Investor
Snider Financial Group
CIK 0001820681 · filed 2026-04-15 · SEC filing
13F book
$331.4M
Positions
102
9 new · 15 sold
Largest name
12.9%
Ishares Tr
Est. mark
−$18.9M
Price effect on 93 names still held. Flow −$24.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 65.5K | $42.8M | 12.9% | −$1.99M | Added−$92K |
| Ishares Tr | — | 203.3K | $20.2M | 6.1% | −$124K | Cut−$3.27M |
| Vanguard Specialized Funds | — | 91.9K | $19.8M | 6.0% | −$433.7K | Cut−$1.48M |
| Ishares Tr | — | 734.2K | $16.8M | 5.1% | −$78.4K | Added$1.12M |
| Microsoft Corp | MSFT | 36.6K | $13.5M | 4.1% | −$4.12M | Added−$4.03M |
| Eli Lilly & Co | LLY | 12.4K | $11.4M | 3.4% | −$1.91M | Cut−$2.27M |
| Amazon Com Inc | AMZN | 46.6K | $9.7M | 2.9% | −$1.05M | Cut−$1.7M |
| Alphabet Inc | — | 31.5K | $9.04M | 2.7% | −$849.5K | Cut−$1.72M |
| Ishares Tr | — | 176.3K | $8.92M | 2.7% | $7.06K | Cut−$1.42M |
| Meta Platforms, Inc. | META | 14.4K | $8.26M | 2.5% | −$1.24M | Added−$1.05M |
| Select Sector Spdr Tr | — | 61K | $8.1M | 2.4% | −$674.9K | Cut−$755.8K |
| Columbia Etf Tr I | — | 207.7K | $8.1M | 2.4% | −$343.7K | Added$547.7K |
| Ishares Tr | — | 83.7K | $7.95M | 2.4% | −$21.1K | Added$507.8K |
| Apple Inc. | AAPL | 30K | $7.6M | 2.3% | −$541.3K | Cut−$3.63M |
| Schwab Strategic Tr | — | 219.3K | $6.39M | 1.9% | −$765.2K | Cut−$1.58M |
| Taiwan Semiconductor Mfg Ltd | — | 18.4K | $6.21M | 1.9% | $626.3K | Cut$441.8K |
| Nvidia Corp | NVDA | 35.6K | $6.2M | 1.9% | −$430.4K | Cut−$754.2K |
| Ishares Tr | — | 64.9K | $5.87M | 1.8% | $30.5K | Added$3.32M |
| Jpmorgan Chase & Co. | — | 17.7K | $5.2M | 1.6% | −$496K | Cut−$503.1K |
| Costco Whsl Corp New | — | 5.14K | $5.12M | 1.5% | $689.4K | Cut$266K |
| Stryker Corp | SYK | 14.6K | $4.8M | 1.4% | −$334.2K | Cut−$952.7K |
| J P Morgan Exchange Traded F | — | 82.9K | $4.7M | 1.4% | −$43.9K | Added$211.6K |
| Walmart Inc. | WMT | 37.3K | $4.64M | 1.4% | $480.5K | Cut−$568K |
| Crowdstrike Hldgs Inc | — | 10.9K | $4.27M | 1.3% | −$778.6K | Added−$387.1K |
| Transdigm Group Inc | TDG | 3.63K | $4.2M | 1.3% | −$592.8K | Added−$410.9K |
| Heico Corp New | — | 15.1K | $4.13M | 1.2% | −$726.8K | Added−$634.7K |
| Palo Alto Networks Inc | PANW | 25.2K | $4.04M | 1.2% | −$558.2K | Added−$269.5K |
| Veeva Sys Inc | — | 20.4K | $3.58M | 1.1% | −$951.4K | Added−$889.4K |
| Broadcom Inc. | AVGO | 11.2K | $3.46M | 1.0% | −$403.8K | Added−$352.4K |
| Visa Inc. | V | 11K | $3.31M | 1.0% | −$531.5K | Added−$531.2K |
| Vaneck Etf Trust | — | 8.64K | $3.31M | 1.0% | $200.8K | Cut$66.5K |
