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Snider Financial Group

CIK 1820681 · latest 13F filed 16 October 2026 · Read the filing on EDGAR

Snider Financial Group reported 102 US-listed holdings worth $414.8 million in its 13F for the quarter ended 30 September 2026, filed 16 October 2026. Its largest: iShares Core S&P 500 ETF (13.5%), Microsoft Corp. (5.7%) and iShares Trust (5.4%). Against the quarter before, it opened 5 positions, added to 41, trimmed 31 and sold out of 6.

Reported holdings$414.8M+5.6% on Q2 2026
Positions102-1 on Q2 2026
The largest ten49.1%of its reported holdings
Latest 13FQ3 2026filed 16 October 2026
Where the money is
Added toHeldTrimmed
IVV13.5%MSFT5.7%AGG5.4%VIG4.9%GOVT4.7%LLY3.4%AMZN3.1%SCHG2.8%META2.8%XLK2.7%GOOG2.6%RECS2.4%ICSH2.3%PANW2.0%88 more41.6%

The 14 largest of its 102 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $273.2 million in 61 positions$273MQ3 24Q4 2024: $322.8 million in 111 positions$323MQ4 24Q1 2025: $307.8 million in 110 positions$308MQ1 25Q2 2025: $346.7 million in 116 positions$347MQ2 25Q3 2025: $366.6 million in 115 positions$367MQ3 25Q4 2025: $375.3 million in 108 positions$375MQ4 25Q1 2026: $331.4 million in 102 positions$331MQ1 26Q2 2026: $392.8 million in 103 positions$393MQ2 26Q3 2026: $414.8 million in 102 positions$415MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +27.1% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +27.1%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 5Added 41Held 25Trimmed 31Sold out 6
Opened: 5Added: 41Held: 25Trimmed: 31Sold out: 6

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 5

  1. First Trust Exchange Traded FD CIBR$3.5 million
  2. Amgen Inc. AMGN$556,393
  3. Newmont Corp. NEM$234,252
  4. Automatic Data Processing Inc. ADP$206,448
  5. Chevron Corp. CVX$202,168

Added to 41

  1. Schwab Strategic Trust SCHG+100,920 shares · +45%
  2. Cintas Corp. CTAS+8,405 shares · +60%
  3. iShares Core S&P 500 ETF IVV+2,095 shares · +3%
  4. iShares Trust GOVT+62,770 shares · +8%
  5. Heico Corp. New HEI+2,995 shares · +19%
  6. iShares Trust STIP+9,076 shares · +16%
  7. Space Exploration Techn Corp. Class A Com STK SPCX+3,800 shares · +120%
  8. Broadcom Inc. AVGO+1,311 shares · +9%

and 33 more in the table below

Trimmed 31

  1. Meta Platforms, Inc. META-1,978 shares · -11%
  2. CrowdStrike Holdings, Inc. CRWD-4,324 shares · -14%
  3. Veeva Systems Inc. VEEV-3,538 shares · -16%
  4. iShares Trust AGG-9,003 shares · -4%
  5. Microsoft Corp. MSFT-1,219 shares · -3%
  6. Columbia ETF Trust I RECS-6,503 shares · -3%
  7. Alphabet Inc. GOOG-769 shares · -2%
  8. NVIDIA Corp. NVDA-990 shares · -3%

