SNS Financial Group, LLC

Institutional manager (13F) · CIK 1557485

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B

#	Issuer	Value	Shares
1	ISHARES TR	$150M	780,349
2	SCHWAB STRATEGIC TR	$89M	3,613,363
3	ISHARES TR	$73M	615,718
4	ISHARES TR	$71M	221,694
5	WISDOMTREE TR	$63M	717,040
6	SCHWAB STRATEGIC TR	$45M	1,804,465
7	STATE STR SPDR S&P 500 ETF T	$40M	61,814
8	J P MORGAN EXCHANGE TRADED F	$39M	830,813
9	INVESCO EXCH TRD SLF IDX FD	$38M	1,914,503
10	WORLD GOLD TR	$37M	394,862
11	APPLE INC	$35M	138,293
12	INVESCO EXCH TRD SLF IDX FD	$35M	1,701,524
13	VANGUARD BD INDEX FDS	$33M	451,083
14	AMERICAN CENTY ETF TR	$29M	267,027
15	INVESCO EXCH TRD SLF IDX FD	$29M	1,502,593
16	ISHARES TR	$29M	272,380
17	DIMENSIONAL ETF TRUST	$27M	631,454
18	VANGUARD INTL EQUITY INDEX F	$25M	471,655
19	WISDOMTREE TR	$22M	452,033
20	SCHWAB STRATEGIC TR	$14M	556,304
21	ISHARES TR	$12M	126,156
22	VANGUARD INDEX FDS	$9M	27,331
23	MICROSOFT CORP	$8M	20,469
24	VANGUARD INDEX FDS	$7M	16,892
25	VANGUARD INTL EQUITY INDEX F	$5M	39,641
26	DIMENSIONAL ETF TRUST	$5M	75,045
27	ISHARES TR	$5M	7,990
28	BERKSHIRE HATHAWAY INC DEL	$5M	9,393
29	VANGUARD INTL EQUITY INDEX F	$4M	59,721
30	SCHWAB STRATEGIC TR	$4M	191,790
31	VANGUARD INDEX FDS	$4M	19,670
32	ALPHABET INC	$4M	13,566
33	ISHARES TR	$4M	27,154
34	FIRST TR EXCHANGE-TRADED FD	$4M	69,853
35	ALPHABET INC	$3M	11,706
36	AMAZON COM INC	$3M	15,737
37	NVIDIA CORPORATION	$3M	18,681
38	INVESCO QQQ TR	$3M	5,332
39	DIMENSIONAL ETF TRUST	$3M	86,794
40	SCHWAB STRATEGIC TR	$3M	97,949
41	VANGUARD WORLD FD	$3M	12,528
42	3M CO	$3M	20,254
43	ISHARES TR	$3M	21,763
44	ABBVIE INC	$3M	12,988
45	COSTCO WHOLESALE CORPORATION	$3M	2,824
46	CATERPILLAR INC	$3M	3,968
47	SCHWAB STRATEGIC TR	$3M	82,400
48	ISHARES TR	$2M	43,657
49	CISCO SYS INC	$2M	31,808
50	META PLATFORMS INC	$2M	4,059

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.