# EDGAR Filing Document

**Accession Number:** 0001820681
**File Stem:** 0001951757-25-001029
**Filing Date:** 2025-8
**Character Count:** 15202
**Document Hash:** cbb411ced7b3017463990a1bff001b82
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001029.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0001951757-25-001029

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Snider Financial Group
- **CENTRAL INDEX KEY:** 0001820681

**ORGANIZATION NAME:**
- **EIN:** 912133905
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21364
- **FILM NUMBER:** 251183788

**BUSINESS ADDRESS:**
- **STREET 1:** 12505 BEL-RED ROAD
- **STREET 2:** SUITE 200
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98005
- **BUSINESS PHONE:** 425-453-7080

**MAIL ADDRESS:**
- **STREET 1:** 12505 BEL-RED ROAD
- **STREET 2:** SUITE 200
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98005

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Snider Financial Group<br>**Address:** 12505 BEL-RED ROAD<br>SUITE 200<br>BELLEVUE, WA 98005

**Form 13F File Number:** 028-21364

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Heather Bush<br>**Title:** Chief Compliance Officer<br>**Phone:** 425-453-7080

**Signature, Place, and Date of Signing:**

Heather Bush  Bellevue, WA  08-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 116

**Form 13F Information Table Value Total:** $346668005

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 9196855 | 44826 | SH |  | SOLE |  | 0 | 0 | 44826 |
| ABBVIE INC | COM | 00287Y109 |  | 235336 | 1268 | SH |  | SOLE |  | 0 | 0 | 1268 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 246720 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| AUTODESK INC | COM | 052769106 |  | 4201484 | 13572 | SH |  | SOLE |  | 0 | 0 | 13572 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 22781196 | 229649 | SH |  | SOLE |  | 0 | 0 | 229649 |
| AMAZON COM INC | COM | 023135106 |  | 10560996 | 48138 | SH |  | SOLE |  | 0 | 0 | 48138 |
| BROADCOM INC | COM | 11135F101 |  | 3666179 | 13300 | SH |  | SOLE |  | 0 | 0 | 13300 |
| BANK AMERICA CORP | COM | 060505104 |  | 1230269 | 25999 | SH |  | SOLE |  | 0 | 0 | 25999 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1457600 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2288948 | 4712 | SH |  | SOLE |  | 0 | 0 | 4712 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 5684823 | 5743 | SH |  | SOLE |  | 0 | 0 | 5743 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 4226254 | 8298 | SH |  | SOLE |  | 0 | 0 | 8298 |
| CISCO SYS INC | COM | 17275R102 |  | 209148 | 3015 | SH |  | SOLE |  | 0 | 0 | 3015 |
| CSX CORP | COM | 126408103 |  | 238216 | 7301 | SH |  | SOLE |  | 0 | 0 | 7301 |
| CORTEVA INC | COM | 22052L104 |  | 1302549 | 17477 | SH |  | SOLE |  | 0 | 0 | 17477 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 1200655 | 17505 | SH |  | SOLE |  | 0 | 0 | 17505 |
| DOW INC | COM | 260557103 |  | 538172 | 20324 | SH |  | SOLE |  | 0 | 0 | 20324 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 210133 | 1809 | SH |  | SOLE |  | 0 | 0 | 1809 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 209710 | 8029 | SH |  | SOLE |  | 0 | 0 | 8029 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 |  | 447320 | 7123 | SH |  | SOLE |  | 0 | 0 | 7123 |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 |  | 536417 | 8542 | SH |  | SOLE |  | 0 | 0 | 8542 |
| FIDELITY COVINGTON TRUST | DIVID ETF RISI | 316092832 |  | 375913 | 6932 | SH |  | SOLE |  | 0 | 0 | 6932 |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | 316092725 |  | 317256 | 13622 | SH |  | SOLE |  | 0 | 0 | 13622 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 |  | 446670 | 16519 | SH |  | SOLE |  | 0 | 0 | 16519 |
| GE AEROSPACE | COM NEW | 369604301 |  | 977851 | 3799 | SH |  | SOLE |  | 0 | 0 | 3799 |
| GE VERNOVA INC | COM | 36828A101 |  | 444007 | 839 | SH |  | SOLE |  | 0 | 0 | 839 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 276176 | 906 | SH |  | SOLE |  | 0 | 0 | 906 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 7721690 | 43529 | SH |  | SOLE |  | 0 | 0 | 43529 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1072264 | 6084 | SH |  | SOLE |  | 0 | 0 | 6084 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 14422544 | 627613 | SH |  | SOLE |  | 0 | 0 | 627613 |
