Snider Financial Group

BELLEVUE, WA

$393m in 103 US stocks at the end of 30 June 2026. The top 10 are 49.4% of the money. It changed about 10.5% of the portfolio this quarter.

Value

$393m

Stocks

103

Top 10 share

49.4%

Turnover

10.5%

What changed this quarter

New

Bought for the first time this quarter.

Vaneck ETF TrustRAAX
1.4% of the fund
Monolithic Power SystemsMPWR
1.0% of the fund
Ishares TRIXC
0.7% of the fund
Capital GRP Fixed Incm ETF TCGMU
0.6% of the fund
Cerebras SystemsCBRS
0.2% of the fund
Micron TechnologyMU
0.2% of the fund
Marvell TechnologyMRVL
0.2% of the fund
ASE Technology HldgASX
0.2% of the fund
Space Exploration TechnologiesSPCX
0.1% of the fund
Ishares TRAOR
0.1% of the fund
DuPont de NemoursDD
0.1% of the fund
CoreWeaveCRWV
0.1% of the fund
WafdWAFD
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
CaterpillarCAT
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
13.6% of the fund
+8%
Ishares TRAGG
6.2% of the fund
+21%
Ishares TRGOVT
4.8% of the fund
+13%
MicrosoftMSFT
4.5% of the fund
+30%
Amazon.comAMZN
3.0% of the fund
+8%
AlphabetGOOG
2.9% of the fund
+4%
Meta PlatformsMETA
2.6% of the fund
+24%
Columbia ETF TR IRECS
2.5% of the fund
+9%
Ishares TRICSH
2.4% of the fund
+7%
Schwab Strategic TRSCHG
1.9% of the fund
+3%
Ishares TRIEFA
1.8% of the fund
+10%
BroadcomAVGO
1.5% of the fund
+35%
Ishares TRSTIP
1.4% of the fund
+105%
HeicoHEI
1.4% of the fund
+4%
J P Morgan Exchange Traded FJEPI
1.3% of the fund
+11%
TransDigm GroupTDG
1.3% of the fund
+7%
StrykerSYK
1.2% of the fund
+4%
S&P GlobalSPGI
1.0% of the fund
+29%
VisaV
1.0% of the fund
+5%
Veeva SystemsVEEV
1.0% of the fund
+8%
Arista NetworksANET
0.9% of the fund
+21%
CloudflareNET
0.7% of the fund
+4%
Vaneck ETF TrustNLR
0.6% of the fund
+8%
CintasCTAS
0.6% of the fund
+5%
Invesco Exchange Traded FD TXLG
0.4% of the fund
+7%

Cut

Sold some of their stake.

Vanguard Specialized FundsVIG
5.3% of the fund
-5%
Select Sector Spdr TRXLK
2.7% of the fund
-8%
Taiwan Semiconductor ManufacturingTSM
2.2% of the fund
-3%
Palo Alto NetworksPANW
1.9% of the fund
-14%
NvidiaNVDA
1.7% of the fund
-7%
AppleAAPL
1.6% of the fund
-29%
CrowdStrike HoldingsCRWD
1.5% of the fund
-30%
Vaneck ETF TrustSMH
1.1% of the fund
-22%
WalmartWMT
1.0% of the fund
-8%
Ishares TRMBB
0.5% of the fund
-76%
Berkshire HathawayBRK-B
0.3% of the fund
-12%
Vanguard Intl Equity Index FVEU
0.3% of the fund
-13%
Fidelity Covington TrustFMDE
0.2% of the fund
-68%
General ElectricGE
0.2% of the fund
-18%
Bank of AmericaBAC
0.2% of the fund
-15%
Ishares TRIXUS
0.2% of the fund
-5%
Vanguard Index FDSVOO
0.2% of the fund
-18%
Ishares TRIWF
0.2% of the fund
-28%
Vanguard Admiral FDSVIOO
0.2% of the fund
-5%
AlphabetGOOGL
0.2% of the fund
-29%
Ishares TRIWD
0.2% of the fund
-5%
Vanguard Whitehall FDSVYM
0.1% of the fund
-13%
StarbucksSBUX
0.1% of the fund
-16%
Ishares TRIBDU
0.1% of the fund
-31%
3MMMM
0.1% of the fund
-8%

Sold out

Sold their entire stake.

