Filed: 11/7/2025ACC: 0001951757-25-001312
📋 What this filing means
SNIDER FINANCIAL GROUP filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $366.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$366.62M
Total AUM (reported)
3.21M
Total Shares
Allocation by class
COM$113.91M31.1%
CORE S&P500 ETF$39.88M10.9%
CORE US AGGBD ET$23.40M6.4%
DIV APP ETF$20.08M5.5%
CL A$14.92M4.1%
US TREAS BD ETF$14.73M4.0%
CAP STK CL C$10.58M2.9%
Portfolio Concentration
Top 3$83.36M22.7%
4–10$85.50M23.3%
11–25$92.08M25.1%
Rest$105.68M28.8%
Top 3 weight
22.7%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 3.21M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:
ISHARES TR
SOLEShares59.59K
TypeSH
Market value$39.88M
10.88%
Sole
0.00
Shared
0.00
None
59.59K
ISHARES TR
SOLEShares233.42K
TypeSH
Market value$23.40M
6.38%
Sole
0.00
Shared
0.00
None
233.42K
VANGUARD SPECIALIZED FUNDS
SOLEShares93.03K
TypeSH
Market value$20.08M
5.48%
Sole
0.00
Shared
0.00
None
93.03K
MICROSOFT CORP
SOLEShares38.02K
TypeSH
Market value$19.69M
5.37%
Sole
0.00
Shared
0.00
None
38.02K
ISHARES TR
SOLEShares637.17K
TypeSH
Market value$14.73M
4.02%
Sole
0.00
Shared
0.00
None
637.17K
APPLE INC
SOLEShares43.47K
TypeSH
Market value$11.07M
3.02%
Sole
0.00
Shared
0.00
None
43.47K
AMAZON COM INC
SOLEShares48.74K
TypeSH
Market value$10.70M
2.92%
Sole
0.00
Shared
0.00
None
48.74K
ALPHABET INC
SOLEShares43.46K
TypeSH
Market value$10.58M
2.89%
Sole
0.00
Shared
0.00
None
43.46K
ELI LILLY & CO
SOLEShares13.10K
TypeSH
Market value$9.99M
2.73%
Sole
0.00
Shared
0.00
None
13.10K
META PLATFORMS INC
SOLEShares11.89K
TypeSH
Market value$8.73M
2.38%
Sole
0.00
Shared
0.00
None
11.89K
SELECT SECTOR SPDR TR
SOLEShares30.37K
TypeSH
Market value$8.56M
2.33%
Sole
0.00
Shared
0.00
None
30.37K
ISHARES TR
SOLEShares160.61K
TypeSH
Market value$8.15M
2.22%
Sole
0.00
Shared
0.00
None
160.61K
SCHWAB STRATEGIC TR
SOLEShares251.72K
TypeSH
Market value$8.03M
2.19%
Sole
0.00
Shared
0.00
None
251.72K
ISHARES TR
SOLEShares75.26K
TypeSH
Market value$7.16M
1.95%
Sole
0.00
Shared
0.00
None
75.26K
SPDR SERIES TRUST
SOLEShares129.24K
TypeSH
Market value$7.15M
1.95%
Sole
0.00
Shared
0.00
None
129.24K
NVIDIA CORPORATION
SOLEShares37.46K
TypeSH
Market value$6.99M
1.91%
Sole
0.00
Shared
0.00
None
37.46K
INVESCO EXCHANGE TRADED FD T
SOLEShares52.02K
TypeSH
Market value$5.46M
1.49%
Sole
0.00
Shared
0.00
None
52.02K
JPMORGAN CHASE & CO.
