Filed: 4/15/2026ACC: 0001951757-26-000608
📋 What this filing means
SNIDER FINANCIAL GROUP filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $331.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$331.41M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COM$96.77M29.2%
CORE S&P500 ETF$42.81M12.9%
CORE US AGGBD ET$20.18M6.1%
DIV APP ETF$19.77M6.0%
US TREAS BD ETF$16.82M5.1%
CL A$13.96M4.2%
CAP STK CL C$9.04M2.7%
Portfolio Concentration
Top 3$82.76M25.0%
4–10$77.65M23.4%
11–25$89.36M27.0%
Rest$81.64M24.6%
Top 3 weight
25.0%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 3.03M
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
3.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole102
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings102
Rows:
ISHARES TR
SOLEShares65.54K
TypeSH
Market value$42.81M
12.92%
Sole
0.00
Shared
0.00
None
65.54K
ISHARES TR
SOLEShares203.26K
TypeSH
Market value$20.18M
6.09%
Sole
0.00
Shared
0.00
None
203.26K
VANGUARD SPECIALIZED FUNDS
SOLEShares91.92K
TypeSH
Market value$19.77M
5.97%
Sole
0.00
Shared
0.00
None
91.92K
ISHARES TR
SOLEShares734.18K
TypeSH
Market value$16.82M
5.08%
Sole
0.00
Shared
0.00
None
734.18K
MICROSOFT CORP
SOLEShares36.60K
TypeSH
Market value$13.55M
4.09%
Sole
0.00
Shared
0.00
None
36.60K
ELI LILLY & CO
SOLEShares12.35K
TypeSH
Market value$11.36M
3.43%
Sole
0.00
Shared
0.00
None
12.35K
AMAZON COM INC
SOLEShares46.59K
TypeSH
Market value$9.70M
2.93%
Sole
0.00
Shared
0.00
None
46.59K
ALPHABET INC
SOLEShares31.53K
TypeSH
Market value$9.04M
2.73%
Sole
0.00
Shared
0.00
None
31.53K
ISHARES TR
SOLEShares176.30K
TypeSH
Market value$8.92M
2.69%
Sole
0.00
Shared
0.00
None
176.30K
META PLATFORMS INC
SOLEShares14.43K
TypeSH
Market value$8.26M
2.49%
Sole
0.00
Shared
0.00
None
14.43K
SELECT SECTOR SPDR TR
SOLEShares60.97K
TypeSH
Market value$8.10M
2.44%
Sole
0.00
Shared
0.00
None
60.97K
COLUMBIA ETF TR I
SOLEShares207.69K
TypeSH
Market value$8.10M
2.44%
Sole
0.00
Shared
0.00
None
207.69K
ISHARES TR
SOLEShares83.68K
TypeSH
Market value$7.95M
2.40%
Sole
0.00
Shared
0.00
None
83.68K
APPLE INC
SOLEShares29.95K
TypeSH
Market value$7.60M
2.29%
Sole
0.00
Shared
0.00
None
29.95K
SCHWAB STRATEGIC TR
SOLEShares219.25K
TypeSH
Market value$6.39M
1.93%
Sole
0.00
Shared
0.00
None
219.25K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares18.39K
TypeSH
Market value$6.21M
1.88%
Sole
0.00
Shared
0.00
None
18.39K
NVIDIA CORPORATION
SOLEShares35.57K
TypeSH
Market value$6.20M
1.87%
Sole
0.00
Shared
0.00
None
35.57K
ISHARES TR
SOLEShares64.86K
TypeSH
Market value$5.87M
1.77%
Sole
0.00
Shared
0.00
None
64.86K
JPMORGAN CHASE & CO
SOLEShares17.68K
TypeSH
Market value$5.20M
1.57%
Sole
0.00
Shared
0.00
None
17.68K
COSTCO WHOLESALE CORPORATION
SOLEShares5.14K
TypeSH
Market value$5.12M
1.55%
Sole
0.00
Shared
0.00
None
5.14K
