Snider Financial Group
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Snider Financial Group reported 108 stock positions worth $375.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.2%) and Vanguard Dividend Apprec ETF (VIG, 5.7%). Compared with Q3 2025, it opened 5 new positions, sold out of 13, added to 36 and reduced 58. The biggest buy was a new position in iShares 0-5 Year Tips Bond E (STIP) and the biggest sale Invesco S&P Midcap Qual ETF (XMHQ, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0001820681
- Portfolio Value
- $375.3M (Q4 2025)
- SEC Filing
- 0001951757-26-000257 ↗ filed Jan 21, 2026
Holdings Value
Holdings 108 stocks · $375.3M
| IVV iShares Core S&P 500 ETF | 11.43% | 62,635 | $42.9M | Add +5.1% |
| AGG iShares Core U.S. Aggregate | 6.25% | 234,810 | $23.5M | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 5.66% | 96,663 | $21.2M | Add +3.9% |
| MSFT Microsoft Corp. | 4.68% | 36,345 | $17.6M | Reduce -4.4% |
| GOVT iShares US Treasury Bond ETF | 4.18% | 682,014 | $15.7M | Add +7.0% |
| LLY Eli Lilly & Co. | 3.63% | 12,684 | $13.6M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 3.04% | 49,395 | $11.4M | Add +1.4% |
| AAPL Apple Inc. | 2.99% | 41,319 | $11.2M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 2.87% | 34,300 | $10.8M | Reduce -21.1% |
| ICSH iShares Ultra Short Duration | 2.76% | 204,604 | $10.3M | Add +27.4% |
| META Meta Platforms Inc. Class A | 2.48% | 14,095 | $9.3M | Add +18.6% |
| XLK SS Technology Select Sector | 2.36% | 61,531 | $8.9M | Add +1.3% |
| SCHG Schwab US Large-Cap Growth | 2.12% | 244,141 | $8.0M | Reduce -3.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.03% | 133,970 | $7.6M | Add +3.7% |
| RECS Columbia Resear Enh Cor ETF | 2.01% | 184,821 | $7.5M | Add +36.6% |
| MBB iShares MBS ETF | 1.98% | 78,113 | $7.4M | Add +3.8% |
| NVDA Nvidia Corp. | 1.85% | 37,306 | $7.0M | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.54% | 18,994 | $5.8M | Add +0.2% |
| SYK Stryker Corp. | 1.53% | 16,370 | $5.8M | Add +26.3% |
| JPM JPMorgan Chase & Co. | 1.52% | 17,699 | $5.7M | Add +2.3% |
| WMT Walmart Inc. | 1.39% | 46,743 | $5.2M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 1.29% | 5,633 | $4.9M | Add +1.3% |
| HEI Heico Corp. | 1.27% | 14,716 | $4.8M | Add +9.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.24% | 9,938 | $4.7M | Add +4.2% |
| TDG Transdigm Group Inc. | 1.23% | 3,469 | $4.6M | Add +15.3% |
| JEPI JPMorgan Equity Premium Inco | 1.20% | 78,386 | $4.5M | Add +9.8% |
| VEEV Veeva Systems Inc. Class A | 1.19% | 20,000 | $4.5M | Add +31.0% |
| PANW Palo Alto Networks Inc. | 1.15% | 23,377 | $4.3M | Add +5.3% |
| IBB iShares Biotechnology ETF | 1.12% | 25,000 | $4.2M | Add +4.2% |
| V Visa Inc. Class A | 1.02% | 10,963 | $3.8M | Add +8.5% |
| ADSK Autodesk Inc. | 1.02% | 12,944 | $3.8M | Add +2.8% |
| AVGO Broadcom Inc. | 1.02% | 11,029 | $3.8M | Reduce -3.3% |
| SPGI S&P Global Inc. | 1.02% | 7,300 | $3.8M | Add +24.7% |
| SMH Vaneck Semiconductor ETF | 0.86% | 9,013 | $3.2M | Add +1.1% |
| IQLT iShares MSCI International Q | 0.84% | 69,269 | $3.1M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 4,259 | $2.9M | Add +16.2% |
| ITOT iShares Core S&P Total U.S. | 0.74% | 18,581 | $2.8M | Reduce -5.0% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.73% | 21,939 | $2.7M | Reduce -3.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.69% | 25,355 | $2.6M | New |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.68% | 70,449 | $2.6M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.68% | 28,525 | $2.6M | Add +8.9% |
| ANET Arista Networks Inc. | 0.60% | 17,058 | $2.2M | Add +4.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 39,905 | $2.0M | Reduce -8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 3,991 | $2.0M | Reduce -11.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 3,101 | $1.9M | Add +71.2% |
| GOOGL Alphabet Inc. Class A | 0.48% | 5,779 | $1.8M | Reduce -11.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.45% | 22,767 | $1.7M | Reduce -28.6% |
| IWF iShares Russell 1000 Growth | 0.44% | 3,462 | $1.6M | Reduce -47.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 2 | $1.5M | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.33% | 21,029 | $1.2M | Add +10.1% |
| CTVA Corteva Inc. | 0.31% | 17,403 | $1.2M | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 8,116 | $1.2M | Reduce -43.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 20,232 | $1.1M | Reduce -14.8% |