SOLEShares17.31K
TypeSH
Market value$5.46M
1.49%
Sole
0.00
Shared
0.00
None
17.31K
COLUMBIA ETF TR I
SOLEShares135.30K
TypeSH
Market value$5.46M
1.49%
Sole
0.00
Shared
0.00
None
135.30K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares18.95K
TypeSH
Market value$5.29M
1.44%
Sole
0.00
Shared
0.00
None
18.95K
WALMART INC
SOLEShares50.42K
TypeSH
Market value$5.20M
1.42%
Sole
0.00
Shared
0.00
None
50.42K
COSTCO WHSL CORP NEW
SOLEShares5.56K
TypeSH
Market value$5.15M
1.40%
Sole
0.00
Shared
0.00
None
5.56K
STRYKER CORPORATION
SOLEShares12.96K
TypeSH
Market value$4.79M
1.31%
Sole
0.00
Shared
0.00
None
12.96K
CROWDSTRIKE HLDGS INC
SOLEShares9.54K
TypeSH
Market value$4.68M
1.28%
Sole
0.00
Shared
0.00
None
9.54K
VEEVA SYS INC
SOLEShares15.27K
TypeSH
Market value$4.55M
1.24%
Sole
0.00
Shared
0.00
None
15.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 59.59K | SH | $39.88M 10.88% | 0.00 | 0.00 | 59.59K |
ISHARES TRSOLE | CORE US AGGBD ET | 233.42K | SH | $23.40M 6.38% | 0.00 | 0.00 | 233.42K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 93.03K | SH | $20.08M 5.48% | 0.00 | 0.00 | 93.03K |
MICROSOFT CORPSOLE | COM | 38.02K | SH | $19.69M 5.37% | 0.00 | 0.00 | 38.02K |
ISHARES TRSOLE | US TREAS BD ETF | 637.17K | SH | $14.73M 4.02% | 0.00 | 0.00 | 637.17K |
APPLE INCSOLE | COM | 43.47K | SH | $11.07M 3.02% | 0.00 | 0.00 | 43.47K |
AMAZON COM INCSOLE | COM | 48.74K | SH | $10.70M 2.92% | 0.00 | 0.00 | 48.74K |
ALPHABET INCSOLE | CAP STK CL C | 43.46K | SH | $10.58M 2.89% | 0.00 | 0.00 | 43.46K |
ELI LILLY & COSOLE | COM | 13.10K | SH | $9.99M 2.73% | 0.00 | 0.00 | 13.10K |
META PLATFORMS INCSOLE | CL A | 11.89K | SH | $8.73M 2.38% | 0.00 | 0.00 | 11.89K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 30.37K | SH | $8.56M 2.33% | 0.00 | 0.00 | 30.37K |
ISHARES TRSOLE | ULTRA SHORT DUR | 160.61K | SH | $8.15M 2.22% | 0.00 | 0.00 | 160.61K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 251.72K | SH | $8.03M 2.19% | 0.00 | 0.00 | 251.72K |
ISHARES TRSOLE | MBS ETF | 75.26K | SH | $7.16M 1.95% | 0.00 | 0.00 | 75.26K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 129.24K | SH | $7.15M 1.95% | 0.00 | 0.00 | 129.24K |
NVIDIA CORPORATIONSOLE | COM | 37.46K | SH | $6.99M 1.91% | 0.00 | 0.00 | 37.46K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 52.02K | SH | $5.46M 1.49% | 0.00 | 0.00 | 52.02K |
JPMORGAN CHASE & CO.SOLE | COM | 17.31K | SH | $5.46M 1.49% | 0.00 | 0.00 | 17.31K |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 135.30K | SH | $5.46M 1.49% | 0.00 | 0.00 | 135.30K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 18.95K | SH | $5.29M 1.44% | 0.00 | 0.00 | 18.95K |
WALMART INCSOLE | COM | 50.42K | SH | $5.20M 1.42% | 0.00 | 0.00 | 50.42K |
COSTCO WHSL CORP NEWSOLE | COM | 5.56K | SH | $5.15M 1.40% | 0.00 | 0.00 | 5.56K |
STRYKER CORPORATIONSOLE | COM | 12.96K | SH | $4.79M 1.31% | 0.00 | 0.00 | 12.96K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 9.54K | SH | $4.68M 1.28% | 0.00 | 0.00 | 9.54K |
VEEVA SYS INCSOLE | CL A COM | 15.27K | SH | $4.55M 1.24% | 0.00 | 0.00 | 15.27K |
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