13F Insight
DOSSIER · 13F-HR · Q3 2026

Snider Financial Group

$415M in tracked AUM across 102 positions as of Q3 2026.

SF
CIK 0001820681 · last filed Sep 30, 2026
Total AUM
$415M
as of Q3 2026
Holdings
102
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Snider Financial Group filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$56M73K13.5%02
MSFT
MICROSOFT CORP
$24M46K5.7%03
AGG
ISHARES TR
$22M237K5.4%04
VIG
VANGUARD SPECIALIZED FUNDS
$20M88K4.9%05
GOVT
ISHARES TR
$20M896K4.7%06
LLY
ELI LILLY & CO
$14M12K3.4%07
AMZN
AMAZON COM INC
$13M52K3.1%08
SCHG
SCHWAB STRATEGIC TR
$12M327K2.8%09
META
META PLATFORMS INC
$11M16K2.8%10
XLK
SELECT SECTOR SPDR TR
$11M56K2.7%

Filing history

2026Q3Sep 30
$415M▲ 5.6%
102 positionsView →2026Q2Jun 30
$393M▲ 18.5%
103 positionsView →2026Q1Mar 31
$331M▼ 11.7%
102 positionsView →2025Q4Dec 31
$375M▲ 2.4%
108 positionsView →2025Q3Sep 30
$367M▲ 5.8%
115 positionsLocked2025Q2Jun 30
$347M▲ 12.6%
116 positionsLocked2025Q1Mar 31
$308M▼ 4.7%
110 positionsLocked2024Q4Dec 31
$323M▲ 18.2%
111 positionsLocked2024Q3Sep 30
$273M▲ 5.5%
61 positionsLocked2024Q2Jun 30
$259M▲ 8.0%
61 positionsLocked2024Q1Mar 31
$240M▲ 10.5%
60 positionsLocked2023Q4Dec 31
$217M▲ 4.9%
58 positionsLocked
Showing 12 of 22