Ishares TRIBB
-100%
Select Sector Spdr TRXLE
-100%
Vanguard MUN BD FDSVTEB
-100%
DuPont de NemoursDD
-100%
Fidelity Covington TrustFDLO
-100%
Vanguard Index FDSVOE
-100%
Vanguard Tax-Managed FDSVEA
-100%
Vanguard Index FDSVUG
-100%
Ishares TRIWP
-100%
Fidelity Covington TrustFDRR
-100%
Fidelity Covington TrustFIDI
-100%
UbiquitiUI
-100%
Ishares TRIWS
-100%
NewmontNEM
-100%
ChevronCVX
-100%

Holdings

Ishares TRIVV
Share
13.6%
Value
$53m
Shares
71,089
+8%
Ishares TRAGG
Share
6.2%
Value
$24m
Shares
246,229
+21%
Vanguard Specialized FundsVIG
Share
5.3%
Value
$21m
Shares
87,738
-5%
Ishares TRGOVT
Share
4.8%
Value
$19m
Shares
832,801
+13%
MicrosoftMSFT
Share
4.5%
Value
$18m
Shares
47,653
+30%
Eli LillyLLY
Share
3.7%
Value
$15m
Shares
12,128
Held
Amazon.comAMZN
Share
3.0%
Value
$12m
Shares
50,214
+8%
AlphabetGOOG
Share
2.9%
Value
$12m
Shares
32,713
+4%
Select Sector Spdr TRXLK
Share
2.7%
Value
$11m
Shares
56,015
-8%
Meta PlatformsMETA
Share
2.6%
Value
$10m
Shares
17,835
+24%
Columbia ETF TR IRECS
Share
2.5%
Value
$10m
Shares
225,697
+9%
Ishares TRICSH
Share
2.4%
Value
$10m
Shares
188,034
+7%
Taiwan Semiconductor ManufacturingTSM
Share
2.2%
Value
$9m
Shares
17,819
-3%
Schwab Strategic TRSCHG
Share
1.9%
Value
$8m
Shares
225,974
+3%
Palo Alto NetworksPANW
Share
1.9%
Value
$7m
Shares
21,543
-14%
Ishares TRIEFA
Share
1.8%
Value
$7m
Shares
71,432
+10%
NvidiaNVDA
Share
1.7%
Value
$7m
Shares
33,124
-7%
AppleAAPL
Share
1.6%
Value
$6m
Shares
21,410
-29%
JPMorgan ChaseJPM
Share
1.5%
Value
$6m
Shares
18,029
Held
CrowdStrike HoldingsCRWD
Share
1.5%
Value
$6m
Shares
7,695
-30%
BroadcomAVGO
Share
1.5%
Value
$6m
Shares
15,103
+35%
Ishares TRSTIP
Share
1.4%
Value
$6m
Shares
55,120
+105%
HeicoHEI
Share
1.4%
Value
$6m
Shares
15,644
+4%
Vaneck ETF TrustRAAX
Share
1.4%
Value
$6m
Shares
138,891
New
J P Morgan Exchange Traded FJEPI
Share
1.3%
Value
$5m
Shares
92,400
+11%
TransDigm GroupTDG
Share
1.3%
Value
$5m
Shares
3,875
+7%
Costco WholesaleCOST
Share
1.2%
Value
$5m
Shares
5,169
Held
StrykerSYK
Share
1.2%
Value
$5m
Shares
15,259
+4%
Vaneck ETF TrustSMH
Share
1.1%
Value
$4m
Shares
6,704
-22%
Monolithic Power SystemsMPWR
Share
1.0%
Value
$4m
Shares
2,932
New
S&P GlobalSPGI
Share
1.0%
Value
$4m
Shares
9,771
+29%
VisaV
Share
1.0%
Value
$4m
Shares
11,522
+5%
Veeva SystemsVEEV
Share
1.0%
Value
$4m
Shares
22,036
+8%
WalmartWMT
Share
1.0%
Value
$4m
Shares
34,235
-8%
Arista NetworksANET
Share
0.9%
Value
$4m
Shares
21,178
+21%
Ishares TRITOT
Share
0.8%
Value
$3m
Shares
19,104
Held
CloudflareNET
Share
0.7%
Value
$3m
Shares
11,450
+4%
Ishares TRIXC
Share
0.7%
Value
$3m
Shares
52,427
New
Capital GRP Fixed Incm ETF TCGMU
Share
0.6%
Value
$2m
Shares
88,906
New
Vaneck ETF TrustNLR
Share
0.6%
Value
$2m
Shares
20,761
+8%
CintasCTAS
Share
0.6%
Value
$2m
Shares
13,961
+5%
ASML Holding NVASML
Share
