Snider Financial Group
RIA/Wealth
Snider Financial Group is a RIA/Wealth based in Bellevue, WA led by Monte Lee Snider, reporting $500.7M in AUM as of Q3 2025 with 51% ETF concentration.
PresidentMonte Lee Snider
- Portfolio Value
- $366.6M
- Positions
- 115
- Top Holding
- IVV at 10.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Snider Financial Group's portfolio (46.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.9M | 10.88% | +$141.9K Bought | — 59.6K shares | |
ETF ETF | $23.4M | 6.38% | +$378.2K Bought | — 233.4K shares | |
Unknown Unknown | $20.1M | 5.48% | +$213.4K Bought | — 93.0K shares | |
Software - Infrastructure Technology | $19.7M | 5.37% | -$1.5M Sold | 0.00% 38.0K shares | |
ETF ETF | $14.7M | 4.02% | +$221.0K Bought | — 637.2K shares | |
Consumer Electronics Technology | $11.1M | 3.02% | -$346.0K Sold | 0.00% 43.5K shares | |
Specialty Retail Consumer Cyclical | $10.7M | 2.92% | +$131.5K Bought | 0.00% 48.7K shares | |
Internet Content & Information Communication Services | $10.6M | 2.89% | -$16.6K Sold | 0.00% 43.5K shares | |
Drug Manufacturers - General Healthcare | $10.0M | 2.73% | +$634.8K Bought | 0.00% 13.1K shares | |
Internet Content & Information Communication Services | $8.7M | 2.38% | +$88.9K Bought | 0.00% 11.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Snider Financial Group's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+17.89% | |
+14.98% | |
+9.27% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-15.94% |
Analytics
Portfolio insights and performance metrics for Snider Financial Group
GthenA