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Heather Bush

Snider Financial Group

Assets Managed
$392.826M
Holdings
103
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
18.54%(2Q avg: 3.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Snider Financial Group's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Snider Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 392.826M in assets, with a quarterly growth rate of 18.54% and a 2-quarter average growth rate of 3.43%. The portfolio is managed by Heather Bush, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 8.48%
13.56%
$53.238M
71,089 shares@ $748.9 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 21.14%
6.21%
$24.372M
246,229 shares@ $98.98 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -4.55%
5.29%
$20.761M
87,738 shares@ $236.63 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 13.44%
4.83%
$18.971M
832,801 shares@ $22.78 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 30.22%
4.53%
$17.776M
47,653 shares@ $373.03 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -1.8%
3.71%
$14.547M
12,128 shares@ $1199.47 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.8%
3.05%
$11.968M
50,214 shares@ $238.35 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.76%
2.95%
$11.559M
32,713 shares@ $353.34 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -8.12%
2.72%
$10.672M
56,015 shares@ $190.53 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 23.59%
2.56%
$10.046M
17,835 shares@ $563.29 avg price

1-10 of 103