCA COLA CO	COM	$633K	0.2%Prev: 0.2%	8,940 SH	Decreased+241 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$4.6M	1.3%Prev: 2.4%	123,818 SH	Decreased-83,871 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$532K	0.2%Prev: 0.1%	15,564 SH	Increased+7,094 SH
CORTEVA INC	COM	$1.3M	0.4%Prev: 0.2%	17,477 SH	Increased+9,037 SH
COSTCO WHSL CORP NEW	COM	$5.7M	1.6%	5,743 SH	New
CROWDSTRIKE HLDGS INC	CL A	$4.2M	1.2%Prev: 1.3%	8,298 SH	Decreased-2,643 SH
CSX CORP	COM	$238K	0.1%	7,301 SH	New
DIREXION SHS ETF TR	20YR TRES BEAR	$1.8M	0.5%	50,000 SH	New
DOW INC	COM	$538K	0.2%	20,324 SH	New
DUPONT DE NEMOURS INC	COM	$1.2M	0.3%Prev: 0.2%	17,505 SH	Increased+5,774 SH
ELI LILLY & CO	COM	$9.6M	2.8%Prev: 3.4%	12,266 SH	Decreased-85 SH
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$376K	0.1%Prev: 0.1%	6,932 SH	Increased+2,461 SH
FIDELITY COVINGTON TRUST	INT HG DIV ETF	$317K	0.1%Prev: 0.1%	13,622 SH	Increased+4,611 SH
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$536K	0.2%Prev: 0.1%	8,542 SH	Increased+2,782 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$447K	0.1%	16,519 SH	New
GE AEROSPACE	COM NEW	$978K	0.3%Prev: 0.2%	3,799 SH	Increased+902 SH
GE VERNOVA INC	COM	$444K	0.1%Prev: 0.2%	839 SH	Decreased+185 SH
HEICO CORP NEW	COM	$3.7M	1.1%Prev: 1.2%	11,427 SH	Decreased-3,625 SH
HOME DEPOT INC	COM	$611K	0.2%Prev: 0.1%	1,666 SH	Increased+217 SH
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$210K	0.1%	8,029 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$974K	0.3%Prev: 0.3%	18,689 SH	Decreased-2,353 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$5.0M	1.5%Prev: 0.1%	51,284 SH	Increased+47,591 SH
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.3%	1,841 SH	New
ISHARES INC	CORE MSCI EMKT	$213K	0.1%	3,550 SH	New
ISHARES INC	MSCI EMERG MRKT	$447K	0.1%	7,123 SH	New
ISHARES TR	CORE MSCI EAFE	$2.1M	0.6%Prev: 1.8%	25,188 SH	Decreased-39,670 SH
ISHARES TR	CORE MSCI TOTAL	$755K	0.2%Prev: 0.2%	9,760 SH	Decreased+465 SH
ISHARES TR	CORE S&P TTL STK	$2.6M	0.7%Prev: 0.8%	19,160 SH	Decreased+59 SH
ISHARES TR	CORE S&P500 ETF	$36.9M	10.6%Prev: 12.9%	59,377 SH	Decreased-6,160 SH
ISHARES TR	CORE TOTAL USD	$294K	0.1%	6,349 SH	New
ISHARES TR	CORE US AGGBD ET	$22.8M	6.6%Prev: 6.1%	229,649 SH	Increased+26,384 SH
ISHARES TR	ESG MSCI KLD 400	$210K	0.1%Prev: 0.1%	1,809 SH	Decreased-346 SH
ISHARES TR	IBONDS DEC 29	$1.5M	0.4%Prev: 0.2%	64,369 SH	Increased+31,349 SH
ISHARES TR	ISHARES BIOTECH	$3.0M	0.9%Prev: 0.8%	24,000 SH	Increased+9,000 SH
ISHARES TR	MBS ETF	$7.0M	2.0%Prev: 2.4%	74,766 SH	Decreased-8,918 SH
ISHARES TR	MRGSTR MD CP GRW	$230K	0.1%	2,871 SH	New
ISHARES TR	MSCI INTL QUALTY	$2.8M	0.8%	63,751 SH	New
ISHARES TR	MSCI USA MIN VOL	$954K	0.3%Prev: 0.3%	10,164 SH	Decreased-1,566 SH
ISHARES TR	RUS 1000 GRW ETF	$3.0M	0.9%Prev: 0.3%	7,015 SH	Increased+4,864 SH
ISHARES TR	RUS 1000 VAL ETF	$1.2M	0.3%Prev: 0.2%	6,119 SH	Increased+3,183 SH
ISHARES TR	RUS MD CP GR ETF	$542K	0.2%Prev: 0.1%	3,905 SH	Increased+1,850 SH
ISHARES TR	RUS MDCP VAL ETF	$258K	0.1%Prev: 0.1%	1,952 SH	Increased+436 SH
ISHARES TR	U.S. MED DVC ETF	$475K	0.1%	7,575 SH	New
ISHARES TR	ULTRA SHORT DUR	$8.1M	2.3%Prev: 2.7%	159,612 SH	Decreased-16,690 SH
ISHARES TR	US TREAS BD ETF	$14.4M	4.2%Prev: 5.1%	627,613 SH	Decreased-106,569 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.0M	1.2%Prev: 1.4%	71,127 SH	Decreased-11,767 SH
JPMORGAN CHASE & CO.	COM	$5.0M	1.5%	17,364 SH	New
META PLATFORMS INC	CL A	$8.7M	2.5%Prev: 2.5%	11,766 SH	Increased-2,665 SH
MICROSOFT CORP	COM	$20.4M	5.9%Prev: 4.1%	40,915 SH	Increased+4,318 SH
NETFLIX INC	COM	$241K	0.1%	180 SH	New
NEXTERA ENERGY INC	COM	$243K	0.1%Prev: 0.1%	3,500 SH	Decreased
NIKE INC	CL B	$236K	0.1%	3,328 SH	New
NORTHROP GRUMMAN CORP	COM	$511K	0.1%Prev: 0.2%	1,023 SH	Decreased+79 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$205K	0.1%Prev: 0.1%	4,882 SH	Decreased-1,570 SH
NVIDIA CORPORATION	COM	$5.9M	1.7%Prev: 1.9%	37,246 SH	Decreased+1,676 SH
OCCIDENTAL PETE CORP	COM	$342K	0.1%	8,150 SH	New
ORACLE CORP	COM	$701K	0.2%Prev: 0.1%	3,204 SH	Increased+141 SH
PALO ALTO NETWORKS INC	COM	$4.2M	1.2%Prev: 1.2%	20,356 SH	Increased-4,822 SH
