Institutional
93 Financial Group, LLC
CIK 0002112320
$253.3M
Reported AUM
9
Positions
Q2 2026
Period
2026-07-29
Filed
Editorial summary
Summary for 93 Financial Group, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $121.01 | 0.09% | 9.27% | 67.14% | $76.9M | 30.34% | — | HELD |
| 2 | SCHM | SCHWAB STRATEGIC TR | $34.72 | -0.20% | 25.09% | 40.47% | $55.3M | 21.82% | — | HELD |
| 3 | SCHA | SCHWAB STRATEGIC TR | $33.50 | -0.56% | 33.85% | 38.38% | $54.5M | 21.52% | — | HELD |
| 4 | USRT | ISHARES TR | $67.68 | -0.85% | 25.32% | 26.42% | $23.4M | 9.23% | — | HELD |
| 5 | SCHE | SCHWAB STRATEGIC TR | $36.15 | 1.20% | 21.19% | 31.10% | $22.4M | 8.84% | — | HELD |
| 6 | SPMB | SPDR SERIES TRUST | $21.94 | -0.34% | 3.24% | 0.36% | $17.9M | 7.06% | — | HELD |
| 7 | SCHX | SCHWAB STRATEGIC TR | $29.34 | 0.32% | 19.85% | 71.32% | $2.5M | 0.99% | — | HELD |
| 8 | CWB | SPDR SERIES TRUST | $101.75 | 0.26% | 22.84% | 28.24% | $302K | 0.12% | — | HELD |
| 9 | SCHP | SCHWAB STRATEGIC TR | $26.06 | -0.23% | 2.01% | 1.72% | $222K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0002112320-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.