Snider Financial Group
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Snider Financial Group reported 115 stock positions worth $366.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.4%) and Vanguard Dividend Apprec ETF (VIG, 5.5%). Compared with Q2 2025, it opened 3 new positions, sold out of 4, added to 52 and reduced 38. The biggest buy was a new position in Arista Networks (ANET) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0001820681
- Portfolio Value
- $366.6M (Q3 2025)
- SEC Filing
- 0001951757-25-001312 ↗ filed Nov 7, 2025
Holdings Value
Holdings 115 stocks · $366.6M
| IVV iShares Core S&P 500 ETF | 10.88% | 59,589 | $39.9M | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 6.38% | 233,422 | $23.4M | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 5.48% | 93,031 | $20.1M | Add +1.1% |
| MSFT Microsoft Corp. | 5.37% | 38,017 | $19.7M | Reduce -7.1% |
| GOVT iShares US Treasury Bond ETF | 4.02% | 637,171 | $14.7M | Add +1.5% |
| AAPL Apple Inc. | 3.02% | 43,467 | $11.1M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 2.92% | 48,737 | $10.7M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 2.89% | 43,461 | $10.6M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 2.73% | 13,098 | $10.0M | Add +6.8% |
| META Meta Platforms Inc. Class A | 2.38% | 11,887 | $8.7M | Add +1.0% |
| XLK SS Technology Select Sector | 2.33% | 30,367 | $8.6M | Reduce -1.5% |
| ICSH iShares Ultra Short Duration | 2.22% | 160,611 | $8.2M | Add +0.6% |
| SCHG Schwab US Large-Cap Growth | 2.19% | 251,721 | $8.0M | Add +0.7% |
| MBB iShares MBS ETF | 1.95% | 75,264 | $7.2M | Add +0.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.95% | 129,240 | $7.2M | Add +2.0% |
| NVDA Nvidia Corp. | 1.91% | 37,464 | $7.0M | Add +0.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.49% | 52,025 | $5.5M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 1.49% | 17,310 | $5.5M | Reduce -0.3% |
| RECS Columbia Resear Enh Cor ETF | 1.49% | 135,298 | $5.5M | Add +9.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.44% | 18,953 | $5.3M | Add +3.4% |
| WMT Walmart Inc. | 1.42% | 50,421 | $5.2M | Reduce -12.7% |
| COST Costco Wholesale Corp. | 1.40% | 5,560 | $5.1M | Reduce -3.2% |
| SYK Stryker Corp. | 1.31% | 12,959 | $4.8M | Add +6.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.28% | 9,541 | $4.7M | Add +15.0% |
| VEEV Veeva Systems Inc. Class A | 1.24% | 15,268 | $4.5M | Add +2.6% |
| PANW Palo Alto Networks Inc. | 1.23% | 22,208 | $4.5M | Add +9.1% |
| HEI Heico Corp. | 1.19% | 13,471 | $4.3M | Add +17.9% |
| JEPI JPMorgan Equity Premium Inco | 1.11% | 71,413 | $4.1M | Add +0.4% |
| ADSK Autodesk Inc. | 1.09% | 12,587 | $4.0M | Reduce -7.3% |
| TDG Transdigm Group Inc. | 1.08% | 3,008 | $4.0M | Add +8.8% |
| AVGO Broadcom Inc. | 1.03% | 11,404 | $3.8M | Reduce -14.3% |
| IBB iShares Biotechnology ETF | 0.95% | 24,000 | $3.5M | No change |
| V Visa Inc. Class A | 0.94% | 10,100 | $3.4M | Add +3.2% |
| IWF iShares Russell 1000 Growth | 0.85% | 6,621 | $3.1M | Reduce -5.6% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.84% | 22,775 | $3.1M | Add +1.5% |
| SMH Vaneck Semiconductor ETF | 0.79% | 8,918 | $2.9M | Add +1.7% |
| IQLT iShares MSCI International Q | 0.79% | 65,194 | $2.9M | Add +2.3% |
| SPGI S&P Global Inc. | 0.78% | 5,856 | $2.8M | Add +5.8% |
| ITOT iShares Core S&P Total U.S. | 0.78% | 19,559 | $2.8M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 3,666 | $2.4M | Reduce -1.4% |
| ANET Arista Networks Inc. | 0.65% | 16,259 | $2.4M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.62% | 26,183 | $2.3M | Add +4.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.62% | 31,885 | $2.3M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 4,498 | $2.3M | Reduce -4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.60% | 43,804 | $2.2M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 14,271 | $2.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.43% | 6,541 | $1.6M | Add +7.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 2 | $1.5M | No change |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | 0.41% | 42,650 | $1.5M | Reduce -14.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.39% | 60,707 | $1.4M | Reduce -5.7% |
| DD Dupont DE Nemours Inc. | 0.37% | 17,585 | $1.4M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.35% | 2,113 | $1.3M | Reduce -10.3% |
| VONE Vanguard Russell 1000 | 0.35% | 4,209 | $1.3M | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 23,734 | $1.2M | Reduce -8.7% |
