Q3 2026 13F · SEC CIK 1820681

Snider Financial Group

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $414.8M
Reported positions: 102
Top holdings a year, 3 yrs: +14.1%
Assets under management: $549.7M

Snider Financial Group is a wealth manager that reported 102 positions worth $414.8M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Ishares Tr (IVV, 13.5%), Microsoft Corp (MSFT, 5.7%), Ishares Tr (AGG, 5.4%). A portfolio copying its top holdings returned 14.1% a year over the last 3 years, against 20.4% for the S&P 500.

Snider Financial Group holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Snider Financial Group 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	13.5%	13.6%	73,184	+2.9%	$56.0M
MSFTMicrosoft Corp	5.7%	4.5%	46,434	-2.6%	$23.8M
AGGIshares Tr	5.4%	6.2%	237,226	-3.7%	$22.4M
VIGVanguard Specialized Funds	4.9%	5.3%	87,814	+0.1%	$20.5M
GOVTIshares Tr	4.7%	4.8%	895,571	+7.5%	$19.6M
LLYEli Lilly & Co	3.4%	3.7%	12,158	+0.2%	$14.1M
AMZNAmazon Com Inc	3.1%	3.0%	51,570	+2.7%	$12.8M
SCHGSchwab Strategic Tr	2.8%	1.9%	326,894	+44.7%	$11.7M
METAMeta Platforms Inc	2.8%	2.6%	15,857	-11.1%	$11.5M
XLKSelect Sector Spdr Tr	2.7%	2.7%	56,359	+0.6%	$11.0M
GOOGAlphabet Inc	2.6%	2.9%	31,944	-2.4%	$10.9M
RECSColumbia ETF Tr I	2.4%	2.5%	219,194	-2.9%	$9.9M
ICSHIshares Tr	2.3%	2.4%	190,832	+1.5%	$9.6M
PANWPalo Alto Networks Inc	2.0%	1.9%	21,109	-2.0%	$8.4M
TSMTaiwan Semiconductor Manufac	2.0%	2.2%	17,940	+0.7%	$8.2M
NVDANvidia Corporation	1.8%	1.7%	32,134	-3.0%	$7.3M
IEFAIshares Tr	1.7%	1.8%	74,009	+3.6%	$7.2M
CRWDCrowdstrike Hldgs Inc	1.7%	1.5%	26,456	+243.8%	$7.0M
AAPLApple Inc	1.7%	1.6%	20,846	-2.6%	$6.9M
STIPIshares Tr	1.5%	1.4%	64,196	+16.5%	$6.4M
JPMJpmorgan Chase & Co	1.5%	1.5%	18,187	+0.9%	$6.0M
AVGOBroadcom Inc	1.4%	1.5%	16,414	+8.7%	$5.8M
RAAXVaneck ETF Trust	1.4%	1.4%	144,328	+3.9%	$5.7M
HEIHeico Corp New	1.4%	1.4%	18,639	+19.1%	$5.7M
JEPIJ P Morgan Exchange Traded F	1.3%	1.3%	97,334	+5.3%	$5.5M
VEEVVeeva Sys Inc	1.3%	1.0%	18,498	-16.1%	$5.3M
COSTCostco Wholesale Corporation	1.2%	1.2%	5,507	+6.5%	$5.0M
CTASCintas Corp	1.1%	0.6%	22,366	+60.2%	$4.4M
ANETArista Networks Inc	1.0%	0.9%	21,028	-0.7%	$4.3M
TDGTransdigm Group Inc	1.0%	1.3%	3,954	+2.0%	$4.3M
SYKStryker Corporation	1.0%	1.2%	15,431	+1.1%	$4.2M
VVisa Inc	1.0%	1.0%	11,671	+1.3%	$4.2M
MPWRMonolithic Pwr Sys Inc	1.0%	1.0%	3,089	+5.4%	$4.2M
SMHVaneck ETF Trust	1.0%	1.1%	6,718	+0.2%	$4.1M
SPGIS&p Global Inc	1.0%	1.0%	10,221	+4.6%	$4.0M
NETCloudflare Inc	0.9%	0.7%	11,075	-3.3%	$3.8M
CIBRFirst Tr Exchange-Traded Fd	0.9%	—	34,410	—	$3.5M
WMTWalmart Inc	0.9%	1.0%	33,985	-0.7%	$3.5M
ITOTIshares Tr	0.8%	0.8%	19,742	+3.3%	$3.3M
IXCIshares Tr	0.7%	0.7%	53,540	+2.1%	$3.1M
CGMUCapital Grp Fixed Incm ETF T	0.6%	0.6%	91,377	+2.8%	$2.4M
NLRVaneck ETF Trust	0.5%	0.6%	21,003	+1.2%	$2.2M
MBBIshares Tr	0.5%	0.5%	21,463	+5.7%	$1.9M
ASMLAsml Hldg NV	0.4%	0.5%	1,008	+0.0%	$1.8M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	2	+0.0%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	2,659	-0.4%	$1.3M
USMVIshares Tr	0.3%	0.3%	13,097	+3.1%	$1.3M
VEUVanguard Intl Equity Index F	0.3%	0.3%	14,646	-3.4%	$1.2M
SPCXSpace Exploration Techn Corp	0.3%	—	6,976	—	$1.1M
IXUSIshares Tr	0.2%	—	9,106	—	$865K

What Snider Financial Group bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +14.1% /yr; S&P 500 +20.4%
5 years: +5.0% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$414.8M	102
Q2 2026	$392.8M	103
Q1 2026	$331.4M	102
Q4 2025	$375.3M	108
Q3 2025	$366.6M	115
Q2 2025	$346.7M	116
Q1 2025	$307.8M	110
Q4 2024	$322.8M	111
Q3 2024	$273.2M	61
Q2 2024	$259.0M	61
Q1 2024	$239.9M	60
Q4 2023	$217.0M	58

Questions about Snider Financial Group's portfolio

What stocks does Snider Financial Group own?

Snider Financial Group's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 102 positions worth $414.8M. The largest are Ishares Tr (IVV) at 13.5%, Microsoft Corp (MSFT) at 5.7%, Ishares Tr (AGG) at 5.4%, Vanguard Specialized Funds (VIG) at 4.9% and Ishares Tr (GOVT) at 4.7%.

What did Snider Financial Group buy last quarter?

In Q3 2026, Snider Financial Group added Crowdstrike Hldgs Inc (CRWD) (+243.8% shares), Cintas Corp (CTAS) (+60.2% shares) and Schwab Strategic Tr (SCHG) (+44.7% shares), compared with its Q2 2026 filing.

What did Snider Financial Group sell last quarter?

In Q3 2026, Snider Financial Group cut from its top 50 Invesco Exchange Traded Fd T (XLG), cut from its top 50 Fidelity Covington Trust (FMDE), cut from its top 50 Ge Aerospace (GE), Veeva Sys Inc (VEEV) (-16.1% shares) and Meta Platforms Inc (META) (-11.1% shares), compared with its Q2 2026 filing.

How has Snider Financial Group's portfolio performed?

A portfolio copying Snider Financial Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +5.0% a year against +11.2%.

When is Snider Financial Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Snider Financial Group's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Snider Financial Group manage?

Snider Financial Group reported $549.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $414.8M.