Snider Financial Group

BELLEVUE, WA · CIK 1820681 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBellevue, WA

$392.8m reported value +18.5% vs Q1 2026

103positions

49.4%in top 10

16 new 37 added 36 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	71,089	$53.2m13.55%	13.55%	Added +5.6k	+5,552 8.5%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	246,229	$24.4m6.20%	6.20%	Added +43.0k	+42,964 21.1%
3	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	87,738	$20.8m5.28%	5.28%	Reduced -4.2k	-4,186 -4.5%
4	ISHARES TR US TREAS BD ETF GOVT	GOVT	832,801	$19.0m4.83%	4.83%	Added +98.6k	+98,619 13.4%
5	MICROSOFT CORP COM MSFT	MSFT	47,653	$17.8m4.53%	4.53%	Added +11.1k	+11,056 30.2%
6	ELI LILLY & CO COM LLY	LLY	12,128	$14.5m3.70%	3.70%	Reduced -223	-223 -1.8%
7	AMAZON COM INC COM AMZN	AMZN	50,214	$12.0m3.05%	3.05%	Added +3.6k	+3,629 7.8%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	32,713	$11.6m2.94%	2.94%	Added +1.2k	+1,184 3.8%
9	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	56,015	$10.7m2.72%	2.72%	Reduced -5.0k	-4,954 -8.1%
10	META PLATFORMS INC CL A META	META	17,835	$10.0m2.56%	2.56%	Added +3.4k	+3,404 23.6%
11	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	225,697	$9.8m2.49%	2.49%	Added +18.0k	+18,008 8.7%
12	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	188,034	$9.5m2.42%	2.42%	Added +11.7k	+11,732 6.7%
13	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	17,819	$8.5m2.17%	2.17%	Reduced -568	-568 -3.1%
14	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	225,974	$7.6m1.95%	1.95%	Added +6.7k	+6,723 3.1%
15	PALO ALTO NETWORKS INC COM PANW	PANW	21,543	$7.3m1.87%	1.87%	Reduced -3.6k	-3,635 -14.4%
16	ISHARES TR CORE MSCI EAFE IEFA	IEFA	71,432	$6.9m1.76%	1.76%	Added +6.6k	+6,574 10.1%
17	NVIDIA CORPORATION COM NVDA	NVDA	33,124	$6.6m1.69%	1.69%	Reduced -2.4k	-2,446 -6.9%
18	APPLE INC COM AAPL	AAPL	21,410	$6.2m1.58%	1.58%	Reduced -8.5k	-8,544 -28.5%
19	JPMORGAN CHASE & CO COM JPM	JPM	18,029	$5.9m1.50%	1.50%	Added +352	+352 2.0%
20	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,695	$5.9m1.49%	1.49%	Reduced -3.2k	-3,246 -29.7%
21	BROADCOM INC COM AVGO	AVGO	15,103	$5.7m1.45%	1.45%	Added +3.9k	+3,908 34.9%
22	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	55,120	$5.6m1.43%	1.43%	Added +28.2k	+28,208 104.8%
23	HEICO CORP NEW COM HEI	HEI	15,644	$5.6m1.42%	1.42%	Added +592	+592 3.9%
24	VANECK ETF TRUST REAL ASSETS ETF RAAX	RAAX	138,891	$5.5m1.40%	1.40%	New
25	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	92,400	$5.2m1.33%	1.33%	Added +9.5k	+9,506 11.5%
26	TRANSDIGM GROUP INC COM TDG	TDG	3,875	$5.2m1.31%	1.31%	Added +249	+249 6.9%
27	COSTCO WHSL CORP NEW COM COST	COST	5,169	$4.8m1.23%	1.23%	Added +27	+27 0.5%
28	STRYKER CORPORATION COM SYK	SYK	15,259	$4.8m1.22%	1.22%	Added +649	+649 4.4%
29	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	6,704	$4.4m1.12%	1.12%	Reduced -1.9k	-1,936 -22.4%
30	MONOLITHIC PWR SYS INC COM MPWR	MPWR	2,932	$4.1m1.03%	1.03%	New
31	S&P GLOBAL INC COM SPGI	SPGI	9,771	$4.0m1.01%	1.01%	Added +2.2k	+2,207 29.2%
32	VISA INC COM CL A V	V	11,522	$4.0m1.01%	1.01%	Added +558	+558 5.1%
33	VEEVA SYS INC CL A COM VEEV	VEEV	22,036	$3.9m1.00%	1.00%	Added +1.7k	+1,683 8.3%
34	WALMART INC COM WMT	WMT	34,235	$3.9m0.99%	0.99%	Reduced -3.1k	-3,097 -8.3%