| HOME DEPOT INC | COM | 437076102 |  | 610828 | 1666 | SH |  | SOLE |  | 0 | 0 | 1666 |
| HEICO CORP NEW | COM | 422806109 |  | 3748062 | 11427 | SH |  | SOLE |  | 0 | 0 | 11427 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 3036240 | 24000 | SH |  | SOLE |  | 0 | 0 | 24000 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 1501726 | 64369 | SH |  | SOLE |  | 0 | 0 | 64369 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 8093935 | 159612 | SH |  | SOLE |  | 0 | 0 | 159612 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2102706 | 25188 | SH |  | SOLE |  | 0 | 0 | 25188 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 213128 | 3550 | SH |  | SOLE |  | 0 | 0 | 3550 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 474518 | 7575 | SH |  | SOLE |  | 0 | 0 | 7575 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 230340 | 2871 | SH |  | SOLE |  | 0 | 0 | 2871 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 2755336 | 63751 | SH |  | SOLE |  | 0 | 0 | 63751 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2587366 | 19160 | SH |  | SOLE |  | 0 | 0 | 19160 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 293514 | 6349 | SH |  | SOLE |  | 0 | 0 | 6349 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 217729 | 2074 | SH |  | SOLE |  | 0 | 0 | 2074 |
| ISHARES TR | CORE S ETF | 464287200 |  | 36866958 | 59377 | SH |  | SOLE |  | 0 | 0 | 59377 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 1188432 | 6119 | SH |  | SOLE |  | 0 | 0 | 6119 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2978515 | 7015 | SH |  | SOLE |  | 0 | 0 | 7015 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 541571 | 3905 | SH |  | SOLE |  | 0 | 0 | 3905 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 257924 | 1952 | SH |  | SOLE |  | 0 | 0 | 1952 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 754546 | 9760 | SH |  | SOLE |  | 0 | 0 | 9760 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 4043570 | 71127 | SH |  | SOLE |  | 0 | 0 | 71127 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 5033968 | 17364 | SH |  | SOLE |  | 0 | 0 | 17364 |
| COCA COLA CO | COM | 191216100 |  | 632505 | 8940 | SH |  | SOLE |  | 0 | 0 | 8940 |
| ELI LILLY  CO | COM | 532457108 |  | 9561771 | 12266 | SH |  | SOLE |  | 0 | 0 | 12266 |
| ISHARES TR | MBS ETF | 464288588 |  | 7019758 | 74766 | SH |  | SOLE |  | 0 | 0 | 74766 |
| META PLATFORMS INC | CL A | 30303M102 |  | 8684179 | 11766 | SH |  | SOLE |  | 0 | 0 | 11766 |
| 3M CO | COM | 88579Y101 |  | 549456 | 3609 | SH |  | SOLE |  | 0 | 0 | 3609 |
| MICROSOFT CORP | COM | 594918104 |  | 20351312 | 40915 | SH |  | SOLE |  | 0 | 0 | 40915 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 242970 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| NETFLIX INC | COM | 64110L106 |  | 241043 | 180 | SH |  | SOLE |  | 0 | 0 | 180 |
| NIKE INC | CL B | 654106103 |  | 236408 | 3328 | SH |  | SOLE |  | 0 | 0 | 3328 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 2494678 | 22438 | SH |  | SOLE |  | 0 | 0 | 22438 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 511337 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 204629 | 4882 | SH |  | SOLE |  | 0 | 0 | 4882 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5884420 | 37246 | SH |  | SOLE |  | 0 | 0 | 37246 |
| ORACLE CORP | COM | 68389X105 |  | 700565 | 3204 | SH |  | SOLE |  | 0 | 0 | 3204 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 |  | 335865 | 10532 | SH |  | SOLE |  | 0 | 0 | 10532 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 342371 | 8150 | SH |  | SOLE |  | 0 | 0 | 8150 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 4165652 | 20356 | SH |  | SOLE |  | 0 | 0 | 20356 |
| PEPSICO INC | COM | 713448108 |  | 298264 | 2259 | SH |  | SOLE |  | 0 | 0 | 2259 |
| PFIZER INC | COM | 717081103 |  | 294993 | 12170 | SH |  | SOLE |  | 0 | 0 | 12170 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1015827 | 1841 | SH |  | SOLE |  | 0 | 0 | 1841 |
| COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 |  | 4555264 | 123818 | SH |  | SOLE |  | 0 | 0 | 123818 |
| BANCO SANTANDER S.A. | ADR | 05964H105 |  | 206731 | 24907 | SH |  | SOLE |  | 0 | 0 | 24907 |
