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CIK: 0001820681
Total reported value
$414.8M
$414.8M
108 檔
29.1%
At the close of Q4 2025, Snider Financial Group disclosed equity holdings valued at approximately $414.8M, spread across 108 reported holdings.
In Q4 2025, Snider Financial Group adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 13 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VIG) accounted for 29.1% of total reported equity market value during Q4 2025.
| # | 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% | -0.04% | +5.11% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.25% | -0.79% | +0.59% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.66% | -0.34% | +3.90% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | +1.21% | -4.40% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.18% | -0.11% | +7.04% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.63% | -0.31% | -3.16% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | +0.05% | +1.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.99% | +0.09% | -4.94% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.87% | -0.32% | -21.08% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.76% | -0.10% | +27.39% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.48% | +0.21% | +18.57% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.36% | -0.06% | +102.62% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.12% | +0.88% | -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% | -0.11% | +36.60% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.98% | -0.03% | +3.79% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.08% | -0.42% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.54% | -0.20% | +0.22% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.53% | -0.20% | +26.32% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.05% | +2.25% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.14% | -7.29% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | -0.02% | +1.31% | |
| 23 | HEI | Heico CORP | Stock-Industrials | 1.27% | -0.06% | +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% | -0.28% | +15.33% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.20% | -0.01% | +9.76% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.19% | +0.27% | +30.99% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.15% | +0.15% | +5.26% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.12% | — | +4.17% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | — | +8.54% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 1.02% | — | +2.84% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.06% | -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% | -0.13% | +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% | — | +16.18% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.74% | -0.01% | -5.00% | |
| 38 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.73% | -0.09% | -3.67% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.69% | +0.11% | — | |
| 40 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.68% | -0.06% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.03% | +8.94% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.60% | +0.11% | +4.91% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.53% | — | -8.90% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | -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% | -0.02% | -11.65% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | -0.03% | -28.60% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | -0.01% | -47.71% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | -0.02% | — | |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.33% | -0.35% | EXIT |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $414.8M across 108 disclosed positions in Q4 2025.
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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 112 total portfolio adjustments, initiating 6 new buys, adding to 36 positions, trimming 57 holdings, and fully liquidating 13 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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