| CTVA Corteva Inc. | 0.32% | 17,513 | $1.2M | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 3,776 | $1.1M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.31% | 5,561 | $1.1M | Reduce -9.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.30% | 19,095 | $1.1M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 1,811 | $1.1M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 5,457 | $1.0M | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 10,392 | $989K | Add +2.2% |
| SBUX Starbucks Corp. | 0.25% | 10,951 | $926K | Reduce -12.8% |
| ORCL Oracle Corp. | 0.23% | 3,063 | $861K | Reduce -4.4% |
| IXUS iShares Core Intl Stock ETF | 0.22% | 9,823 | $811K | Add +0.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.19% | 6,451 | $713K | No change |
| HD Home Depot Inc. | 0.18% | 1,667 | $676K | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.17% | 1,024 | $624K | Add +0.1% |
| MMM 3M Co. | 0.17% | 3,910 | $607K | Add +8.3% |
| KO The Coca-Cola Co. | 0.16% | 8,940 | $593K | No change |
| VEA Vanguard Ftse Developed ETF | 0.16% | 9,847 | $590K | Add +0.1% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 4,099 | $584K | Add +5.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.15% | 21,953 | $567K | Add +2.5% |
| XCEM Columbia Em Core Ex-China | 0.15% | 15,045 | $547K | Reduce -3.3% |
| FDLO Fidelity Low Volat Fact ETF | 0.15% | 8,223 | $542K | Reduce -3.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 1,080 | $518K | No change |
| GEV GE Vernova Inc. | 0.13% | 797 | $490K | Reduce -5.0% |
| DOW Dow Inc. | 0.13% | 20,596 | $472K | Add +1.3% |
| VONG Vanguard Russell 1000 Growth | 0.12% | 3,723 | $449K | No change |
| FREL Fidelity MSCI RL Est Indx | 0.12% | 16,088 | $447K | Reduce -2.6% |
| XLRE SS Real Estate Select Sector | 0.12% | 10,594 | $446K | Reduce -2.1% |
| FDRR Fidelity Div ETF Rise Rates | 0.11% | 6,932 | $406K | No change |
| VGSH Vanguard Short-Term Treasury | 0.11% | 6,744 | $397K | No change |
| OUNZ Vaneck Merk Gold ETF | 0.11% | 10,532 | $392K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 2,228 | $389K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.11% | 6,046 | $386K | Reduce -15.1% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.10% | 3,997 | $381K | No change |
| OXY Occidental Petroleum Corp. | 0.10% | 7,989 | $377K | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,171 | $344K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.09% | 10,286 | $343K | Reduce -6.8% |
| FIDI Fidelity Intl Hi Div ETF | 0.09% | 13,622 | $333K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 1,124 | $330K | Reduce -13.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 3,717 | $330K | Reduce -2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.09% | 3,136 | $328K | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.09% | 910 | $323K | Add +0.4% |
| PEP Pepsico Inc. | 0.09% | 2,260 | $317K | Add +0.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.08% | 6,580 | $307K | Add +3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,438 | $300K | No change |
| XLV SS Health Care Select Sector | 0.08% | 2,007 | $279K | Add +4.5% |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 1,955 | $273K | Add +0.1% |
| NEE Nextera Energy Inc. | 0.07% | 3,500 | $264K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.63 |
| MSFT Microsoft Corp. | Reduce -7.1% | 5.37% | −0.50 |
| COST Costco Wholesale Corp. | Reduce -3.2% | 1.40% | −0.24 |
| WMT Walmart Inc. | Reduce -12.7% | 1.42% | −0.21 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.14 |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | Reduce -14.7% | 0.41% | −0.13 |
| ADSK Autodesk Inc. | Reduce -7.3% | 1.09% | −0.12 |
| SBUX Starbucks Corp. | Reduce -12.8% | 0.25% | −0.08 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.06 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -5.7% | 0.39% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 0.62% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -9.1% | 0.31% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -10.3% | 0.35% | −0.03 |
| AVGO Broadcom Inc. | Reduce -14.3% | 1.03% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.1% | 0.62% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -15.1% | 0.11% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.3% | 0.60% | −0.02 |
| BAC Bank of America Corp. | Reduce -8.7% | 0.33% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -13.7% | 0.09% | −0.02 |
| PFE Pfizer Inc. | Reduce -15.9% | 0.07% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -5.6% | 0.85% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -2.1% | 0.12% | −0.01 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -3.7% | 0.15% | −0.01 |
