Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q1 2024 data
Bromfield Sneider Wealth Advisors's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Bromfield Sneider Wealth Advisors

•CIK: 1891795•Filing: Q1 2024

**Bromfield Sneider Wealth Advisors** manages $162M across a diversified portfolio of 104 positions. The strategy exhibits a notable tilt toward large-cap growth and broad market exposure, evidenced by top holdings including VUG ($31.3M) and SPY ($28.8M). Significant allocations are also maintained in sector-specific areas, with VCSH ($16.9M) and VBK ($14.9M) representing core components of the current mandate. This concentration suggests a focus on established market leaders and cyclical growth opportunities.

Total AUM
$161.8M
QoQ Performance
+9.6%
Positions
51
Top 10 Concentration
80.1%
Latest Filing
Q1 2024

Top Holdings Allocation

VUG
SPY
VCSH
VBK
VUG19.4%
SPY17.8%
VCSH10.4%
VBK9.2%
SUB4.6%
MUB4.6%
BIV4.1%
EFV3.7%

📈 Biggest Buys

BIV
VANGUARD BD INDEX FDS
+26.4%
4.1% of portfolio
MUB
ISHARES TR
+9.0%
4.6% of portfolio
SUB
ISHARES TR
+6.7%
4.6% of portfolio
DCOR
DIMENSIONAL ETF TRUST
+645.6%
0.3% of portfolio
DFAS
DIMENSIONAL ETF TRUST
+35.3%
0.9% of portfolio

📉 Biggest Sells

VUG
VANGUARD INDEX FDS
-2.3%
19.4% of portfolio
SPY
SPDR S&P 500 ETF TR
-1.7%
17.8% of portfolio

Sector Breakdown

Other79.4%
ETF19.8%
Technology0.3%
Healthcare0.2%
Financial0.1%
Industrial0.1%
Consumer Staples0.1%
Consumer0.0%

Changes from Q4 2023

NEW5 new positions
↑39 increased
↓3 decreased

Historical Filings

Q1 2024Q4 2023

📌 Top Holdings

VUG19.4%
VANGUARD INDEX FDS
$31.3M
SPY17.8%
SPDR S&P 500 ETF TR
$28.8M
VCSH10.4%
VANGUARD SCOTTSDALE FDS
$16.9M
VBK9.2%
VANGUARD INDEX FDS
$14.9M
SUB4.6%
ISHARES TR
$7.4M

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