StockDriftsStockDriftsTop 50 Snider Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.51% | 73.2K | $56.0M | +2.95%(+2.10K) | $505.82(+52.23%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.74% | 46.4K | $23.8M | -2.56%(-1.22K) | $351.19(+51.92%) | 2026-09-30 | |
| AGG | ISHARES TR | 5.41% | 237.2K | $22.4M | -3.66%(-9.00K) | $103.97(-8.52%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.94% | 87.8K | $20.5M | +0.09%(+76) | $159.10(+51.50%) | 2026-09-30 | |
| GOVT | ISHARES TR | 4.72% | 895.6K | $19.6M | +7.54%(+62.77K) | $23.13(-4.82%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.39% | 12.2K | $14.1M | +0.25%(+30) | $431.26(+187.61%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.1% | 51.6K | $12.8M | +2.70%(+1.36K) | $174.86(+50.09%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.83% | 326.9K | $11.7M | +44.66%(+100.92K) | $27.39(+29.90%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.77% | 15.9K | $11.5M | -11.09%(-1.98K) | $396.62(+77.86%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.66% | 56.4K | $11.0M | +0.61%(+344) | $104.45(+78.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.08% | +56.40% | +7.57% | +44.01% |
| Top 20 Holdings Unweighted | +18.71% | +67.30% | +9.43% | +56.93% |
Snider Financial Group reports $414.76M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.5%), MSFT (5.7%) and AGG (5.4%). The top 20 holdings account for 68.78% of reported assets. Its disclosed equity book has returned +56.40% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Snider Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1820681). View Snider Financial Group’s 13F filings on SEC