93 Financial Group
Latest statistics and disclosures from 93 Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VONG, SCHM, SCHA, SCHE, USRT, and represent 91.71% of 93 Financial Group's stock portfolio.
- Added to shares of these 4 stocks: SPMB, SCHX, USRT, SCHM.
- Reduced shares in these 5 stocks: SCHP, VONG, SCHA, CWB, SCHE.
- Sold out of its position in SCHP.
- 93 Financial Group was a net buyer of stock by $15k.
- 93 Financial Group has $242M in assets under management (AUM), dropping by -4.49%.
- Central Index Key (CIK): 0002112320
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Portfolio Holdings for 93 Financial Group
93 Financial Group holds 8 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 32.0 | $78M | 601k | 128.93 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 21.1 | $51M | 1.5M | 34.02 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 20.3 | $49M | 1.5M | 32.63 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 9.3 | $23M | 617k | 36.45 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 9.0 | $22M | 353k | 61.58 |
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| Spdr Series Trust St Str Backe Etf (SPMB) | 7.1 | $17M | 812k | 21.14 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $2.6M | +4% | 88k | 30.00 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $241k | -14% | 2.4k | 101.18 |
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Past Filings by 93 Financial Group
SEC 13F filings are viewable for 93 Financial Group going back to 2025
- 93 Financial Group 2026 Q3 filed Oct. 21, 2026
- 93 Financial Group 2026 Q2 filed July 29, 2026
- 93 Financial Group 2026 Q1 filed May 5, 2026
- 93 Financial Group 2025 Q4 filed Feb. 20, 2026