Snider Financial Group Portfolio Holdings

Snider Financial Group

  • $372 Million
  • Q4 2025

Snider Financial Group has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $372 Million distributed in 108 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 $42.3M, Ishares Core U.S. Aggregate Bo with a value of $23.5M, Microsoft Corp with a value of $18.4M, Technology Sector Spdr with a value of $17.7M, and Vanguard Dividend Appreciation with a value of $17.6M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $360M to 372M.

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 $372 Million
ETFs: $212 Million
Technology: $59.6 Million
Healthcare: $24.7 Million
Communication Services: $20 Million
Financial Services: $17.3 Million
Consumer Cyclical: $13.2 Million
Industrials: $11.5 Million
Consumer Defensive: $10.9 Million
Other: $3.11 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$5.9 Million 1.59% of portfolio
16,370
Q4 2025 Added 26.32%
$41.2B
$5.87 Million 1.58% of portfolio
20,000
Q4 2025 Added 30.99%
$115B
$5.34 Million 1.44% of portfolio
9,938
Q4 2025 Added 4.16%
$61.4B
$4.8 Million 1.29% of portfolio
23,377
Q4 2025 Added 5.26%
$72.7B
$4.65 Million 1.25% of portfolio
3,469
Q4 2025 Added 15.33%
$17.1B
$4.62 Million 1.24% of portfolio
14,716
Q4 2025 Added 9.24%
$139B
$3.78 Million 1.02% of portfolio
11,029
Q4 2025 Reduced 3.29%
$159B
$3.57 Million 0.96% of portfolio
7,300
Q4 2025 Added 24.66%
$53.1B
$3.18 Million 0.86% of portfolio
12,944
Q4 2025 Added 2.84%
$47.4B
$1.15 Million 0.31% of portfolio
17,403
Q4 2025 Reduced 0.63%
$97.3B
$835,000 0.22% of portfolio
9,857
Q4 2025 Reduced 9.99%
$19.9B
$694,000 0.19% of portfolio
17,479
Q4 2025 Reduced 0.6%
$91.4B
$592,000 0.16% of portfolio
3,584
Q4 2025 Reduced 8.34%
$86.7B
$531,000 0.14% of portfolio
944
Q4 2025 Reduced 7.81%
$16.1B
$453,000 0.12% of portfolio
19,764
Q4 2025 Reduced 4.04%
$39.8B
$339,000 0.09% of portfolio
7,932
Q4 2025 Reduced 0.71%
$181B
$263,000 0.07% of portfolio
24,496
Q4 2025 Added 0.36%
$100B
$182,000 0.05% of portfolio
2,585
Q4 2025 New
$104B
$200,000 0.05% of portfolio
800
Q3 2024 New
$69.1B
$175,000 0.05% of portfolio
2,016
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $372 Million
  • Prior Value $360 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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