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CIK: 0002112320
Total reported value
$242.0M
$242.0M
9 檔
96.1%
According to the latest 13F quarterly dataset, 93 Financial Group, LLC managed an equity portfolio of $242.0M at the end of Q2 2026, spanning 9 distinct U.S. exchange-listed positions.
During Q2 2026, 93 Financial Group, LLC performed routine portfolio adjustments (0 new buys, 4 additions, 5 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 30.34% | +1.68% | +0.37% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 21.82% | -0.74% | -5.30% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 21.52% | -1.19% | -6.20% | |
| 4 | USRT | Ishares Core US Reit ETF | ETF-Other | 9.23% | -0.24% | -6.65% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 8.84% | +0.45% | -0.92% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 7.06% | +0.04% | +2.78% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.99% | +0.11% | +11.37% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.12% | -0.02% | -9.61% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.09% | -0.09% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | +1% | +0.37% | Add |
| 2 | SCHA | Schwab US Small-cap ETF | +0.7% | -6.20% | Trim |
| 3 | SCHX | Schwab US Large-cap ETF | +0.1% | +11.37% | Add |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | -9.61% | Trim |
| 5 | SCHP | Schwab U.s. Tips ETF | 0% | +3.49% | Add |
| 6 | SCHM | Schwab US Mid Cap ETF | 0% | -5.30% | Trim |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.3% | -0.92% | Trim |
| 8 | USRT | Ishares Core US Reit ETF | -0.7% | -6.65% | Trim |
| 9 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.7% | +2.78% | Add |
According to official SEC Form 13F filings, 93 Financial Group, LLC reported a total U.S. public equity portfolio value of $242.0M across 9 disclosed positions in Q2 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONG, SCHM, SCHA) accounted for 96.1% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
SCHM
前期市值: $49.0M
During Q2 2026, 93 Financial Group, LLC's top holdings by market value included VONG (30.3%)、SCHM (21.8%)、SCHA (21.5%). The largest single position, VONG, represented 30.3% of total portfolio value.
In Q2 2026, 93 Financial Group, LLC made 9 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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