| VOO Vanguard S&P 500 ETF | 0.29% | 1,733 | $1.1M | Reduce -18.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 11,198 | $1.1M | Add +7.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.26% | 41,107 | $962K | Reduce -32.3% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 3,101 | $955K | Reduce -17.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 4,655 | $889K | Reduce -14.7% |
| IWD iShares Russell 1000 Value E | 0.23% | 4,171 | $877K | Reduce -25.0% |
| SBUX Starbucks Corp. | 0.22% | 9,857 | $830K | Reduce -10.0% |
| IXUS iShares Core Intl Stock ETF | 0.20% | 9,079 | $768K | Reduce -7.6% |
| VONE Vanguard Russell 1000 | 0.19% | 2,336 | $722K | Reduce -44.5% |
| DD Dupont DE Nemours Inc. | 0.19% | 17,479 | $703K | Reduce -0.6% |
| Q Qnity Electronics Inc. | 0.18% | 8,264 | $675K | Reduce -6.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.17% | 5,894 | $654K | Reduce -8.6% |
| KO The Coca-Cola Co. | 0.16% | 8,755 | $612K | Reduce -2.1% |
| ORCL Oracle Corp. | 0.16% | 3,063 | $597K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.16% | 23,092 | $595K | Add +5.2% |
| MMM 3M Co. | 0.15% | 3,584 | $574K | Reduce -8.3% |
| HD Home Depot Inc. | 0.15% | 1,616 | $556K | Reduce -3.1% |
| NOC Northrop Grumman Corp. | 0.14% | 944 | $538K | Reduce -7.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.14% | 5,240 | $537K | Reduce -89.9% |
| DOW Dow Inc. | 0.12% | 19,764 | $462K | Reduce -4.0% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 7,363 | $460K | Reduce -25.2% |
| OUNZ Vaneck Merk Gold ETF | 0.12% | 10,532 | $437K | No change |
| GEV GE Vernova Inc. | 0.11% | 654 | $427K | Reduce -17.9% |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 2,960 | $405K | Reduce -27.8% |
| VGSH Vanguard Short-Term Treasury | 0.11% | 6,744 | $396K | No change |
| FDLO Fidelity Low Volat Fact ETF | 0.10% | 5,760 | $384K | Reduce -29.9% |
| FDRR Fidelity Div ETF Rise Rates | 0.10% | 6,245 | $381K | Reduce -9.9% |
| GLD SPDR Gold Shares | 0.10% | 910 | $361K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.10% | 3,349 | $357K | Add +6.8% |
| XCEM Columbia Em Core Ex-China | 0.09% | 9,170 | $352K | Reduce -39.0% |
| FREL Fidelity MSCI RL Est Indx | 0.09% | 12,449 | $335K | Reduce -22.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 676 | $330K | Reduce -37.4% |
| OXY Occidental Petroleum Corp. | 0.09% | 7,932 | $326K | Reduce -0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.09% | 9,772 | $320K | Reduce -5.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.08% | 1,735 | $308K | Reduce -22.1% |
| PEP Pepsico Inc. | 0.08% | 2,103 | $302K | Reduce -7.0% |
| XLV SS Health Care Select Sector | 0.08% | 1,943 | $301K | Reduce -3.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 1,061 | $296K | Reduce -5.6% |
| SAN Banco Santander SA-Spon ADR | 0.08% | 24,496 | $287K | Add +0.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 3,141 | $286K | Reduce -15.5% |
| FIDI Fidelity Intl Hi Div ETF | 0.08% | 10,872 | $282K | Reduce -20.2% |
| NEE Nextera Energy Inc. | 0.07% | 3,500 | $281K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 1,922 | $271K | Reduce -1.7% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.07% | 2,689 | $263K | Reduce -32.7% |
| FBND Fidelity Total Bond ETF | 0.07% | 5,534 | $255K | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.07% | 5,414 | $252K | Reduce -17.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 1,809 | $233K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -89.9% | 0.14% | −1.35 |
| MSFT Microsoft Corp. | Reduce -4.4% | 4.68% | −0.69 |
| IWF iShares Russell 1000 Growth | Reduce -47.7% | 0.44% | −0.41 |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | Sold out | 0.00% | −0.41 |
| VYM Vanguard High DVD Yield ETF | Reduce -43.1% | 0.31% | −0.24 |
| DD Dupont DE Nemours Inc. | Reduce -0.6% | 0.19% | −0.19 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -28.6% | 0.45% | −0.17 |
| VONE Vanguard Russell 1000 | Reduce -44.5% | 0.19% | −0.15 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -32.3% | 0.26% | −0.13 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -3.7% | 0.73% | −0.12 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.3% | 0.53% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -25.0% | 0.23% | −0.07 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.07 |
