Snider Financial Group

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

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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: $366.6M115 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$607K	0.2%Prev: 0.1%	3,910 SH	Increased+782 SH
ABBVIE INC	COM	$260K	0.1%	1,122 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.2%	6,541 SH	Increased+4,625 SH
ALPHABET INC	CAP STK CL C	$10.6M	2.9%Prev: 2.9%	43,461 SH	Decreased+10,748 SH
AMAZON COM INC	COM	$10.7M	2.9%Prev: 3.0%	48,737 SH	Decreased-1,477 SH
APPLE INC	COM	$11.1M	3.0%Prev: 1.6%	43,467 SH	Increased+22,057 SH
ARISTA NETWORKS INC	COM SHS	$2.4M	0.6%Prev: 0.9%	16,259 SH	Decreased-4,919 SH
AUTODESK INC	COM	$4.0M	1.1%	12,587 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$235K	0.1%	800 SH	New
BANCO SANTANDER S.A.	ADR	$256K	0.1%	24,407 SH	New
BANK AMERICA CORP	COM	$1.2M	0.3%	23,734 SH	New
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	0.6%Prev: 0.3%	4,498 SH	Increased+1,827 SH
BROADCOM INC	COM	$3.8M	1.0%Prev: 1.5%	11,404 SH	Decreased-3,699 SH
COCA COLA CO	COM	$593K	0.2%Prev: 0.2%	8,940 SH	Decreased+241 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$5.5M	1.5%Prev: 2.5%	135,298 SH	Decreased-90,399 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$547K	0.1%Prev: 0.1%	15,045 SH	Increased+8,385 SH
CORTEVA INC	COM	$1.2M	0.3%Prev: 0.2%	17,513 SH	Increased+9,055 SH
COSTCO WHSL CORP NEW	COM	$5.1M	1.4%	5,560 SH	New
CROWDSTRIKE HLDGS INC	CL A	$4.7M	1.3%Prev: 1.5%	9,541 SH	Decreased+1,846 SH
CSX CORP	COM	$259K	0.1%	7,308 SH	New
DIREXION SHS ETF TR	20YR TRES BEAR	$1.5M	0.4%	42,650 SH	New
DOW INC	COM	$472K	0.1%	20,596 SH	New
DUPONT DE NEMOURS INC	COM	$1.4M	0.4%	17,585 SH	New
ELI LILLY & CO	COM	$10.0M	2.7%Prev: 3.7%	13,098 SH	Decreased+970 SH
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$406K	0.1%	6,932 SH	New
FIDELITY COVINGTON TRUST	INT HG DIV ETF	$333K	0.1%	13,622 SH	New
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$542K	0.1%	8,223 SH	New
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$447K	0.1%	16,088 SH	New
GE AEROSPACE	COM NEW	$1.1M	0.3%Prev: 0.2%	3,776 SH	Increased+1,396 SH
GE VERNOVA INC	COM	$490K	0.1%Prev: 0.2%	797 SH	Decreased+143 SH
HEICO CORP NEW	COM	$4.3M	1.2%Prev: 1.4%	13,471 SH	Decreased-2,173 SH
HOME DEPOT INC	COM	$676K	0.2%Prev: 0.1%	1,667 SH	Increased+217 SH
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$215K	0.1%	8,064 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.1M	0.3%Prev: 0.4%	19,095 SH	Decreased-3,507 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$5.5M	1.5%Prev: 0.1%	52,025 SH	Increased+49,829 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.3%	1,811 SH	New
ISHARES INC	CORE MSCI EMKT	$233K	0.1%	3,542 SH	New
ISHARES INC	MSCI EMERG MRKT	$386K	0.1%	6,046 SH	New
ISHARES TR	CORE MSCI EAFE	$2.3M	0.6%Prev: 1.8%	26,183 SH	Decreased-45,249 SH
ISHARES TR	CORE MSCI TOTAL	$811K	0.2%Prev: 0.2%	9,823 SH	Decreased+949 SH
