StockDriftsStockDriftsTop 50 Snider Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.55% | 71.1K | $53.2M | +8.47%(+5.55K) | $498.41(+56.28%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.2% | 246.2K | $24.4M | +21.14%(+42.96K) | $103.97(-6.31%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.28% | 87.7K | $20.8M | -4.55%(-4.19K) | $159.03(+54.09%) | 2026-06-30 | |
| GOVT | ISHARES TR | 4.83% | 832.8K | $19.0M | +13.43%(+98.62K) | $23.19(-3.13%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.53% | 47.7K | $17.8M | +30.21%(+11.06K) | $351.19(+38.41%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.7% | 12.1K | $14.5M | -1.81%(-223) | $429.41(+174.65%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.05% | 50.2K | $12.0M | +7.79%(+3.63K) | $173.00(+51.75%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.94% | 32.7K | $11.6M | +3.76%(+1.18K) | $130.34(+162.89%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.72% | 56.0K | $10.7M | -8.13%(-4.95K) | $104.03(+83.34%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.56% | 17.8K | $10.0M | +23.59%(+3.40K) | $396.62(+46.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.09% | +44.64% | +6.43% | +36.54% |
| Top 20 Holdings Unweighted | +15.20% | +52.90% | +7.86% | +45.96% |
Snider Financial Group reports $392.83M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.6%), AGG (6.2%) and VIG (5.3%). The top 20 holdings account for 68.28% of reported assets. Its disclosed equity book has returned +44.64% on a three-year cumulative basis. Figures reflect the Q2 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