STRYKER CORPORATION
SOLEShares14.61K
TypeSH
Market value$4.80M
1.45%
Sole
0.00
Shared
0.00
None
14.61K
J P MORGAN EXCHANGE TRADED F
SOLEShares82.89K
TypeSH
Market value$4.70M
1.42%
Sole
0.00
Shared
0.00
None
82.89K
WALMART INC
SOLEShares37.33K
TypeSH
Market value$4.64M
1.40%
Sole
0.00
Shared
0.00
None
37.33K
CROWDSTRIKE HLDGS INC
SOLEShares10.94K
TypeSH
Market value$4.27M
1.29%
Sole
0.00
Shared
0.00
None
10.94K
TRANSDIGM GROUP INC
SOLEShares3.63K
TypeSH
Market value$4.20M
1.27%
Sole
0.00
Shared
0.00
None
3.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 65.54K | SH | $42.81M 12.92% | 0.00 | 0.00 | 65.54K |
ISHARES TRSOLE | CORE US AGGBD ET | 203.26K | SH | $20.18M 6.09% | 0.00 | 0.00 | 203.26K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 91.92K | SH | $19.77M 5.97% | 0.00 | 0.00 | 91.92K |
ISHARES TRSOLE | US TREAS BD ETF | 734.18K | SH | $16.82M 5.08% | 0.00 | 0.00 | 734.18K |
MICROSOFT CORPSOLE | COM | 36.60K | SH | $13.55M 4.09% | 0.00 | 0.00 | 36.60K |
ELI LILLY & COSOLE | COM | 12.35K | SH | $11.36M 3.43% | 0.00 | 0.00 | 12.35K |
AMAZON COM INCSOLE | COM | 46.59K | SH | $9.70M 2.93% | 0.00 | 0.00 | 46.59K |
ALPHABET INCSOLE | CAP STK CL C | 31.53K | SH | $9.04M 2.73% | 0.00 | 0.00 | 31.53K |
ISHARES TRSOLE | ULTRA SHORT DUR | 176.30K | SH | $8.92M 2.69% | 0.00 | 0.00 | 176.30K |
META PLATFORMS INCSOLE | CL A | 14.43K | SH | $8.26M 2.49% | 0.00 | 0.00 | 14.43K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 60.97K | SH | $8.10M 2.44% | 0.00 | 0.00 | 60.97K |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 207.69K | SH | $8.10M 2.44% | 0.00 | 0.00 | 207.69K |
ISHARES TRSOLE | MBS ETF | 83.68K | SH | $7.95M 2.40% | 0.00 | 0.00 | 83.68K |
APPLE INCSOLE | COM | 29.95K | SH | $7.60M 2.29% | 0.00 | 0.00 | 29.95K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 219.25K | SH | $6.39M 1.93% | 0.00 | 0.00 | 219.25K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 18.39K | SH | $6.21M 1.88% | 0.00 | 0.00 | 18.39K |
NVIDIA CORPORATIONSOLE | COM | 35.57K | SH | $6.20M 1.87% | 0.00 | 0.00 | 35.57K |
ISHARES TRSOLE | CORE MSCI EAFE | 64.86K | SH | $5.87M 1.77% | 0.00 | 0.00 | 64.86K |
JPMORGAN CHASE & COSOLE | COM | 17.68K | SH | $5.20M 1.57% | 0.00 | 0.00 | 17.68K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 5.14K | SH | $5.12M 1.55% | 0.00 | 0.00 | 5.14K |
STRYKER CORPORATIONSOLE | COM | 14.61K | SH | $4.80M 1.45% | 0.00 | 0.00 | 14.61K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 82.89K | SH | $4.70M 1.42% | 0.00 | 0.00 | 82.89K |
WALMART INCSOLE | COM | 37.33K | SH | $4.64M 1.40% | 0.00 | 0.00 | 37.33K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 10.94K | SH | $4.27M 1.29% | 0.00 | 0.00 | 10.94K |
TRANSDIGM GROUP INCSOLE | COM | 3.63K | SH | $4.20M 1.27% | 0.00 | 0.00 | 3.63K |
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