Snider Financial Group Portfolio Holdings

Snider Financial Group

$360 Million
Q3 2025

Snider Financial Group has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $360 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.9M, Ishares Core U.S. Aggregate Bo with a value of $23.4M, Microsoft Corp with a value of $19.7M, Vanguard Dividend Appreciation with a value of $16.9M, and Ishares U.S. Treasury Bond ETF with a value of $14.7M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $343M to 360M.

Snider Financial Group is based out at Bellevue, WA

Below you can find more details about Snider Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $360 Million

ETFs: $203 Million

Technology: $60 Million

Communication Services: $21.1 Million

Healthcare: $19.9 Million

Financial Services: $17 Million

Consumer Cyclical: $12.5 Million

Consumer Defensive: $11.3 Million

Industrials: $11.2 Million

Other: $3.67 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$39.9 Million 11.09% of portfolio	59,589	Q3 2025 Added 0.36%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$23.4 Million 6.51% of portfolio	233,422	Q3 2025 Added 1.64%
MSFT Microsoft Corp Technology	$3.78T	$19.7 Million 5.48% of portfolio	38,017	Q3 2025 Reduced 7.08%
VIG Vanguard Dividend Appreciation ETFs	$0	$16.9 Million 4.71% of portfolio	93,031	Q3 2025 Added 1.07%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$14.7 Million 4.1% of portfolio	637,171	Q3 2025 Added 1.52%
AAPL Apple Inc. Technology	$4.3T	$11.1 Million 3.08% of portfolio	43,467	Q3 2025 Reduced 3.03%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$10.7 Million 2.98% of portfolio	48,737	Q3 2025 Added 1.24%
GOOG Alphabet Inc. Communication Services	$1.74T	$10.6 Million 2.94% of portfolio	43,461	Q3 2025 Reduced 0.16%
LLY Eli Lilly & CO Healthcare	$971B	$9.99 Million 2.78% of portfolio	13,098	Q3 2025 Added 6.78%

META Meta Platforms, Inc. Communication Services	$1.37T	$8.73 Million 2.43% of portfolio	11,887	Q3 2025 Added 1.03%
XLK Technology Sector Spdr ETFs	$0	$8.56 Million 2.38% of portfolio	30,367	Q3 2025 Reduced 1.48%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$8.15 Million 2.27% of portfolio	160,611	Q3 2025 Added 0.63%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$8.03 Million 2.23% of portfolio	251,721	Q3 2025 Added 0.72%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$7.15 Million 1.99% of portfolio	129,240	Q3 2025 Added 2.04%
MBB Ishares Tr ETFs	$0	$7.16 Million 1.99% of portfolio	75,264	Q3 2025 Added 0.67%
NVDA Nvidia Corp Technology	$465B	$6.99 Million 1.94% of portfolio	37,464	Q3 2025 Added 0.59%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$5.46 Million 1.52% of portfolio	52,025	Q3 2025 Added 1.44%
JPM Jpmorgan Chase & CO Financial Services	$881B	$5.46 Million 1.52% of portfolio	17,310	Q3 2025 Reduced 0.31%

RECS Columbia ETF Tr I ETFs	$0	$5.46 Million 1.52% of portfolio	135,298	Q3 2025 Added 9.27%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$5.29 Million 1.47% of portfolio	18,953	Q3 2025 Added 3.4%
WMT Walmart Inc. Consumer Defensive	$279B	$5.2 Million 1.44% of portfolio	50,421	Q3 2025 Reduced 12.71%
COST Costco Wholesale Corp Consumer Defensive	$404B	$5.15 Million 1.43% of portfolio	5,560	Q3 2025 Reduced 3.19%
SYK Stryker Corp Healthcare	$136B	$4.79 Million 1.33% of portfolio	12,959	Q3 2025 Added 6.17%
CRWD Crowd Strike Holdings, Inc. Technology	$115B	$4.68 Million 1.3% of portfolio	9,541	Q3 2025 Added 14.98%
VEEV Veeva Systems Inc Healthcare	$41.2B	$4.55 Million 1.26% of portfolio	15,268	Q3 2025 Added 2.61%
PANW Palo Alto Networks Inc Technology	$61.4B	$4.52 Million 1.26% of portfolio	22,208	Q3 2025 Added 9.1%
HEI Heico Corp Industrials	$17.1B	$4.35 Million 1.21% of portfolio	13,471	Q3 2025 Added 17.89%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$4.08 Million 1.13% of portfolio	71,413	Q3 2025 Added 0.4%
TDG Trans Digm Group Inc Industrials	$72.7B	$3.96 Million 1.1% of portfolio	3,008	Q3 2025 Added 8.83%
AVGO Broadcom Inc. Technology	$139B	$3.76 Million 1.05% of portfolio	11,404	Q3 2025 Reduced 14.26%
V Visa Inc. Financial Services	$533B	$3.45 Million 0.96% of portfolio	10,100	Q3 2025 Added 3.17%
IBB Ishares Biotechnology ETF ETFs	$0	$3.46 Million 0.96% of portfolio	24,000	Q3 2024 Added 19.82%
NLR Vaneck ETF Tr Uranium+Nuclear ETFs	$0	$3.09 Million 0.86% of portfolio	22,775	Q3 2025 Added 1.5%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$3.1 Million 0.86% of portfolio	6,621	Q3 2025 Reduced 5.62%
ADSK Autodesk, Inc. Technology	$53.1B	$3.09 Million 0.86% of portfolio	12,587	Q3 2025 Reduced 7.26%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$2.91 Million 0.81% of portfolio	8,918	Q3 2025 Added 1.71%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$2.88 Million 0.8% of portfolio	65,194	Q3 2025 Added 2.26%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$2.85 Million 0.79% of portfolio	19,559	Q3 2025 Added 2.08%
SPGI S&P Global Inc. Financial Services	$159B	$2.85 Million 0.79% of portfolio	5,856	Q3 2025 Added 5.8%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.44 Million 0.68% of portfolio	3,666	Q3 2025 Reduced 1.37%
IEFA Ishares Tr ETFs	$0	$2.29 Million 0.64% of portfolio	26,183	Q3 2025 Added 3.95%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$2.28 Million 0.63% of portfolio	31,885	Q3 2025 Reduced 5.07%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$2.26 Million 0.63% of portfolio	4,498	Q3 2025 Reduced 4.54%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$2.19 Million 0.61% of portfolio	43,804	Q3 2025 Reduced 0.26%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$2.01 Million 0.56% of portfolio	14,271	Q2 2025 Added 0.07%
GOOGL Alphabet Inc. Communication Services	$1.65T	$1.59 Million 0.44% of portfolio	6,541	Q3 2025 Added 7.51%
TMV Direxion Shs ETF Tr ETFs	$0	$1.49 Million 0.42% of portfolio	42,650	Q3 2025 Reduced 14.7%
BRK-A Berkshire Hathaway Inc Financial Services	$453B	$1.51 Million 0.42% of portfolio	2	Q2 2023 New
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$1.42 Million 0.4% of portfolio	60,707	Q3 2025 Reduced 5.69%
DD Du Pont De Nemours, Inc. Basic Materials	$19.9B	$1.37 Million 0.38% of portfolio	17,585	Q3 2025 Added 0.46%

Summary

Portfolio
No. of Stocks 115
Current Value $360 Million
Prior Value $343 Million
Filing
Period Q3 2025
Filing Date November 07, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 3 stocks
Additional Purchases 52 stocks
Sold out of 0 stocks
Reduced holdings in 38 stocks

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Snider Financial Group Portfolio Holdings