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: $392.8M103 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$506K	0.1%Prev: 0.2%	3,128 SH	Decreased-481 SH
ADVANCED MICRO DEVICES INC	COM	$231K	0.1%	397 SH	New
ALPHABET INC	CAP STK CL A	$685K	0.2%Prev: 0.3%	1,916 SH	Decreased-4,168 SH
ALPHABET INC	CAP STK CL C	$11.6M	2.9%Prev: 2.2%	32,713 SH	Increased-10,816 SH
AMAZON COM INC	COM	$12.0M	3.0%Prev: 3.0%	50,214 SH	Increased+2,076 SH
APPLE INC	COM	$6.2M	1.6%Prev: 2.7%	21,410 SH	Decreased-23,416 SH
ARISTA NETWORKS INC	COM SHS	$3.6M	0.9%	21,178 SH	New
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$677K	0.2%	15,000 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$2.0M	0.5%	1,008 SH	New
BANCO SANTANDER SA	ADR	$332K	0.1%	24,079 SH	New
BANK OF AMER CORP	COM	$852K	0.2%	14,946 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	$1.3M	0.3%Prev: 0.7%	2,671 SH	Decreased-2,041 SH
BROADCOM INC	COM	$5.7M	1.5%Prev: 1.1%	15,103 SH	Increased+1,803 SH
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$2.4M	0.6%	88,906 SH	New
CATERPILLAR INC	COM	$205K	0.1%	193 SH	New
CEREBRAS SYSTEMS INC	COM CL A	$884K	0.2%	4,000 SH	New
CINTAS CORP	COM	$2.4M	0.6%	13,961 SH	New
CLOUDFLARE INC	CL A COM	$2.8M	0.7%	11,450 SH	New
COCA COLA CO	COM	$707K	0.2%Prev: 0.2%	8,699 SH	Increased-241 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$9.8M	2.5%Prev: 1.3%	225,697 SH	Increased+101,879 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$352K	0.1%Prev: 0.2%	6,660 SH	Decreased-8,904 SH
COREWEAVE INC	COM CL A	$409K	0.1%	4,110 SH	New
CORTEVA INC	COM	$716K	0.2%Prev: 0.4%	8,458 SH	Decreased-9,019 SH
COSTCO WHOLESALE CORPORATION	COM	$4.8M	1.2%	5,169 SH	New
CROWDSTRIKE HLDGS INC	CL A	$5.9M	1.5%Prev: 1.2%	7,695 SH	Increased-603 SH
DUPONT DE NEMOURS INC	COMMON STOCK	$532K	0.1%	3,926 SH	New
ELI LILLY & CO	COM	$14.5M	3.7%Prev: 2.8%	12,128 SH	Increased-138 SH
FIDELITY COVINGTON TRUST	ENH MID COR ETF	$977K	0.2%	24,071 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$268K	0.1%	5,885 SH	New
GE AEROSPACE	COM NEW	$890K	0.2%Prev: 0.3%	2,380 SH	Decreased-1,419 SH
GE VERNOVA INC	COM	$768K	0.2%Prev: 0.1%	654 SH	Increased-185 SH
HEICO CORP NEW	COM	$5.6M	1.4%Prev: 1.1%	15,644 SH	Increased+4,217 SH
HOME DEPOT INC	COM	$511K	0.1%Prev: 0.2%	1,450 SH	Decreased-216 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.4M	0.4%Prev: 0.3%	22,602 SH	Increased+3,913 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$248K	0.1%Prev: 1.5%	2,196 SH	Decreased-49,088 SH
ISHARES TR	0-5 YR TIPS ETF	$5.6M	1.4%	55,120 SH	New
ISHARES TR	CORE 60 BALA ETF	$536K	0.1%	7,717 SH	New
ISHARES TR	CORE MSCI EAFE	$6.9M	1.8%Prev: 0.6%	71,432 SH	Increased+46,244 SH
ISHARES TR	CORE MSCI TOTAL	$847K	0.2%Prev: 0.2%	8,874 SH	Increased-886 SH
ISHARES TR	CORE S&P SCP ETF	$224K	0.1%	1,508 SH	New
ISHARES TR	CORE S&P TTL STK	$3.1M	0.8%Prev: 0.7%	19,104 SH	Increased-56 SH
ISHARES TR	CORE S&P500 ETF	$53.2M	13.6%Prev: 10.6%	71,089 SH	Increased+11,712 SH
ISHARES TR	CORE US AGGBD ET	$24.4M	6.2%Prev: 6.6%	246,229 SH	Increased+16,580 SH
ISHARES TR	ESG AW MSCI EAFE	$227K	0.1%	2,207 SH	New
ISHARES TR	ESG AWR US AGRGT	$291K	0.1%	6,140 SH	New
ISHARES TR	ESG MSCI KLD ETF	$307K	0.1%	2,155 SH	New
ISHARES TR	GLOBAL ENERG ETF	$2.6M	0.7%	52,427 SH	New
ISHARES TR	IBONDS DEC 29	$529K	0.1%Prev: 0.4%	22,822 SH	Decreased-41,547 SH
ISHARES TR	MBS ETF	$1.9M	0.5%Prev: 2.0%	20,301 SH	Decreased-54,465 SH
ISHARES TR	MSCI USA MIN ETF	$1.2M	0.3%	12,706 SH	New
ISHARES TR	RUS 1000 GRW ETF	$772K	0.2%Prev: 0.9%	6,220 SH	Decreased-795 SH
ISHARES TR	RUS 1000 VAL ETF	$675K	0.2%Prev: 0.3%	2,786 SH	Decreased-3,333 SH
ISHARES TR	ULTRA SHORT DUR	$9.5M	2.4%Prev: 2.3%	188,034 SH	Increased+28,422 SH
ISHARES TR	US TREAS BD ETF	$19.0M	4.8%Prev: 4.2%	832,801 SH	Increased+205,188 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.2M	1.3%Prev: 1.2%	92,400 SH	Increased+21,273 SH
JPMORGAN CHASE & CO	COM	$5.9M	1.5%	18,029 SH	New
MARVELL TECHNOLOGY INC	COM	$691K	0.2%	2,320 SH	New
META PLATFORMS INC	CL A	$10.0M	2.6%Prev: 2.5%	17,835 SH	Increased+6,069 SH
