93 Financial Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 20, 2026), 93 Financial Group, LLC reported 9 stock positions worth $229.6 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 31.4% of the portfolio, followed by Schwab US Mid Cap ETF (SCHM, 21.2%) and Schwab US Small-Cap ETF (SCHA, 20.7%).
- Most Recent 13F
- Q2 2026
- Location
- WOBURN, MA
- CIK
- 0002112320
- Portfolio Value
- $229.6M (Q4 2025)
- SEC Filing
- 0002112320-26-000001 ↗ filed Feb 20, 2026
Holdings Value
Holdings 9 stocks · $229.6M
| VONG Vanguard Russell 1000 Growth | 31.37% | 591,744 | $72.0M | — |
| SCHM Schwab US Mid Cap ETF | 21.17% | 1,616,678 | $48.6M | — |
| SCHA Schwab US Small-Cap ETF | 20.69% | 1,668,160 | $47.5M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 9.20% | 645,316 | $21.1M | — |
| USRT iShares Core US REIT ETF | 9.06% | 365,381 | $20.8M | — |
| SPMB SS SPDR P Mort Back Bond ETF | 7.38% | 756,474 | $17.0M | — |
| SCHX Schwab US Large-Cap ETF | 0.90% | 76,464 | $2.1M | — |
| CWB SS SPDR BB Conv Sec ETF | 0.13% | 3,282 | $293K | — |
| SCHP Schwab U.S. Tips ETF | 0.09% | 8,193 | $217K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.