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Disclosed positions
Snider Financial Group: source evidence dated 2026-07-15T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $53,238,069
- Reported amount
- 71,089
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-000994Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $53,238,069 | 71,089 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $24,371,708 | 246,229 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $20,760,648 | 87,738 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $18,971,205 | 832,801 | SH | None |
| MICROSOFT CORP | MSFT | COM | $17,775,609 | 47,653 | SH | None |
| ELI LILLY & CO | LLY | COM | $14,547,115 | 12,128 | SH | None |
| AMAZON COM INC | AMZN | COM | $11,968,005 | 50,214 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $11,558,566 | 32,713 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $10,672,058 | 56,015 | SH | None |
| META PLATFORMS INC | META | CL A | $10,046,256 | 17,835 | SH | None |
| COLUMBIA ETF TR I | RECS | RESH ENHNC COR | $9,768,182 | 225,697 | SH | None |
| ISHARES TR | ICSH | ULTRA SHORT DUR | $9,510,742 | 188,034 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $8,509,894 | 17,819 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $7,646,977 | 225,974 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $7,346,594 | 21,543 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $6,898,912 | 71,432 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,627,826 | 33,124 | SH | None |
| APPLE INC | AAPL | COM | $6,195,075 | 21,410 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,901,344 | 18,029 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $5,872,362 | 7,695 | SH | None |
| BROADCOM INC | AVGO | COM | $5,705,188 | 15,103 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $5,631,074 | 55,120 | SH | None |
| HEICO CORP NEW | HEI | COM | $5,572,261 | 15,644 | SH | None |
| VANECK ETF TRUST | RAAX | REAL ASSETS ETF | $5,509,806 | 138,891 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $5,218,771 | 92,400 | SH | None |
| TRANSDIGM GROUP INC | TDG | COM | $5,161,342 | 3,875 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $4,835,563 | 5,169 | SH | None |
| STRYKER CORPORATION | SYK | COM | $4,804,014 | 15,259 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $4,396,812 | 6,704 | SH | None |
| MONOLITHIC PWR SYS INC | MPWR | COM | $4,053,099 | 2,932 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $3,979,404 | 9,771 | SH | None |
| VISA INC | V | COM CL A | $3,952,922 | 11,522 | SH | None |
| VEEVA SYS INC | VEEV | CL A COM | $3,910,729 | 22,036 | SH | None |
| WALMART INC | WMT | COM | $3,877,469 | 34,235 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,597,719 | 21,178 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $3,138,277 | 19,104 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $2,808,456 | 11,450 | SH | None |
| ISHARES TR | IXC | GLOBAL ENERG ETF | $2,575,739 | 52,427 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $2,442,245 | 88,906 | SH | None |
| VANECK ETF TRUST | NLR | URANI NUCLE ETF | $2,407,899 | 20,761 | SH | None |
| CINTAS CORP | CTAS | COM | $2,374,410 | 13,961 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $2,005,356 | 1,008 | SH | None |
| ISHARES TR | MBB | MBS ETF | $1,918,893 | 20,301 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $1,497,700 | 2 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XLG | S&P 500 TOP 50 | $1,383,926 | 22,602 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,336,542 | 2,671 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $1,270,130 | 15,166 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $1,225,614 | 12,706 | SH | None |
| FIDELITY COVINGTON TRUST | FMDE | ENH MID COR ETF | $976,820 | 24,071 | SH | None |
| GE AEROSPACE | GE | COM NEW | $889,523 | 2,380 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.