13F Insight
DOSSIER · 13F-HR · Q1 2026

SNS Financial Group, LLC

$1.2B in tracked AUM across 344 positions as of Q1 2026.

SF
CIK 0001557485 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
344
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SNS Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QUAL
ISHARES TR
$150M780K12.9%02
SCHF
SCHWAB STRATEGIC TR
$89M3.6M7.7%03
IEI
ISHARES TR
$73M616K6.3%04
OEF
ISHARES TR
$71M222K6.1%05
DGRW
WISDOMTREE TR
$63M717K5.4%06
SCHB
SCHWAB STRATEGIC TR
$45M1.8M3.9%07
SPY
STATE STR SPDR S&P 500 ETF T
$40M62K3.5%08
JCPB
J P MORGAN EXCHANGE TRADED F
$39M831K3.4%09
BSCR
INVESCO EXCH TRD SLF IDX FD
$38M1.9M3.2%10
GLDM
WORLD GOLD TR
$37M395K3.2%

Filing history

2026Q1Mar 31
$1.2B▼ 0.1%
344 positionsView →2025Q4Dec 31
$1.2B▲ 1.0%
315 positionsView →2025Q3Sep 30
$1.1B▲ 9.3%
296 positionsView →2025Q2Jun 30
$1.1B▲ 7.2%
300 positionsLocked2025Q1Mar 31
$981M▲ 0.7%
285 positionsLocked2024Q4Dec 31
$975M▼ 2.2%
284 positionsLocked2024Q3Sep 30
$997M▲ 7.1%
293 positionsLocked2024Q2Jun 30
$931M▲ 2.1%
284 positionsLocked2024Q1Mar 31
$912M▲ 8.0%
288 positionsLocked2023Q4Dec 31
$844M▲ 11.3%
283 positionsLocked2023Q3Sep 30
$758M▼ 1.2%
268 positionsLocked2023Q2Jun 30
$767M▲ 0.7%
278 positionsLocked
Showing 12 of 51