ISHARES TR	CORE S&P TTL STK	$2.8M	0.8%Prev: 0.8%	19,559 SH	Decreased+455 SH
ISHARES TR	CORE S&P500 ETF	$39.9M	10.9%Prev: 13.6%	59,589 SH	Decreased-11,500 SH
ISHARES TR	CORE TOTAL USD	$307K	0.1%	6,580 SH	New
ISHARES TR	CORE US AGGBD ET	$23.4M	6.4%Prev: 6.2%	233,422 SH	Decreased-12,807 SH
ISHARES TR	ESG MSCI KLD 400	$228K	0.1%	1,809 SH	New
ISHARES TR	IBONDS DEC 29	$1.4M	0.4%Prev: 0.1%	60,707 SH	Increased+37,885 SH
ISHARES TR	ISHARES BIOTECH	$3.5M	0.9%	24,000 SH	New
ISHARES TR	MBS ETF	$7.2M	2.0%Prev: 0.5%	75,264 SH	Increased+54,963 SH
ISHARES TR	MRGSTR MD CP GRW	$238K	0.1%	2,871 SH	New
ISHARES TR	MSCI INTL QUALTY	$2.9M	0.8%	65,194 SH	New
ISHARES TR	MSCI USA MIN VOL	$989K	0.3%	10,392 SH	New
ISHARES TR	RUS 1000 ETF	$214K	0.1%	584 SH	New
ISHARES TR	RUS 1000 GRW ETF	$3.1M	0.8%Prev: 0.2%	6,621 SH	Increased+401 SH
ISHARES TR	RUS 1000 VAL ETF	$1.1M	0.3%Prev: 0.2%	5,561 SH	Increased+2,775 SH
ISHARES TR	RUS MD CP GR ETF	$584K	0.2%	4,099 SH	New
ISHARES TR	RUS MDCP VAL ETF	$273K	0.1%	1,955 SH	New
ISHARES TR	ULTRA SHORT DUR	$8.2M	2.2%Prev: 2.4%	160,611 SH	Decreased-27,423 SH
ISHARES TR	US TREAS BD ETF	$14.7M	4.0%Prev: 4.8%	637,171 SH	Decreased-195,630 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.1M	1.1%Prev: 1.3%	71,413 SH	Decreased-20,987 SH
JPMORGAN CHASE & CO.	COM	$5.5M	1.5%	17,310 SH	New
META PLATFORMS INC	CL A	$8.7M	2.4%Prev: 2.6%	11,887 SH	Decreased-5,948 SH
MICROSOFT CORP	COM	$19.7M	5.4%Prev: 4.5%	38,017 SH	Increased-9,636 SH
NETFLIX INC	COM	$216K	0.1%	180 SH	New
NEXTERA ENERGY INC	COM	$264K	0.1%Prev: 0.1%	3,500 SH	Decreased
NORTHROP GRUMMAN CORP	COM	$624K	0.2%Prev: 0.1%	1,024 SH	Increased+132 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$214K	0.1%Prev: 0.1%	4,882 SH	Decreased-1,570 SH
NVIDIA CORPORATION	COM	$7.0M	1.9%Prev: 1.7%	37,464 SH	Increased+4,340 SH
OCCIDENTAL PETE CORP	COM	$377K	0.1%	7,989 SH	New
ORACLE CORP	COM	$861K	0.2%Prev: 0.2%	3,063 SH	Increased-2,100 SH
PALO ALTO NETWORKS INC	COM	$4.5M	1.2%Prev: 1.9%	22,208 SH	Decreased+665 SH
PEPSICO INC	COM	$317K	0.1%Prev: 0.1%	2,260 SH	Increased+92 SH
PFIZER INC	COM	$261K	0.1%	10,230 SH	New
S&P GLOBAL INC	COM	$2.8M	0.8%Prev: 1.0%	5,856 SH	Decreased-3,915 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$343K	0.1%Prev: 0.1%	10,286 SH	Increased+2,412 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.0M	2.2%Prev: 1.9%	251,721 SH	Increased+25,747 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$446K	0.1%	10,594 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$279K	0.1%	2,007 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$8.6M	2.3%	30,367 SH	New
SPDR GOLD TR	GOLD SHS	$323K	0.1%	910 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	0.7%	3,666 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$567K	0.2%	21,953 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$222K	0.1%	4,785 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$328K	0.1%	3,136 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$7.2M	2.0%	129,240 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$330K	0.1%	3,717 SH	New
