Snider Financial Group

CIK

1820681

Location

BELLEVUE, WA

Portfolio Value

Small $286,334,312

Diversification

Diversified

Filing Date

Global Rank

#4,315 / 8,807 ▲ 871 · as of Jun 2026

Top Industry

Software - Infrastructure 22.6%

Period ended 20 days ago

Filed Oct 16, 2026 · 4d

22 quarters · since Jun 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.7% of the book (60%+)

Turnover

Low turnover

24.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 72.8%; sector active share 44.8% against the combined 13F book's sector weights.

Over time 21 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

102 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.3%

−22.7 pts

Top 5

29.1%

−18.6 pts

Top 10

48.7%

−12.9 pts

HHI

351

Diversified−770

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.0%	$91,490,999	47
Technology	30.2%	$86,339,932	20
Healthcare	8.4%	$24,153,968	4
Communication Services	8.0%	$23,022,045	3
Financial Services	6.5%	$18,480,213	8
Industrials	6.2%	$17,639,351	8
Consumer Cyclical	4.8%	$13,767,630	3
Consumer Defensive	3.3%	$9,568,500	4
Basic Materials	0.5%	$1,404,417	3
Utilities	0.1%	$265,090	1
Energy	0.1%	$202,167	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	+100,920	326,894	$11,745,301
GOVT	iShares U.S. Treasury Bond ETF	+62,770	895,571	$0
CRWD	CrowdStrike Holdings, Inc.	+18,761	26,456	$7,004,226
STIP	iShares 0-5 Year TIPS Bond ETF	+9,076	64,196	$0
CTAS	Cintas Corp	+8,405	22,366	$4,362,711
RAAX	VanEck Real Assets ETF	+5,437	144,328	$5,748,584
JEPI	JPMorgan Equity Premium Income ETF	+4,934	97,334	$5,472,117
SPCX	Space Exploration Technologies Corp	+3,800	6,976	$1,052,399
HEI	Heico Corp	+2,995	18,639	$5,650,972
ICSH	iShares Ultra Short Duration Bond Active ETF	+2,798	190,832	$9,617,932
IEFA	iShares Core MSCI EAFE ETF	+2,577	74,009	$0
CGMU	Capital Group Municipal Income ETF	+2,471	91,377	$2,370,319
IVV	iShares Core S&P 500 ETF	+2,095	73,184	$0
AMZN	Amazon Com Inc	+1,356	51,570	$12,848,665
AVGO	Broadcom Inc.	+1,311	16,414	$5,764,432
MBB	iShares MBS ETF	+1,162	21,463	$0
IXC	iShares Global Energy ETF	+1,113	53,540	$0
SBUX	Starbucks Corp	+982	6,468	$607,733
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+638	19,742	$0
NULG	Nuveen ESG Large-Cap Growth ETF	+636	3,273	$372,107
SPGI	S&P Global Inc.	+450	10,221	$4,031,877
USMV	iShares MSCI USA Min Vol Factor ETF	+391	13,097	$0
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+344	56,359	$11,032,274
COST	Costco Wholesale Corp /New	+338	5,507	$5,013,242
NLR	VanEck Uranium and Nuclear ETF	+242	21,003	$2,172,970
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	−9,003	237,226	$0
RECS	Columbia Research Enhanced Core ETF	−6,503	219,194	$9,883,457
FMDE	Fidelity Enhanced Mid Cap Core ETF	−4,918	19,153	$773,398
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	−4,335	18,487	$0
VEEV	Veeva Systems Inc	−3,538	18,498	$5,280,254
XCEM	Columbia EM Core ex-China ETF	−2,038	4,622	$237,617
META	Meta Platforms, Inc.	−1,978	15,857	$11,499,179
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−1,609	4,979	$304,366
MSFT	Microsoft Corp	−1,219	46,434	$23,815,998
NVDA	Nvidia Corp	−990	32,134	$7,338,762
GOOG	Alphabet Inc.	−769	31,944	$10,884,598
BAC	Bank Of America Corp /De/	−575	14,371	$782,213
AAPL	Apple Inc.	−564	20,846	$6,942,134
VONE	VANGUARD RUSSELL 1000 INDEX FUND	−535	905	$311,320
VEU	Vanguard International Equity Index Funds	−520	14,646	$1,215,178
PANW	Palo Alto Networks Inc	−434	21,109	$8,386,816
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−383	3,253	$504,865
NET	Cloudflare, Inc.	−375	11,075	$3,846,126
HD	Home Depot, Inc.	−356	1,094	$311,232
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	−340	5,012	$634,118
WMT	Walmart Inc.	−250	33,985	$3,531,721
IWD	iShares Russell 1000 Value ETF	−227	2,559	$0
VOO	VANGUARD 500 INDEX FUND	−196	1,019	$714,176
ANET	Arista Networks, Inc.	−150	21,028	$4,281,090
ESGD	iShares ESG Aware MSCI EAFE ETF	−91	2,116	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AMGN	Amgen Inc	1,320	$556,393
NEM	NEWMONT Corp /DE/	2,031	$234,255
ADP	Automatic Data Processing Inc	800	$206,448
CVX	Chevron Corp	990	$202,167
—		34,410	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
XLG	Victory Portfolios II	22,602	$1,383,920
—		7,717	$536,331
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	1,948	$248,973