0.5%
Value
$2m
Shares
1,008
Held
Ishares TRMBB
Share
0.5%
Value
$2m
Shares
20,301
-76%
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$1m
Shares
2
Held
Invesco Exchange Traded FD TXLG
Share
0.4%
Value
$1m
Shares
22,602
+7%
Berkshire HathawayBRK-B
Share
0.3%
Value
$1m
Shares
2,671
-12%
Vanguard Intl Equity Index FVEU
Share
0.3%
Value
$1m
Shares
15,166
-13%
Ishares TRUSMV
Share
0.3%
Value
$1m
Shares
12,706
+8%
Fidelity Covington TrustFMDE
Share
0.2%
Value
$976,820
Shares
24,071
-68%
General ElectricGE
Share
0.2%
Value
$889,523
Shares
2,380
-18%
Cerebras SystemsCBRS
Share
0.2%
Value
$884,000
Shares
4,000
New
Micron TechnologyMU
Share
0.2%
Value
$869,074
Shares
753
New
Bank of AmericaBAC
Share
0.2%
Value
$851,619
Shares
14,946
-15%
Ishares TRIXUS
Share
0.2%
Value
$846,939
Shares
8,874
-5%
Vanguard Index FDSVOO
Share
0.2%
Value
$834,474
Shares
1,215
-18%
Ishares TRIWF
Share
0.2%
Value
$772,337
Shares
6,220
-28%
GE VernovaGEV
Share
0.2%
Value
$768,447
Shares
654
Held
OracleORCL
Share
0.2%
Value
$756,610
Shares
5,163
+69%
Vanguard Admiral FDSVIOO
Share
0.2%
Value
$736,114
Shares
5,352
-5%
CortevaCTVA
Share
0.2%
Value
$716,316
Shares
8,458
Held
Coca-ColaKO
Share
0.2%
Value
$706,968
Shares
8,699
Held
Marvell TechnologyMRVL
Share
0.2%
Value
$691,107
Shares
2,320
New
AlphabetGOOGL
Share
0.2%
Value
$684,706
Shares
1,916
-29%
ASE Technology HldgASX
Share
0.2%
Value
$676,800
Shares
15,000
New
Ishares TRIWD
Share
0.2%
Value
$675,410
Shares
2,786
-5%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$641,210
Shares
859
Held
Qnity ElectronicsQ
Share
0.2%
Value
$622,764
Shares
3,813
Held
Spdr Series TrustSPAB
Share
0.2%
Value
$616,718
Shares
24,166
+3%
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$574,597
Shares
3,636
-13%
StarbucksSBUX
Share
0.1%
Value
$560,568
Shares
5,486
-16%
Space Exploration TechnologiesSPCX
Share
0.1%
Value
$542,651
Shares
3,176
New
Ishares TRAOR
Share
0.1%
Value
$536,332
Shares
7,717
New
DuPont de NemoursDD
Share
0.1%
Value
$532,474
Shares
3,926
New
Ishares TRIBDU
Share
0.1%
Value
$528,557
Shares
22,822
-31%
Home DepotHD
Share
0.1%
Value
$511,370
Shares
1,450
Held
3MMMM
Share
0.1%
Value
$506,473
Shares
3,128
-8%
Vanguard Scottsdale FDSVONE
Share
0.1%
Value
$487,757
Shares
1,440
-36%
Northrop GrummanNOC
Share
0.1%
Value
$454,322
Shares
892
-6%
CoreWeaveCRWV
Share
0.1%
Value
$409,109
Shares
4,110
New
Vanguard Index FDSVTV
Share
0.1%
Value
$408,718
Shares
1,875
-52%
Spdr Series TrustSPYV
Share
0.1%
Value
$400,469
Shares
6,588
-16%
Spdr Series TrustSPYG
Share
<0.1%
Value
$391,300
Shares
3,289
-4%
WafdWAFD
Share
<0.1%
Value
$389,986
Shares
10,164
New
Columbia ETF TR IIXCEM
Share
<0.1%
Value
$352,182
Shares
6,660
-21%
Spdr Series TrustSLYV
Share
<0.1%
Value
$352,098
Shares
3,227
Held
Banco SantanderSAN
Share
<0.1%
Value
$332,293
Shares
24,079
Held
Nushares ETF TRNULV
Share
<0.1%
Value
$322,535
Shares
6,452
Held
Nushares ETF TRNULG
Share
<0.1%
Value
$308,687
Shares
2,637
-5%
NextEra EnergyNEE
Share
<0.1%
Value
$307,195
Shares
3,500
Held
Ishares TRDSI
Share
<0.1%
Value
$306,850
Shares
2,155
Held
PepsiCoPEP
Share
<0.1%
Value
$293,547
Shares
2,168
Held
Ishares TREAGG
Share
<0.1%
Value
$291,097
Shares
6,140
Held
Select Sector Spdr TRXLV
Share
<0.1%
Value
$290,824
Shares
1,833
Held
Schwab Strategic TRSCHE
Share
<0.1%
Value
$285,511
Shares
7,874
-7%
Fidelity Merrimack STR TRFBND
Share
<0.1%
Value
$267,723
Shares
5,885
+5%
Vanguard Admiral FDSIVOO
Share
<0.1%
Value
$257,018
Shares
1,971
Held
Vanguard Scottsdale FDSVONG
Share
<0.1%
Value
$248,974
Shares
1,948
Held
Invesco Exchange Traded FD TXMHQ
Share
<0.1%
Value
$247,830
Shares
2,196
-41%
Vanguard Scottsdale FDSVGSH
Share
<0.1%
Value
$243,974
Shares
4,192
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$230,621
Shares
397
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	13.6%	$53m	71,089	+8%
Ishares TRAGG	6.2%	$24m	246,229	+21%
Vanguard Specialized FundsVIG	5.3%	$21m	87,738	-5%
Ishares TRGOVT	4.8%	$19m	832,801	+13%
MicrosoftMSFT	4.5%	$18m	47,653	+30%
Eli LillyLLY	3.7%	$15m	12,128	Held
Amazon.comAMZN	3.0%	$12m	50,214	+8%
AlphabetGOOG	2.9%	$12m	32,713	+4%
Select Sector Spdr TRXLK	2.7%	$11m	56,015	-8%
Meta PlatformsMETA	2.6%	$10m	17,835	+24%
Columbia ETF TR IRECS	2.5%	$10m	225,697	+9%
Ishares TRICSH	2.4%	$10m	188,034	+7%
Taiwan Semiconductor ManufacturingTSM	2.2%	$9m	17,819	-3%
Schwab Strategic TRSCHG	1.9%	$8m	225,974	+3%
Palo Alto NetworksPANW	1.9%	$7m	21,543	-14%
Ishares TRIEFA	1.8%	$7m	71,432	+10%
NvidiaNVDA	1.7%	$7m	33,124	-7%
AppleAAPL	1.6%	$6m	21,410	-29%
JPMorgan ChaseJPM	1.5%	$6m	18,029	Held
CrowdStrike HoldingsCRWD	1.5%	$6m	7,695	-30%
BroadcomAVGO	1.5%	$6m	15,103	+35%
Ishares TRSTIP	1.4%	$6m	55,120	+105%
HeicoHEI	1.4%	$6m	15,644	+4%
Vaneck ETF TrustRAAX	1.4%	$6m	138,891	New
J P Morgan Exchange Traded FJEPI	1.3%	$5m	92,400	+11%
TransDigm GroupTDG	1.3%	$5m	3,875	+7%
Costco WholesaleCOST	1.2%	$5m	5,169	Held
StrykerSYK	1.2%	$5m	15,259	+4%
Vaneck ETF TrustSMH	1.1%	$4m	6,704	-22%
Monolithic Power SystemsMPWR	1.0%	$4m	2,932	New
S&P GlobalSPGI	1.0%	$4m	9,771	+29%
VisaV	1.0%	$4m	11,522	+5%
Veeva SystemsVEEV	1.0%	$4m	22,036	+8%
WalmartWMT	1.0%	$4m	34,235	-8%
Arista NetworksANET	0.9%	$4m	21,178	+21%
Ishares TRITOT	0.8%	$3m	19,104	Held
CloudflareNET	0.7%	$3m	11,450	+4%
Ishares TRIXC	0.7%	$3m	52,427	New
Capital GRP Fixed Incm ETF TCGMU	0.6%	$2m	88,906	New
Vaneck ETF TrustNLR	0.6%	$2m	20,761	+8%
CintasCTAS	0.6%	$2m	13,961	+5%
ASML Holding NVASML	0.5%	$2m	1,008	Held
Ishares TRMBB	0.5%	$2m	20,301	-76%
Berkshire Hathaway INC DELBRK-A	0.4%	$1m	2	Held
Invesco Exchange Traded FD TXLG	0.4%	$1m	22,602	+7%
Berkshire HathawayBRK-B	0.3%	$1m	2,671	-12%
Vanguard Intl Equity Index FVEU	0.3%	$1m	15,166	-13%
Ishares TRUSMV	0.3%	$1m	12,706	+8%
Fidelity Covington TrustFMDE	0.2%	$976,820	24,071	-68%
General ElectricGE	0.2%	$889,523	2,380	-18%
Cerebras SystemsCBRS	0.2%	$884,000	4,000	New
Micron TechnologyMU	0.2%	$869,074	753	New
Bank of AmericaBAC	0.2%	$851,619	14,946	-15%
Ishares TRIXUS	0.2%	$846,939	8,874	-5%
Vanguard Index FDSVOO	0.2%	$834,474	1,215	-18%
Ishares TRIWF	0.2%	$772,337	6,220	-28%
GE VernovaGEV	0.2%	$768,447	654	Held
OracleORCL	0.2%	$756,610	5,163	+69%
Vanguard Admiral FDSVIOO	0.2%	$736,114	5,352	-5%
CortevaCTVA	0.2%	$716,316	8,458	Held
Coca-ColaKO	0.2%	$706,968	8,699	Held
Marvell TechnologyMRVL	0.2%	$691,107	2,320	New
AlphabetGOOGL	0.2%	$684,706	1,916	-29%
ASE Technology HldgASX	0.2%	$676,800	15,000	New
Ishares TRIWD	0.2%	$675,410	2,786	-5%
State STR Spdr S&P 500 ETF TSPY	0.2%	$641,210	859	Held
Qnity ElectronicsQ	0.2%	$622,764	3,813	Held
Spdr Series TrustSPAB	0.2%	$616,718	24,166	+3%
Vanguard Whitehall FDSVYM	0.1%	$574,597	3,636	-13%
StarbucksSBUX	0.1%	$560,568	5,486	-16%
Space Exploration TechnologiesSPCX	0.1%	$542,651	3,176	New
Ishares TRAOR	0.1%	$536,332	7,717	New
DuPont de NemoursDD	0.1%	$532,474	3,926	New
Ishares TRIBDU	0.1%	$528,557	22,822	-31%
Home DepotHD	0.1%	$511,370	1,450	Held
3MMMM	0.1%	$506,473	3,128	-8%
Vanguard Scottsdale FDSVONE	0.1%	$487,757	1,440	-36%
Northrop GrummanNOC	0.1%	$454,322	892	-6%
CoreWeaveCRWV	0.1%	$409,109	4,110	New
Vanguard Index FDSVTV	0.1%	$408,718	1,875	-52%
Spdr Series TrustSPYV	0.1%	$400,469	6,588	-16%
Spdr Series TrustSPYG	<0.1%	$391,300	3,289	-4%
WafdWAFD	<0.1%	$389,986	10,164	New
Columbia ETF TR IIXCEM	<0.1%	$352,182	6,660	-21%
Spdr Series TrustSLYV	<0.1%	$352,098	3,227	Held
Banco SantanderSAN	<0.1%	$332,293	24,079	Held
Nushares ETF TRNULV	<0.1%	$322,535	6,452	Held
Nushares ETF TRNULG	<0.1%	$308,687	2,637	-5%
NextEra EnergyNEE	<0.1%	$307,195	3,500	Held
Ishares TRDSI	<0.1%	$306,850	2,155	Held
PepsiCoPEP	<0.1%	$293,547	2,168	Held
Ishares TREAGG	<0.1%	$291,097	6,140	Held
Select Sector Spdr TRXLV	<0.1%	$290,824	1,833	Held
Schwab Strategic TRSCHE	<0.1%	$285,511	7,874	-7%
Fidelity Merrimack STR TRFBND	<0.1%	$267,723	5,885	+5%
Vanguard Admiral FDSIVOO	<0.1%	$257,018	1,971	Held
Vanguard Scottsdale FDSVONG	<0.1%	$248,974	1,948	Held
Invesco Exchange Traded FD TXMHQ	<0.1%	$247,830	2,196	-41%
Vanguard Scottsdale FDSVGSH	<0.1%	$243,974	4,192	Held
Advanced Micro DevicesAMD	<0.1%	$230,621	397	New

Showing the largest 100 of 103.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 13.3% since 30 June 2025.

Where the money is

Technology18.7%

Health care5.9%

Media & telecom5.7%

Industrials4.7%

Financial services4.3%

Retail & consumer3.3%

Everyday goods2.5%

Materials0.2%

Utilities0.1%

Other54.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.