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 $331.4M across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($42.8M, 12.92%), AGG ($20.2M, 6.09%), VIG ($19.8M, 5.97%), GOVT ($16.8M, 5.08%), MSFT ($13.5M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.8M | 12.92% | 65,537 | Added |
| 2 | AGG | ISHARES TR | $20.2M | 6.09% | 203,265 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $19.8M | 5.97% | 91,924 | Trimmed |
| 4 | GOVT | ISHARES TR | $16.8M | 5.08% | 734,182 | Added |
| 5 | MSFT | MICROSOFT CORP | $13.5M | 4.09% | 36,597 | Added |
| 6 | LLY | ELI LILLY & CO | $11.4M | 3.43% | 12,351 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $9.7M | 2.93% | 46,585 | Trimmed |
| 8 | GOOG | ALPHABET INC | $9.0M | 2.73% | 31,529 | Trimmed |
| 9 | ICSH | ISHARES TR | $8.9M | 2.69% | 176,302 | Trimmed |
| 10 | META | META PLATFORMS INC | $8.3M | 2.49% | 14,431 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $8.1M | 2.44% | 60,969 | Trimmed |
| 12 | RECS | COLUMBIA ETF TR I | $8.1M | 2.44% | 207,689 | Added |
| 13 | MBB | ISHARES TR | $7.9M | 2.40% | 83,684 | Added |
| 14 | AAPL | APPLE INC | $7.6M | 2.29% | 29,954 | Trimmed |
| 15 | SCHG | SCHWAB STRATEGIC TR | $6.4M | 1.93% | 219,251 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.2M | 1.88% | 18,387 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $6.2M | 1.87% | 35,570 | Trimmed |
| 18 | IEFA | ISHARES TR | $5.9M | 1.77% | 64,858 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $5.2M | 1.57% | 17,677 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $5.1M | 1.55% | 5,142 | Trimmed |
| 21 | SYK | STRYKER CORPORATION | $4.8M | 1.45% | 14,610 | Trimmed |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.42% | 82,894 | Added |
| 23 | WMT | WALMART INC | $4.6M | 1.40% | 37,332 | Trimmed |
| 24 | CRWD | CROWDSTRIKE HLDGS INC | $4.3M | 1.29% | 10,941 | Added |
| 25 | TDG | TRANSDIGM GROUP INC | $4.2M | 1.27% | 3,626 | Added |
Source: SEC Form 13F filings · as of 2026-03-31