STARBUCKS CORP	COM	$926K	0.3%Prev: 0.1%	10,951 SH	Increased+5,465 SH
STRYKER CORPORATION	COM	$4.8M	1.3%Prev: 1.2%	12,959 SH	Decreased-2,300 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$5.3M	1.4%	18,953 SH	New
TESLA INC	COM	$209K	0.1%	470 SH	New
TRANSDIGM GROUP INC	COM	$4.0M	1.1%Prev: 1.3%	3,008 SH	Decreased-867 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.9M	0.8%Prev: 1.1%	8,918 SH	Decreased+2,214 SH
VANECK ETF TRUST	URANIUM AND NUCL	$3.1M	0.8%	22,775 SH	New
VANECK MERK GOLD ETF	GOLD SHS	$392K	0.1%	10,532 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$229K	0.1%Prev: 0.1%	2,074 SH	Decreased+103 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$381K	0.1%	3,997 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$713K	0.2%Prev: 0.2%	6,451 SH	Decreased+1,099 SH
VANGUARD INDEX FDS	GROWTH ETF	$518K	0.1%	1,080 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$330K	0.1%	1,124 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$389K	0.1%	2,228 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$344K	0.1%	1,171 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.4%Prev: 0.2%	2,113 SH	Increased+898 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$300K	0.1%	1,438 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.3%Prev: 0.1%	5,457 SH	Increased+3,582 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	0.6%Prev: 0.3%	31,885 SH	Increased+16,719 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	0.6%	43,804 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$397K	0.1%Prev: 0.1%	6,744 SH	Increased+2,552 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$449K	0.1%Prev: 0.1%	3,723 SH	Increased+1,775 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.3M	0.3%Prev: 0.1%	4,209 SH	Increased+2,769 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$20.1M	5.5%Prev: 5.3%	93,031 SH	Decreased+5,293 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$590K	0.2%	9,847 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.0M	0.5%Prev: 0.1%	14,271 SH	Increased+10,635 SH
VEEVA SYS INC	CL A COM	$4.5M	1.2%Prev: 1.0%	15,268 SH	Increased-6,768 SH
VISA INC	COM CL A	$3.4M	0.9%Prev: 1.0%	10,100 SH	Decreased-1,422 SH
WALMART INC	COM	$5.2M	1.4%Prev: 1.0%	50,421 SH	Increased+16,186 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $231K
ASE TECHNOLOGY HLDG CO LTD — $677K
ASML HLDG NV — $2.0M
BANCO SANTANDER SA — $332K
BANK OF AMER CORP — $852K
CAPITAL GRP FIXED INCM ETF T — $2.4M
CATERPILLAR INC — $205K
CEREBRAS SYSTEMS INC — $884K
CINTAS CORP — $2.4M
CLOUDFLARE INC — $2.8M
COREWEAVE INC — $409K
COSTCO WHOLESALE CORPORATION — $4.8M
DUPONT DE NEMOURS INC — $532K
FIDELITY COVINGTON TRUST — $977K
FIDELITY MERRIMACK STR TR — $268K
ISHARES TR — $5.6M
ISHARES TR — $536K
ISHARES TR — $224K
ISHARES TR — $227K
ISHARES TR — $291K
… and 21 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