Snider Financial Group holds a focused book of 103 reported positions worth $392.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Cerebras Systems Inc - A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Vaneck Real Assets ETF and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Ishares Core S&P 500 ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Snider Financial Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Snider Financial Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 12 / 80 | $463.5M |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| BlueSpruce Investments, LP | 11 / 80 | $643.1M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Swiss Re Ltd | 33 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 61 / 80 | $279.8B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Snider Financial Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $53.2M | 71.1K | 13.6% | ▲+8.5% Added · +6K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $24.4M | 246.2K | 6.2% | ▲+21% Added · +43K sh | |
| 3 | Vanguard Specialized Funds DIV APP ETF | $20.8M | 87.7K | 5.3% | ▼−4.5% Reduced · −4K sh | |
| 4 | Ishares TR US TREAS BD ETF | $19.0M | 832.8K | 4.8% | ▲+13% Added · +99K sh | |
| 5 | Microsoft Corp COM | $17.8M | 47.7K | 4.5% | ▲+30% Added · +11K sh | |
| 6 | Eli Lilly & Co COM | $14.5M | 12.1K | 3.7% | ▼−1.8% Reduced · −223 sh | |
| 7 | Amazon Com Inc COM | $12.0M | 50.2K | 3.0% | ▲+7.8% Added · +4K sh | |
| 8 | Alphabet Inc CAP STK CL C | $11.6M | 32.7K | 2.9% | ▲+3.8% Added · +1K sh | |
| 9 | Select Sector SPDR TR ST STR TECHN ETF | $10.7M | 56.0K | 2.7% | ▼−8.1% Reduced · −5K sh | |
| 10 | Meta Platforms Inc CL A | $10.0M | 17.8K | 2.6% | ▲+24% Added · +3K sh | |
| 11 | Columbia ETF TR I RESH ENHNC COR | $9.8M | 225.7K | 2.5% | ▲+8.7% Added · +18K sh | |
| 12 | Ishares TR ULTRA SHORT DUR | $9.5M | 188.0K | 2.4% | ▲+6.7% Added · +12K sh | |
| 13 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.5M | 17.8K | 2.2% | ▼−3.1% Reduced · −568 sh | |
| 14 | Schwab Strategic TR US LCAP GR ETF | $7.6M | 226.0K | 1.9% | ▲+3.1% Added · +7K sh | |
| 15 | Palo Alto Networks Inc COM | $7.3M | 21.5K | 1.9% | ▼−14% Reduced · −4K sh | |
| 16 | Ishares TR CORE MSCI EAFE | $6.9M | 71.4K | 1.8% | ▲+10% Added · +7K sh | |
| 17 | Nvidia Corporation COM | $6.6M | 33.1K | 1.7% | ▼−6.9% Reduced · −2K sh | |
| 18 | Apple Inc COM | $6.2M | 21.4K | 1.6% | ▼−29% Reduced · −9K sh | |
| 19 | JPMorgan Chase & Co COM | $5.9M | 18.0K | 1.5% | ▲+2.0% Added · +352 sh | |
| 20 | Crowdstrike Hldgs Inc CL A | $5.9M | 7.7K | 1.5% | ▼−30% Reduced · −3K sh | |
| 21 | Broadcom Inc COM | $5.7M | 15.1K | 1.5% | ▲+35% Added · +4K sh | |
| 22 | Ishares TR 0-5 YR TIPS ETF | $5.6M | 55.1K | 1.4% | ▲+105% Added · +28K sh | |
| 23 | Heico Corp New COM | $5.6M | 15.6K | 1.4% | ▲+3.9% Added · +592 sh | |
| 24 | Vaneck ETF Trust REAL ASSETS ETF | $5.5M | 138.9K | 1.4% | ▲New New position | |
| 25 | J P Morgan Exchange Traded F EQUITY PREMIUM | $5.2M | 92.4K | 1.3% | ▲+11% Added · +10K sh | |
| 26 | Transdigm Group Inc COM | $5.2M | 3.9K | 1.3% | ▲+6.9% Added · +249 sh | |
| 27 | Costco Wholesale Corporation COM | $4.8M | 5.2K | 1.2% | ▲+0.5% Added · +27 sh | |
| 28 | Stryker Corporation COM | $4.8M | 15.3K | 1.2% | ▲+4.4% Added · +649 sh | |
| 29 | Vaneck ETF Trust SEMICONDUCTR ETF | $4.4M | 6.7K | 1.1% | ▼−22% Reduced · −2K sh | |
| 30 | Monolithic PWR Sys Inc COM | $4.1M | 2.9K | 1.0% | ▲New New position | |
| 31 | S&P Global Inc COM | $4.0M | 9.8K | 1.0% | ▲+29% Added · +2K sh | |
| 32 | Visa Inc COM CL A | $4.0M | 11.5K | 1.0% | ▲+5.1% Added · +558 sh | |
| 33 | Veeva Sys Inc CL A COM | $3.9M | 22.0K | 1.0% | ▲+8.3% Added · +2K sh | |
| 34 | Walmart Inc COM | $3.9M | 34.2K | 1.0% | ▼−8.3% Reduced · −3K sh | |
| 35 | Arista Networks Inc COM SHS | $3.6M | 21.2K | 0.9% | ▲+21% Added · +4K sh | |
| 36 | Ishares TR CORE S&P TTL STK | $3.1M | 19.1K | 0.8% | ▲~0% Added · +3 sh | |
| 37 | Cloudflare Inc CL A COM | $2.8M | 11.4K | 0.7% | ▲+4.2% Added · +457 sh | |
| 38 | Ishares TR GLOBAL ENERG ETF | $2.6M | 52.4K | 0.7% | ▲New New position | |
| 39 | Capital Grp Fixed Incm ETF T MUN INM ETF | $2.4M | 88.9K | 0.6% | ▲New New position | |
| 40 | Vaneck ETF Trust URANI NUCLE ETF | $2.4M | 20.8K | 0.6% | ▲+8.0% Added · +2K sh | |
| 41 | Cintas Corp COM | $2.4M | 14.0K | 0.6% | ▲+4.9% Added · +657 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $2.0M | 1.0K | 0.5% | —Held | |
| 43 | Ishares TR MBS ETF | $1.9M | 20.3K | 0.5% | ▼−76% Reduced · −63K sh | |
| 44 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.4% | —Held | |
| 45 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $1.4M | 22.6K | 0.4% | ▲+7.4% Added · +2K sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 0.3% | ▼−12% Reduced · −363 sh | |
| 47 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.3M | 15.2K | 0.3% | ▼−13% Reduced · −2K sh | |
| 48 | Ishares TR MSCI USA MIN ETF | $1.2M | 12.7K | 0.3% | ▲+8.3% Added · +976 sh | |
| 49 | Fidelity Covington Trust ENH MID COR ETF | $977K | 24.1K | 0.2% | ▼−68% Reduced · −52K sh | |
| 50 | Ge Aerospace COM NEW | $890K | 2.4K | 0.2% | ▼−18% Reduced · −517 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Snider Financial Group's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 103 | $392.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 102 | $331.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 108 | $375.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 115 | $366.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 116 | $346.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 110 | $307.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 111 | $322.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 61 | $273.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.