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CIK: 0001820681
Total reported value
$392.8M
$392.8M
116 檔
28.8%
The Q2 2025 SEC filing reveals that Snider Financial Group held a total portfolio value of $392.8M, covering 116 public equity positions.
In Q2 2025, Snider Financial Group displayed an active expansion posture, initiating 9 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.63% | +0.63% | +4.06% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.57% | +0.11% | +2.59% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.87% | +0.44% | -4.95% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.43% | -0.69% | +1.82% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.16% | -0.25% | +1.37% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | +0.12% | +1.03% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.76% | +0.27% | +3.81% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.65% | -0.71% | +0.91% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.51% | +0.07% | +1.04% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.33% | -0.27% | +0.89% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.25% | +0.28% | +2.36% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.23% | +0.21% | +7.10% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | +0.02% | +73.49% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 2.02% | -1.91% | +1.00% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.91% | -0.03% | +4.67% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | -0.18% | +4.51% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | -0.32% | +0.14% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.63% | -0.41% | -0.07% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.45% | -0.06% | +3.53% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.07% | -0.54% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.39% | -0.23% | +1.85% | |
| 22 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.31% | +0.05% | — | |
| 23 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.24% | -0.08% | -2.66% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.22% | +0.20% | +0.84% | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 1.21% | +0.04% | +0.58% | |
| 26 | ADSK | Autodesk Inc | Stock-Tech | 1.21% | — | +1.51% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.20% | +0.65% | +14.82% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.20% | +0.29% | -1.20% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.17% | -0.09% | +1.52% | |
| 30 | HEI | Heico CORP | Stock-Industrials | 1.08% | +0.17% | -7.23% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.40% | +0.06% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.01% | -0.55% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.88% | -0.76% | EXIT | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | -0.08% | +0.16% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.84% | +0.04% | +1.36% | |
| 36 | IQLT | Ishares Msci International Q | ETF-Other | 0.79% | — | +229.62% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.75% | -0.02% | -4.44% | |
| 38 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.72% | -0.16% | -0.50% | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.71% | +0.12% | +160.10% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.01% | +46.80% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.10% | +6.53% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.65% | -0.07% | +0.32% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | — | -0.41% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.67% | EXIT | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.01% | — | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | -0.04% | +0.07% | |
| 47 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-Other | 0.53% | — | — | |
| 48 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.43% | -0.10% | +0.29% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.05% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | +0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RECS | Columbia Resear Enh Cor ETF | +1.3% | NEW | New buy |
| 2 | SCHG | Schwab US Large-cap Growth | +0.9% | +73.49% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -4.95% | Trim |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | NEW | New buy |
| 5 | IQLT | Ishares Msci International Q | +0.5% | +229.62% | Add |
| 6 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | +0.5% | NEW | New buy |
| 7 | SMH | Vaneck Semiconductor ETF | +0.5% | +160.10% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | +4.51% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | +0.06% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +1.04% | Add |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +0.84% | Add |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +2.36% | Add |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | +14.82% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.06% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.20% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +46.80% | Add |
| 17 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.2% | -0.50% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | +7.10% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +1.03% | Add |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | -2.66% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +38.53% | Add |
| 22 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 23 | ADSK | Autodesk Inc | +0.1% | +1.51% | Add |
| 24 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -0.54% | Trim |
| 26 | ORCL | Oracle CORP | +0.1% | +1.26% | Add |
| 27 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | NEW | New buy |
| 29 | EELV | Invesco S&p Emerging Markets | +0.1% | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | +0.16% | Add |
| 32 | CTVA | Corteva Inc | 0% | +5.37% | Add |
| 33 | GE | General Electric | 0% | -0.96% | Trim |
| 34 | HEI | Heico CORP | 0% | -7.23% | Trim |
| 35 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.32% | Add |
| 36 | WMT | Walmart Inc | 0% | -0.07% | Trim |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +3.53% | Add |
| 38 | TDG | Transdigm Group Inc | 0% | +0.58% | Add |
| 39 | SYK | Stryker CORP | -0.1% | +1.85% | Add |
| 40 | ACN | Accenture plc | -0.1% | EXIT | Sold out |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +4.67% | Add |
| 42 | COST | Costco Wholesale CORP | -0.1% | +0.14% | Add |
| 43 | TSLA | Tesla Inc | -0.2% | EXIT | Sold out |
| 44 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +1.82% | Add |
| 45 | ANGL | Vaneck Fallen Angel High Yld | -0.4% | EXIT | Sold out |
| 46 | AAPL | Apple Inc | -0.6% | +0.91% | Add |
| 47 | UNH | Unitedhealth Group Inc | -0.6% | -0.41% | Trim |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.6% | +2.59% | Add |
| 49 | IHI | Ishares U.s. Medical Devices | -1% | -87.41% | Trim |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -1.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 116 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, MSFT) accounted for 28.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
RECS
市值: $4.6M
Top Position Liquidated / Trimmed
MOAT
前期市值: $6.0M
During Q2 2025, Snider Financial Group's top holdings by market value included IVV (10.6%)、AGG (6.6%)、MSFT (5.9%). The largest single position, IVV, represented 10.6% of total portfolio value.
In Q2 2025, Snider Financial Group made 50 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 10 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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