Snider Financial Group

CIK 0001820681 · BELLEVUE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Snider Financial Group reported 103 positions worth $392.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IVV (13.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$392.8M
2026 Q2
Positions
103
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.4%
Est. Net Flow (Q)
2026 Q2
10 / 103 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$53.2M13.55%71,089
2AGGISHARES TRSH$24.4M6.20%246,229
3VIGVANGUARD SPECIALIZED FUNDSSH$20.8M5.28%87,738
4GOVTISHARES TRSH$19.0M4.83%832,801
5MSFTMICROSOFT CORPSH$17.8M4.53%47,653
6LLYELI LILLY & COSH$14.5M3.70%12,128
7AMZNAMAZON COM INCSH$12.0M3.05%50,214
8GOOGALPHABET INCSH$11.6M2.94%32,713
9XLKSELECT SECTOR SPDR TRSH$10.7M2.72%56,015
10METAMETA PLATFORMS INCSH$10.0M2.56%17,835

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Snider Financial Group hold as of Q2 2026?

Snider Financial Group reported 103 positions worth $392.8M in its Q2 2026 13F filing. Largest positions: IVV (13.6%), AGG (6.2%), VIG (5.3%), GOVT (4.8%) and MSFT (4.5%).

What did Snider Financial Group buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Snider Financial Group sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.