| FREL Fidelity MSCI RL Est Indx | Reduce -2.6% | 0.12% | −0.01 |
| XCEM Columbia Em Core Ex-China | Reduce -3.3% | 0.15% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -6.8% | 0.09% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.8% | 0.09% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.2% | 0.06% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.3% | 0.09% | +0.00 |
| ABBV Abbvie Inc. | Reduce -11.5% | 0.07% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.30% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 0.67% | +0.00 |
| OXY Occidental Petroleum Corp. | Reduce -2.0% | 0.10% | +0.00 |
| GEV GE Vernova Inc. | Reduce -5.0% | 0.13% | +0.01 |
| SAN Banco Santander SA-Spon ADR | Reduce -2.0% | 0.07% | +0.01 |
| GE General Electric | Reduce -0.6% | 0.31% | +0.03 |
| ORCL Oracle Corp. | Reduce -4.4% | 0.23% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 1.49% | +0.04 |
| XLK SS Technology Select Sector | Reduce -1.5% | 2.33% | +0.08 |
| AAPL Apple Inc. | Reduce -3.0% | 3.02% | +0.37 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 2.89% | +0.66 |
Portfolio Buys Q2 2025 → Q3 2025
| ANET Arista Networks Inc. | New | 0.65% | +0.65 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.4% | 1.44% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 10.88% | +0.24 |
| NVDA Nvidia Corp. | Add +0.6% | 1.91% | +0.21 |
| RECS Columbia Resear Enh Cor ETF | Add +9.3% | 1.49% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +7.5% | 0.43% | +0.12 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +1.5% | 0.84% | +0.12 |
| HEI Heico Corp. | Add +17.9% | 1.19% | +0.10 |
| SMH Vaneck Semiconductor ETF | Add +1.7% | 0.79% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +0.7% | 2.19% | +0.09 |
| IWB iShares Russell 1000 ETF | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +15.0% | 1.28% | +0.06 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +1.1% | 5.48% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.0% | 1.95% | +0.04 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +1.4% | 1.49% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +9.1% | 1.23% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +2.1% | 0.78% | +0.03 |
| DD Dupont DE Nemours Inc. | Add +0.5% | 0.37% | +0.03 |
| NOC Northrop Grumman Corp. | Add +0.1% | 0.17% | +0.02 |
| XLG Invesco S&P 500 Top 50 ETF | Add +2.2% | 0.30% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.0% | 0.62% | +0.02 |
| GLD SPDR Gold Shares | Add +0.4% | 0.09% | +0.01 |
| HD Home Depot Inc. | Add +0.1% | 0.18% | +0.01 |
| MMM 3M Co. | Add +8.3% | 0.17% | +0.01 |
| VONE Vanguard Russell 1000 | Add +0.0% | 0.35% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Add +2.6% | 1.24% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +0.7% | 0.22% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +5.0% | 0.16% | +0.00 |
| CSX CSX Corp. | Add +0.1% | 0.07% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.1% | 0.06% | +0.00 |
| XLV SS Health Care Select Sector | Add +4.5% | 0.08% | +0.00 |
| PEP Pepsico Inc. | Add +0.0% | 0.09% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.1% | 0.07% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.28% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.6% | 0.08% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.16% | −0.00 |
| EELV Invesco S&P Emerging Markets | Add +0.4% | 0.06% | −0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +2.5% | 0.15% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.2% | 0.27% | −0.01 |
| IQLT iShares MSCI International Q | Add +2.3% | 0.79% | −0.01 |
| DOW Dow Inc. | Add +1.3% | 0.13% | −0.03 |
| LLY Eli Lilly & Co. | Add +6.8% | 2.73% | −0.03 |
| CTVA Corteva Inc. | Add +0.2% | 0.32% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +0.4% | 1.11% | −0.05 |
| V Visa Inc. Class A | Add +3.2% | 0.94% | −0.06 |
| SPGI S&P Global Inc. | Add +5.8% | 0.78% | −0.06 |
| MBB iShares MBS ETF | Add +0.7% | 1.95% | −0.07 |
| SYK Stryker Corp. | Add +6.2% | 1.31% | −0.09 |
| ICSH iShares Ultra Short Duration | Add +0.6% | 2.22% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 103 | $392.8M | IVV, AGG, VIG, GOVT, MSFT |
| Q1 2026 | 102 | $331.4M | IVV, AGG, VIG, GOVT, MSFT |
| Q4 2025 | 108 | $375.3M | IVV, AGG, VIG, MSFT, GOVT |
| Q3 2025 | 115 | $366.6M | IVV, AGG, VIG, MSFT, GOVT |
| Q2 2025 | 116 | $346.7M | IVV, AGG, MSFT, VIG, GOVT |
| Q1 2025 | 110 | $307.8M | IVV, AGG, VIG, MSFT, GOVT |
| Q4 2024 | 111 | $322.8M | IVV, AGG, MSFT, VIG, GOVT |
| Q3 2024 | 61 | $273.2M | IVV, AGG, VIG, GOVT, LLY |
| Q2 2024 | 61 | $259.0M | IVV, AGG, VIG, LLY, MSFT |
| Q1 2024 | 60 | $239.9M | AGG, IVV, VIG, LLY, MSFT |