Snider Financial Group
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 392,826
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 103 | 392,826 | 13F-HR | Snider Financial Group |
| Q1 2026 | 4/15/2026 | 102 | 331,405 | 13F-HR | Snider Financial Group |
| Q4 2025 | 1/21/2026 | 108 | 375,251 | 13F-HR | Snider Financial Group |
| Q3 2025 | 11/7/2025 | 115 | 366,619 | 13F-HR | Snider Financial Group |
| Q2 2025 | 8/5/2025 | 116 | 346,668 | 13F-HR | Snider Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 180.2 K | 45.9% | 35.1 K | 0 | 35.1 K |
| ETFs | 212.1 K | 54.0% | 26.57 K | 0 | 26.57 K |
| Debt | 529 | 0.1% | 0 | 239 | -239 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
392,826
Holdings
103
QoQ value change ($000)
61,421
(18.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.