| S&P Global Inc. | SPGI | 7.56K | $3.22M | 1.0% | −$709.8K | Added−$597.5K |
| Ishares Tr | — | 26.9K | $2.78M | 0.8% | $26.3K | Added$187.3K |
| Fidelity Covington Trust | — | 75.7K | $2.72M | 0.8% | −$29.6K | Added$159K |
| Ishares Tr | — | 19.1K | $2.72M | 0.8% | −$116.3K | Added−$42.3K |
| Vaneck Etf Trust | — | 19.2K | $2.56M | 0.8% | $172.8K | Cut−$164.9K |
| Ishares Tr | — | 15K | $2.53M | 0.8% | $1.2K | Cut−$1.69M |
| Select Sector Spdr Tr | — | 37.2K | $2.28M | 0.7% | — | New |
| Cloudflare, Inc. | NET | 11K | $2.27M | 0.7% | — | New |
| Cintas Corp | CTAS | 13.3K | $2.25M | 0.7% | — | New |
| Vanguard Mun Bd Fds | — | 44.7K | $2.23M | 0.7% | −$16K | Added$221.7K |
| Arista Networks, Inc. | ANET | 17.5K | $2.15M | 0.6% | −$140.7K | Added−$86.1K |
| Berkshire Hathaway Inc Del | — | 3.03K | $1.45M | 0.4% | −$71.1K | Cut−$552.2K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.4% | −$73.3K | Held |
| Asml Holding N V | — | 1.01K | $1.33M | 0.4% | — | New |
| Vanguard Intl Equity Index F | — | 17.4K | $1.31M | 0.4% | $26.8K | Cut−$368.3K |
| Invesco Exchange Traded Fd T | — | 21K | $1.15M | 0.3% | −$99.5K | Added−$98.8K |
| Ishares Tr | — | 11.7K | $1.09M | 0.3% | −$15.9K | Added$33.4K |
| Ishares Tr | — | 2.15K | $917.2K | 0.3% | −$100.9K | Cut−$721.4K |
| Vanguard Index Fds | — | 1.48K | $881.4K | 0.3% | −$43.7K | Cut−$205.6K |
| Bank America Corp | — | 17.6K | $857.3K | 0.3% | −$109.9K | Cut−$255.5K |
| Ge Aerospace | — | 2.9K | $822.1K | 0.2% | −$70.3K | Cut−$133.1K |
| Ishares Tr | — | 9.29K | $805.3K | 0.2% | $18.2K | Added$36.9K |
| Alphabet Inc | — | 2.69K | $774.9K | 0.2% | −$68.6K | Cut−$1.03M |
| Vanguard Index Fds | — | 3.93K | $770.5K | 0.2% | $20.4K | Cut−$118.6K |
| Ishares Tr | — | 33K | $768K | 0.2% | −$4.8K | Cut−$194.1K |
| Corteva, Inc. | CTVA | 8.44K | $706.5K | 0.2% | $140.8K | Cut−$460K |
| Coca Cola Co | KO | 8.7K | $661.6K | 0.2% | $53.4K | Cut$49.5K |
| Vanguard Scottsdale Fds | — | 2.24K | $661.1K | 0.2% | −$31.2K | Cut−$60.8K |
| Vanguard Admiral Fds Inc | — | 5.61K | $644.7K | 0.2% | $21.7K | Cut−$9.34K |
| Northrop Grumman Corp | — | 944 | $644.4K | 0.2% | $106.3K | Held |
| Ishares Tr | — | 2.94K | $627.3K | 0.2% | $9.78K | Cut−$250K |
| Vanguard Whitehall Fds | — | 4.19K | $621.1K | 0.2% | $19.2K | Cut−$543.7K |
| Spdr Series Trust | — | 23.4K | $599K | 0.2% | −$2.99K | Added$4.43K |
| Starbucks Corp | SBUX | 6.51K | $583.6K | 0.2% | $35K | Cut−$246.4K |
| GE Vernova Inc. | GEV | 654 | $570.9K | 0.2% | $143.5K | Held |
| Spdr S&P 500 Etf Tr | — | 858 | $558.3K | 0.2% | −$26.9K | Cut−$2.35M |
