Snider Financial Group

Q3 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$414,761
Net value change ($000)
+21,935 (5.6%)
New positions
5
Sold out positions
6
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 6,040 34.0%
SCHG 4,098 53.6%
CIBR 3,547 NEW
IVV 2,810 5.3%
CTAS 1,989 83.8%
META 1,453 14.5%
VEEV 1,369 35.0%
CRWD 1,132 19.3%
PANW 1,040 14.2%
NET 1,038 37.0%
Top Reduces (Value $000, Stocks/ETFs)
AGG -1,945 -8.0%
XLG -1,384 -100.0%
TDG -881 -17.1%
GOOGL -674 -5.8%
SYK -554 -11.5%
AOR -536 -100.0%
LLY -479 -3.3%
WMT -345 -8.9%
TSM -326 -3.8%
SMH -305 -6.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type