Snider Financial Group
•CIK: 1820681•Filing: Q4 2025
**Snider Financial Group** manages $375M across a diversified portfolio of 108 positions. The fund exhibits a significant allocation to core market indices, notably holding IVV at $42.9M and AGG at $23.5M. Key technology and healthcare exposures include substantial positions in MSFT ($17.6M), LLY ($13.6M), and GOOG ($10.8M). This structure suggests a strategy balancing broad market exposure with targeted, high-conviction growth names.
Total AUM
$375.3M
QoQ Performance
+2.4%
Positions
68
Top 10 Concentration
47.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AGG
VIG
IVV11.4%
AGG6.2%
VIG5.7%
MSFT4.7%
GOVT4.2%
LLY3.6%
AMZN3.0%
AAPL3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.7%
Technology16.5%
ETF12.5%
Consumer6.1%
Financial3.8%
Healthcare3.6%
Industrial0.4%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW6 new positions
↑36 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023