XMHQ	Victory Portfolios II	2,196	$247,884
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	4,192	$243,974
CAT	Caterpillar Inc	193	$205,525
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 tracked positions · $286,334,312 total · filing declares 102 positions · $414,760,862 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	46,434	-1,219	$23,815,998	+34.0%	8.32%
VIG	Vanguard Specialized Funds	Added	87,814	+76	$20,487,884	−1.3%	7.16%
LLY	ELI LILLY & Co Healthcare	Added	12,158	+30	$14,067,778	−3.3%	4.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	51,570	+1,356	$12,848,665	+7.4%	4.49%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	326,894	+100,920	$11,745,301	+53.6%	4.10%
META	Meta Platforms, Inc. Communication Services	Reduced	15,857	-1,978	$11,499,179	+14.5%	4.02%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	56,359	+344	$11,032,274	+3.4%	3.85%
GOOG	Alphabet Inc. Communication Services	Reduced	31,944	-769	$10,884,598	−5.8%	3.80%
RECS	Columbia Research Enhanced Core ETF	Reduced	219,194	-6,503	$9,883,457	+1.2%	3.45%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	190,832	+2,798	$9,617,932	+1.1%	3.36%
PANW	Palo Alto Networks Inc Technology	Reduced	21,109	-434	$8,386,816	+14.2%	2.93%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,940	+121	$8,184,048	−3.8%	2.86%
NVDA	Nvidia Corp Technology	Reduced	32,134	-990	$7,338,762	+10.7%	2.56%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	26,456	+18,761	$7,004,226	+19.3%	2.45%
AAPL	Apple Inc. Technology	Reduced	20,846	-564	$6,942,134	+12.1%	2.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,187	+158	$6,016,805	+2.0%	2.10%
AVGO	Broadcom Inc. Technology	Added	16,414	+1,311	$5,764,432	+1.0%	2.01%
RAAX	VanEck Real Assets ETF	Added	144,328	+5,437	$5,748,584	+4.3%	2.01%
HEI	Heico Corp Industrials	Added	18,639	+2,995	$5,650,972	+1.4%	1.97%
JEPI	JPMorgan Equity Premium Income ETF	Added	97,334	+4,934	$5,472,117	+4.9%	1.91%
VEEV	Veeva Systems Inc Healthcare	Reduced	18,498	-3,538	$5,280,254	+35.0%	1.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,507	+338	$5,013,242	+3.7%	1.75%
CTAS	Cintas Corp Industrials	Added	22,366	+8,405	$4,362,711	+83.7%	1.52%
ANET	Arista Networks, Inc. Technology	Reduced	21,028	-150	$4,281,090	+19.0%	1.50%
TDG	TransDigm Group INC Industrials	Added	3,954	+79	$4,280,600	−17.1%	1.49%
SYK	Stryker Corp Healthcare	Added	15,431	+172	$4,249,543	−11.5%	1.48%
V	Visa Inc. Financial Services	Added	11,671	+149	$4,193,740	+6.1%	1.46%
MPWR	Monolithic Power Systems, Inc. Technology	Added	3,089	+157	$4,161,562	+2.7%	1.45%
SMH	VanEck Semiconductor ETF	Added	6,718	+14	$4,091,262	−7.0%	1.43%
SPGI	S&P Global Inc. Financial Services	Added	10,221	+450	$4,031,877	+1.3%	1.41%
NET	Cloudflare, Inc. Technology	Reduced	11,075	-375	$3,846,126	+36.9%	1.34%
WMT	Walmart Inc. Consumer Defensive	Reduced	33,985	-250	$3,531,721	−8.9%	1.23%
CGMU	Capital Group Municipal Income ETF	Added	91,377	+2,471	$2,370,319	−2.9%	0.83%
NLR	VanEck Uranium and Nuclear ETF	Added	21,003	+242	$2,172,970	−9.8%	0.76%
ASML	Asml Holding NV Technology	Held	1,008	0	$1,826,163	−8.9%	0.64%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,494,010	−0.2%	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,659	-12	$1,324,049	−0.9%	0.46%
VEU	Vanguard International Equity Index Funds	Reduced	14,646	-520	$1,215,178	−4.3%	0.42%
SPCX	Space Exploration Technologies Corp Industrials	Added	6,976	+3,800	$1,052,399	+93.9%	0.37%
MU	Micron Technology Inc Technology	Held	753	0	$802,027	−7.7%	0.28%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,371	-575	$782,213	−8.2%	0.27%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Reduced	19,153	-4,918	$773,398	−20.8%	0.27%
KO	Coca Cola Co Consumer Defensive	Held	8,699	0	$748,809	+5.9%	0.26%
GE	General Electric Co Industrials	Reduced	2,319	-61	$724,200	−18.6%	0.25%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,019	-196	$714,176	−14.4%	0.25%
CBRS	Cerebras Systems Inc. Technology	Held	4,000	0	$710,600	−19.6%	0.25%
ORCL	Oracle Corp Technology	Held	5,163	0	$708,879	−6.3%	0.25%
ASX	ASE Technology Holding Co., Ltd. Technology	Held	15,000	0	$666,900	−1.5%	0.23%
CTVA	Corteva, Inc. Basic Materials	Added	8,474	+16	$658,006	−8.1%	0.23%
SPY	Spdr S&P 500 ETF Trust	Held	859	0	$655,099	+2.1%	0.23%

Showing the top 50 of 102 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.