35	ARISTA NETWORKS INC COM SHS ANET	ANET	21,178	$3.6m0.92%	0.92%	Added +3.7k	+3,675 21.0%
36	ISHARES TR CORE S&P TTL STK ITOT	ITOT	19,104	$3.1m0.80%	0.80%	Added +3	+3 0.0%
37	CLOUDFLARE INC CL A COM NET	NET	11,450	$2.8m0.71%	0.71%	Added +457	+457 4.2%
38	ISHARES TR GLOBAL ENERG ETF IXC	IXC	52,427	$2.6m0.66%	0.66%	New
39	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	88,906	$2.4m0.62%	0.62%	New
40	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	20,761	$2.4m0.61%	0.61%	Added +1.5k	+1,541 8.0%
41	CINTAS CORP COM CTAS	CTAS	13,961	$2.4m0.60%	0.60%	Added +657	+657 4.9%
42	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,008	$2.0m0.51%	0.51%	Unchanged
43	ISHARES TR MBS ETF MBB	MBB	20,301	$1.9m0.49%	0.49%	Reduced -63.4k	-63,383 -75.7%
44	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.38%	0.38%	Unchanged
45	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	22,602	$1.4m0.35%	0.35%	Added +1.6k	+1,560 7.4%
46	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,671	$1.3m0.34%	0.34%	Reduced -363	-363 -12.0%
47	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	15,166	$1.3m0.32%	0.32%	Reduced -2.2k	-2,230 -12.8%
48	ISHARES TR MSCI USA MIN VOL USMV	USMV	12,706	$1.2m0.31%	0.31%	Added +976	+976 8.3%
49	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	24,071	$976.8k0.25%	0.25%	Reduced -51.6k	-51,621 -68.2%
50	GE AEROSPACE COM NEW GE	GE	2,380	$889.5k0.23%	0.23%	Reduced -517	-517 -17.9%
51	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	4,000	$884.0k0.23%	0.23%	New
52	MICRON TECHNOLOGY INC COM MU	MU	753	$869.1k0.22%	0.22%	New
53	BANK AMERICA CORP COM BAC	BAC	14,946	$851.6k0.22%	0.22%	Reduced -2.6k	-2,639 -15.0%
54	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	8,874	$846.9k0.22%	0.22%	Reduced -421	-421 -4.5%
55	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,215	$834.5k0.21%	0.21%	Reduced -260	-260 -17.6%
56	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,220	$772.3k0.20%	0.20%	Reduced -2.4k	-2,384 -27.7%
57	GE VERNOVA INC COM GEV	GEV	654	$768.4k0.20%	0.20%	Unchanged
58	ORACLE CORP COM ORCL	ORCL	5,163	$756.6k0.19%	0.19%	Added +2.1k	+2,100 68.6%
59	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	5,352	$736.1k0.19%	0.19%	Reduced -262	-262 -4.7%
60	CORTEVA INC COM CTVA	CTVA	8,458	$716.3k0.18%	0.18%	Added +18	+18 0.2%
61	COCA COLA CO COM KO	KO	8,699	$707.0k0.18%	0.18%	Unchanged
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,320	$691.1k0.18%	0.18%	New
63	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,916	$684.7k0.17%	0.17%	Reduced -779	-779 -28.9%
64	ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASX	ASX	15,000	$676.8k0.17%	0.17%	New
65	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,786	$675.4k0.17%	0.17%	Reduced -150	-150 -5.1%
66	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	859	$641.2k0.16%	0.16%	Added +1	+1 0.1%
67	QNITY ELECTRONICS INC COMMON STOCK Q	Q	3,813	$622.8k0.16%	0.16%	Added +2	+2 0.1%
68	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	24,166	$616.7k0.16%	0.16%	Added +784	+784 3.4%
69	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,636	$574.6k0.15%	0.15%	Reduced -558	-558 -13.3%
70	STARBUCKS CORP COM SBUX	SBUX	5,486	$560.6k0.14%	0.14%	Reduced -1.0k	-1,029 -15.8%
71	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	3,176	$542.7k0.14%	0.14%	New
