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CIK: 0001820681
Total reported value
$392.8M
$392.8M
102 檔
28.8%
During the Q1 2026 filing period, Snider Financial Group (CIK: 0001820681) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $392.8M across 102 reported positions.
In Q1 2026, Snider Financial Group adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 15 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.92% | +0.63% | +4.63% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.09% | +0.11% | -13.43% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.97% | -0.69% | -4.90% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.08% | -0.25% | +7.65% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.09% | +0.44% | +0.69% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.43% | +0.27% | -2.63% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | +0.12% | -5.69% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.73% | +0.21% | -8.08% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.69% | -0.27% | -13.83% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | +0.07% | +2.38% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.44% | +0.28% | -0.91% | |
| 12 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.44% | +0.05% | +12.37% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.40% | -1.91% | +7.13% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.29% | -0.71% | -27.51% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.93% | +0.02% | -10.19% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.88% | +0.29% | -3.20% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.18% | -4.65% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.77% | -0.01% | +127.37% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | -0.07% | -0.12% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | -0.32% | -8.72% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.23% | -10.75% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.42% | -0.09% | +5.75% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.41% | -20.13% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.29% | +0.20% | +10.09% | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 1.27% | +0.04% | +4.53% | |
| 26 | HEI | Heico CORP | Stock-Industrials | 1.25% | +0.17% | +2.28% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.22% | +0.65% | +7.70% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.08% | -0.08% | +1.76% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.40% | +1.51% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.01% | +0.01% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.00% | +0.12% | -4.14% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.97% | +0.04% | +3.62% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.84% | +0.59% | +6.14% | |
| 34 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.82% | -0.57% | +7.44% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.82% | -0.02% | +2.80% | |
| 36 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.77% | -0.16% | -12.39% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.76% | -0.76% | EXIT | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.69% | EXIT | |
| 39 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.68% | +0.03% | — | |
| 40 | CTAS | Cintas CORP | Stock-Industrials | 0.68% | -0.08% | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.67% | EXIT | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | +0.27% | +2.61% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.10% | -23.98% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.05% | — | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.40% | +0.11% | — | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | -0.07% | -23.59% | |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.35% | — | +0.06% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.33% | -0.02% | +4.75% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | -0.08% | -37.87% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.06% | -14.89% |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $392.8M across 102 disclosed positions in Q1 2026.
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 28.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $2.3M
Top Position Liquidated / Trimmed
ADSK
前期市值: $3.8M
During Q1 2026, Snider Financial Group's top holdings by market value included IVV (12.9%)、AGG (6.1%)、VIG (6.0%). The largest single position, IVV, represented 12.9% of total portfolio value.
In Q1 2026, Snider Financial Group made 109 total portfolio adjustments, initiating 9 new buys, adding to 33 positions, trimming 52 holdings, and fully liquidating 15 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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