and 23 more in the table below

Sold out of 6

  1. Invesco Exchange Traded FD T XLG$1.4 million last quarter
  2. iShares Trust AOR$536,332 last quarter
  3. Vanguard Scottsdale FDS VONG$248,974 last quarter
  4. Invesco Exchange Traded FD T XMHQ$247,830 last quarter
  5. Vanguard Short Term Government VGSH$243,974 last quarter
  6. Caterpillar Inc. CAT$205,073 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV73.2K$56.0 million13.51%+2.1K
Microsoft Corp. MSFT46.4K$23.8 million5.74%-1.2K
iShares Trust AGG237.2K$22.4 million5.41%-9.0K
Vanguard Specialized Funds VIG87.8K$20.5 million4.94%+76
iShares Trust GOVT895.6K$19.6 million4.72%+62.8K
Eli Lilly & Co. LLY12.2K$14.1 million3.39%+30
Amazon.com Inc. AMZN51.6K$12.8 million3.10%+1.4K
Schwab Strategic Trust SCHG326.9K$11.7 million2.83%+100.9K
Meta Platforms, Inc. META15.9K$11.5 million2.77%-2.0K
Technology Select Sector SPDR ETF XLK56.4K$11.0 million2.66%+344
Alphabet Inc. GOOG31.9K$10.9 million2.62%-769
Columbia ETF Trust I RECS219.2K$9.9 million2.38%-6.5K
iShares Trust ICSH190.8K$9.6 million2.32%+2.8K
Palo Alto Networks Inc. PANW21.1K$8.4 million2.02%-434
Taiwan Semiconductor Manufacturing Company Limited TSM17.9K$8.2 million1.97%+121
NVIDIA Corp. NVDA32.1K$7.3 million1.77%-990
iShares Core MSCI Eafe ETF IEFA74.0K$7.2 million1.73%+2.6K
CrowdStrike Holdings, Inc. CRWD26.5K$7.0 million1.69%-4.3K
Apple Inc. AAPL20.8K$6.9 million1.67%-564
iShares Trust STIP64.2K$6.4 million1.54%+9.1K
JPMorgan Chase & Co. JPM18.2K$6.0 million1.45%+158
Broadcom Inc. AVGO16.4K$5.8 million1.39%+1.3K
Vaneck ETF Trust RAAX144.3K$5.7 million1.39%+5.4K
Heico Corp. New HEI18.6K$5.7 million1.36%+3.0K
J P Morgan Exchange Traded F JEPI97.3K$5.5 million1.32%+4.9K
Veeva Systems Inc. VEEV18.5K$5.3 million1.27%-3.5K
Costco Wholesale Corp. COST5.5K$5.0 million1.21%+338
Cintas Corp. CTAS22.4K$4.4 million1.05%+8.4K
Arista Networks, Inc. ANET21.0K$4.3 million1.03%-150
TransDigm Group Inc. TDG4.0K$4.3 million1.03%+79
Stryker Corp. SYK15.4K$4.2 million1.02%+172
Visa Inc. V11.7K$4.2 million1.01%+149
Monolithic Power Systems, Inc. MPWR3.1K$4.2 million1.00%+157
Vaneck ETF Trust SMH6.7K$4.1 million0.99%+14
S&P Global Inc. SPGI10.2K$4.0 million0.97%+450
Cloudflare Inc. NET11.1K$3.8 million0.93%-375
First Trust Exchange Traded FD CIBR34.4K$3.5 million0.86%new
Walmart Inc. WMT34.0K$3.5 million0.85%-250
iShares Trust ITOT19.7K$3.3 million0.79%+638
iShares Trust IXC53.5K$3.1 million0.74%+1.1K
Capital GRP Fixed Incm ETF T CGMU91.4K$2.4 million0.57%+2.5K
Vaneck ETF Trust NLR21.0K$2.2 million0.52%+242
iShares Trust MBB21.5K$1.9 million0.46%+1.2K
ASML Holding N.V. ASML1.0K$1.8 million0.44%no change
Berkshire Hathaway Inc. Del2$1.5 million0.36%no change
Berkshire Hathaway Inc. Class B BRKB2.7K$1.3 million0.32%-12
