Snider Financial Group - Portfolio overview

Snider Financial Group has 129 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.30%
2. AGG - ISHARES TR, 5.80%
3. VIG - VANGUARD SPECIALIZED FUNDS, 5.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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