Holdings

Snider Financial Group

As of Sep 30, 2026, Snider Financial Group reported 99 positions worth US$414M. Largest: iShares Core S&P 500 ETF, Microsoft Corp. and iShares Core U.S. Aggregate Bond ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares Core S&P 500 ETF73,184US$56MnewSep 30, 2026
Microsoft Corp.46,434US$23.8M−1,219Sep 30, 2026
iShares Core U.S. Aggregate Bond ETF237KUS$22.4MnewSep 30, 2026
Vanguard Dividend Appreciation ETF87,814US$20.5MnewSep 30, 2026
iShares U.S. Treasury Bond ETF896KUS$19.6MnewSep 30, 2026
Eli Lilly And Company12,158US$14.1M+30Sep 30, 2026
Amazon.com, Inc.51,570US$12.8M+1,356Sep 30, 2026
Schwab U.S. Large-Cap Growth ETF327KUS$11.7MnewSep 30, 2026
Alphabet Inc (google) Class C33,799US$11.5M−460Sep 30, 2026
Meta Platforms, Inc.15,857US$11.5M−1,978Sep 30, 2026