TraderTrends
Manager Profile

Snider Financial Group

Diversified · Financial Services 50%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

BELLEVUE, WA

Portfolio Value

$392.8M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287200 464287226 921908844 46429B267 594918104

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
49.7%
Technology
21.3%
Healthcare
10%
Communication Services
6.1%
Consumer Cyclical
5.1%
Consumer Defensive
3.1%
Industrials
2.4%
Basic Materials
0.7%
Utilities
0%
Energy
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 71.1K

53.2M

Position Value
2
ISHARES TR

Shares: 246.2K

24.4M

Position Value
3
VANGUARD SPECIALIZED FUNDS

Shares: 87.7K

20.8M

Position Value
4
ISHARES TR

Shares: 832.8K

19M

Position Value
5
MICROSOFT CORP

Shares: 47.7K

17.8M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID