93 Financial Group, LLC
Follow13F filer, CIK 2112320, WOBURN, MA
93 Financial Group, LLC reported $224,267,731 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002112320-26-000002
- Period
- 2026-03-31
- Reported value
- $224M
- Holdings
- 9
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VONGadded | +7,455 | $818K |
| USRTadded | +11,548 | $684K |
| SPMBadded | +23,200 | $519K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHAreduced | -59,515 | -$1.73M |
| SCHMreduced | -33,537 | -$1.04M |
| SCHEreduced | -22,310 | -$735K |
| CWBreduced | -180 | -$16.5K |
| SCHXreduced | -289 | -$7.41K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0002112320-26-000002, largest first. % of portfolio is the value over $224,267,731, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VONGVANGUARD SCOTTSDALE FDS | 599,199 | $65.7M | 29.31% | +7,455 | Timeline | ||
| SCHMSCHWAB STRATEGIC TR | 1,583,141 | $49M | 21.86% | -33,537 | Timeline | ||
| SCHASCHWAB STRATEGIC TR | 1,608,645 | $46.8M | 20.86% | -59,515 | Timeline | ||
| USRTISHARES TR | 376,929 | $22.3M | 9.95% | +11,548 | Timeline | ||
| SCHESCHWAB STRATEGIC TR | 623,006 | $20.5M | 9.15% | -22,310 | Timeline | ||
| SPMBSPDR SERIES TRUST | 779,674 | $17.5M | 7.78% | +23,200 | Timeline | ||
| SCHXSCHWAB STRATEGIC TR | 76,175 | $1.95M | 0.87% | -289 | Timeline | ||
| CWBSPDR SERIES TRUST | 3,102 | $284K | 0.13% | -180 | Timeline | ||
| SCHPSCHWAB STRATEGIC TR | 8,107 | $216K | 0.1% | -86 | Timeline |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002112320-26-000002 | base | 2026-05-05 | acceptance time not in the bulk data set |