Snider Financial Group Portfolio Holdings

Snider Financial Group has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $343 Million distributed in 116 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 $36.9M, Ishares Core U.S. Aggregate Bo with a value of $22.8M, Microsoft Corp with a value of $20.4M, Vanguard Dividend Appreciation with a value of $16.8M, and Ishares U.S. Treasury Bond ETF with a value of $14.4M.

Examining the 13F form we can see an increase of $37.7M in the current position value, from $305M to 343M.

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.