13F Filings History of Snider Financial Group

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$375,250,661
Signature - Title
Heather Bush - Chief Compliance Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Snider Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Snider Financial Group reported 108 stock holdings with total value $375,250,661 as of Q4 2025. Top holdings included IVV, AGG, VIG, MSFT, and GOVT.

Notify me when Snider Financial Group files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 108 $375,250,661 +$29,017,910 -$23,517,577 +$5,500,333 IVV, AGG, VIG, MSFT, GOVT 13F-HR 21 Jan 2026, 14:07
Q3 2025 115 $366,618,820 +$8,892,571 -$8,700,736 +$191,835 IVV, AGG, VIG, MSFT, GOVT 13F-HR 07 Nov 2025, 07:24
Q2 2025 116 $346,668,005 +$24,361,755 -$13,972,467 +$10,389,288 IVV, AGG, MSFT, VIG, GOVT 13F-HR 05 Aug 2025, 12:14
Q1 2025 110 $307,760,615 +$8,325,705 -$13,215,541 -$4,889,836 IVV, AGG, VIG, MSFT, GOVT 13F-HR 11 Apr 2025, 10:33
Q4 2024 111 $322,815,426 +$73,019,752 -$20,693,326 +$52,326,426 IVV, AGG, MSFT, VIG, GOVT 13F-HR 06 Feb 2025, 13:36
Q3 2024 61 $273,188,944 +$10,404,088 -$8,331,722 +$2,072,366 IVV, AGG, VIG, GOVT, LLY 13F-HR 06 Nov 2024, 11:08
Q2 2024 61 $259,027,716 +$35,441,049 -$22,032,882 +$13,408,167 IVV, AGG, VIG, LLY, MSFT 13F-HR 02 Aug 2024, 06:43
Q1 2024 60 $239,879,812 +$37,132,130 -$27,136,450 +$9,995,680 AGG, IVV, VIG, LLY, MSFT 13F-HR 30 Apr 2024, 11:00
Q4 2023 58 $217,024,463 +$6,991,060 -$17,529,784 -$10,538,724 AGG, VIG, IVV, MBB, XLK 13F-HR 22 Jan 2024, 09:25
Q3 2023 57 $206,846,546 +$12,400,327 -$9,060,246 +$3,340,081 AGG, MBB, VIG, IVV, XLK 13F-HR 25 Oct 2023, 10:18
Q2 2023 59 $209,123,305 +$40,668,553 -$28,394,722 +$12,273,831 AGG, VIG, IVV, MBB, XLK 13F-HR 19 Jul 2023, 14:55
Q1 2023 48 $187,603,348 +$19,337,834 -$25,454,847 -$6,117,013 AGG, VIG, MBB, IVV, RSPT 13F-HR 10 Apr 2023, 14:27
Q4 2022 53 $180,895,563 +$5,783,027 -$10,685,530 -$4,902,503 AGG, VIG, MBB, IVV, RSPT 13F-HR 10 Feb 2023, 17:05
Q3 2022 55 $184,250,000 +$30,900,657 -$22,745,166 +$8,155,491 AGG, MBB, VIG, IVV, RSPT 13F-HR 14 Nov 2022, 12:09
Q2 2022 58 $183,612,000 +$17,505,615 -$23,493,755 -$5,988,140 VIG, AGG, MBB, IVV, ICSH 13F-HR 15 Aug 2022, 08:29
Q1 2022 68 $219,812,000 +$11,780,520 -$11,936,315 -$155,795 VIG, AGG, ICSH, IVV, MBB Restatement 16 May 2022, 17:09
Q4 2021 65 $235,764,000 +$6,177,663 -$3,443,268 +$2,734,395 AGG, VIG, ICSH, IVV, MBB 13F-HR 14 Jan 2022, 19:59
Q3 2021 67 $221,300,000 +$27,241,338 -$14,857,551 +$12,383,787 AGG, ICSH, VIG, MBB, IVV 13F-HR 05 Nov 2021, 14:30
Q2 2021 62 $212,299,000 $0 $0 $0 ICSH, AGG, VIG, IVV, ITOT 13F-HR 31 Aug 2021, 10:16