account_balance
Investment manager · 13F filer · SEC CIK 1820681
Snider Financial Group
Reported value$415Mas of Sep 30, 2026
Positions102 5 new, 6 sold out
Top 10 weight49.1%IVV alone is 14%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.5%Added +3%
MSFTMicrosoft Corp
5.7%Trimmed −3%
AGGiShares Tr
5.4%Trimmed −4%
VIGVanguard Specialized Funds
4.9%
GOVTiShares Tr
4.7%Added +8%
LLYELI Lilly & Co
3.4%
AMZNAmazon.com Inc
3.1%Added +3%
SCHGSchwab Strategic Tr
2.8%Added +45%
METAMeta Platforms, Inc.
2.8%Trimmed −11%
XLKSelect Sector SPDR Tr
2.7%
GOOGAlphabet Inc.
2.6%Trimmed −2%
RECSColumbia ETF Tr I
2.4%−3%
IVViShares Tr
13.5%Added +3%
MSFTMicrosoft Corp
5.7%
AGGiShares Tr
5.4%
VIGVanguard Specialized Funds
4.9%
GOVTiShares Tr
4.7%Added +8%
LLYELI Lilly & Co
3.4%
AMZNAmazon.com Inc
3.1%
SCHGSchwab Strategic Tr
2.8%
XLK2.7%
GOOG2.6%RECS2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.5% Added +3%
MSFT Microsoft Corp 5.7% Trimmed −3%AGG iShares Tr 5.4% Trimmed −4%
VIG Vanguard Specialized Funds 4.9% Held
GOVT iShares Tr 4.7% Added +8%
LLY ELI Lilly & Co 3.4% HeldAMZN Amazon.com Inc 3.1% Added +3%SCHG Schwab Strategic Tr 2.8% Added +45%
META Meta Platforms, Inc. 2.8% Trimmed −11%XLK Select Sector SPDR Tr 2.7% Held
GOOG Alphabet Inc. 2.6% Trimmed −2%RECS Columbia ETF Tr I 2.4% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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