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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $239.9M Q1 2024 Q2 2024: $259.0M Q2 2024 Q3 2024: $273.2M Q3 2024 Q4 2024: $322.8M Q4 2024 Q1 2025: $307.8M Q1 2025 Q2 2025: $346.7M Q2 2025 Q3 2025: $366.6M $366.6M Q3 2025 Q4 2025: $375.3M Q4 2025 Q1 2026: $331.4M Q1 2026 Q2 2026: $392.8M Q2 2026

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
PFE Pfizer Inc. 0.07% 10,230 $261K Reduce -15.9%
ABBV Abbvie Inc. 0.07% 1,122 $260K Reduce -11.5%
CSX CSX Corp. 0.07% 7,308 $259K Add +0.1%
SAN Banco Santander SA-Spon ADR 0.07% 24,407 $256K Reduce -2.0%
IMCG iShares Morningstar Mid-Cap 0.06% 2,871 $238K No change
ADP Automatic Data Processing 0.06% 800 $235K No change
IEMG iShares Core MSCI Emerging 0.06% 3,542 $233K Reduce -0.2%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.06% 2,074 $229K No change
DSI iShares ESG MSCI KLD 400 ETF 0.06% 1,809 $228K No change
SPSM SS SPDR P S&P 600 Small Cap 0.06% 4,785 $222K Add +0.1%
NFLX Netflix Inc. 0.06% 180 $216K No change
EELV Invesco S&P Emerging Markets 0.06% 8,064 $215K Add +0.4%
NULV Nuveen ESG Large-Cap Val ETF 0.06% 4,882 $214K No change
IWB iShares Russell 1000 ETF 0.06% 584 $214K New
TSLA Tesla Inc. 0.06% 470 $209K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 103$392.8MIVV, AGG, VIG, GOVT, MSFT
Q1 2026 102$331.4MIVV, AGG, VIG, GOVT, MSFT
Q4 2025 108$375.3MIVV, AGG, VIG, MSFT, GOVT
Q3 2025 115$366.6MIVV, AGG, VIG, MSFT, GOVT
Q2 2025 116$346.7MIVV, AGG, MSFT, VIG, GOVT
Q1 2025 110$307.8MIVV, AGG, VIG, MSFT, GOVT
Q4 2024 111$322.8MIVV, AGG, MSFT, VIG, GOVT
Q3 2024 61$273.2MIVV, AGG, VIG, GOVT, LLY
Q2 2024 61$259.0MIVV, AGG, VIG, LLY, MSFT
Q1 2024 60$239.9MAGG, IVV, VIG, LLY, MSFT