Snider Financial Group
Snider Financial Group reported 102 stocks worth $415M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (13.5%), MSFT (5.7%) and AGG (5.4%). Compared with Q2 2026, the fund opened new positions in CIBR, AMGN and NEM, added to IVV, GOVT and LLY, trimmed MSFT, AGG and META and sold out of XLG, AOR and VONG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $56M | 13.5% | 73K | +2,095 (+3%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $23.8M | 5.7% | 46K | −1,219 (−3%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $22.4M | 5.4% | 237K | −9,003 (−4%) | 8 of 8 | |
| 4 |  VIG Vanguard Dividend Appreciation ETF | $20.5M | 4.9% | 88K | No change | 8 of 8 | |
| 5 |  GOVT Ishares US Treasury Bond | $19.6M | 4.7% | 896K | +63K (+8%) | 8 of 8 | |
| 6 |  LLY Eli Lilly & Co | $14.1M | 3.4% | 12K | +30 (+0%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $12.8M | 3.1% | 52K | +1,356 (+3%) | 8 of 8 | |
| 8 |  SCHG Schwab Strategic TR | $11.7M | 2.8% | 327K | +101K (+45%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $11.5M | 2.8% | 16K | −1,978 (−11%) | 8 of 8 | |
| 10 |  XLK Select Sector Spdr TR | $11M | 2.7% | 56K | +344 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XLG Invesco Exchange Traded FD T | $1.4M | 23K |
 AOR Ishares Core 60 40 Bal | $536K | 7,717 |
 VONG Vanguard Russell 1000 | $249K | 1,948 |
 XMHQ Invesco S&P | $248K | 2,196 |
 VGSH Vanguard Scottsdale Fds | $244K | 4,192 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Snider Financial Group 13F FAQ
What does Snider Financial Group own?
Snider Financial Group reported 102 stocks worth $415M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (13.5%), MSFT (5.7%) and AGG (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Snider Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 42 added to, 30 trimmed and 6 sold out. New positions include CIBR, AMGN and NEM. It sold all of XLG, AOR and VONG.
When will Snider Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Snider Financial Group's portfolio worth?
The Q3 2026 filing reports $415M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.