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 Market Cap. of Under $50 Millions

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

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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