| CSX CSX Corp. | Sold out | 0.00% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Reduce -55.9% | 0.05% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.0% | 2.12% | −0.07 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.9% | 0.53% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -18.0% | 0.29% | −0.06 |
| XLRE SS Real Estate Select Sector | Reduce -46.5% | 0.06% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.06 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.06 |
| EELV Invesco S&P Emerging Markets | Sold out | 0.00% | −0.06 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.06 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| XCEM Columbia Em Core Ex-China | Reduce -39.0% | 0.09% | −0.06 |
| GE General Electric | Reduce -17.9% | 0.25% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -37.4% | 0.09% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.4% | 1.85% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -27.8% | 0.11% | −0.05 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -29.9% | 0.10% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -5.0% | 0.74% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -14.7% | 0.24% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -25.2% | 0.12% | −0.04 |
| BAC Bank of America Corp. | Reduce -14.8% | 0.30% | −0.04 |
| HD Home Depot Inc. | Reduce -3.1% | 0.15% | −0.04 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -32.7% | 0.07% | −0.03 |
| FREL Fidelity MSCI RL Est Indx | Reduce -22.6% | 0.09% | −0.03 |
| SBUX Starbucks Corp. | Reduce -10.0% | 0.22% | −0.03 |
| WMT Walmart Inc. | Reduce -7.3% | 1.39% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -7.8% | 0.14% | −0.03 |
| AAPL Apple Inc. | Reduce -4.9% | 2.99% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -22.1% | 0.08% | −0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -8.6% | 0.17% | −0.02 |
| GEV GE Vernova Inc. | Reduce -17.9% | 0.11% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -21.1% | 2.87% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| STIP iShares 0-5 Year Tips Bond E | New | 0.69% | +0.69 |
| FMDE Fidelity Enhanced Mid Cap Co. | New | 0.68% | +0.68 |
| IVV iShares Core S&P 500 ETF | Add +5.1% | 11.43% | +0.55 |
| ICSH iShares Ultra Short Duration | Add +27.4% | 2.76% | +0.53 |
| RECS Columbia Resear Enh Cor ETF | Add +36.6% | 2.01% | +0.52 |
| SPGI S&P Global Inc. | Add +24.7% | 1.02% | +0.24 |
| SYK Stryker Corp. | Add +26.3% | 1.53% | +0.23 |
| QQQ Invesco QQQ Trust Series 1 | Add +71.2% | 0.51% | +0.21 |
| VIG Vanguard Dividend Apprec ETF | Add +3.9% | 5.66% | +0.19 |
| IBB iShares Biotechnology ETF | Add +4.2% | 1.12% | +0.18 |
| GOVT iShares US Treasury Bond ETF | Add +7.0% | 4.18% | +0.17 |
| TDG Transdigm Group Inc. | Add +15.3% | 1.23% | +0.15 |
| AMZN Amazon.com Inc. | Add +1.4% | 3.04% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.2% | 0.77% | +0.11 |
| META Meta Platforms Inc. Class A | Add +18.6% | 2.48% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 1.54% | +0.09 |
| V Visa Inc. Class A | Add +8.5% | 1.02% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +9.8% | 1.20% | +0.08 |
| HEI Heico Corp. | Add +9.2% | 1.27% | +0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.7% | 2.03% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +1.1% | 0.86% | +0.07 |
| FBND Fidelity Total Bond ETF | New | 0.07% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.9% | 0.68% | +0.06 |
| GM General Motors Co. | New | 0.06% | +0.06 |
| NEM Newmont Corp. | New | 0.05% | +0.05 |
| IQLT iShares MSCI International Q | Add +6.3% | 0.84% | +0.05 |
| XLG Invesco S&P 500 Top 50 ETF | Add +10.1% | 0.33% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 1.52% | +0.03 |
| MBB iShares MBS ETF | Add +3.8% | 1.98% | +0.03 |
| XLK SS Technology Select Sector | Add +1.3% | 2.36% | +0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +7.8% | 0.28% | +0.01 |
| SAN Banco Santander SA-Spon ADR | Add +0.4% | 0.08% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.8% | 0.10% | +0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.2% | 0.16% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.2% | 1.24% | −0.03 |
| ANET Arista Networks Inc. | Add +4.9% | 0.60% | −0.05 |
| VEEV Veeva Systems Inc. Class A | Add +31.0% | 1.19% | −0.05 |
| ADSK Autodesk Inc. | Add +2.8% | 1.02% | −0.07 |
| PANW Palo Alto Networks Inc. | Add +5.3% | 1.15% | −0.09 |
| COST Costco Wholesale Corp. | Add +1.3% | 1.29% | −0.11 |
| AGG iShares Core U.S. Aggregate | Add +0.6% | 6.25% | −0.13 |
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 |