iShares Edge MSCI Min Vol USA ETF USMV13.1K$1.3 million0.31%+391
Vanguard FTSE All-World ex-US ETF VEU14.6K$1.2 million0.29%-520
Space Exploration Techn Corp. Class A Com STK SPCX7.0K$1.1 million0.25%+3.8K
iShares Trust IXUS9.1K$864,9840.21%+232
Micron Technology Inc. MU753$801,9480.19%no change
Bank of America Corp. BAC14.4K$782,2160.19%-575
iShares Trust IWF6.2K$779,1170.19%no change
Fidelity Covington Trust FMDE19.2K$773,4070.19%-4.9K
Coca-Cola Co. KO8.7K$748,8100.18%no change
General Electric Co. GE2.3K$724,2010.17%-61
Vanguard S&P 500 VOO1.0K$714,1760.17%-196
Cerebras Systems Inc. Com Class A CBRS4.0K$710,6000.17%no change
Oracle Corp. ORCL5.2K$708,8540.17%no change
ASE Technology Holding Co., Ltd. ASX15.0K$666,9000.16%no change
Corteva, Inc. CTVA8.5K$658,0450.16%+16
SPDR S&P 500 SPY859$654,8280.16%no change
Alphabet Inc. GOOGL1.9K$638,3360.15%-61
iShares Russell 1000 Value Inde IWD2.6K$634,4530.15%-227
Vanguard Admiral FDS Inc. VIOO5.0K$634,1180.15%-340
GE Vernova Inc. GEV654$621,7000.15%no change
Marvell Technology, Inc. MRVL2.3K$612,9710.15%no change
Starbucks Corp. SBUX6.5K$607,7410.15%+982
SPDR Ser Trust SPAB24.2K$589,3380.14%+27
Amgen Inc. AMGN1.3K$556,3930.13%new
3M Co. MMM3.1K$515,1040.12%+10
DuPont de Nemours, Inc. DD3.9K$512,1710.12%+17
Vanguard Whitehall FDS VYM3.3K$504,8660.12%-383
Qnity Electronics, Inc. Q3.8K$479,8170.12%+3
Northrop Grumman Corp. NOC893$431,9570.10%+1
iShares Trust IBDU18.5K$419,4660.10%-4.3K
SPDR S&P 500 Growth ETF SPYG3.4K$416,2210.10%+93
Vanguard Value ETF VTV1.8K$391,9420.09%-61
Nushares ETF Trust NULG3.3K$372,1070.09%+636
Coreweave Inc. CRWV4.1K$358,0630.09%no change
Nushares ETF Trust NULV6.5K$340,6460.08%+18
Banco Santander, S.A. SAN24.1K$333,0150.08%no change
SPDR Ser Trust SLYV3.2K$329,6380.08%no change
iShares Trust DSI2.2K$315,0180.08%no change
Vanguard Scottsdale FDS VONE905$311,3200.08%-535
Home Depot, Inc. HD1.1K$311,0940.08%-356
Wafd Inc. WAFD10.2K$304,5220.07%+10
SPDR Ser Trust SPYV5.0K$304,3780.07%-1.6K
Select Sector SPDR Trust XLV1.8K$296,0820.07%-75
Schwab Strategic Trust SCHE7.9K$287,0070.07%no change
iShares Trust EAGG6.1K$277,8350.07%no change
PepsiCo Inc. PEP2.2K$274,7290.07%no change
NextEra Energy Inc. NEE3.5K$265,0900.06%no change
Fidelity Merrimack STR Trust FBND5.9K$255,7320.06%+21
Advanced Micro Devices Inc. AMD397$242,8690.06%no change
Vanguard Admiral FDS Inc. IVOO2.0K$239,9890.06%no change
Columbia ETF Trust II XCEM4.6K$237,6170.06%-2.0K
Newmont Corp. NEM2.0K$234,2520.06%new
iShares Trust ESGD2.1K$218,0540.05%-91
Automatic Data Processing Inc. ADP800$206,4480.05%new
iShares Core S&P Small-Cap ETF IJR1.5K$205,1480.05%no change
Chevron Corp. CVX990$202,1680.05%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.