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 91.75% of 93 Financial Group's stock portfolio.
- Added to shares of these 4 stocks: SPMB, VONG, SCHX, SCHP.
- Reduced shares in these 5 stocks: SCHA, SCHM, USRT, SCHE, CWB.
- 93 Financial Group was a net seller of stock by $-7.6M.
- 93 Financial Group has $253M in assets under management (AUM), dropping by 12.96%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 30.3 | $77M | 601k | 127.81 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 21.8 | $55M | -5% | 1.5M | 36.87 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 21.5 | $55M | -6% | 1.5M | 36.13 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 9.2 | $23M | -6% | 352k | 66.45 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 8.8 | $22M | 617k | 36.26 |
|
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 7.1 | $18M | +2% | 801k | 22.31 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $2.5M | +11% | 85k | 29.43 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $302k | -9% | 2.8k | 107.84 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $222k | +3% | 8.4k | 26.50 |
|
Past Filings by 93 Financial Group
SEC 13F filings are viewable for 93 Financial Group going back to 2025
- 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