§ 13F · FUND PROFILE
Snider Financial Group.
AUM · $393M (13F)Positions · 103Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 71K | $53M | 13.6% | +8% |
| 2 | AGG | ISHARES TR | 246K | $24M | 6.2% | +21% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 88K | $21M | 5.3% | −5% |
| 4 | GOVT | ISHARES TR | 833K | $19M | 4.8% | +13% |
| 5 | MSFT | MICROSOFT CORP | 48K | $18M | 4.5% | +30% |
| 6 | LLY | ELI LILLY & CO | 12K | $15M | 3.7% | −2% |
| 7 | AMZN | AMAZON COM INC | 50K | $12M | 3.0% | +8% |
| 8 | GOOG | ALPHABET INC | 33K | $12M | 2.9% | +4% |
| 9 | XLK | SELECT SECTOR SPDR TR | 56K | $11M | 2.7% | −8% |
| 10 | META | META PLATFORMS INC | 18K | $10M | 2.6% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SNIDER SIGNAL
AC read
Snider Financial Group is a Other fund managing $393 million in assets. The fund runs a portfolio of 103 positions.
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