Snowden Capital Advisors LLC
Registered adviserFiling Date
Global Rank
#1,003
/ 8,818
▼ 31
Top Industry
Semiconductors
15.3%
Period ended 4 months ago
Filed Aug 13, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$8,869,615,945
Main clients
Individuals and high net worth
(97% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $8,869,615,945 | Individuals and high net worth (97%) |
| Apr 2025 to Mar 2026 | $7,554,762,347 | Individuals and high net worth (95%) |
| Apr 2024 to Mar 2025 | $5,932,368,220 | Individuals and high net worth (94%) |
| May 2023 to Mar 2024 | $4,740,033,500 | Individuals and high net worth (93%) |
| Apr 2023 | $4,740,033,500 | Individuals and high net worth (93%) |
| Apr 2022 to Mar 2023 | $4,635,217,736 | Individuals and high net worth (93%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 33.0%, 48.5 effective positions, active share 39.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
19.3% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 21.2 quarters (12+), a floor since 62.8% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 39.1%; sector active share 27.0% against the combined 13F book's sector weights.
Over time 26 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 backtestPortfolio Concentration
1,329 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.9%
−0.1 pts
Top 5
24.2%
−0.2 pts
Top 10
33.2%
−0.3 pts
HHI
211
Diversified−6
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.0% | $1,683,556,122 |
| Technology | 21.7% | $911,346,676 |
| Financial Services | 8.4% | $351,913,166 |
| Industrials | 5.8% | $244,338,949 |
| Healthcare | 5.8% | $242,335,692 |
| Consumer Cyclical | 5.4% | $228,743,132 |
| Communication Services | 4.8% | $202,215,062 |
| Consumer Defensive | 3.4% | $142,987,297 |
| Energy | 2.1% | $87,080,112 |
| Utilities | 1.1% | $46,000,477 |
| Real Estate | 0.8% | $35,312,100 |
| Basic Materials | 0.7% | $29,001,815 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +199,475 | 234,933 | $20,237,128 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +146,160 | 165,024 | $19,723,668 | |
| IWF | iShares Russell 1000 Growth ETF | +86,004 | 111,495 | $13,844,334 | |
| RGTI | Rigetti Computing, Inc. | +59,422 | 76,997 | $1,487,582 | |
| CAIE | Calamos Autocallable Income ETF | +57,523 | 101,068 | $2,750,060 | |
| SMR | NUSCALE POWER Corp | +54,806 | 91,038 | $913,111 | |
| — | +53,242 | 66,471 | $1,821,970 | ||
| NEE | Nextera Energy Inc | +51,128 | 158,439 | $13,906,191 | |
| GOVT | iShares U.S. Treasury Bond ETF | +50,465 | 97,667 | $2,224,854 | |
| VO | VANGUARD MID-CAP INDEX FUND | +38,769 | 50,469 | $4,066,287 | |
| IONQ | IonQ, Inc. | +38,442 | 55,514 | $2,956,675 | |
| BG | Bunge Global SA | +38,002 | 40,067 | $4,276,350 | |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | +36,482 | 255,694 | $5,921,873 | |
| EFG | iShares MSCI EAFE Growth ETF | +36,426 | 49,531 | $6,162,647 | |
| SBS | Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp | +33,430 | 40,905 | $236,430 | |
| — | +30,517 | 73,129 | $6,570,640 | ||
| WIT | Wipro Ltd | +30,373 | 44,099 | $99,222 | |
| SCHX | Schwab U.S. Large-Cap ETF | +29,402 | 42,037 | $1,237,148 | |
| GLW | Corning Inc | +28,741 | 41,397 | $10,574,035 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +26,088 | 51,640 | $687,328 | |
| OKLO | Oklo Inc. | +26,001 | 33,860 | $1,771,893 | |
| CAIQ | +26,001 | 38,252 | $1,027,066 | ||
| CPRT | Copart Inc | +25,320 | 47,447 | $1,337,530 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +24,101 | 80,840 | $2,563,436 | |
| AFLG | First Trust Active Factor Large Cap ETF | +23,879 | 105,669 | $4,588,147 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | −366,128 | 92,374 | $4,654,725 | |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | −123,801 | 8,425 | $487,681 | |
| TSLL | Direxion Daily TSLA Bull 2X Shares | −101,297 | 103,476 | $1,465,220 | |
| IEMG | iShares Trust | −85,179 | 113,766 | $9,424,375 | |
| UL | Unilever PLC | −58,344 | 17,454 | $1,049,334 | |
| NVDA | Nvidia Corp | −53,012 | 751,667 | $150,401,050 | |
| T | At&T Inc. | −49,215 | 123,177 | $2,549,763 | |
| FENY | Fidelity MSCI Energy Index ETF | −48,335 | 24,918 | $736,576 | |
| MDLZ | Mondelez International, Inc. | −44,818 | 24,020 | $1,389,316 | |
| MDT | Medtronic plc | −37,496 | 43,299 | $3,387,280 | |
| XLF | State Street Corp | −37,447 | 152,713 | $8,186,943 | |
| SLV | iShares Silver Trust | −36,859 | 51,910 | $2,775,627 | |
| UNH | Unitedhealth Group Inc | −35,661 | 52,494 | $21,818,081 | |
| TGT | Target Corp | −32,397 | 15,394 | $2,010,610 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | −30,557 | 241,077 | $16,395,646 | |
| BINC | −26,309 | 129,949 | $6,801,530 | ||
| NU | Nu Holdings Ltd. | −25,895 | 68,222 | $911,445 | |
| TSLA | Tesla, Inc. | −23,633 | 110,877 | $46,634,866 | |
| HON | Honeywell International Inc | −22,958 | 23,063 | $5,163,805 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | −22,935 | 417,425 | $53,351,089 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | −21,893 | 166,409 | $15,108,273 | |
| LGOV | First Trust Long Duration Opportunities ETF | −21,414 | 18,079 | $386,890 | |
| PRDO | PERDOCEO EDUCATION Corp | −21,349 | 8,275 | $264,800 | |
| SHLD | Global X Defense Tech ETF | −20,838 | 3,973 | $237,227 | |
| PG | PROCTER & GAMBLE Co | −19,665 | 71,901 | $10,543,562 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IDEQ | Lazard International Dynamic Equity ETF | 624,788 | $21,911,315 | |
| STUB | StubHub Holdings, Inc. | 683,657 | $8,798,665 | |
| AUSF | Global X Adaptive U.S. Factor ETF | 138,407 | $6,762,566 | |
| HONA | Honeywell Aerospace Inc. | 23,068 | $5,099,873 | |
| BLCR | 73,783 | $3,716,449 | ||
| SPCX | Space Exploration Technologies Corp | 20,444 | $3,493,061 | |
| IDEF | 105,957 | $3,367,313 | ||
| PBQQ | PGIM Laddered Nasdaq-100 Buffer 12 ETF | 71,371 | $2,247,829 | |
| GOOGM | Alphabet Inc. | 31,236 | $1,589,600 | |
| LITE | Lumentum Holdings Inc. | 1,486 | $1,275,077 | |
| SNDK | Sandisk Corp | 535 | $1,216,445 | |
| NASA | Tema Etfs LLC | 38,075 | $1,156,718 | |
| COHR | Coherent Corp. | 2,662 | $1,050,079 | |
| — | 41,698 | $1,034,944 | ||
| SIXD | AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF | 32,991 | $1,017,277 | |
| ASTS | AST SpaceMobile, Inc. | 11,389 | $1,012,026 | |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | 3,480 | $928,150 | |
| MSFU | Direxion Daily MSFT Bull 2X Shares | 35,755 | $789,827 | |
| CAGE | Calamos ETF Trust | 28,214 | $781,809 | |
| CGMU | Capital Group Municipal Income ETF | 26,784 | $735,756 | |
| NVTS | Navitas Semiconductor Corp | 34,180 | $612,505 | |
| FDXF | FedEx Freight Holding Company, Inc. | 3,980 | $600,980 | |
| TXUE | Thornburg International Equity ETF | 16,845 | $581,489 | |
| SN | SharkNinja, Inc. | 3,626 | $552,131 | |
| FPS | Forgent Power Solutions, Inc. | 9,265 | $517,542 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INDA | iShares MSCI India ETF | 62,649 | $2,934,479 | |
| BALT | 37,085 | $1,241,049 | ||
| XBIL | US Treasury 6 Month Bill ETF | 15,185 | $759,705 | |
| URTH | iShares MSCI World ETF | 3,700 | $666,074 | |
| CCJ | Cameco Corp | 5,728 | $622,118 | |
| — | 16,057 | $564,254 | ||
| VALE | Vale S.A. | 27,693 | $440,595 | |
| EPAM | EPAM Systems, Inc. | 3,227 | $436,935 | |
| LKFN | Lakeland Financial Corp | 7,119 | $408,488 | |
| SSNC | SS&C Technologies Holdings Inc | 5,692 | $384,608 | |
| IMTM | iShares MSCI Intl Momentum Factor ETF | 8,000 | $384,160 | |
| PTC | Ptc Inc. | 2,433 | $346,678 | |
| BMO | Bank Of Montreal | 2,527 | $342,004 | |
| NATL | NCR Atleos Corp | 7,748 | $337,657 | |
| UHS | Universal Health Services Inc | 1,874 | $335,389 | |
| GTLB | Gitlab Inc. | 15,059 | $325,876 | |
| FICO | Fair Isaac Corp | 303 | $323,464 | |
| ROBO | ROBO Global Robotics and Automation Index ETF | 4,620 | $316,146 | |
| ICLR | Icon PLC | 2,841 | $314,385 | |
| HCA | HCA Healthcare, Inc. | 655 | $309,972 | |
| DXCM | Dexcom Inc | 4,932 | $309,729 | |
| KRMN | Karman Holdings Inc. | 3,845 | $307,792 | |
| BAM | Brookfield Asset Management Ltd. | 6,797 | $302,126 | |
| CBOE | Cboe Global Markets, Inc. | 1,004 | $282,194 | |
| CMC | COMMERCIAL METALS Co | 4,580 | $281,349 | |
| No positions match the current search. | ||||
1,329 tracked positions ·
$4,204,830,600 total
· filing declares
1,333 positions · $4,232,675,162
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,329 positions by value
