93 Financial Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), 93 Financial Group, LLC reported 9 stock positions worth $253.3 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 30.3% of the portfolio, followed by Schwab US Mid Cap ETF (SCHM, 21.8%) and Schwab US Small-Cap ETF (SCHA, 21.5%). Compared with Q1 2026, it added to 4 and reduced 5. The biggest buy was Vanguard Russell 1000 Growth (VONG, shares +0%) and the biggest sale iShares Core US REIT ETF (USRT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- WOBURN, MA
- CIK
- 0002112320
- Portfolio Value
- $253.3M (Q2 2026)
- SEC Filing
- 0002112320-26-000003 ↗ filed Jul 29, 2026
Holdings Value
Holdings 9 stocks · $253.3M
| VONG Vanguard Russell 1000 Growth | 30.34% | 601,405 | $76.9M | Add +0.4% |
| SCHM Schwab US Mid Cap ETF | 21.82% | 1,499,269 | $55.3M | Reduce -5.3% |
| SCHA Schwab US Small-Cap ETF | 21.52% | 1,508,904 | $54.5M | Reduce -6.2% |
| USRT iShares Core US REIT ETF | 9.23% | 351,878 | $23.4M | Reduce -6.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 8.84% | 617,288 | $22.4M | Reduce -0.9% |
| SPMB SS SPDR P Mort Back Bond ETF | 7.06% | 801,374 | $17.9M | Add +2.8% |
| SCHX Schwab US Large-Cap ETF | 0.99% | 84,839 | $2.5M | Add +11.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.12% | 2,804 | $302K | Reduce -9.6% |
| SCHP Schwab U.S. Tips ETF | 0.09% | 8,390 | $222K | Add +3.5% |