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CIK: 0001820681
Total reported value
$414.8M
$414.8M
103 檔
32.6%
In Q2 2026, Snider Financial Group's U.S. equity holdings reached a combined market value of $414.8M, distributed across 103 disclosed stock positions.
Snider Financial Group executed strategic sector rebalancing during Q2 2026, establishing 16 new positions while fully exiting 15 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.55% | -0.04% | +8.47% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.20% | -0.79% | +21.14% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.28% | -0.34% | -4.55% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.83% | -0.11% | +13.43% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.53% | +1.21% | +30.21% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.70% | -0.31% | -1.81% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | +0.05% | +7.79% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.94% | -0.32% | +3.76% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.72% | -0.06% | -8.13% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | +0.21% | +23.59% | |
| 11 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.49% | -0.11% | +8.67% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.42% | -0.10% | +6.65% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.17% | -0.20% | -3.09% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.95% | +0.88% | +3.07% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.87% | +0.15% | -14.44% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.03% | +10.14% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | +0.08% | -6.88% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.58% | +0.09% | -28.52% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.05% | +1.99% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.49% | +0.20% | -29.67% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | -0.06% | +34.91% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.43% | +0.11% | +104.82% | |
| 23 | HEI | Heico CORP | Stock-Industrials | 1.42% | -0.06% | +3.93% | |
| 24 | RAAX | Vaneck Real Assets ETF | ETF-Other | 1.40% | -0.01% | — | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.33% | -0.01% | +11.47% | |
| 26 | TDG | Transdigm Group Inc | Stock-Industrials | 1.31% | -0.28% | +6.87% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.02% | +0.53% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.22% | -0.20% | +4.44% | |
| 29 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.12% | -0.13% | -22.41% | |
| 30 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.03% | -0.03% | — | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.01% | -0.04% | +29.18% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | — | +5.09% | |
| 33 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.00% | +0.27% | +8.27% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.14% | -8.30% | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.92% | +0.11% | +21.00% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.80% | -0.01% | +0.02% | |
| 37 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.71% | +0.22% | +4.16% | |
| 38 | IXC | Ishares Global Energy ETF | ETF-Other | 0.66% | +0.08% | — | |
| 39 | CGMU | Cap Group Municipal Income | ETF-Other | 0.62% | -0.05% | — | |
| 40 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.61% | -0.09% | +8.02% | |
| 41 | CTAS | Cintas CORP | Stock-Industrials | 0.60% | +0.45% | +4.94% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.51% | -0.07% | — | |
| 43 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | -0.03% | -75.74% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.02% | — | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.35% | -0.35% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -11.96% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | -0.03% | -12.82% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.31% | — | +8.32% | |
| 49 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.25% | -0.06% | -68.20% | |
| 50 | GE | General Electric | Stock-Industrials | 0.23% | -0.06% | -17.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RAAX | Vaneck Real Assets ETF | +1.4% | NEW | New buy |
| 2 | MPWR | Monolithic Power Systems Inc | +1% | NEW | New buy |
| 3 | IXC | Ishares Global Energy ETF | +0.7% | NEW | New buy |
| 4 | PANW | Palo Alto Networks Inc | +0.7% | -14.44% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +8.47% | Add |
| 6 | CGMU | Cap Group Municipal Income | +0.6% | NEW | New buy |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | +0.6% | +104.82% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +30.21% | Add |
| 9 | AVGO | Broadcom Inc | +0.4% | +34.91% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -3.09% | Trim |
| 11 | XLK | Ss Technology Select Sector | +0.3% | -8.13% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.3% | -1.81% | Trim |
| 13 | ANET | Arista Networks Inc | +0.3% | +21.00% | Add |
| 14 | ✓ | +0.2% | NEW | New buy | |
| 15 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +3.76% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -29.67% | Trim |
| 18 | MRVL | Marvell Technology Inc | +0.2% | NEW | New buy |
| 19 | HEI | Heico CORP | +0.2% | +3.93% | Add |
| 20 | ASX | Ase Technology Holding -adr | +0.2% | NEW | New buy |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | AOR | Ishares Core 60/40 Balanced | +0.1% | NEW | New buy |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | AMZN | Amazon.com Inc | +0.1% | +7.79% | Add |
| 25 | SMH | Vaneck Semiconductor ETF | +0.1% | -22.41% | Trim |
| 26 | AGG | Ishares Core U.s. Aggregate | +0.1% | +21.14% | Add |
| 27 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 28 | CRWV | Coreweave Inc-cl A | +0.1% | NEW | New buy |
| 29 | WAFD | Wafd Inc | +0.1% | NEW | New buy |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +23.59% | Add |
| 31 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 32 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 33 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +8.67% | Add |
| 34 | ORCL | Oracle CORP | +0.1% | +68.56% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 36 | TDG | Transdigm Group Inc | 0% | +6.87% | Add |
| 37 | SPGI | S&p Global Inc | 0% | +29.18% | Add |
| 38 | NET | Cloudflare Inc - Class A | 0% | +4.16% | Add |
| 39 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 40 | Q | Qnity Electronics Inc | 0% | +0.05% | Add |
| 41 | SCHG | Schwab US Large-cap Growth | 0% | +3.07% | Add |
| 42 | V | Visa Inc-class A Shares | 0% | +5.09% | Add |
| 43 | XLG | Invesco S&p 500 Top 50 ETF | — | +7.41% | Add |
| 44 | VIOO | Vanguard S&p Small-cap 600 E | — | -4.67% | Trim |
| 45 | SAN | Banco Santander Sa-spon Adr | — | +0.35% | Add |
| 46 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | -5.01% | Trim |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | -4.19% | Trim |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | — | Unchanged |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | — | — | Unchanged |
| 50 | VONG | Vanguard Russell 1000 Growth | — | — | Unchanged |
According to official SEC Form 13F filings, Snider Financial Group reported a total U.S. public equity portfolio value of $414.8M across 103 disclosed positions in Q2 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 32.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
RAAX
市值: $5.5M
Top Position Liquidated / Trimmed
IBB
前期市值: $2.5M
During Q2 2026, Snider Financial Group's top holdings by market value included IVV (13.6%)、AGG (6.2%)、VIG (5.3%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q2 2026, Snider Financial Group made 104 total portfolio adjustments, initiating 16 new buys, adding to 38 positions, trimming 35 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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