Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Snider Financial Group (CIK 1820681) reported $392.8M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($53.2M, 13.55%), AGG ($24.4M, 6.20%), VIG ($20.8M, 5.28%), GOVT ($19.0M, 4.83%), MSFT ($17.8M, 4.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.2M | 13.55% | 71,089 | Added |
| 2 | AGG | ISHARES TR | $24.4M | 6.20% | 246,229 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $20.8M | 5.28% | 87,738 | Trimmed |
| 4 | GOVT | ISHARES TR | $19.0M | 4.83% | 832,801 | Added |
| 5 | MSFT | MICROSOFT CORP | $17.8M | 4.53% | 47,653 | Added |
| 6 | LLY | ELI LILLY & CO | $14.5M | 3.70% | 12,128 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $12.0M | 3.05% | 50,214 | Added |
| 8 | GOOG | ALPHABET INC | $11.6M | 2.94% | 32,713 | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $10.7M | 2.72% | 56,015 | Trimmed |
| 10 | META | META PLATFORMS INC | $10.0M | 2.56% | 17,835 | Added |
| 11 | RECS | COLUMBIA ETF TR I | $9.8M | 2.49% | 225,697 | Added |
| 12 | ICSH | ISHARES TR | $9.5M | 2.42% | 188,034 | Added |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.5M | 2.17% | 17,819 | Trimmed |
| 14 | SCHG | SCHWAB STRATEGIC TR | $7.6M | 1.95% | 225,974 | Added |
| 15 | PANW | PALO ALTO NETWORKS INC | $7.3M | 1.87% | 21,543 | Trimmed |
| 16 | IEFA | ISHARES TR | $6.9M | 1.76% | 71,432 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $6.6M | 1.69% | 33,124 | Trimmed |
| 18 | AAPL | APPLE INC | $6.2M | 1.58% | 21,410 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $5.9M | 1.50% | 18,029 | Added |
| 20 | CRWD | CROWDSTRIKE HLDGS INC | $5.9M | 1.49% | 7,695 | Trimmed |
| 21 | AVGO | BROADCOM INC | $5.7M | 1.45% | 15,103 | Added |
| 22 | STIP | ISHARES TR | $5.6M | 1.43% | 55,120 | Added |
| 23 | HEI | HEICO CORP NEW | $5.6M | 1.42% | 15,644 | Added |
| 24 | RAAX | VANECK ETF TRUST | $5.5M | 1.40% | 138,891 | New |
| 25 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.2M | 1.33% | 92,400 | Added |
Source: SEC Form 13F filings · as of 2026-06-30