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, USRT, SCHE, and represent 91.12% of 93 Financial Group's stock portfolio.
- Added to shares of these 3 stocks: VONG, USRT, SPMB.
- Reduced shares in these 6 stocks: SCHA, SCHM, SCHE, CWB, SCHX, SCHP.
- 93 Financial Group was a net seller of stock by $-1.5M.
- 93 Financial Group has $224M in assets under management (AUM), dropping by -2.34%.
- Central Index Key (CIK): 0002112320
Tip: Access up to 7 years of quarterly data
Positions held by 93 Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for 93 Financial Group
93 Financial Group holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 29.3 | $66M | 599k | 109.69 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 21.9 | $49M | -2% | 1.6M | 30.96 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 20.9 | $47M | -3% | 1.6M | 29.08 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 9.9 | $22M | +3% | 377k | 59.19 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 9.2 | $21M | -3% | 623k | 32.95 |
|
| Spdr Series Trust State Street Spd (SPMB) | 7.8 | $18M | +3% | 780k | 22.39 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $2.0M | 76k | 25.64 |
|
|
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $284k | -5% | 3.1k | 91.53 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $216k | 8.1k | 26.61 |
|
Past Filings by 93 Financial Group
SEC 13F filings are viewable for 93 Financial Group going back to 2025
- 93 Financial Group 2026 Q1 filed May 5, 2026
- 93 Financial Group 2025 Q4 filed Feb. 20, 2026