Snider Financial Group Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$375.3M

Holdings

108

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (108 positions)

StockValue
IVVISHARES TR
$42.9M
AGGISHARES TR
$23.5M
VIGVANGUARD SPECIALIZED FUNDS
$21.2M
MSFTMICROSOFT CORP
$17.6M
AQLTISHARES TR
$15.7M
LLYELI LILLY & CO
$13.6M
AMZNAMAZON COM INC
$11.4M
AAPLAPPLE INC
$11.2M
GOOGALPHABET INC
$10.8M
ICSHISHARES TR
$10.3M
METAMETA PLATFORMS INC
$9.3M
XLKSELECT SECTOR SPDR TR
$8.9M
SCHGSCHWAB STRATEGIC TR
$8.0M
SPYVSPDR SERIES TRUST
$7.6M
RECSCOLUMBIA ETF TR I
$7.5M
MBBISHARES TR
$7.4M
NVDANVIDIA CORPORATION
$7.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$5.8M
SYKSTRYKER CORPORATION
$5.8M
JPMJPMORGAN CHASE & CO.
$5.7M
WMTWALMART INC
$5.2M
COSTCOSTCO WHSL CORP NEW
$4.9M
HEIHEICO CORP NEW
$4.8M
CRWDCROWDSTRIKE HLDGS INC
$4.7M
T7DTRANSDIGM GROUP INC
$4.6M
JEPIJ P MORGAN EXCHANGE TRADED F
$4.5M
VEEVVEEVA SYS INC
$4.5M
PANWPALO ALTO NETWORKS INC
$4.3M
IBBISHARES TR
$4.2M
VVISA INC
$3.8M
ADSKAUTODESK INC
$3.8M
AVGOBROADCOM INC
$3.8M
SPGIS&P GLOBAL INC
$3.8M
SMHVANECK ETF TRUST
$3.2M
IQLTISHARES TR
$3.1M
SPYSPDR S&P 500 ETF TR
$2.9M
ITOTISHARES TR
$2.8M
NLRVANECK ETF TRUST
$2.7M
STIPISHARES TR
$2.6M
FMDEFIDELITY COVINGTON TRUST
$2.6M
AQLTISHARES TR
$2.6M
ANETARISTA NETWORKS INC
$2.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.0M
VTEBVANGUARD MUN BD FDS
$2.0M
NDQINVESCO QQQ TR
$1.9M
GOOGLALPHABET INC
$1.8M
VEUVANGUARD INTL EQUITY INDEX F
$1.7M
IWFISHARES TR
$1.6M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.5M
XLGINVESCO EXCHANGE TRADED FD T
$1.2M
CTVACORTEVA INC
$1.2M
VYMVANGUARD WHITEHALL FDS
$1.2M
BACBANK AMERICA CORP
$1.1M
VOOVANGUARD INDEX FDS
$1.1M
USMVISHARES TR
$1.1M
IBDUISHARES TR
$962K
GEGE AEROSPACE
$955K
VTVVANGUARD INDEX FDS
$889K
IWDISHARES TR
$877K
SBUXSTARBUCKS CORP
$830K
IXUSISHARES TR
$768K
VONEVANGUARD SCOTTSDALE FDS
$721K
DDDUPONT DE NEMOURS INC
$702K
QQNITY ELECTRONICS INC
$674K
VIOOVANGUARD ADMIRAL FDS INC
$653K
KOCOCA COLA CO
$612K
ORCLORACLE CORP
$596K
SPABSPDR SERIES TRUST
$594K
MMM3M CO
$573K
HDHOME DEPOT INC
$556K
NOCNORTHROP GRUMMAN CORP
$538K
XMHQINVESCO EXCHANGE TRADED FD T
$536K
DOWDOW INC
$462K
VEAVANGUARD TAX-MANAGED FDS
$459K
OUNZVANECK MERK GOLD ETF
$436K
GEVGE VERNOVA INC
$427K
IWPISHARES TR
$405K
VGSHVANGUARD SCOTTSDALE FDS
$396K
FDLOFIDELITY COVINGTON TRUST
$384K
FDRRFIDELITY COVINGTON TRUST
$381K
GQ9SPDR GOLD TR
$360K
SPYGSPDR SERIES TRUST
$357K
XCEMCOLUMBIA ETF TR II
$351K
FRELFIDELITY COVINGTON TRUST
$334K
VUGVANGUARD INDEX FDS
$329K
OXYOCCIDENTAL PETE CORP
$326K
SCHESCHWAB STRATEGIC TR
$320K
VOEVANGUARD INDEX FDS
$307K
PEPPEPSICO INC
$301K
XLVSELECT SECTOR SPDR TR
$300K
VOTVANGUARD INDEX FDS
$296K
SANBANCO SANTANDER SA
$287K
SLYVSPDR SERIES TRUST
$285K
FIDIFIDELITY COVINGTON TRUST
$281K
NEENEXTERA ENERGY INC
$280K
IWSISHARES TR
$271K
VIOVVANGUARD ADMIRAL FDS INC
$262K
FBNDFIDELITY MERRIMACK STR TR
$254K
IUSBISHARES TR
$251K
DSIISHARES TR
$233K
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