· page 1 of 27
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 642,631 | $185,951,706 | 4.42% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 751,667 | $150,401,050 | 3.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 234,075 | $87,314,656 | 2.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 361,988 | $86,276,219 | 2.05% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 102,340 | $76,641,402 | 1.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 177,005 | $66,863,638 | 1.59% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 188,844 | $66,724,250 | 1.59% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 708,888 | $62,297,077 | 1.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 171,403 | $56,105,343 | 1.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 114,859 | $54,853,212 | 1.30% | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Reduced | 417,425 | $53,351,089 | 1.27% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 110,877 | $46,634,866 | 1.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 126,333 | $45,147,624 | 1.07% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 586,671 | $43,067,518 | 1.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 56,110 | $41,319,404 | 0.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 67,776 | $38,177,543 | 0.91% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 57,726 | $33,533,610 | 0.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 289,445 | $32,782,540 | 0.78% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 27,065 | $32,462,575 | 0.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 40,982 | $30,604,128 | 0.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 120,256 | $30,261,219 | 0.72% | |
| V |
Visa Inc.
Financial Services
|
Added | 87,154 | $29,901,665 | 0.71% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 27,556 | $27,869,311 | 0.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 109,396 | $27,783,302 | 0.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 54,486 | $27,264,249 | 0.65% | |
| SPHQ |
Invesco S&P 500 Quality ETF
|
Added | 299,044 | $26,943,864 | 0.64% | |
| VIG |
Vanguard Specialized Funds
|
Added | 110,601 | $26,170,408 | 0.62% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 27,920 | $26,118,322 | 0.62% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 218,496 | $25,491,928 | 0.61% | |
| IDEQ |
Lazard International Dynamic Equity ETF
|
NEW | 624,788 | $21,911,315 | 0.52% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 52,494 | $21,818,081 | 0.52% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 17,920 | $20,684,876 | 0.49% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 234,933 | $20,237,128 | 0.48% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 145,017 | $19,826,724 | 0.47% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 165,024 | $19,723,668 | 0.47% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 57,531 | $19,619,221 | 0.47% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 140,953 | $19,385,266 | 0.46% | |
| GLD |
Spdr Gold Trust
|
Added | 50,899 | $18,750,173 | 0.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 145,291 | $18,669,893 | 0.44% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 24,904 | $17,104,316 | 0.41% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 72,293 | $16,414,848 | 0.39% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 38,507 | $16,408,602 | 0.39% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Reduced | 241,077 | $16,395,646 | 0.39% | |
| GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
Added | 83,910 | $16,089,742 | 0.38% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Reduced | 166,409 | $15,108,273 | 0.36% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Added | 147,022 | $15,040,350 | 0.36% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 81,264 | $15,016,774 | 0.36% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 206,300 | $14,698,875 | 0.35% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 98,929 | $14,498,044 | 0.34% | |
| ASML |
Asml Holding NV
Technology
|
Added | 7,205 | $14,333,914 | 0.34% |
Showing the top 50 of 1,329 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.