§ 13F · FUND PROFILE
Snider Financial Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $367M (13F)Positions · 115Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 66K | $43M | 12.9% | +5% |
| 2 | AGG | ISHARES TR | 203K | $20M | 6.1% | −13% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 92K | $20M | 6.0% | −5% |
| 4 | GOVT | ISHARES TR | 734K | $17M | 5.1% | +8% |
| 5 | MSFT | MICROSOFT CORP | 37K | $14M | 4.1% | +1% |
| 6 | LLY | ELI LILLY & CO | 12K | $11M | 3.4% | −3% |
| 7 | AMZN | AMAZON COM INC | 47K | $10M | 2.9% | −6% |
| 8 | GOOG | ALPHABET INC | 32K | $9M | 2.7% | −8% |
| 9 | ICSH | ISHARES TR | 176K | $9M | 2.7% | −14% |
| 10 | META | META PLATFORMS INC | 14K | $8M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SNIDER SIGNAL
AC read
Snider Financial Group is a Other fund managing $367 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed