Snider Financial Group: 13F holdings

CIK 18206812026Q2

Positions103
Reported value$392.8m
Filed2026-07-14

Change since last quarter

Positions103 (+1 vs prior quarter)
Reported value$392.8m (+18.5%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR71,089$53.2m13.6%
AGG ISHARES TR246,229$24.4m6.2%
VIG VANGUARD SPECIALIZED FUNDS87,738$20.8m5.3%
GOVT ISHARES TR832,801$19.0m4.8%
MSFT MICROSOFT CORP47,653$17.8m4.5%
LLY ELI LILLY & CO12,128$14.5m3.7%
AMZN AMAZON COM INC50,214$12.0m3.0%
GOOG ALPHABET INC32,713$11.6m2.9%
XLK SELECT SECTOR SPDR TR56,015$10.7m2.7%
META META PLATFORMS INC17,835$10.0m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1820681")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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