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SNOWWATER INVESTMENT PARTNERS, LLC Historic Quarter Change: USA ETF, New

SNOWWATER INVESTMENT PARTNERS, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, SNOWWATER INVESTMENT PARTNERS, LLC opened 3 positions, added to 15, reduced 9 and sold out of 1.

  • Q2 2026: Stock XLP; Country of operation —; Class ST STR STAPL ETF; Shares before 0.
  • Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 0.
  • Q2 2026: Stock VBIL; Country of operation —; Class 0 3 MO TR BI ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2075393), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XLP
SELECT SECTOR SPDR TR
ST STR STAPL ETF05,925+5,925$0$492,190+$492,1902026-08-14
Q2 2026IJH
ISHARES TR
CORE S&P MCP ETF03,164+3,164$0$243,946+$243,9462026-08-14
Q2 2026VBIL
VANGUARD INSTL INDEX FD
0 3 MO TR BI ETF03,138+3,138$0$237,448+$237,4482026-08-14

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