MICRON TECHNOLOGY INC	COM	$869K	0.2%	753 SH	New
MICROSOFT CORP	COM	$17.8M	4.5%Prev: 5.9%	47,653 SH	Decreased+6,738 SH
MONOLITHIC PWR SYS INC	COM	$4.1M	1.0%	2,932 SH	New
NEXTERA ENERGY INC	COM	$307K	0.1%Prev: 0.1%	3,500 SH	Increased
NORTHROP GRUMMAN CORP	COM	$454K	0.1%Prev: 0.1%	892 SH	Decreased-131 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$309K	0.1%	2,637 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGVL	$323K	0.1%Prev: 0.1%	6,452 SH	Increased+1,570 SH
NVIDIA CORPORATION	COM	$6.6M	1.7%Prev: 1.7%	33,124 SH	Increased-4,122 SH
ORACLE CORP	COM	$757K	0.2%Prev: 0.2%	5,163 SH	Increased+1,959 SH
PALO ALTO NETWORKS INC	COM	$7.3M	1.9%Prev: 1.2%	21,543 SH	Increased+1,187 SH
PEPSICO INC	COM	$294K	0.1%Prev: 0.1%	2,168 SH	Decreased-91 SH
QNITY ELECTRONICS INC	COMMON STOCK	$623K	0.2%	3,813 SH	New
S&P GLOBAL INC	COM	$4.0M	1.0%Prev: 0.8%	9,771 SH	Increased+4,236 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$286K	0.1%Prev: 0.1%	7,874 SH	Decreased-3,162 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.6M	1.9%Prev: 2.1%	225,974 SH	Increased-23,946 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$291K	0.1%	1,833 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$10.7M	2.7%	56,015 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$543K	0.1%	3,176 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$617K	0.2%	24,166 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$391K	0.1%	3,289 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$400K	0.1%	6,588 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$352K	0.1%	3,227 SH	New
STARBUCKS CORP	COM	$561K	0.1%Prev: 0.3%	5,486 SH	Decreased-7,065 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$641K	0.2%	859 SH	New
STRYKER CORPORATION	COM	$4.8M	1.2%Prev: 1.4%	15,259 SH	Decreased+3,053 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$8.5M	2.2%	17,819 SH	New
TRANSDIGM GROUP INC	COM	$5.2M	1.3%Prev: 1.2%	3,875 SH	Increased+1,111 SH
VANECK ETF TRUST	REAL ASSETS ETF	$5.5M	1.4%	138,891 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.4M	1.1%Prev: 0.7%	6,704 SH	Increased-2,064 SH
VANECK ETF TRUST	URANI NUCLE ETF	$2.4M	0.6%	20,761 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$257K	0.1%Prev: 0.1%	1,971 SH	Increased-103 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$736K	0.2%Prev: 0.2%	5,352 SH	Increased-1,099 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$834K	0.2%Prev: 0.4%	1,215 SH	Decreased-1,140 SH
VANGUARD INDEX FDS	VALUE ETF	$409K	0.1%Prev: 0.3%	1,875 SH	Decreased-3,578 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.3M	0.3%Prev: 0.7%	15,166 SH	Decreased-18,423 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$244K	0.1%Prev: 0.1%	4,192 SH	Decreased-2,552 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$249K	0.1%Prev: 0.1%	1,948 SH	Decreased-1,775 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$488K	0.1%Prev: 0.3%	1,440 SH	Decreased-2,768 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$20.8M	5.3%Prev: 5.4%	87,738 SH	Increased-4,304 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$575K	0.1%Prev: 0.5%	3,636 SH	Decreased-10,635 SH
VEEVA SYS INC	CL A COM	$3.9M	1.0%Prev: 1.2%	22,036 SH	Decreased+7,157 SH
VISA INC	COM CL A	$4.0M	1.0%Prev: 1.0%	11,522 SH	Increased+1,732 SH
WAFD INC	COM	$390K	0.1%	10,164 SH	New
WALMART INC	COM	$3.9M	1.0%Prev: 1.6%	34,235 SH	Decreased-23,526 SH

Sold (vs prior filing)

ABBVIE INC — $235K
AUTODESK INC — $4.2M
AUTOMATIC DATA PROCESSING IN — $247K
BANCO SANTANDER S.A. — $207K
BANK AMERICA CORP — $1.2M
CISCO SYS INC — $209K
COSTCO WHSL CORP NEW — $5.7M
CSX CORP — $238K
DIREXION SHS ETF TR — $1.8M
DOW INC — $538K
DUPONT DE NEMOURS INC — $1.2M
FIDELITY COVINGTON TRUST — $376K
FIDELITY COVINGTON TRUST — $317K
FIDELITY COVINGTON TRUST — $536K
FIDELITY COVINGTON TRUST — $447K
INVESCO EXCH TRADED FD TR II — $210K
INVESCO QQQ TR — $1.0M
ISHARES INC — $213K
ISHARES INC — $447K
ISHARES TR — $294K
… and 35 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