DOSSIER · 13F-HR · Q2 2026

Snider Financial Group

$393M in tracked AUM across 103 positions as of Q2 2026.

SF
CIK 0001820681 · last filed Jun 30, 2026
Total AUM
$393M
as of Q2 2026
Holdings
103
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Snider Financial Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$53M71K13.6%
02
AGG
ISHARES TR
$24M246K6.2%
03
VIG
VANGUARD SPECIALIZED FUNDS
$21M88K5.3%
04
GOVT
ISHARES TR
$19M833K4.8%
05
MSFT
MICROSOFT CORP
$18M48K4.5%
06
LLY
ELI LILLY & CO
$15M12K3.7%
07
AMZN
AMAZON COM INC
$12M50K3.0%
08
GOOG
ALPHABET INC
$12M33K2.9%
09
XLK
SELECT SECTOR SPDR TR
$11M56K2.7%
10
META
META PLATFORMS INC
$10M18K2.6%

Filing history

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 positionsView →
2025Q2Jun 30
$347M 12.6%
116 positionsLocked
2025Q1Mar 31
$308M 4.7%
110 positionsLocked
2024Q4Dec 31
$323M 18.2%
111 positionsLocked
2024Q3Sep 30
$273M 5.5%
61 positionsLocked
2024Q2Jun 30
$259M 8.0%
61 positionsLocked
2024Q1Mar 31
$240M 10.5%
60 positionsLocked
2023Q4Dec 31
$217M 4.9%
58 positionsLocked
2023Q3Sep 30
$207M 1.1%
57 positionsLocked
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