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Snider Financial Group - Q3 2026 13F Filings

SN

Snider Financial Group

CIK: 0001820681
Address: Washington Bellevue 12505 Bel-Red Road Suite 200
$414.76 M
Portfolio Value
102
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+5.58%
$414.76 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Snider Financial Group Q3 2026 Filing Summary

Snider Financial Group filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 414.76 M reflecting a +5.58% change from the prior quarter, spanning 102 assets. The top 10 holdings comprised 49.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 6 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Snider Financial Group’s Q3 2026 Filing

Snider Financial Group submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Snider Financial Group reported a managed portfolio value of 414.76 M, consisting of 102 individual positions.

This page displays the raw filing documents. To see which stocks Snider Financial Group bought or sold during Q3 2026, please visit Snider Financial Group's Portfolio Analysis page.