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.
SNS Financial Group, LLC (CIK 1557485) reported $1.16B across 208 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QUAL ($149.7M, 12.90%), SCHF ($89.4M, 7.71%), IEI ($73.0M, 6.29%), OEF ($70.5M, 6.08%), DGRW ($63.0M, 5.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $149.7M | 12.90% | 780,349 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $89.4M | 7.71% | 3.6M | Trimmed |
| 3 | IEI | ISHARES TR | $73.0M | 6.29% | 615,718 | Added |
| 4 | OEF | ISHARES TR | $70.5M | 6.08% | 221,694 | Added |
| 5 | DGRW | WISDOMTREE TR | $63.0M | 5.43% | 717,040 | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $45.3M | 3.90% | 1.8M | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $40.3M | 3.47% | 61,814 | Trimmed |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | $39.1M | 3.37% | 830,813 | Added |
| 9 | BSCR | INVESCO EXCH TRD SLF IDX FD | $37.6M | 3.24% | 1.9M | Added |
| 10 | GLDM | WORLD GOLD TR | $36.6M | 3.15% | 394,862 | Trimmed |
| 11 | AAPL | APPLE INC | $35.1M | 3.02% | 138,293 | Added |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | $34.8M | 2.99% | 1.7M | Added |
| 13 | BND | VANGUARD BD INDEX FDS | $33.2M | 2.86% | 451,083 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $29.5M | 2.54% | 267,027 | Trimmed |
| 15 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $29.3M | 2.53% | 1.5M | Trimmed |
| 16 | MUB | ISHARES TR | $28.9M | 2.49% | 272,380 | Added |
| 17 | DFCF | DIMENSIONAL ETF TRUST | $26.7M | 2.30% | 631,454 | Added |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $25.5M | 2.20% | 471,655 | Trimmed |
| 19 | USMF | WISDOMTREE TR | $22.3M | 1.92% | 452,033 | Added |
| 20 | SCHX | SCHWAB STRATEGIC TR | $14.3M | 1.23% | 556,304 | Trimmed |
| 21 | EFA | ISHARES TR | $12.3M | 1.06% | 126,156 | Trimmed |
| 22 | VTI | VANGUARD INDEX FDS | $8.8M | 0.76% | 27,331 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $7.6M | 0.65% | 20,469 | Trimmed |
| 24 | VUG | VANGUARD INDEX FDS | $7.4M | 0.64% | 16,892 | Trimmed |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $5.5M | 0.47% | 39,641 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31