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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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