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CIK: 0001820681
Total reported value
$392.8M
$392.8M
108 檔
30.8%
At the close of Q4 2025, Snider Financial Group disclosed equity holdings valued at approximately $392.8M, spread across 108 reported holdings.
In Q4 2025, Snider Financial Group displayed an active expansion posture, initiating 4 new positions and adding to 25 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 | 11.43% | +0.63% | +5.11% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.25% | +0.11% | +0.59% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.66% | -0.69% | +3.90% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | +0.44% | -4.40% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.18% | -0.25% | +7.04% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.63% | +0.27% | -3.16% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | +0.12% | +1.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.99% | -0.71% | -4.94% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.87% | +0.21% | -21.08% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.76% | -0.27% | +27.39% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.48% | +0.07% | +18.57% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.36% | +0.28% | +102.62% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.12% | +0.02% | -3.01% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.03% | -0.03% | +3.66% | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.01% | +0.05% | +36.60% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.98% | -1.91% | +3.79% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.18% | -0.42% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.54% | +0.29% | +0.22% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.53% | -0.23% | +26.32% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.07% | +2.25% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.41% | -7.29% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | -0.32% | +1.31% | |
| 23 | HEI | Heico CORP | Stock-Industrials | 1.27% | +0.17% | +9.24% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.24% | +0.20% | +4.16% | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 1.23% | +0.04% | +15.33% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.20% | -0.09% | +9.76% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.19% | -0.08% | +30.99% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.15% | +0.65% | +5.26% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.12% | -0.76% | EXIT | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.01% | +8.54% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 1.02% | — | +2.84% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.40% | -3.29% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 1.02% | +0.04% | +24.66% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.87% | +0.12% | +1.07% | |
| 35 | IQLT | Ishares Msci International Q | ETF-Other | 0.84% | — | +6.25% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.01% | +16.18% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.74% | -0.02% | -5.00% | |
| 38 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.73% | -0.16% | -3.67% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.69% | +0.59% | — | |
| 40 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.68% | -0.57% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.01% | +8.94% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.60% | +0.27% | +4.91% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.53% | -0.67% | EXIT | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.10% | -11.27% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | — | +71.23% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | -0.06% | -11.65% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | -0.07% | -28.60% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | -0.08% | -47.71% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | -0.05% | — | |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.33% | — | +10.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.9% | -3.16% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.6% | +5.11% | Add |
| 3 | ICSH | Ishares Ultra Short Duration | +0.5% | +27.39% | Add |
| 4 | RECS | Columbia Resear Enh Cor ETF | +0.5% | +36.60% | Add |
| 5 | SPGI | S&p Global Inc | +0.2% | +24.66% | Add |
| 6 | SYK | Stryker CORP | +0.2% | +26.32% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +71.23% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +3.90% | Add |
| 9 | IBB | Ishares Biotechnology ETF | +0.2% | +4.17% | Add |
| 10 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +7.04% | Add |
| 11 | TDG | Transdigm Group Inc | +0.2% | +15.33% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +1.35% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +18.57% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.22% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +16.18% | Add |
| 16 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +9.76% | Add |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +3.66% | Add |
| 18 | HEI | Heico CORP | +0.1% | +9.24% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +8.54% | Add |
| 20 | SMH | Vaneck Semiconductor ETF | +0.1% | +1.07% | Add |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.94% | Add |
| 22 | IQLT | Ishares Msci International Q | +0.1% | +6.25% | Add |
| 23 | XLK | Ss Technology Select Sector | 0% | +102.62% | Add |
| 24 | MBB | Ishares Mbs ETF | 0% | +3.79% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +2.25% | Add |
| 26 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 27 | VONG | Vanguard Russell 1000 Growth | -0.1% | -55.87% | Trim |
| 28 | IWD | Ishares Russell 1000 Value E | -0.1% | -25.00% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.27% | Trim |
| 30 | NLR | Vaneck Urani & Nuclr Etf-usd | -0.1% | -3.67% | Trim |
| 31 | COST | Costco Wholesale CORP | -0.1% | +1.31% | Add |
| 32 | IBDU | Ishares Ibonds Dec 2029 Term | -0.1% | -32.29% | Trim |
| 33 | VONE | Vanguard Russell 1000 | -0.2% | -44.50% | Trim |
| 34 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -28.60% | Trim |
| 35 | 6D8 | Dupont De Nemours Inc | -0.2% | -0.60% | Trim |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -43.13% | Trim |
| 37 | IWF | Ishares Russell 1000 Growth | -0.4% | -47.71% | Trim |
| 38 | MSFT | Microsoft CORP | -0.7% | -4.40% | Trim |
| 39 | XMHQ | Invesco S&p Midcap Qual ETF | -1.4% | -89.93% | Trim |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 41 | FMDE | Fidelity Enhanced Mid Cap Co | — | NEW | New buy |
| 42 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | — | EXIT | Sold out |
| 43 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 44 | EEMV | Ishares Msci Emg Mkt Min Vol | — | EXIT | Sold out |
| 45 | VO | Vanguard Mid-cap ETF | — | EXIT | Sold out |
| 46 | VBR | Vanguard Small-cap Value ETF | — | EXIT | Sold out |
| 47 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 48 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 49 | CSX | Csx CORP | — | EXIT | Sold out |
| 50 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 108 disclosed positions in Q4 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, VIG) accounted for 30.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
STIP
市值: $2.6M
Top Position Liquidated / Trimmed
TMV
前期市值: $1.5M
During Q4 2025, Snider Financial Group's top holdings by market value included IVV (11.4%)、AGG (6.3%)、VIG (5.7%). The largest single position, IVV, represented 11.4% of total portfolio value.
In Q4 2025, Snider Financial Group made 49 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 13 holdings, and fully liquidating 7 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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