72	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	7,717	$536.3k0.14%	0.14%	New
73	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	3,926	$532.5k0.14%	0.14%	New
74	ISHARES TR IBONDS DEC 29 IBDU	IBDU	22,822	$528.6k0.13%	0.13%	Reduced -10.2k	-10,198 -30.9%
75	HOME DEPOT INC COM HD	HD	1,450	$511.4k0.13%	0.13%	Added +1	+1 0.1%
76	3M CO COM MMM	MMM	3,128	$506.5k0.13%	0.13%	Reduced -290	-290 -8.5%
77	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	1,440	$487.8k0.12%	0.12%	Reduced -800	-800 -35.7%
78	NORTHROP GRUMMAN CORP COM NOC	NOC	892	$454.3k0.12%	0.12%	Reduced -52	-52 -5.5%
79	COREWEAVE INC COM CL A CRWV	CRWV	4,110	$409.1k0.10%	0.10%	New
80	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,875	$408.7k0.10%	0.10%	Reduced -2.1k	-2,052 -52.2%
81	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	6,588	$400.5k0.10%	0.10%	Reduced -1.3k	-1,265 -16.1%
82	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,289	$391.3k0.10%	0.10%	Reduced -144	-144 -4.2%
83	WAFD INC COM WAFD	WAFD	10,164	$390.0k0.10%	0.10%	New
84	COLUMBIA ETF TR II EM CORE EX ETF XCEM	XCEM	6,660	$352.2k0.09%	0.09%	Reduced -1.8k	-1,810 -21.4%
85	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	3,227	$352.1k0.09%	0.09%	Unchanged
86	BANCO SANTANDER S.A. ADR SAN	SAN	24,079	$332.3k0.08%	0.08%	Added +83	+83 0.3%
87	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	6,452	$322.5k0.08%	0.08%	Unchanged
88	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	2,637	$308.7k0.08%	0.08%	Reduced -139	-139 -5.0%
89	NEXTERA ENERGY INC COM NEE	NEE	3,500	$307.2k0.08%	0.08%	Unchanged
90	ISHARES TR MSCI KLD400 SOC DSI	DSI	2,155	$306.9k0.08%	0.08%	Unchanged
91	PEPSICO INC COM PEP	PEP	2,168	$293.5k0.07%	0.07%	Unchanged
92	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	6,140	$291.1k0.07%	0.07%	Unchanged
93	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,833	$290.8k0.07%	0.07%	Unchanged
94	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	7,874	$285.5k0.07%	0.07%	Reduced -548	-548 -6.5%
95	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	5,885	$267.7k0.07%	0.07%	Added +270	+270 4.8%
96	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	1,971	$257.0k0.07%	0.07%	Unchanged
97	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	1,948	$249.0k0.06%	0.06%	Unchanged
98	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	2,196	$247.8k0.06%	0.06%	Reduced -1.5k	-1,497 -40.5%
99	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	4,192	$244.0k0.06%	0.06%	Unchanged
100	ADVANCED MICRO DEVICES INC COM AMD	AMD	397	$230.6k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IBB	IBB	15,000	$2.5m15.0k shares
SELECT SECTOR SPDR TR XLE	XLE	37,213	$2.3m37.2k shares
VANGUARD MUN BD FDS VTEB	VTEB	44,668	$2.2m44.7k shares
DUPONT DE NEMOURS INC DWDP	DWDP	3,910	$537.3k3.9k shares
FIDELITY COVINGTON TRUST FDLO	FDLO	5,760	$372.0k5.8k shares
VANGUARD INDEX FDS VOE	VOE	1,626	$299.6k1.6k shares
VANGUARD TAX-MANAGED FDS VEA	VEA	4,613	$295.6k4.6k shares
VANGUARD INDEX FDS VUG	VUG	4,056	$295.3k4.1k shares
ISHARES TR IWP	IWP	2,055	$263.3k2.1k shares
FIDELITY COVINGTON TRUST FDRR	FDRR	4,471	$262.9k4.5k shares
FIDELITY COVINGTON TRUST FIDI	FIDI	9,011	$248.7k9.0k shares
UBIQUITI INC UI	UI	285	$225.2k285 shares
ISHARES TR IWS	IWS	1,516	$221.0k1.5k shares
NEWMONT CORP NEM	NEM	2,021	$218.8k2.0k shares
CHEVRON CORP NEW CVX	CVX	990	$204.8k990 shares