| STARBUCKS CORP | COM | 855244109 |  | 1150062 | 12551 | SH |  | SOLE |  | 0 | 0 | 12551 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 332625 | 11036 | SH |  | SOLE |  | 0 | 0 | 11036 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 7300160 | 249920 | SH |  | SOLE |  | 0 | 0 | 249920 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 304843 | 3822 | SH |  | SOLE |  | 0 | 0 | 3822 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 2445240 | 8768 | SH |  | SOLE |  | 0 | 0 | 8768 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 |  | 548321 | 21419 | SH |  | SOLE |  | 0 | 0 | 21419 |
| S GLOBAL INC | COM | 78409V104 |  | 2918337 | 5535 | SH |  | SOLE |  | 0 | 0 | 5535 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 203586 | 4779 | SH |  | SOLE |  | 0 | 0 | 4779 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2296684 | 3717 | SH |  | SOLE |  | 0 | 0 | 3717 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 299877 | 3146 | SH |  | SOLE |  | 0 | 0 | 3146 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 6629496 | 126662 | SH |  | SOLE |  | 0 | 0 | 126662 |
| STRYKER CORPORATION | COM | 863667101 |  | 4829231 | 12206 | SH |  | SOLE |  | 0 | 0 | 12206 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 4203488 | 2764 | SH |  | SOLE |  | 0 | 0 | 2764 |
| DIREXION SHS ETF TR | 20YR TRES BEAR | 25460G849 |  | 1847000 | 50000 | SH |  | SOLE |  | 0 | 0 | 50000 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 4151617 | 18330 | SH |  | SOLE |  | 0 | 0 | 18330 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2191366 | 7024 | SH |  | SOLE |  | 0 | 0 | 7024 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 954095 | 10164 | SH |  | SOLE |  | 0 | 0 | 10164 |
| VISA INC | COM CL A | 92826C839 |  | 3476058 | 9790 | SH |  | SOLE |  | 0 | 0 | 9790 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 280424 | 1438 | SH |  | SOLE |  | 0 | 0 | 1438 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 561119 | 9842 | SH |  | SOLE |  | 0 | 0 | 9842 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 4284854 | 14879 | SH |  | SOLE |  | 0 | 0 | 14879 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 2257821 | 33589 | SH |  | SOLE |  | 0 | 0 | 33589 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 396412 | 6744 | SH |  | SOLE |  | 0 | 0 | 6744 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 18838232 | 92042 | SH |  | SOLE |  | 0 | 0 | 92042 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 653035 | 6451 | SH |  | SOLE |  | 0 | 0 | 6451 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 |  | 342023 | 3997 | SH |  | SOLE |  | 0 | 0 | 3997 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 327571 | 1171 | SH |  | SOLE |  | 0 | 0 | 1171 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 366417 | 2228 | SH |  | SOLE |  | 0 | 0 | 2228 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 1181941 | 4208 | SH |  | SOLE |  | 0 | 0 | 4208 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 406552 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1337787 | 2355 | SH |  | SOLE |  | 0 | 0 | 2355 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 370527 | 1303 | SH |  | SOLE |  | 0 | 0 | 1303 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 2153224 | 43916 | SH |  | SOLE |  | 0 | 0 | 43916 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 963809 | 5453 | SH |  | SOLE |  | 0 | 0 | 5453 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 473472 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1902467 | 14271 | SH |  | SOLE |  | 0 | 0 | 14271 |
| WALMART INC | COM | 931142103 |  | 5647912 | 57761 | SH |  | SOLE |  | 0 | 0 | 57761 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 |  | 531988 | 15564 | SH |  | SOLE |  | 0 | 0 | 15564 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 973697 | 18689 | SH |  | SOLE |  | 0 | 0 | 18689 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 7805351 | 30823 | SH |  | SOLE |  | 0 | 0 | 30823 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 448041 | 10817 | SH |  | SOLE |  | 0 | 0 | 10817 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 258797 | 1920 | SH |  | SOLE |  | 0 | 0 | 1920 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 5038185 | 51284 | SH |  | SOLE |  | 0 | 0 | 51284 |

---