| DuPont de Nemours, Inc. | DD | 11.7K | $537.3K | 0.2% | $65.7K | Cut−$165.3K |
| 3M CO | MMM | 3.42K | $496.4K | 0.1% | −$50.9K | Cut−$77.4K |
| Home Depot, Inc. | HD | 1.45K | $476.7K | 0.1% | −$21.8K | Cut−$79.3K |
| Oracle Corp | — | 3.06K | $450.6K | 0.1% | −$146.4K | Held |
| Spdr Series Trust | — | 7.85K | $444.3K | 0.1% | −$1.82K | Cut−$7.17M |
| Qnity Electronics, Inc. | Q | 3.81K | $439.8K | 0.1% | $128.6K | Cut−$235K |
| Invesco Exchange Traded Fd T | — | 3.69K | $381.7K | 0.1% | $3.52K | Cut−$154.9K |
| Fidelity Covington Trust | — | 5.76K | $372K | 0.1% | −$12.4K | Held |
| Columbia Etf Tr Ii | — | 8.47K | $345.6K | 0.1% | $20.7K | Cut−$6.1K |
| Pepsico Inc | PEP | 2.17K | $336.7K | 0.1% | $24.7K | Added$34.8K |
| Spdr Series Trust | — | 3.43K | $336.2K | 0.1% | −$29.4K | Added−$21.2K |
| Nextera Energy Inc | — | 3.5K | $325.1K | 0.1% | $44.1K | Held |
| Spdr Series Trust | — | 3.23K | $305.2K | 0.1% | $11.3K | Added$19.5K |
| Vanguard Index Fds | — | 1.63K | $299.6K | 0.1% | $11.2K | Cut−$8.1K |
| Vanguard Tax-Managed Fds | — | 4.61K | $295.6K | 0.1% | $7.45K | Cut−$164.3K |
| Vanguard Growth Etf | — | 676 | $295.3K | 0.1% | −$34.5K | Held |
| Nushares Etf Tr | — | 6.45K | $293.6K | 0.1% | $2.2K | Added$73.6K |
| Ishares Tr | — | 6.14K | $292K | 0.1% | — | New |
| Schwab Strategic Tr | — | 8.42K | $277.5K | 0.1% | $1.68K | Cut−$42.5K |
| Banco Santander Sa | — | 24K | $270.7K | 0.1% | −$10.8K | Cut−$16.7K |
| Select Sector Spdr Tr | — | 1.83K | $268.7K | 0.1% | −$15K | Cut−$32K |
| Ishares Tr | — | 2.06K | $263.3K | 0.1% | −$18.1K | Cut−$142K |
| Fidelity Covington Trust | — | 4.47K | $262.9K | 0.1% | −$9.91K | Cut−$118.2K |
| Ishares Tr | — | 2.15K | $261.2K | 0.1% | −$13.8K | Added$28.1K |
| Fidelity Merrimack Str Tr | — | 5.62K | $256.1K | 0.1% | −$2.35K | Added$1.34K |
| Nushares Etf Tr | — | 2.78K | $252.4K | 0.1% | — | New |
| Fidelity Covington Trust | — | 9.01K | $248.7K | 0.1% | $15.3K | Cut−$32.9K |
| Vanguard Scottsdale Fds | — | 4.19K | $245.4K | 0.1% | −$796 | Cut−$150.7K |
| Vanguard Admiral Fds Inc | — | 1.97K | $225.3K | 0.1% | $4.97K | Held |
| Ubiquiti Inc. | UI | 285 | $225.2K | 0.1% | — | New |
| Ishares Tr | — | 1.52K | $221K | 0.1% | $7.14K | Cut−$50.1K |
| Newmont Corp | — | 2.02K | $218.8K | 0.1% | $17K | Added$17.5K |
| Ishares Tr | — | 2.26K | $215.7K | 0.1% | — | New |
| Vanguard Scottsdale Fds | — | 1.95K | $213.7K | 0.1% | −$19.8K | Added$13.6K |
| Chevron Corp New | CVX | 990 | $204.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.