PEPSICO INC	COM	$298K	0.1%Prev: 0.1%	2,259 SH	Decreased+91 SH
PFIZER INC	COM	$295K	0.1%	12,170 SH	New
S&P GLOBAL INC	COM	$2.9M	0.8%Prev: 1.0%	5,535 SH	Decreased-2,029 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$333K	0.1%Prev: 0.1%	11,036 SH	Increased+2,614 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.3M	2.1%Prev: 1.9%	249,920 SH	Increased+30,669 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$448K	0.1%	10,817 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$259K	0.1%	1,920 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$7.8M	2.3%	30,823 SH	New
SPDR GOLD TR	GOLD SHS	$276K	0.1%	906 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	0.7%	3,717 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$548K	0.2%	21,419 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$204K	0.1%	4,779 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$300K	0.1%	3,146 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$6.6M	1.9%	126,662 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$305K	0.1%	3,822 SH	New
STARBUCKS CORP	COM	$1.2M	0.3%Prev: 0.2%	12,551 SH	Increased+6,036 SH
STRYKER CORPORATION	COM	$4.8M	1.4%Prev: 1.4%	12,206 SH	Increased-2,404 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4.2M	1.2%	18,330 SH	New
TRANSDIGM GROUP INC	COM	$4.2M	1.2%Prev: 1.3%	2,764 SH	Increased-862 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	0.6%	7,024 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.4M	0.7%Prev: 1.0%	8,768 SH	Decreased+128 SH
VANECK ETF TRUST	URANIUM AND NUCL	$2.5M	0.7%Prev: 0.8%	22,438 SH	Decreased+3,218 SH
VANECK MERK GOLD ETF	GOLD SHS	$336K	0.1%	10,532 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$218K	0.1%Prev: 0.1%	2,074 SH	Decreased+103 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$342K	0.1%	3,997 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$653K	0.2%Prev: 0.2%	6,451 SH	Increased+837 SH
VANGUARD INDEX FDS	GROWTH ETF	$473K	0.1%Prev: 0.1%	1,080 SH	Increased+404 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$371K	0.1%	1,303 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$366K	0.1%Prev: 0.1%	2,228 SH	Increased+602 SH
VANGUARD INDEX FDS	MID CAP ETF	$328K	0.1%	1,171 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.4%Prev: 0.3%	2,355 SH	Increased+880 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$280K	0.1%	1,438 SH	New
VANGUARD INDEX FDS	VALUE ETF	$964K	0.3%Prev: 0.2%	5,453 SH	Increased+1,526 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	0.7%Prev: 0.4%	33,589 SH	Increased+16,193 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	0.6%Prev: 0.7%	43,916 SH	Decreased-752 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$396K	0.1%Prev: 0.1%	6,744 SH	Increased+2,552 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$407K	0.1%Prev: 0.1%	3,723 SH	Increased+1,775 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.2M	0.3%Prev: 0.2%	4,208 SH	Increased+1,968 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$18.8M	5.4%Prev: 6.0%	92,042 SH	Decreased+118 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$561K	0.2%Prev: 0.1%	9,842 SH	Increased+5,229 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	0.5%Prev: 0.2%	14,271 SH	Increased+10,077 SH
VEEVA SYS INC	CL A COM	$4.3M	1.2%Prev: 1.1%	14,879 SH	Increased-5,474 SH
VISA INC	COM CL A	$3.5M	1.0%Prev: 1.0%	9,790 SH	Increased-1,174 SH
WALMART INC	COM	$5.6M	1.6%Prev: 1.4%	57,761 SH	Increased+20,429 SH

Sold (vs prior filing)

ARISTA NETWORKS INC — $2.1M
ASML HLDG NV — $1.3M
BANCO SANTANDER SA — $271K
CHEVRON CORPORATION — $205K
CINTAS CORP — $2.3M
CLOUDFLARE INC — $2.3M
COSTCO WHOLESALE CORPORATION — $5.1M
FIDELITY COVINGTON TRUST — $2.7M
FIDELITY MERRIMACK STR TR — $256K
ISHARES TR — $2.8M
ISHARES TR — $216K
ISHARES TR — $292K
JPMORGAN CHASE & CO — $5.2M
NEWMONT CORP — $219K
NUSHARES ETF TR — $252K
QNITY ELECTRONICS INC — $440K
SELECT SECTOR SPDR TR — $2.3M
SELECT SECTOR SPDR TR — $269K
SELECT SECTOR SPDR TR — $8.1M
SPDR SERIES TRUST — $1.7M
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001951757-26-001672	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001951757-26-000257	$375.3M	View
Nov 7, 2025	Q3 2025