93 Financial Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), 93 Financial Group, LLC reported 9 stock positions worth $224.3 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 29.3% of the portfolio, followed by Schwab US Mid Cap ETF (SCHM, 21.9%) and Schwab US Small-Cap ETF (SCHA, 20.9%). Compared with Q4 2025, it added to 3 and reduced 6. The biggest buy was iShares Core US REIT ETF (USRT, shares +3%) and the biggest sale Schwab Emrg Mrkts Eqty ETF (SCHE, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WOBURN, MA
- CIK
- 0002112320
- Portfolio Value
- $224.3M (Q1 2026)
- SEC Filing
- 0002112320-26-000002 ↗ filed May 5, 2026
Holdings Value
Holdings 9 stocks · $224.3M
| VONG Vanguard Russell 1000 Growth | 29.31% | 599,199 | $65.7M | Add +1.3% |
| SCHM Schwab US Mid Cap ETF | 21.86% | 1,583,141 | $49.0M | Reduce -2.1% |
| SCHA Schwab US Small-Cap ETF | 20.86% | 1,608,645 | $46.8M | Reduce -3.6% |
| USRT iShares Core US REIT ETF | 9.95% | 376,929 | $22.3M | Add +3.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 9.15% | 623,006 | $20.5M | Reduce -3.5% |
| SPMB SS SPDR P Mort Back Bond ETF | 7.78% | 779,674 | $17.5M | Add +3.1% |
| SCHX Schwab US Large-Cap ETF | 0.87% | 76,175 | $2.0M | Reduce -0.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.13% | 3,102 | $284K | Reduce -5.5% |
| SCHP Schwab U.S. Tips ETF | 0.10% | 8,107 | $216K | Reduce -1.1% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -3.5% | 9.15% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.4% | 0.87% | −0.03 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -5.5% | 0.13% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.1% | 0.10% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.6% | 20.86% | +0.17 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.1% | 21.86% | +0.69 |